About this role
Financial Advisor at CORDA Investment Management, LLC. Location: Dallas, Texas, United States. Role: serving clients, building relationships, providing guidance Requirements: 2+ years of relevant experience; Series 65 or Series 7 and Series 66; proficiency with Microsoft Office; Salesforce a plus; experience with investment/portfolio management; client relationship focus. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Office, Salesforce Certifications: series 65, series 7, series 66 Commitment: Full Time Workplace: Hybrid Languages: English