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Hybrid Retirement Plan Advisor
Job in
Walnut Creek, Contra Costa County, California, 94598, USA
Listed on 2026-06-24
Listing for:
CPS Inc.
Full Time
position Listed on 2026-06-24
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
CPS Inc. is seeking a Retirement Plan Financial Advisor in Walnut Creek, California, for a hybrid position. The role involves developing personalized financial plans for retirement clients, conducting enrollment meetings, and managing investments to ensure client satisfaction.
The ideal candidate should possess FINRA Series 7, 63, or 65, with CFP designation being a significant advantage. Excellent communication and client interaction skills are essential for success in this role.
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