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Financial Consultant

CFP Financial Planner: Estate & Retirement Strategy Expert

Job in Walnut Creek, Contra Costa County, California, 94598, USA
Listing for: Destination Wealth Management
Full Time position
Listed on 2026-03-12
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services company is seeking a Financial Planner in Walnut Creek, California, focused on enhancing client relationships and delivering tailored financial plans. The ideal candidate will possess strong knowledge of financial planning topics, experience with various planning software, and excellent communication skills. Responsibilities include analyzing client data, assisting in meetings, and implementing strategic financial plans. This role requires a CFP certification and offers a collaborative team environment.
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