We are seeking a highly motivated, detail oriented, and experienced Financial Planner to join our team, reporting to the Director of Financial Planning. The Financial Planner will work closely with our Lead Advisors in a team-based setting and will instrumental in the continued growth of Dowling & Yahnke. The Financial Planner is expected to directly impact the business by designing customized personal financial solutions for new and existing clients and will meet with high net worth clients regularly to deepen clients’ relationships with the firm.
Own and drive the financial planning process, which includes designing, analyzing, and presenting customized plans tailored to each client’s facts and circumstances.
Identify issues and planning opportunities for review and discussion with clients and clients’ advisors. Areas of emphasis include financial goals analysis, estate planning, education planning, tax planning, insurance needs analysis, college savings, Social Security planning and optimization, and executive compensation planning.
Deliver plans to clients and their advisors in a clear and understandable manner. Responsibilities will include meeting preparation, financial plan construction, presentation of the plan to the client, meeting follow-up and ongoing client service.
Coach and counsel advisors on financial planning strategies via formal training or as part of client relationship reviews.
Become a subject matter expert, staying current on planning issues, communicating updates to staff, and contributing content to the Firm’s website (blog) and social media channels.
Assist with development and presentation of training programs for internal staff.
Contribute to the Firm’s strategic direction of its financial planning service offering.
Proficient in Microsoft Office suite (Word, Excel, PowerPoint).
Solid understanding of personal tax issues.
Proficiency with financial planning, Social Security analysis, and tax projection software; MoneyGuidePro, eMoney, Tamarac Reporting, and BNA Income Tax Planner / CFS Tax Tools expertise a plus.
Professional, personable, tactful, efficient, and self-motivated.
Strong interpersonal skills and sense of teamwork valued.
Not just a proficient technician. Experience presenting to clients in a competent, confident, persuasive, and empathetic manner. Able to formulate knowledgeable and convincing answers to tough questions on the spot.
Strong organizational skills, multitasking, accuracy, service-minded, and meticulous adherence to details required.
Entrepreneurial-minded approach to business; small/midsize company experience preferred.
Strong written and verbal communications skills.
This position is exempt and is paid according to the laws of the State of California.
Dowling & Yahnke offers a competitive salary, as well as a comprehensive benefits package and profit sharing plan. The chosen candidate will be required to successfully complete a full background/credit check at the offer stage.
Dowling & Yahnke, LLC is an Equal Opportunity employer. No relocation assistance is offered for this position; candidates not residing in San Diego County, CA will be responsible for relocation at their own expense. Eligible candidates will be able to provide proof of eligibility to work in the United States without support; sponsorship is not available.
Interested candidates should apply on our website at www.dywealth.com/careers.
About Dowling & Yahnke
We are not your typical financial advisor, and we are not looking for the typical candidate. We are a team of authentic, humble, passionate, reliable, dedicated, and compassionate individuals. Our goal is to find and reward great people who will further enhance our collaborative work environment. Our passion for providing industry-leading service to our clients is what drives us. We are looking for team members that can make us even better!
For almost three decades, Dowling & Yahnke has been part of a revolution in wealth management — independent, transparent, and world-class financial advice driven by personal relationships and free of competing incentives.
We started our firm for a simple reason — it was the right thing to do. Others have copied our model, but we continue to lead the industry through a commitment to continuous education, a time-tested and academically supported investment philosophy, an unwavering dedication to our clients, and a culture of excellence and continuous improvement.
For these reasons, Dowling & Yahnke is one of the largest independent, fee-only wealth advisory firms in San Diego, managing approximately $4 billion for more than 1,000 cli...ents. We serve high-net-worth clients by offering objective financial planning advice and discretionary investment management.