Dentist Advisors
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Financial Advisor
role at
Dentist Advisors 2 days ago Be among the first 25 applicants Join to apply for the
Financial Advisor
role at
Dentist Advisors OUR VISION
“A world where people embrace the habits of holistic financial health and live their present lives to the fullest.” Dentist Advisors
Location: South Jordan, UT
Salary: Open
Type: Full Time – Experienced
Category: Wealth Advisor
OUR VISION
“A world where people embrace the habits of holistic financial health and live their present lives to the fullest.”
Dentist Advisors has quickly grown from a small start-up to a nationwide leader in personal financial planning and investment management for dentists. Through deep expertise in the dental market, and significant investments in technology and educational content, we’ve unlocked a platform that delivers proactive and personalized advice to thousands of dentists across the country.
Our corporate mission is to design and uphold the universal standard of holistic financial health ( for as many people as possible ,
as long as we can maintain quality).
The dental vertical is large enough to sustain a very large organization, but we are continuously testing how to responsibly expand to other medical professionals and small business owners.
Our Elements App (IOS native mobile) is set to be released in 2020, and will empower even more people to properly organize their finances, and make smart decisions when working with their professional advisors.
Both our content marketing program and our technology are rooted in a long-term, behavior-first planning approach that empowers people to live in the moment. We believe the future of finance is a hybrid of deep, impactful human relationships made more efficient by excellent technology.
THE POSITION
We are seeking an experienced financial advisor who will help dentists embrace the habits of holistic financial health. Through collaboration with internal team members and industry partners, you will serve as the quarterback for your clients’ financial plans to help them make smart financial decisions. You will oversee investment strategies, coach clients through complex financial decisions, and be a voice of authority within our firm. You will also participate in business building activities which include selling, business development, training, recruiting, social outreach, speaking, and content development.
JOBS TO BE DONE
Conduct initial consultations with prospective clients Design and implement financial plans for new clients Own the construction, implementation, and execution of investment plans Approve client-facing performance summaries Provide ongoing, proactive financial guidance for clients Mentor our associate advisors Use Salesforce CRM to manage daily tasks and monitor client activity
Required Skills And Experience
Bachelor’s degree 3+ years of client-facing financial advisor experience Financial securities license Strong technical competence related to qualified retirement plans, investment accounts, tax strategy, insurance, corporate structure, real estate, personal finance, and debt management. Well versed in investment academics, MPT, 4-Factor model, passive management, and conversant in the science of investing.
Preferred Education, Skills And Experience
Bachelor’s degree in finance, accounting, or business CFP or CFA designation Masters in Finance (MSF), Business (MBA), or Financial Services (MSFS) Experience working with dentists, medical professionals, or other high net worth clients Familiarity with Salesforce CRM and eMoney software
Who You Are
Strong interpersonal skills, with the ability to gain the trust of successful professionals Excellent written and verbal communicator Prioritize getting it right over being right Comfortable in a start-up environment Collaborative Willing to challenge clients, employees, and management directly Able to receive direct feedback constructively Organized Attentive to details Self-starter and learner Willing to adapt to rapid change Reliable
WHAT'S IN IT FOR YOU?
As innovators in the financial space, we believe real change requires collaboration among passionate people unified by the same mission, vision, and values.
While some firms allow their culture to “happen” we consider it the most important part of our business strategy.
We Strive For a Work Environment Where Each Employee
Feels safe and accepted Finds purpose Makes continual progress Maintains work/life balance Has fun
This Position’s Compensation Package Includes
Opportunity to start at the ground floor of a rapidly growing, funded start-up Group health insurance 401(k) retirement plan (up to 6% company match) Company-paid life and disability insurance Generous paid time off schedule Paid parental leave Gym membership Continuing education reimbursement Complimentary investment management service Quarterly offsite team building events Weekly office lunch / stocked onsite snack cupboard
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Referrals increase your chances of interviewing at Dentist Advisors by 2x Get notified about new Financial Advisor jobs in
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Financial Advisor
role at
Dentist Advisors 2 days ago Be among the first 25 applicants Join to apply for the
Financial Advisor
role at
Dentist Advisors OUR VISION
“A world where people embrace the habits of holistic financial health and live their present lives to the fullest.” Dentist Advisors
Location: South Jordan, UT
Salary: Open
Type: Full Time – Experienced
Category: Wealth Advisor
OUR VISION
“A world where people embrace the habits of holistic financial health and live their present lives to the fullest.”
