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Financial Planner
Job in
Walnut Creek, Contra Costa County, California, 94598, USA
Listed on 2026-02-15
Listing for:
Destination Wealth Management
Full Time
position Listed on 2026-02-15
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst
Job Description & How to Apply Below
Description
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.
Responsibilities- 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 specific financial planning topics
- Administering and maintaining client information across various Financial Planning Software
- Develop, implement and maintain policies and procedures for the department
- Communicating with Advisors on best practices on financial planning subjects
- Keeping Advisor team up to date on current events related to financial planning
- Estate Strategies
- Tax Planning
- Retirement Planning
- Cashflow Analysis
- Social Security Planning
- Pension Analysis
- Stock Options
- Comprehensive knowledge of topics related to financial planning
- Experience with financial planning software (Money Guide Pro , Wealth Studios, eMoney, Holistiplan, Salesforce)
- Experience with Excel and Adobe
- Strong interpersonal aptitude and solid work ethic
- Exemplary written and verbal communication skills
- CFP Certification required
- Additional designations a benefit (CPA, EA, JD)
- Bachelor’s degree
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