Financial Planner at Destination Wealth Management – Walnut Creek, California

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

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 required
• Additional designations a benefit (CPA, EA, JD)
• Bachelor’s degree