Currently, Dowling & Yahnke has the following open position:  

Financial Planner

Summer Resident


Financial Planner

Dowling & Yahnke, LLC is one of the largest independent wealth management firms in San Diego.  Founded in 1991, we serve high net worth clients who value extremely personalized, fee-only, fiduciary-based investment management and wealth planning services.   

We are seeking a highly motivated, detail oriented and experienced Financial Planner to join our team, reporting to the Director of Financial Planning.  The candidate will work closely with our financial advisers in a team-based setting and will be a critical element of our Firm’s growth initiative.  The Financial Planner is expected to make a direct impact to the business by designing customized personal financial solutions for new and existing clients.  He/she will meet with high net worth clients on a regular basis to cultivate existing client relationships. 

Dowling & Yahnke offers a competitive salary, as well as a comprehensive benefits package and profit sharing plan.  The chosen candidate will be required to successfully complete a full background/credit check at the offer stage.

Job Responsibilities:

  • Owning and driving the financial planning process, which includes designing, analyzing, and presenting customized plans tailored to each client’s facts and circumstances.

  • Identifying issues and planning opportunities for review and discussion with clients and clients’ advisers.  Areas of emphasis to include financial goals analysis, estate planning, education planning, tax issues, insurance planning needs, college savings, social security, and executive compensation. 

  • Delivering plans to clients and their advisers in a clear and understandable manner.   Responsibilities will include meeting preparation, financial plan construction, direct client contact, meeting follow-up and client service.

  • Coaching and counseling advisers on financial planning strategies via formal training or as part of client relationship reviews.

  • Becoming a subject matter expert, staying current on planning issues, communicating updates to staff, and contributing content to the Firm’s website.

  • Assisting with development and presentation of training programs for internal staff.

  • Impacting the future strategy of the Firm’s service model.

Qualifications and Requirements:

  • Certified Financial Planner (CFP) designation required.

  • 5+ years of financial planning experience.

  • Bachelor’s degree (MBA preferred).

  • Proficient in Microsoft Office suite (Word, Excel, PowerPoint).

  • Solid understanding of personal tax issues.

  • Familiarity with MoneyGuide Pro and Tamarac Advisor View a plus.

  • Professional, personable, tactful, efficient, and self-motivated.

  • Strong interpersonal skills and sense of teamwork valued.

  • Strong organizational skills, multitasking, accuracy, service-minded, and meticulous adherence to details required.

  • Entrepreneurial-minded approach to business; small/midsize company experience preferred.

  • Strong written and verbal communications skills.​​

This position is exempt and is paid according to the laws of the State of California.

Dowling & Yahnke, LLC is an Equal Opportunity employer.  No relocation assistance is offered for this position; candidates not residing in San Diego County, CA will be responsible for relocation at their own expense.  Eligible candidates will be able to provide proof of eligibility to work in the United States without support; sponsorship is not available.

Interested candidates should apply here


Summer Resident

Dowling & Yahnke, LLC (Firm) is one of the largest independent wealth management firms in San Diego.  Founded in 1991, we serve high net worth clients who value extremely personalized, fee-only, fiduciary-based investment management services.  

We are seeking an extremely personable and motivated Summer Resident to join our knowledgeable, credentialed, and experienced team.  Successful candidates will have the highest professional integrity, value absolute confidentiality, exhibit excellent written, quantitative, verbal, and interpersonal skills and be placed on an accelerated track toward potential employment as a Portfolio Management Associate.  This position provides both administrative and operational support to the Firm Partnership, including performing portfolio analyses; leading investment due diligence; compiling, analyzing, and presenting marketing metrics; and actively participating in internal and external growth initiatives.  Candidates will participate in a variety of assessments as a part of the interview process.  

Dowling & Yahnke, LLC offers a competitive salary of $30 to $40 per hour; the Resident program will last eight weeks and is full-time.  The chosen candidate will be required to successfully complete a full background/credit check at the offer stage.

Job Responsibilities:

  • Respond to institutional requests for proposals and surveys.

  • Comprehensive portfolio analyses that include risk and benchmark analytics.

  • Prepare client reports and account performance presentations.

  • Lead new investment due diligence and coordinate follow on action on behalf of the Investment Committee.  

  • Compile, analyze, and present marketing metrics and coordinate follow on action on behalf of the Marketing Committee.  

  • Actively participate in internal process improvements discussions and coordinate follow on action on behalf of the Client Service Committee.  

  • Actively participate in external growth initiative discussions and coordinate follow on action on behalf of the Growth Initiatives Committee.

Qualifications and Requirements:

  • MBA Candidate with a concentration in finance strongly preferred.

  • Patient learner and problem solver.

  • Ability to organize and prioritize multiple tasks.

  • A strong understanding of the financial services industry and capital markets.

  • Demonstrable success in building and maintaining relationships with centers of influence and sophisticated business decision makers.

  • Excellence in Excel, Word and PowerPoint required.

  • This position is non-exempt and is paid according to the laws of the State of California.

Dowling & Yahnke, LLC is an Equal Opportunity employer.  No relocation assistance is offered for this position; candidates not residing in San Diego County, CA will be responsible for relocation at their own expense.  Eligible candidates will be able to provide proof of eligibility to work in the United States without support; sponsorship is not available.

Interested candidates should apply here

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