Financial Advisor
cordamanagement · Remote
- Posted
- 12 days ago
- Last confirmed live
- Today
What this role involves
CORDA Investment Management is seeking a Financial Advisor to work with high-net-worth clients in a team-based environment. The role involves building client relationships, providing investment guidance, and collaborating with internal teams. Candidates need a Series 65 or Series 7/66, 2+ years of relevant experience, and proficiency with Microsoft Office; Salesforce is a plus.
Skills this posting asks for
- series 65
- series 7
- series 66
- microsoft office suite
- salesforce
Requirements
- 2 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…
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