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 that support 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 three decades, Dowling & Yahnke has been part of a revolution in wealth management that has now spread throughout the industry — 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. While others have copied our model, we continue to lead the way through a commitment to continuous education, a time-tested and academically supported investment philosophy, and unwavering dedication of excellence to our clients.
For these reasons, Dowling & Yahnke is one of the largest independent, fee-only wealth advisory firms in San Diego, managing over $6.1 billion for more than 1,400 clients. We serve high-net-worth clients by offering objective financial planning advice and investment management 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 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 until January 2022, when all employees will be required to work onsite, with some flexibility for certain positions. Disclosure of vaccination status is required as a condition of employment; all employees will be required to be fully vaccinated as of January 2022, unless approved for a religious or medical accommodation.
QUALIFICATIONS AND REQUIREMENTS:
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.