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Dowling & Yahnke LLC
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Financial Planner 2021
Full Time | Business Services 10 Months Ago
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Dowling & Yahnke LLC is Hiring a Financial Planner 2021 Near San Diego, CA

Description

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 — world-class, transparent, and fee-only 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 registered investment advisors in San Diego, managing over $5 billion for more than 1,300 clients. We serve high-net-worth clients by offering objective financial planning advice and discretionary investment management. 

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.

Due to the COVID-19 pandemic, this position has the option to work from home full-time for an undetermined period of time, with a required return to the office when the Firm has deemed it safe to do so. Disclosure of vaccination status is required as a condition of employment; unvaccinated employees are required to wear masks when working onsite.

JOB RESPONSIBILITIES: 

  • 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.

Requirements

QUALIFICATIONS AND REQUIREMENTS:

  • Certified Financial Planner (CFP) designation required.
  • 5 years of financial planning experience.
  • Bachelor’s degree (MBA preferred).
  • 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 retirement 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.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Business Services

POST DATE

05/26/2022

EXPIRATION DATE

11/25/2022

WEBSITE

dyinc.com

HEADQUARTERS

San Diego, CA

SIZE

<25

INDUSTRY

Business Services

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The following is the career advancement route for Financial Planner 2021 positions, which can be used as a reference in future career path planning. As a Financial Planner 2021, it can be promoted into senior positions as a Financial Associate (Corporate) III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Planner 2021. You can explore the career advancement for a Financial Planner 2021 below and select your interested title to get hiring information.

If you are interested in becoming a Financial Planner, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Planner for your reference.

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