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About the Role

CORDA Investment Management is seeking an experienced Financial Planner to lead client engagement throughout the financial planning process. This client-facing role involves guiding new clients from onboarding through plan development and providing ongoing planning as needs evolve, focusing on building long-term relationships and delivering personalized advice.

Responsibilities

• Partner with the planning team to analyze client situations, conduct research, and develop and implement financial planning recommendations.
• Collaborate with clients’ external advisors, including attorneys, CPAs, and other professionals, to ensure coordinated planning strategies.
• Deliver financial advice to clients with confidence and clarity through virtual and phone meetings, demonstrating strong verbal and non-verbal communication skills.
• Act as an accountability partner to advisors, helping ensure client plans are executed and goals are tracked over time.
• Provide insights on industry trends, best practices, and opportunities to enhance the firm’s planning capabilities and service offerings.
• Maintain the highest standards of ethics, professionalism, and client confidentiality.
• Prepare, coordinate, and follow through on client communications for both prospective and existing clients.
• Contribute to the development and improvement of internal processes, workflows, and client-facing materials.
• Maintain accurate and up-to-date client records and activity tracking within Salesforce.

Requirements

• Bachelor’s degree required (preferred fields: Business, Accounting, Finance, Economics).
• 5+ years of experience in financial services, including 3+ years developing and presenting comprehensive financial plans.
• CFP®, RICP®, or equivalent designation (or progress toward certification).
• Strong foundation in personal financial planning, including wealth management, risk management, and retirement income strategies.
• Experience working with pre-retirees and retirees; exposure to multi-generational planning is a plus.
• Experience with financial planning tools such as eMoney or MoneyGuidePro.
• Familiarity with CRM and advisor technology platforms (e.g., Salesforce).
• Experience with tools such as FP Alpha or SSAnalyzer is a plus.
• Experience working with custodians such as Charles Schwab preferred.
• Advanced proficiency in Microsoft Office (Excel, PowerPoint, Word).

Skills

• Financial planning
• Tax considerations
• Investments
• Insurance (life, disability, long-term care, property and casualty)
• Cash flow management
• Private investments
• Real estate
• Client relationship management
• Verbal and non-verbal communication
• Problem-solving
• Microsoft Office Suite (Excel, PowerPoint, Word)

Location

• Remote

Work Type

• Full-time

Experience Level

• 5+ years of experience in financial services
• 3+ years developing and presenting comprehensive financial plans

Education Level

• Bachelor's degree

About the Company

• CORDA Investment Management, LLC is a client-centered wealth management firm serving high-net-worth individuals and families.
• We bring together investment management, financial planning, and tax strategy in one integrated, proactive approach.
• Registered with the SEC under the Investment Advisers Act of 1940, CORDA upholds the highest standards of integrity and fiduciary responsibility.
• Our team shares a common purpose: helping clients navigate complexity, build confidence in their financial future, and leave a meaningful legacy.
• We are a close-knit, collaborative team that supports each other and welcomes new ideas, while staying focused on the clients we serve.