Wealth Management Advisor

2 days ago

Walnut Creek, United States Destination Wealth Management Full time

Company Description

Destination Wealth Management is a fee-based wealth management firm based in Walnut Creek, CA. The company provides investment research, portfolio management, and financial planning advice to individuals and institutions worldwide. The firm is dedicated to client-centric services and recognized as a leader in the industry.


Role Description

This is a full-time hybrid role for a Wealth Management Advisor. The Wealth Management Advisor will work primarily from the Walnut Creek office with flexibility for remote work. The role involves providing financial planning advice, retirement planning, investment management, and other wealth management services to clients.


Job Responsibilities:

  • Work closely with existing firm clients to develop and implement customized wealth planning strategies.
  • Manage multiple levels of client relationships within a team environment.
  • Convey the firm’s investment philosophy and strategy.
  • Perform regular Portfolio Review meetings with clients to discuss their strategy.
  • Address and research financial planning questions (e.g. Tax issues, cost basis, estate planning, insurance, stock options).
  • Develop financial planning reports (e.g. Retirement projections, income analysis, education funding).
  • Contribute to expanding client relationships.
  • Strengthen client relationships for asset retention and aggregation.
  • Contribute to the team and to meeting company growth goals.


Candidate Characteristics:

  • Accepts personal ownership for commitments and goals
  • Effectively communicates, expresses ideas clearly, persuasively, and effectively
  • Exemplary relationship skills
  • Professional conduct with peers
  • Enthusiasm to provide world-class service to our clients
  • Ability to organize and prioritize in a timely manner
  • Attention to detail and reliability 
  • Willingness to expand knowledge and expertise
  • Position is currently hybrid remote but does require travel to see clients face-to-face throughout the Bay Area and the Central Valley.


Qualifications

  • Expertise in financial planning and retirement planning.
  • Experience in investments and portfolio management.
  • Knowledge of finance and wealth management services.
  • Excellent analytical and critical thinking skills.
  • Strong communication and interpersonal skills.
  • Ability to work independently and as part of a team.


Education/Experience Requirements:

  • College Degree
  • Seven (7) to ten (10) years of financial planning and/or investment management experience
  • CFP Designation preferred. Will consider candidates who have passed the CFP Exam and are in the process of completing the CFP experience requirement.
  • Must have valid driver’s license 

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