Senior Financial Advisor
cordamanagement · Remote
- Posted
- 12 days ago
- Last confirmed live
- Today
What this role involves
CORDA Investment Management, LLC is seeking an experienced Senior Financial Advisor to join their fiduciary-first RIA. The role offers independence from broker-dealer conflicts with turnkey infrastructure and a collaborative team. Ideal candidates have Series 65 or Series 7/66 licensure and an established client base.
Skills this posting asks for
- series 65
- series 7
- series 66
- financial planning
- investment management
- tax strategy
- estate planning
- crm
- billing
- reporting
Requirements
- Level: senior
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 th…
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