Title: Financial Advisor/Relationship Manager
Office Location: Austin
Job Function: Client Relations
Company Overview
CORDA Investment Management is a dynamic and rapidly growing wealth management firm headquartered in Houston, with branch offices in Dallas, Austin, San Antonio, New Orleans, Denver, and Miami. We deliver investment management and comprehensive financial planning to individuals, families, endowments, and foundations. Our team is dedicated to fostering strong relationships with our clients and delivering tailored financial strategies to help them achieve their goals. As we continue to expand our client base and offerings, we are seeking motivated and experienced individuals to join our team.
YOUR IMPACT
Position Overview
The Relationship Manager (RM) works directly with our high-net-worth clients. The RM works in a client-focused, team-centered environment as a contributor to both the firm's client service and business development efforts.
As a Relationship Manager, you will be responsible for cultivating and maintaining relationships with high-net-worth individuals, families, and institutions. You will serve as the primary point of contact for clients, providing personalized financial guidance and delivering comprehensive wealth management solutions. This role requires a combination of financial expertise, interpersonal skills, and business development acumen.
HOW YOU WILL FULFILL YOUR POTENTIAL
- Ensure retention of and deepen the relationship with our firm's clients
- Develop and maintain long-term relationships with clients, understanding their financial objectives, risk tolerance, and unique circumstances.
- Collaborate with management, our portfolio managers, operations, and financial planners to deliver full-service, integrated financial management for our clients
- Provide ongoing portfolio management and investment advice, monitoring performance and recommending adjustments as needed.
- Proactively identify opportunities to deepen client relationships, increase wallet share and expand business through referrals and cross-selling initiatives.
- Stay current on market trends, regulatory developments, and industry best practices to effectively advise clients and mitigate risks.
- Competitive but highly collaborative with the ability to work both independently and in a team environment.
SKILLS AND EXPERIENCE WE'RE LOOKING FOR
Qualifications
- Bachelor's degree (B. A./B.S.) from accredited college or university
- Must have Series 65 (or equivalent)
- Must have seven years as a Registered Investment Advisor representative or licensed Registered Representative for a full-service broker dealer
- Proficiency with Excel, PowerPoint, Word, Microsoft 365
- Experience with Salesforce a plus
Note to Applicants
Most roles at CORDA will be part of our structured hybrid work model. This includes working together in the office on Tuesdays, Wednesdays, and Thursdays, and choosing to work where one works best on Mondays and Fridays. This maximizes in person collaboration and interaction while simultaneously providing flexibility. May require travel to meet with clients, attend conferences and industry events.
What It’s Like Working Here
We believe in rewarding your contributions and offer competitive pay, bonus, 401k match, health insurance, and bottom line -- a top shelf work environment where everybody gets along, enjoys what they do, and encourages their co-workers to achieve their goals and dreams.
We hire people who know how to make good decisions -- you'll be empowered to do the right thing for our clients.
Benefits That Support the Unique Needs of Our People
HEALTHCARE
Multiple healthcare plan options to fit you and your family, 50% of coverage cost paid by CORDA
Long Term Disability Insurance
TIME OFF
Every other Friday off
30-day paid sabbatical after seven years employment. 30-day paid sabbatical every 5 years thereafter
RETIREMENT PLANS
Company contributions to your 401(k) retirement plans, and access to financial planning tools
Job Type: Full-time
Pay: $120,000.00 - $150,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Mileage reimbursement
- Paid time off
- Vision insurance
Experience level:
Supplemental pay types:
- Bonus opportunities
- Quarterly bonus
Ability to Relocate:
- Broomfield, CO 80021: Relocate before starting work (Preferred)
Work Location: Hybrid remote in Broomfield, CO 80021