CFP Financial Planner: Estate & Retirement Strategy Expert
Destination Wealth Management
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. #J-18808-Ljbffr
Vacancy posted 1 day ago
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