Senior Financial Planner - Client-Focused Wealth Strategy
Corda-Investment-Management
Corda Investment Management in Austin, Texas is looking for an experienced Financial Planner to engage clients throughout the financial planning process. You will guide clients from onboarding to plan development, forging long-term relationships through personalized advice. The ideal candidate has over 5 years of experience in financial planning, a strong understanding of tax considerations, and must demonstrate exceptional verbal and non-verbal communication skills. This is a client-facing role suited for someone self-driven and committed to high-quality service. #J-18808-Ljbffr Corda-Investment-Management
Vacancy posted 1 day ago
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