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.

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.

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.

Interested candidates should apply here.

We are seeking a highly motivated, detail oriented, and experienced Executive Assistant to join our team, reporting to a Principal of the Firm.  The ideal candidate will be friendly, personable and professional. The Executive Assistant is expected to make a direct and critical impact to the business by providing professional support.

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.

JOB RESPONSIBILITIES:

• Primarily supports senior Principal in executive assistant role, including scheduling, confirming appointments, maintaining calendars and contacts; coordinating projects and meetings or conference logistics, personal assistance activities; provides limited support to other partners.
• Event planning, including meetings and employee seasonal event support.
• Facilitate phone and e-mail communications; route client work to appropriate personnel; follow up on outstanding client actions; manage future needed items for clients.
• Prepare and handle highly confidential and privileged documents and reports such as: letters, expense reports, check requests, and other documents; scan, copy, fax, e-mail, file.
• Coordinate and handle travel arrangements and itineraries.
• Backup for front desk and other administrative staff, regular project work, and additional duties as assigned.

QUALIFICATIONS AND REQUIREMENTS:

• Five+ years equivalent work-related experience, providing executive administrative support to top management.
• Financial services experience highly preferred.
• Highly proficient with MS-Word, Outlook, Excel, PowerPoint, and computer literate.
• Exceptional phone, communication, and interpersonal skills.
• Superior English language skills, including grammar, spelling, reading, writing and speaking. Business writing experience is essential.
• High school diploma required; college degree highly preferred.
• Professional, personable, tactful, efficient, and self-motivated.
• Possesses the ability to proactively anticipate needs and opportunities, takes action when appropriate.
• Strong interpersonal skills and sense of teamwork valued. Enjoys working with people and building relationships with coworkers, clients, prospective clients, and other key contacts.
• Strong organizational skills, multitasking, accuracy, service-minded, and meticulous adherence to details required. Thrives in a dynamic, fast-moving environment with multiple priorities and tasks.
• Entrepreneurial-minded approach to business; small/midsize company experience preferred.

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.

Interested candidates should apply here.