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Wealth Planner; Hybrid — Client-Focused Strategy

Job in Austin, Travis County, Texas, 78716, USA
Listing for: CORDA Investment Management
Full Time position
Listed on 2026-05-19
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 70000 - 90000 USD Yearly USD 70000.00 90000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Planner (Hybrid) — Client-Focused Strategy
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.
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