Destination Wealth Management is a rapidly growing Wealth Management firm with an opening for a Senior Internal Financial Planner.
This is not a business development role.
This position primarily focuses on maintaining and adding value to existing client relationships, as well as interacting with other professionals in a team-based structure. This is an ideal position for someone who enjoys working in a team environment with a wide range of clients and has the experience and planning knowledge to make each relationship valuable.
Position is currently hybrid remote
Company Profile
Destination Wealth Management is a fee-based wealth management firm based in Walnut Creek, CA. The company provides investment research, portfolio management, and financial planning advice to individuals and institutions worldwide. The firm is dedicated to client-centric services and recognized as a leader in the industry.
Job Responsibilities:
- Analyzing clients’ financial data gathering to provide Advisors with financial planning recommendations
- Attending client meetings as subject matter expert for specific planning topics
- Assisting with the creation, delivery, and implementation of complex financial plans for clients
- Researching of specific financial planning topics
- Administer and maintain of various Financial Planning Software
- Develop, implement, and maintain policies and procedures for the department
- Communicate with Advisors on best practices on financial planning subjects
- Keep Advisor team up to date on current events related to financial planning
Provide comprehensive financial planning strategies that include but not limited to the following:
- Estate Strategies
- Tax Planning
- Retirement Planning
- Cashflow Analysis
- Social Security Planning
- Pension Analysis
- Stock Options
Qualification and Skills
- Comprehensive knowledge of topics related to financial planning
- Experience in financial planning software (MoneyGuidePro & WealthStudios, Holistiplan, Salesforce)
- Experience with excel and Adobe
- Strong interpersonal aptitude and solid work ethic
- Exemplary written and verbal communication skills
Education/Experience Requirements
- College degree
- 3+ Years of experience in the financial industry
- CFP Designation required. Will consider candidates who have passed the CFP Exam and are in the process of completing the CFP experience requirement.
- Additional designations a benefit (CPA, EA, JD)
