Capital Roles

Raymond James

Financial Planning Consultant (Walnut Creek, CA)

Walnut Creek, CA · Private Client Group · Posted Jul 14, 2026

Excerpt from Raymond James's posting

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…

Read the full description on Raymond James's site (opens in a new tab)

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