Destination Wealth Management is a rapidly growing Wealth Management firm with an opening for a Financial Planner. This is an opportunity for an intelligent, positive, and responsible person with high initiative, strong communication skills, and a desire to learn.
Assist a team of 15+ Wealth Advisors in:
Analyzing clients’ financial data gathering to provide Wealth Advisors with financial planning recommendations.
Attending client meetings as subject matter expert for specific planning topics
Researching of specific financial planning topics.
Provide comprehensive financial planning strategies that include but not limited to the following:
Administer and maintain the following Financial Planning Software
Social Security Timing
BNA Tax Planner
Run quarterly audits on financial planning at firm level to maintain compliance standards. Develop, implement, and maintain policies and procedures on ongoing basis for the Financial Planning Department. Prepare agendas and run presentations for occasional financial planning meetings with Wealth Advisory Team to discuss best practices on financial planning subjects. Keep Advisor team up to date on current events related to financial planning.
Comprehensive knowledge of topics related to financial planning Experience in financial planning software (MoneyGuidePro, BNA, Salesforce) Experience with excel and Adobe Strong interpersonal aptitude and solid work ethic Exemplary written and verbal communication skills
CFP Certification (preferred) 2 + Years of experience in the financial industry
About Destination Wealth Management
Destination Wealth Management is a Wealth Management firm located in Walnut Creek, CA.