Dentist Advisors has quickly grown from a small start-up to a nationwide leader in personal financial planning and investment management for dentists. Through deep expertise in the dental market, and significant investments in technology and educational content, we’ve unlocked a platform that delivers proactive and personalized advice to thousands of dentists across the country.
Our corporate mission is to design and uphold the universal standard of holistic financial health ( for as many people as possible ,
as long as we can maintain quality).
The dental vertical is large enough to sustain a very large organization, but we are continuously testing how to responsibly expand to other medical professionals and small business owners.
Our Elements App (IOS native mobile) is set to be released in 2020, and will empower even more people to properly organize their finances, and make smart decisions when working with their professional advisors.
Both our content marketing program and our technology are rooted in a long-term, behavior-first planning approach that empowers people to live in the moment. We believe the future of finance is a hybrid of deep, impactful human relationships made more efficient by excellent technology.
THE POSITION
We are seeking an experienced financial advisor who will help dentists embrace the habits of holistic financial health. Through collaboration with internal team members and industry partners, you will serve as the quarterback for your clients’ financial plans to help them make smart financial decisions. You will oversee investment strategies, coach clients through complex financial decisions, and be a voice of authority within our firm. You will also participate in business building activities which include selling, business development, training, recruiting, social outreach, speaking, and content development.
JOBS TO BE DONE
Conduct initial consultations with prospective clients Design and implement financial plans for new clients Own the construction, implementation, and execution of investment plans Approve client-facing performance summaries Provide ongoing, proactive financial guidance for clients Mentor our associate advisors Use Salesforce CRM to manage daily tasks and monitor client activity
Required Skills And Experience
Bachelor’s degree 3+ years of client-facing financial advisor experience Financial securities license Strong technical competence related to qualified retirement plans, investment accounts, tax strategy, insurance, corporate structure, real estate, personal finance, and debt management. Well versed in investment academics, MPT, 4-Factor model, passive management, and conversant in the science of investing.
Preferred Education, Skills And Experience
Bachelor’s degree in finance, accounting, or business CFP or CFA designation Masters in Finance (MSF), Business (MBA), or Financial Services (MSFS) Experience working with dentists, medical professionals, or other high net worth clients Familiarity with Salesforce CRM and eMoney software
Who You Are
Strong interpersonal skills, with the ability to gain the trust of successful professionals Excellent written and verbal communicator Prioritize getting it right over being right Comfortable in a start-up environment Collaborative Willing to challenge clients, employees, and management directly Able to receive direct feedback constructively Organized Attentive to details Self-starter and learner Willing to adapt to rapid change Reliable
WHAT'S IN IT FOR YOU?
As innovators in the financial space, we believe real change requires collaboration among passionate people unified by the same mission, vision, and values.
While some firms allow their culture to “happen” we consider it the most important part of our business strategy.
We Strive For a Work Environment Where Each Employee
Feels safe and accepted Finds purpose Makes continual progress Maintains work/life balance Has fun
This Position’s Compensation Package Includes
Opportunity to start at the ground floor of a rapidly growing, funded start-up Group health insurance 401(k) retirement plan (up to 6% company match) Company-paid life and disability insurance Generous paid time off schedule Paid parental leave Gym membership Continuing education reimbursement Complimentary investment management service Quarterly offsite team building events Weekly office lunch / stocked onsite snack cupboard
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Referrals increase your chances of interviewing at Dentist Advisors by 2x Get notified about new Financial Advisor jobs in
Salt Lake City, UT . Cottonwood Heights, UT $60,800.00-$114,000.00 2 weeks ago Asset & Wealth Management, Alternative Capital Markets, Alts Leadership Team, Analyst - Salt Lake City
Salt Lake City, UT $18.00-$19.00 4 weeks ago Salt Lake City Metropolitan Area 1 week ago Salt Lake County, UT $24,000.00-$48,000.00 5 months ago Audit (Business and Finance) | Analyst | Salt Lake City
Asset & Wealth Management, Marcus by Goldman Sachs, Money Movement Specialist -Draper, UT
Farmington, UT $57,750.00-$126,000.00 1 day ago College Financial Representative, Internship Program
Salt Lake City Metropolitan Area $500.00-$1,000.00 1 week ago Personal Financial Counselor - Salt Lake City, UT
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Salt Lake City, UT $45,655.00-$68,485.00 7 months ago Salt Lake City Metropolitan Area 1 week ago Construction Surety Underwriter/Financial Analyst
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Workplace Planning Associate - Salt Lake City, Utah
KPC Regional Director, Planning & Investments
Salt Lake City, UT $92,000.00-$160,000.00 2 weeks ago Market Leader - Advisor Development Program
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr