Financial Planner

 Dowling & Yahnke, LLC is one of the largest independent wealth management firms in San Diego. Founded in 1991, we serve high net worth clients who value extremely personalized, fee-only, fiduciary-based investment management and wealth planning services.

We are seeking a highly motivated, detail oriented and experienced Financial Planner to join our team, reporting to the Director of Financial Planning. The candidate will work closely with our financial advisers in a team-based setting and will be a critical element of our Firm’s growth initiative. The Financial Planner is expected to make a direct impact to the business by designing customized personal financial solutions for new and existing clients. He/she will meet with high net worth clients on a regular basis to cultivate existing client relationships.

Dowling & Yahnke, LLC  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.

Job Responsibilities:

• Owning and driving the financial planning process, which includes designing, analyzing, and presenting customized plans tailored to each client’s facts and circumstances.

 • Identifying issues and planning opportunities for review and discussion with clients and clients’ advisers. Areas of emphasis to include financial goals analysis, estate planning, education planning, tax issues, insurance planning needs, college savings, social security, and executive compensation.

 • Delivering plans to clients and their advisers in a clear and understandable manner. Responsibilities will include meeting preparation, financial plan construction, direct client contact, meeting follow-up and client service. 

• Coaching and counseling advisers on financial planning strategies via formal training or as part of client relationship reviews. 

• Becoming a subject matter expert, staying current on planning issues, communicating updates to staff, and contributing content to the Firm’s website. 

• Assisting with development and presentation of training programs for internal staff. 

• Impacting the future strategy of the Firm’s service model.

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. 

• Familiarity with MoneyGuide Pro and Tamarac Advisor View a plus. 

• Professional, personable, tactful, efficient, and self-motivated. 

• Strong interpersonal skills and sense of teamwork valued.

 • 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, 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