Business Development / Financial Consultant
cordamanagement · Remote
- Posted
- 12 days ago
- Last confirmed live
- Today
What this role involves
CORDA Investment Management is seeking a Business Development / Financial Consultant to identify new business opportunities and build relationships with institutional partners and prospective high-net-worth clients. The role involves conducting consultations, managing pipeline in Salesforce, and collaborating with financial planners and advisors. Requires 3+ years of experience in financial services, active Series 65 or Series 7/66, and a bachelor's degree.
Skills this posting asks for
- salesforce
- excel
- microsoft 365
- series 65
- series 7
- series 66
- financial planning
- business development
- client relationship management
- crm
Requirements
- 3 years of experience
- Level: mid
From the employer’s posting
COMPANY OVERVIEW CORDA Investment Management, LLC is a client-centered wealth management firm serving high-net-worth individuals and families. We bring together investment management, financial planning, tax strategy, and estate planning in one integrated, proactive approach. Registered with t…
Read the full description on cordamanagement’s careers pageApply without filling the form
Approve this role and the application is completed for you, including a résumé tailored to it. You get a confirmation when it lands, and a credit is only spent when a submission is confirmed.
Other roles at cordamanagement
- Financial AdvisorRemote
- Senior Financial AdvisorRemote