We are not your typical financial advisor and we are not looking for the typical candidate. We are a team of authentic, humble, passionate, reliable, dedicated, and compassionate individuals. Our goal is to find and reward great people that support our collaborative work environment. Our passion for providing industry-leading service to our clients is what drives us. We are looking for team members that can make us even better!

For almost three decades, Dowling & Yahnke has been part of a revolution in wealth management that has now spread throughout the industry — independent, transparent, and world-class financial advice driven by personal relationships and free of competing incentives.

We started our firm for a simple reason — it was the right thing to do. While others have copied our model, we continue to lead the way through a commitment to continuous education, a time-tested and academically supported investment philosophy, and unwavering dedication of excellence to our clients.

For these reasons, Dowling & Yahnke is one of the largest independent, fee-only wealth advisory firms in San Diego, managing approximately $4 billion for more than 1,000 clients. We serve high-net-worth clients by offering objective financial planning advice and investment management services.

 

Currently, Dowling & Yahnke has the following open positions:

Financial Planner

Paraplanner

Director of Financial Planning

Executive Assistant

Summer Resident


Financial Planner

We are seeking a highly motivated, detail oriented, and experienced Financial Planner to join our team, reporting to the Director of Financial Planning. The Financial Planner will work closely with our Lead Advisors in a team-based setting and will instrumental in the continued growth of Dowling & Yahnke. The Financial Planner is expected to directly impact the business by designing customized personal financial solutions for new and existing clients and will meet with high net worth clients regularly to deepen clients’ relationships with the firm.    

Job Responsibilities:

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

  • Identify issues and planning opportunities for review and discussion with clients and clients’ advisors. Areas of emphasis include financial goals analysis, estate planning, education planning, tax planning, insurance needs analysis, college savings, Social Security planning and optimization, and executive compensation planning.

  • Deliver plans to clients and their advisors in a clear and understandable manner. Responsibilities will include meeting preparation, financial plan construction, presentation of the plan to the client, meeting follow-up and ongoing client service.

  • Coach and counsel advisors on financial planning strategies via formal training or as part of client relationship reviews.

  • Become a subject matter expert, staying current on planning issues, communicating updates to staff, and contributing content to the Firm’s website (blog) and social media channels. 

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

  • Serve as a subject matter expert, staying current on planning issues, communicating updates to staff, and contributing content to the Firm’s website and third-party publications.

  • Contribute to the Firm’s strategic direction of its financial planning service offering.

Qualifications and Requirements:

  • CERTIFIED FINANCIAL PLANNERTM (CFP®) designation required.

  • 5+ years of financial planning experience.

  • Bachelor’s degree (MBA strongly preferred).

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

  • Solid understanding of personal tax issues.

  • Proficiency with financial planning, Social Security analysis, and tax projection software; MoneyGuidePro, eMoney, Tamarac Reporting, and BNA Income Tax Planner / CFS Tax Tools expertise a plus.

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

  • Strong interpersonal skills and sense of teamwork valued.

  • Not just a proficient technician. Experience presenting to clients in a competent, confident, persuasive, and empathetic manner. Able to formulate knowledgeable and convincing answers to tough questions on the spot.

  • 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 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.

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


Paraplanner

We are seeking a highly motivated, detail oriented, and experienced Paraplanner to join our team, reporting to the Director of Financial Planning. The Paraplanner will work closely with our Financial Planners and Advisors in a team-based setting and will be a critical element of our Firm’s growth initiative. The Paraplanner is expected to make a direct impact to the business by supporting Advisors and Financial Planners in developing customized personal financial solutions for new and existing clients. The Paraplanner role provides a career path to develop into a future Financial Planner at Dowling & Yahnke

Job Responsibilities:

  • Input data into financial planning software, including constructing and updating financial planning analyses, and identifying issues and opportunities for discussion with Financial Planners and Advisors.

  • Areas of emphasis include financial goals and retirement needs analysis, Social Security and Medicare planning, education planning, tax projections, charitable planning, insurance planning needs, executive compensation and stock option analysis, estate planning, and cash flow analysis.

  • Research ad-hoc financial planning questions.

  • Meeting preparation and follow-up client services including working directly with team members and clients to gather all required data, prepare analyses, and follow up on delivery of analyses to clients.

  • Compile, enter, and monitor CRM workflows related to client financial planning requests.

  • Communicate and work collaboratively with Financial Planners and Advisors throughout the planning process to ensure that financial planning analyses are completed accurately and promptly.

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

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

Qualifications and Requirements:

  • CERTIFIED FINANCIAL PLANNERTM (CFP®) designation, or currently working toward completion, required.

  • One to three years of paraplanner and/or financial planning experience.

  • Bachelor’s degree in finance, economics, business administration or related field required.

  • Proficient in Microsoft Office suite (Word, Excel, PowerPoint) and client relationship management (CRM) software (Salesforce preferred).

  • Proficiency with financial planning, Social Security analysis, and tax projection software; MoneyGuide Pro, eMoney and BNA Income Tax Planner / CFS Tax Tools expertise a plus.

