Strategic Financial Planner & Advisor
Job in
Walnut Creek, Contra Costa County, California, 94598, USA
Listed on 2026-07-18
Listing for:
Fwainvest
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
Raymond James Walnut Creek, CA is seeking a Financial Planning Consultant to support Financial Advisors in designing comprehensive financial plans and reviewing client portfolios. The role involves retirement planning, risk management, estate planning, and education funding guidance, with ongoing client education and communications.
You will collaborate with advisors, prepare tailored recommendations, and participate in client meetings, leveraging FINRA licenses and regulatory knowledge as
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