Financial Planning Consultant (Walnut Creek, CA)

Walnut Creekonsitemid$70K – $100K

Posted 6 days ago · via Workday

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About this role

Job Description Summary Under limited supervision uses specialized knowledge and skills obtained through experience, specialized training or certification to serve as a resource to Financial Advisors and their clients regarding overall financial planning issues which may include portfolio design, income tax consulting, retirement planning, qualified retirement plans, risk management, estate planning, education funding, and small business planning. Continuously gains knowledge of the financial industry and markets through on- going education. Job Description Responsibilities Partners with Financial Advisor to review clients’ current portfolio design, understand client goals, enter client data, and conduct financial analysis.…

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This role is based in Walnut Creek. We weight your proximity and willingness to relocate.

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