Independent Financial Advisor Turnkey, Fiduciary Growth
corda investment managementDallas, TX
Independent Financial Advisor Turnkey, Fiduciary Growth
L5
corda investment managementDallas, TX10 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 ActivitiesCORDA 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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Level
SeniorL5
Location
Dallas, TX
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
10 days ago
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