Dallas, Texas, United States · Hybrid
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, and tax strategy…
Skills: Wealth management, Investment guidance, Financial planning, Client relationship management, Portfolio management
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
The Financial Advisor will serve as a primary point of contact for high-net-worth clients, delivering integrated wealth management solutions and investment guidance. They will collaborate with internal teams to maintain client relationships, conduct portfolio reviews, and support the firm's organic growth.
Candidates must hold a Series 65 or a combination of Series 7 and 66 licenses. A minimum of 2 years of relevant experience in a broker-dealer or portfolio management environment is required.
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, and tax strategy in one integrated, proactive approach.
Registered with the SEC under the Investment Advisers Act of 1940, CORDA upholds the highest standards of integrity and fiduciary responsibility.
At CORDA, our team shares a common purpose: helping clients navigate complexity, build confidence in their financial future, and leave a meaningful legacy. We are a close-knit, collaborative team. We support each other and welcome new ideas, while staying focused on the clients we serve. If our work resonates with you, we’d love to connect!
The Financial Advisor will work directly with high-net-worth clients in a collaborative, team-based environment. This role is focused on building and maintaining trusted client relationships, delivering thoughtful investment guidance, and contributing to the firm’s long-term growth.
Advisors partner closely with portfolio management, financial planning, and operations teams to provide an integrated wealth management experience. While the firm benefits from a strong referral network, this role also requires a proactive approach to relationship development and organic growth.
Serve as a primary point of contact for client relationships, delivering a high-touch, client-first experience
Develop a deep understanding of each client’s financial goals, risk tolerance, and long-term objectives
Provide ongoing investment guidance, portfolio reviews, and recommendations in partnership with internal teams
Collaborate with financial planners, portfolio managers, and operations to deliver comprehensive wealth management solutions
Maintain and strengthen existing client relationships, with a focus on long-term retention and trust
Identify opportunities to deepen relationships through additional services and referrals
Participate in client meetings, reviews, and ongoing communication throughout the year
Maintain accurate client records, notes, and follow-ups within CRM systems
Stay current on market trends and industry developments
Series 65 or Series 7 and Series 66 combination
2+ years of relevant experience, including:
Registered representative at a full-service broker-dealer, or
Investment/portfolio management experience
Proficiency with Microsoft Office Suite
Experience with Salesforce a plus
This job description should not be considered all-inclusive. It is merely a guide of expected duties. The employee understands that the job description is neither complete nor permanent and may be modified at any time. At the request of their supervisor, an employee may be asked to perform additional duties or take on additional responsibilities without notice.
CORDA Investment Management works with a select clientele providing individualized portfolio management to meet the specific need of each client. Philosophy: There are many reasons to invest: personal goals, preservation of capital, retirement income, preserving a legacy, providing capital for charitable causes, etc. - At CORDA, our contrarian ‘value’ driven investment strategy is focused, thoughtful and smartly conceived. We seek to own businesses that have solid balance sheets, income statements, and exceptional dividend trajectories. If and when these opportunities are attractively priced, we will invest for the long haul. Importantly, we are not restricted by unnecessary parameters. Typically we will avoid the momentum of the herd and invest in what we believe are good companies that have fallen out of favor with Wall Street and the public. We do not attempt to determine short-term price fluctuations but are instead looking for long-term value via attractive and sustainable dividends and earnings growth. CORDA Investment Management is registered with the SEC under the Investment Advisory Act of 1940.
Offices: 8955 Katy Freeway, Suite 200, Houston, TX 77024, US
CORDA Investment Management works with a select clientele providing individualized portfolio management to meet the specific need of each client. Philosophy: There are many reasons to invest: personal goals, preservation of capital, retirement income, preserving a legacy, providing capital for charitable causes, etc. - At CORDA, our contrarian ‘value’ driven investment strategy is focused, thoughtful and smartly conceived. We seek to own businesses that have solid balance sheets, income statements, and exceptional dividend trajectories. If and when these opportunities are attractively priced, we will invest for the long haul. Importantly, we are not restricted by unnecessary parameters. Typically we will avoid the momentum of the herd and invest in what we believe are good companies that have fallen out of favor with Wall Street and the public. We do not attempt to determine short-term price fluctuations but are instead looking for long-term value via attractive and sustainable dividends and earnings growth. CORDA Investment Management is registered with the SEC under the Investment Advisory Act of 1940.
Offices: 8955 Katy Freeway, Suite 200, Houston, TX 77024, US
