Financial Advisor

CORDA Investment Management

Financial Advisor guiding high-net-worth clients for CORDA Investment Management, an integrated wealth management firm. Building trusted relationships and delivering investment guidance alongside planning, portfolio management, and operations teams.

Posted 8/4/2026full-timeDallas • Texas • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client relationship management, investment guidance, and portfolio management while maintaining accurate client records and collaborating with financial teams to deliver tailored wealth management solutions.

Highest-signal resume keywords

Series 65 CertificationSeries 7 CertificationSeries 66 CertificationClient Relationship ManagementInvestment Portfolio Management

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Investment GuidancePortfolio ReviewsFinancial Goal AnalysisRisk Tolerance AssessmentClient Communication

Soft Skills

Client-Focused ApproachRelationship BuildingTrust DevelopmentCollaborationOngoing Communication

Tools & Technologies

Microsoft Office SuiteSalesforce

Certifications & Qualifications

Series 65Series 7Series 66

Industry Keywords

Wealth ManagementFinancial PlanningBroker-DealerInvestment ManagementMarket Trends

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Series 65 or Series 7 and Series 66 combination
2+ years of relevant experience
Experience as a registered representative at a full-service broker-dealer or in investment/portfolio management
Proficiency with Microsoft Office Suite
Experience with Salesforce is a plus