Wealth Management Professional
4 weeks ago
This is a full-time hybrid role for a Wealth Management Professional. The Wealth Management Professional 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.
This is primarily not a business development role.
Position is currently hybrid remote.
Company Profile
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.
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.
Qualifications and Skills
- Expertise in financial planning and retirement planning.
- Experience in investments and portfolio management.
- Knowledge of finance and wealth management services.
- Experience in financial planning software (MoneyGuidePro & WealthStudios, Holistiplan, Salesforce) a plus
- 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
- 7+ years of financial planning and/or investment management experience
- CFP Designation required. Will consider candidates who have passed the CFP Exam and are in the process of completing the CFP experience requirement.
- Additional designations a benefit (CPA, EA, JD)
-
Wealth Management Professional
4 weeks ago
Walnut Creek, California, United States Mercer Advisors Full timeJob SummaryThe Wealth Advisor and Senior Wealth Advisor roles at Mercer Advisors focus on deepening relationships with high net worth clients and growing their practice through referrals. Our team of experts provides a unified approach to managing clients' financial lives, including planning, investing, taxes, estate, insurance, and more.Key...
-
Senior Financial Planning Specialist
3 weeks ago
Walnut, California, United States Destination Wealth Management Full timeDestination Wealth Management is a rapidly growing wealth management firm seeking a Senior Internal Financial Planner to join its team. This role focuses on maintaining and adding value to existing client relationships, as well as interacting with other professionals in a team-based structure.This position is ideal for someone who enjoys working in a team...
-
Wealth Strategist
4 weeks ago
Walnut Creek, California, United States Fidelity Investments Full timeJob Title: Vice President, Wealth PlannerWe are seeking a highly skilled and experienced Wealth Planner to join our team at Fidelity Investments. As a key member of our wealth management team, you will be responsible for providing personalized and dedicated financial planning services to our clients.Key Responsibilities:Develop and implement comprehensive...
-
Wealth Strategist
4 weeks ago
Walnut Creek, California, United States Fidelity Investments Full timeJob Summary:We are seeking a highly skilled Wealth Strategist to join our team at Fidelity Investments. As a Wealth Strategist, you will be responsible for providing personalized wealth planning and investment expertise to our clients.Key Responsibilities:Develop and implement comprehensive wealth plans for clientsProvide unbiased investment advice and...
-
Wealth Management Specialist
4 weeks ago
Walnut Creek, California, United States Mercer Advisors Full timeJob Title: Wealth Advisor IIMercer Advisors is a leading wealth management firm that provides comprehensive financial planning and investment services to high net worth individuals and families.We are seeking a highly skilled and experienced Wealth Advisor II to join our team. As a Wealth Advisor II, you will work closely with our clients to understand their...
-
Wealth Strategist
4 weeks ago
Walnut Creek, California, United States Fidelity TalentSource LLC Full timeWealth Strategist OpportunityWe are seeking a skilled Wealth Strategist to join our team at Fidelity Investments. As a Wealth Strategist, you will be responsible for providing personalized financial planning and investment advice to our clients. You will work closely with our clients to understand their financial goals and develop tailored strategies to help...
-
Accounting Professional
1 month ago
Walnut, California, United States Hotel Management Full timeJob Title: AccountantWe are seeking a highly skilled Accountant to join our team at Hotel Management. As an Accountant, you will play a critical role in ensuring the financial health and stability of our organization.Key Responsibilities:Perform financial analysis and prepare financial reports, including balance sheets, income statements, and cash flow...
-
Hotel Operations Manager
4 weeks ago
Walnut, California, United States Hotel Management Full timeJob Title: Hotel ManagerWe are seeking a highly skilled and experienced Hotel Manager to oversee the daily operations of our hotel. The successful candidate will be responsible for leading and managing hotel operations, sales and marketing, and ensuring that all aspects of the hotel are running smoothly.Key Responsibilities:Lead and manage hotel operations,...
-
Strategic Financial Consultant
3 weeks ago
Walnut Creek, California, United States Rival Sourcing LLC Full timeRival Sourcing LLC is seeking a Strategic Financial Consultant to join our team. As a Private Wealth Management Expert, you will be responsible for managing and maintaining relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client...
