Financial Planner

Destination Wealth Management; Walnut Creek (CA); On-site; USD 85,000 - 110,000; Full time

Job summary

Destination Wealth Management seeks a Financial Planner to strengthen existing client relationships and contribute planning expertise in a team-based setting. You will participate in client meetings, help design and implement comprehensive financial plans, and research planning topics to enhance service quality.

Ideal candidates hold a CFP certification (or equivalent) with strong interpersonal and communication skills, plus experience with planning software such as MoneyGuidePro, WealthStudios,

Qualifications

• Comprehensive knowledge of topics related to financial planning.
• Experience with financial planning software including listed tools.
• Proficient in Excel and Adobe applications.
• Strong interpersonal aptitude and work ethic; excellent written and verbal communication.

Responsibilities

• Maintain and grow existing client relationships and collaborate with team professionals.
• Attend client meetings as subject matter expert for planning topics.
• Assist with creation and delivery of complex financial plans for clients.
• Research specific financial planning topics and update client information in planning software.
• Develop and maintain department policies and procedures; share best practices with Advisors.
• Keep Advisors updated on current events related to financial planning.

Skills

Strong interpersonal

Exemplary communication

Attention to detail

Education

Bachelor's degree

CFP Certification preferred

CPA designation a benefit

Tools

MoneyGuidePro

WealthStudios

eMoney

Holistiplan

Salesforce

Job description

Description

The Financial Planner 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.

• 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 client information across 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 are not limited to the following:

• Estate Strategies
• Tax Planning
• Retirement Planning
• Cashflow Analysis
• Social Security Planning
• Pension Analysis
• Stock Options

Requirements

Qualification and Skills

• Comprehensive knowledge of topics related to financial planning
• Experience in financial planning software (MoneyGuidePro & WealthStudios, eMoney, Holistiplan, Salesforce)
• Experience with excel and Adobe
• Strong interpersonal aptitude and solid work ethic
• Exemplary written and verbal communication skills

Education And Experience Requirements

• CFP Certification preferred
• Additional designations a benefit (CPA, EA, JD)
• Bachelor’s degree