Financial Planner

Employer
CORDA Investment Management
Location
Houston, Texas
Salary
$75,000-$95,000 + bonus
Closing date
Jun 3, 2022

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Job Role
Financial Planner
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Pursuing
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Seeking to be an integral part of a fast-growing Registered Investment Advisory firm? Desire to work with a tight group of like-minded people? Want to be recognized and rewarded for your talents and contributions? Hoping to work for an organization that values your time and commitment? Want to be around other fun and engaging people who love their careers?

CORDA Investment Management, a Houston, Texas based RIA, seeks an individual looking to enhance their career with an opportunity that provides exposure to every aspect of the investment management business.

If you want to have exposure to the entire flywheel of a fast-growing firm where your voice and work matters, then you are looking at the right opportunity. You can propel your career within CORDA towards a multitude of possibilities when you join our firm.

We are small to medium sized firm managing over $1.5B for wealthy families and entrepreneurs across the nation. We strive to provide the highest level of care to our clients and have a unique offering in the wealth management space that sets us apart. Plus, we consider ourselves to be a bit of a family operation, where strong personal connections are the norm amongst our colleagues. We’ve been in business since 1999 and are planning for substantial growth over the next decade or two. If you see yourself making a solid contribution to the success of a business, then CORDA is a place for you.

Duties/Responsibilities

  • Design comprehensive financial plans for current and new clients
  • Formulate and suggest strategies that can help clients reach their goals
  • Manage and maintain financial planning software
  • Meet with clients to perform annual planning reviews
  • Develop and create summaries for client financial plans
  • Develop and present educational seminars and webinars
  • No product sales

Qualifications

  • Knowledge of main planning areas (retirement, investments, protection, estate, college and tax planning)
  • Current Series 63/65 or 66
  • Excellent communication skills
  • Current CFP® certification or on CFP® path
  • Experience preferred but not required for:

Money Guide Pro

Tamarac

MS Office

Power Point

Social media

We believe in the efficacy of the Covid vaccinations and require all employees to be fully vaccinated.

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. If you seek a boring work environment, then this is not the place for you. However, if you come to work with a smile and a willingness to work hard, you will have fun and get paid accordingly. Each employee who is here would tell you this is the best place they have ever worked.

  • Salary: $75,000-$95,000 + bonus

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