More jobs:
Wealth Planner & Client Advisor
Job in
Corpus Christi, Nueces County, Texas, 78417, USA
Listed on 2026-06-03
Listing for:
TradeJobsWorkForce
Full Time
position Listed on 2026-06-03
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
Trade Jobs Work Force is looking for a Financial Planner based in Corpus Christi, Texas. The role requires providing comprehensive financial planning and investment advisory services to clients.
Responsibilities include developing investment strategies, executing retirement planning, managing client relationships, and coordinating estate planning. Candidates must demonstrate a strong ability to identify and cultivate new clients while maintaining a book of business.
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