Wealth Growth Advisor — BD & Client Partnerships

CORDA Investment Management is seeking a Business Development / Financial Consultant in the Town of Texas, Wisconsin. This full-time position requires a professional focused on driving business opportunities and managing client relationships. Ideal candidates will have over 3 years of experience in financial services, a Bachelor’s degree, and active financial licenses. Responsibilities include identifying high-net-worth clients, nurturing partnerships, and conducting consultations to showcase CORDA’s value. The position emphasizes a collaborative culture prioritizing client interests.
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