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
#J-18808-LjbffrStrategic Financial Planner & Advisor in walnut creek at Unknown Company
This position is listed as full time and onsite.