CORDA Investment Management

Financial Planning and Analysis

• Serve as a primary point of contact for client relationships and deliver a high-touch, client-first experience
• Develop an understanding of clients’ financial goals, risk tolerance, and long-term objectives
• Provide ongoing investment guidance, portfolio reviews, and recommendations with internal teams
• Collaborate with financial planners, portfolio managers, and operations to deliver comprehensive wealth management solutions
• Maintain and strengthen existing client relationships, focusing on long-term retention and trust
• Identify opportunities to deepen relationships through additional services and referrals
• Participate in client meetings, reviews, and ongoing communication
• Maintain accurate client records, notes, and follow-ups within CRM systems
• Stay current on market trends and industry developments

Financial Advisor