-
Merrill Financial Solutions Advisor
4 weeks ago
Walnut Creek, California, United States Bank of America Full timeJob Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. As a Merrill Financial Solutions Advisor, you will help clients pursue their life goals through a personal relationship with your advisory team committed to their needs.We...
-
Senior Financial Consultant
3 weeks ago
Walnut Creek, California, United States Rival Sourcing LLC Full timeJob SummaryRival Sourcing LLC is seeking a highly skilled Senior Financial Advisor to join our team. As a key member of our Private Wealth Management group, you will be responsible for managing and maintaining relationships with clients, driving business results, and advising clients on their overall balance sheet.Key ResponsibilitiesClient Relationship...
-
Pain Management Coordinator
1 month ago
Walnut Creek, California, United States Integrated Pain Management Medical Group, Inc. Full timeJob SummaryWe are seeking a highly organized and detail-oriented Pain Management Coordinator to join our team. The successful candidate will assist the HR Department in various administrative tasks, projects, and overall upkeep of the department.Key Responsibilities:Recruitment Support:Coordinate the recruitment process by performing administrative tasks to...
-
Bar Manager
4 weeks ago
Walnut Creek, California, United States Sipeos Café & Bar Full timeBar Manager Job DescriptionSipeos Café & Bar is seeking a skilled Bar Manager to join our team. As a key member of our hospitality team, you will be responsible for delivering exceptional customer service, managing staff, and maintaining a clean and organized bar area.Key Responsibilities:Staff Management: Hire, train, schedule, and supervise bar staff to...
-
Financial Professional
4 weeks ago
Walnut Creek, California, United States Creative Financial Staffing Full timeAccountant/Full Cycle BookkeeperWe are seeking a highly skilled Accountant/Full Cycle Bookkeeper to join our team at Creative Financial Staffing. As a key member of our team, you will be responsible for performing daily detailed accounting functions, including accounts payable, bank account reconciliations, and ad hoc projects for multiple...
-
Medical Professional
4 weeks ago
Walnut Creek, California, United States BASS MEDICAL GROUP Full timeJob SummaryWe are seeking a highly skilled and dedicated Medical Professional to join our team at BASS Medical Group. The ideal candidate will possess a strong background in pulmonary and sleep medicine, with excellent communication and interpersonal skills.Key Responsibilities:Provide high-quality patient care, conducting thorough examinations and...
-
Director of Professional Development
4 weeks ago
Walnut Creek, California, United States Elwyn Full timeJob Title: Director, TrainingElwyn is seeking a highly skilled and experienced Director, Training to lead our Adult IDD program's professional development initiatives.Job Summary:The Director, Training will be responsible for designing, implementing, and evaluating a comprehensive training program that addresses the varied learning and development needs of...
-
Financial Professional
4 weeks ago
Walnut Creek, California, United States Creative Financial Staffing Full timeAccountant/Full Cycle BookkeeperWe are seeking a highly skilled Accountant/Full Cycle Bookkeeper to join our team. The ideal candidate will have a strong accounting background, with experience in QuickBooks or NetSuite, and excellent attention to detail.The successful candidate will be responsible for:Comprehensive bookkeeping, with an emphasis on A/P, bank...
-
Medical Support Professional
3 weeks ago
Walnut Creek, California, United States BASS MEDICAL GROUP Full timeJob OverviewBASS Medical Group is seeking a highly skilled Medical Assistant to provide exceptional care to our patients.The ideal candidate will have a strong commitment to patient care, excellent organization and time management skills, and the ability to work independently.We offer a comprehensive benefits package, including health and welfare benefits,...
-
Software Development Professional
4 weeks ago
Walnut Creek, California, United States Year Up United Full timeAt Year Up United, we offer a one-year intensive job training program that combines technical and professional training with access to internships and job placement support.Our program provides young adults with in-classroom skill development, personalized coaching and mentorship, and an educational stipend.As a participant, you will gain professional...
-
Territory Sales Professional
2 days ago
Walnut Creek, California, United States US Foods Full timeCustomer Relationship DevelopmentThe Territory Sales Professional at US Foods will be responsible for developing and managing established and new customer relationships to achieve sales and profitability goals. Primary areas of responsibility include:Primary owner of customer relationshipSelling and engaging customers in value-added activitiesLeveraging...