Skip to main content

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
View more categoriesView less categories
Job Role
Financial Planner
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Preferred

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.

 

 

Apply for Senior Financial Planner

Already uploaded your CV? Sign in to apply instantly

Fields marked with an asterisk (*) are required

Your file must be a .doc, .pdf, .docx, or .rtf. No larger than 1MB
Selected file:

When you apply for a job we will send your application to the named employer, who may contact you. By applying for a job listed on CFP Board Career Center you agree to our terms and conditions and privacy policy. You should never be required to provide bank account details. If you are, please contact us. All emails will contain a link in the footer to enable you to unsubscribe at any time.

Get job alerts

Create a job alert and receive personalized job recommendations straight to your inbox.

Create alert

Similar jobs