Customer Relations, Customer Support/Service, Finance, Financial Planning, High Net Worth, Investment Management, Microsoft Office, Salesforce.com, Series 65
LOCATION
Houston, TX
POSTED
2 days ago
Corda-Investment-Management in Houston, Texas is looking for a Financial Advisor to enhance client relationships and deliver expert investment guidance. The role emphasizes collaboration within a team and proactive client engagement.Ideal candidates will have a Series 65 or equivalent, 2+ years of experience in finance or investment, and proficiency in tools like Microsoft Office and Salesforce. Join us in helping clients achieve their financial goals in a supportive, client-first environment.#J-18808-Ljbffr