Senior Financial Planning & Retirement Consultant
Job in
Walnut Creek, Contra Costa County, California, 94598, USA
Listed on 2026-07-18
Listing for:
100 Raymond James & Associates, Inc.
Full Time
position Listed on 2026-07-18
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
100 Raymond James & Associates, Inc. is seeking a qualified financial professional to support Financial Advisors and clients with portfolio design, retirement and estate planning, and tax considerations.
Under limited supervision, you will review goals, run financial analyses, and prepare presentations that communicate recommendations clearly. Requirements include a bachelor’s degree and at least three years in financial services, SIE, Series 7, and Series 63/65/66 as required.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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