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Impactful Financial Planning Strategist | Growth & CFP Path

Location
Irvine, California
Posted
6 Jul 2026

Rk-Partners is seeking a Financial Planning Strategist in Irvine, CA, to transform financial data into actionable advice. You will collaborate with advisors to analyze financial data and create tailored strategies for clients, ensuring impactful financial outcomes. The ideal candidate has over 5 years in financial services, holds a Bachelor's degree, and is working towards or has obtained a CFP designation. A strong emphasis on detail and effective communication is crucial for success in this role. #J-18808-Ljbffr

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Details

  • Job Reference: 2860765002-2
  • Date Posted: 6 July 2026
  • Recruiter: Rk-Partners
  • Location: Irvine, California
  • Salary: On Application