  • Solid understanding of personal financial planning and income tax issues.

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

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.

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. 


Director of Financial Planning

We are seeking a highly motivated, detail oriented, and experienced Director of Financial Planning to join our team, reporting to Will Beamer.  The ideal candidate will have over eight years of financial planning and management experience in the wealth management industry and will work closely with our advisors in a team-based setting.  The Director of Financial Planning is expected to make a direct impact to the business and Firm’s growth initiative by providing thought leadership within the Firm, overseeing the planning department and process of delivering customized personal financial solutions for new and existing clients, and driving business development through community and industry involvement.   

Job Responsibilities:

  • Lead the Planning Department to further the Firm’s long-term strategic goals and progress toward key planning and client experience initiatives.

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

  • Manage a team of Financial Planners and Paraplanners; mentor, train, monitor and manage the financial planning workload and communicate with the entire advisory team. Provide feedback for improvements and efficiencies to the planning deliverable and advance professional development of team members. Provide second level support for difficult or complex plans.

  • Coach and counsel advisors and planners on financial planning strategies via formal training and on a case-by-case basis to serve client needs.

  • Identify issues and planning opportunities for review and discussion with clients and clients’ advisors.  Areas of emphasis to include financial goals analysis, estate planning, education planning, charitable giving, tax issues, insurance planning needs, Social Security, and executive compensation. 

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

  • Serve as a subject matter expert, staying current on planning issues, communicating updates to staff, and contributing content to the Firm’s website and third-party publications.

  • Drive business development through community exposure and professional networks.

Qualifications and Requirements:

  • CERTIFIED FINANCIAL PLANNERTM (CFP®) designation required.

  • Over eight years of financial planning experience and five years of management experience in overseeing a team of professionals.

  • Bachelor’s degree (MBA strongly preferred).

  • Certified Private Wealth Advisor (CPWA) a plus.

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

  • Solid understanding of personal tax issues. CPA a plus.

  • Proficiency with financial planning, Social Security analysis, and tax projection software; MoneyGuide Pro, eMoney, Tamarac Reporting, and BNA Income Tax Planner / CFS Tax Tools expertise a plus.

  • History of community involvement and a broad professional network.

  • 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 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.

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. 


Executive Assistant

We are seeking a highly motivated, detail oriented, and experienced Executive Assistant to join our team, reporting to Will Beamer, President, CIO and Principal. The ideal candidate will be friendly, personable and professional. The Executive Assistant is expected to make a direct and critical impact to the business by providing professional support.

Job Responsibilities:

  • Primarily supports senior Principal, including scheduling, confirming appointments, maintaining calendars and contacts; coordinating projects and meetings or conference logistics, personal assistance activities; provides limited support to other partners.

  • Extensive contact and coordination with clients and prospects

  • Event planning, including meetings and employee seasonal event support.

  • Facilitate phone and e-mail communications; route client work to appropriate personnel; follow up on outstanding client actions; manage future needed items for clients.

  • Prepare and handle highly confidential and privileged documents and reports such as: letters, expense reports, meeting agendas and notes, account statements, check requests, and other documents; scan, copy, fax, e-mail, file.

  • Coordinate and handle travel arrangements and itineraries.

  • Backup for front desk and other administrative staff, regular project work, and additional duties as assigned.

Qualifications and Requirements:

  • Five+ years equivalent work-related experience, providing executive administrative support to top management.

  • Financial services experience highly preferred.

  • High school diploma required; college degree highly preferred.

  • Highly proficient with MS-Word, Outlook, Excel, PowerPoint, and computer literate. Technologically savvy and curious.

  • Exceptional phone, communication, and interpersonal skills.

  • Superior English language skills, including grammar, spelling, reading, writing and speaking. Business writing experience is essential.

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

  • Possesses the ability to proactively anticipate needs and opportunities, takes action when appropriate.

  • Strong interpersonal skills and sense of teamwork valued. Enjoys working with people and building relationships with coworkers, clients, prospective clients, and other key contacts.

  • Strong organizational skills, multitasking, accuracy, service-minded, and meticulous adherence to details required. Thrives in a dynamic, fast-moving environment with multiple priorities and tasks.

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

  • Appreciates the value of discretion; experience working with confidential and highly-sensitive information

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

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.

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

We are seeking a highly motivated, detail oriented, and experienced Summer Resident to join our team, reporting to Mark Wernig. Successful candidates will have completed their first year of an accredited MBA program, and 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 an Associate Advisor. This 10-week 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.

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.

Qualifications and Requirements:

  • MBA Candidate with a concentration in finance strongly preferred; candidates who will have completed their first year of a two-year full-time program are targeted for this program.

  • Patient learner and problem solver.

  • 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.

  • 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.

  • Strong interpersonal skills and sense of teamwork valued. Enjoys working with people and building relationships with coworkers, clients, prospective clients, and other key contacts.

  • Strong organizational skills, multitasking, accuracy, service-minded, and meticulous adherence to details required. Thrives in a dynamic, fast-moving environment with multiple priorities and tasks.

  • 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 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.

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.