Back to all Other jobs
Industry not specified
Financial Planning Consultant (Walnut Creek, CA)
at Raymond James
Mid LevelNo visa sponsorshipOther
Posted 20 hours ago
No clicks
- Compensation
- Not specified
- City
- Country
- United States
Currency: Not specified
**Senior Financial Planning Consultant** role required in Walnut Creek, CA. Develop personalized retirement, estate, and tax plans, leveraging industry-proven methodologies. Offer investment management advice, utilizing Morningstar and MoneyGuidePro tools. 5+ years' FPA/CFP experience essential. Proven track record in retirement income planning and financial planning software expertise. Collaborate cross-functionally, supporting team growth and client satisfaction.
No additional description provided.
