Strategic Financial Planner & Advisor

Fwainvest; Walnut Creek (CA); On-site; USD 70,304 - 100,000; Full time

Job summary

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

Qualifications

• Bachelor’s degree in a related field is required.
• 3+ years’ experience in financial services with emphasis on financial, retirement, and estate planning.

Responsibilities

• Partner with Financial Advisor to review clients’ portfolio, run financial analysis, and prepare tailored plans.
• Educate clients on securities markets, estate planning options, and education funding questions.
• Prepare meetings, communicate with clients via phone, email, or in person, and monitor financial cases over time.

Education

Bachelor’s degree in a related field

Job description

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