Wealth Planning Specialist

Destination Wealth Management; Bancroft (CA); On-site; USD 85,000 - 120,000; Full time

Job summary

Destination Wealth Management is seeking a Financial Planner to maintain and expand client relationships within a collaborative team environment. You will analyze client data, participate in meetings, and assist in developing comprehensive financial plans.

You'll apply planning expertise across estate, tax, retirement, cash flow, and Social Security topics, and contribute to policies and procedures while staying current on industry developments.

Qualifications

• 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

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 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

Skills

Financial planning

Interpersonal skills

Communication

Teamwork

Education

Bachelor’s degree

CFP Certification

CPA

EA

JD

Tools

MoneyGuidePro

WealthStudios

eMoney

Holistiplan

Salesforce

Job description

Destination Wealth Management is seeking a Financial Planner to maintain and expand client relationships within a collaborative team environment. You will analyze client data, participate in meetings, and assist in developing comprehensive financial plans.

You'll apply planning expertise across estate, tax, retirement, cash flow, and Social Security topics, and contribute to policies and procedures while staying current on industry developments.