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About the role

CORDA Investment Management, LLC seeks an experienced Senior Financial Advisor to join our fiduciary-first RIA. Bring client relationships and drive, while leveraging our turnkey infrastructure, technology, and support to serve high-net-worth clients. This role emphasizes independence within a collaborative team, ongoing client growth, compliance support, and a transition plan to move client accounts smoothly into CORDA’s platform.

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JOB OVERVIEW

Experience level

Senior

Location

Dallas, TX

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

11 days ago

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