Currently, Dowling & Yahnke has the following open positions:

Relationship Manager

Summer Resident


Relationship Manager

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 and wealth planning services.

We are seeking an extremely personable and motivated Relationship Manager to join our knowledgeable, credentialed, and experienced team. Successful candidates will have the highest professional integrity, value absolute confidentiality, and exhibit excellent written, verbal, and interpersonal skills. This position splits responsibilities between client servicing, portfolio management, business development, external networking and internal initiatives.  Candidates will participate in a variety of assessments as a part of the interview process.  Dowling & Yahnke, LLC 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:

  • Serve as a client‐facing Firm representative, responsible for ongoing client communications and support.

  • Understand and effectively communicate to prospects, clients, and centers of influence

  • the Firm’s investment philosophy and value proposition.

  • Facilitate the introduction and conversion of potential clients to the Firm.

  • Direct the implementation of investment strategies developed by the Investment Committee.

  • Serve on the Firm’s Management Committee.

  • Identify and execute projects additive to the Firm’s efficiency, knowledge base, and growth.

  • Other duties and projects as assigned.

Qualifications and Requirements:

  • BA/BS degree, with an MBA strongly preferred.

  • Five plus years of prior work in an investment, financial planning, accounting, or law firm or other organization, with strong client relationship experience.

  • Chartered Financial Analyst (CFA) and/or Certified Financial Planner (CFP®) designations preferred.

  • Demonstrable success in building and maintaining relationships with high net worth clients and/or sophisticated business decision makers.

  • Patient educator and problem solver.

  • Ability to organize and prioritize multiple tasks.

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

  • Excellence in Excel, Word and PowerPoint required.

  • Knowledge of Advent APX, Salesforce, Tamarac, MoneyGuide Pro a plus.

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 offeredfor 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 send a resume and cover letter with salary requirements to hr@dywealth.com.

Summer Resident

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

The Firm is 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. The Firm offers a competitive hourly salary (eight weeks, 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.

  • Complete comprehensive portfolio analyses that include risk and benchmark analytics.

  • Prepare client reports and account performance presentations.

  • Lead new investment due diligence and coordinate follow up 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 improvement discussions and coordinate follow up action on behalf of the Client Service 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.

The Firm 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 send a resume and cover letter with salary requirements to hr@dywealth.com.

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