Wealth Planner (Hybrid) — Client-Focused Strategy
CORDA Investment Management
CORDA Investment Management in Austin, Texas is seeking an experienced Financial Planner to lead client engagement throughout the financial planning process. This full-time, hybrid role focuses on building long-term relationships with clients and delivering insightful, personalized advice in areas such as investments, insurance, and cash flow. The ideal candidate has over 5 years' experience in financial services and strong qualifications in financial planning tools. Benefits include a collaborative work environment and the opportunity for personal growth. #J-18808-Ljbffr CORDA Investment Management
Vacancy posted 1 day ago
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