Independent Financial Advisor Turnkey, Fiduciary Growth
corda investment managementDallas, TX
Independent Financial Advisor Turnkey, Fiduciary Growth
corda investment managementDallas, TX
11 days ago
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsInvestment Fund ManagersIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesAbout 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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