CFP Financial Planner - Hybrid Wealth & Retirement
Lafayette, Contra Costa County, California, 94549, USA
Listed on 2026-10-15
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Services, Financial Analyst
CPS, Inc. is seeking a dedicated Financial Planner (CFP required) to provide comprehensive financial planning and investment guidance to clients in Walnut Creek, CA.
The role blends in-office collaboration with remote work, offering a thoughtful, client-centric approach to helping clients achieve their financial goals. The successful candidate will develop personalized strategies, monitor portfolios, and maintain strong client relationships while ensuring regulatory compliance and teamwork with
This opportunity is for the CFP Financial Planner
- Hybrid Wealth & Retirement role at CPS, Inc.
The position is based in Lafayette, CA, United States.
This opportunity is part of our work in Finance.
The advertised compensation is 113..
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the CFP Financial Planner
- Hybrid Wealth & Retirement role in the description above.
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