Strategic Financial Planner
Job in
Walnut Creek, Contra Costa County, California, 94598, USA
Listed on 2026-07-27
Listing for:
Raymond James
Full Time
position Listed on 2026-07-27
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Raymond James is seeking an experienced financial planning professional in California to serve as a resource to Financial Advisors and clients on portfolio design, retirement planning, estate planning, and related topics.
You will collaborate with advisors to analyze client needs, prepare comprehensive plans, and present recommendations. The role requires relevant licenses and a Bachelor’s degree with several years in financial services.
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