Senior Financial Planner
- Employer
- CORDA Investment Management
- Location
- Houston, Texas Area (Hybrid Position)
- Salary
- $100,000 to $125,000, based on experience + bonus and benefits
- Closing date
- Mar 20, 2025
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- Job Role
- Financial Planner
- Employment Type
- Full Time
- Level
- Experienced
- Experience Level
- 5 to 9 years
- CFP® Certification
- Preferred
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We are hiring an experienced Senior Financial Planner to work with our team of advisors and help manage client engagement with financial planning. You will onboard new financial planning clients, take them through the planning process, and provide ongoing planning as the client's life situation changes. Experience with tax, legal, investments, insurance (life, DI, LTC, P&C), cash flow, and private investments/real estate for those in the beginning stages of retirement and/or in retirement will be required in this role. This is a client-facing role.
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