Financial Advisor

Dentist AdvisorsRelocation not requiredConnect. Educate. EmpowerDentist 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.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.Our Core ValuesWin togetherBe directEmbrace changeSee it throughMake it funThe PositionWe 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 point person 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 creation.Jobs To Be DoneConduct initial consultations with prospects and secure new relationshipsDesign and implement financial plans for new clientsOwn the construction, implementation, and execution of investment plansApprove client-facing reportsProvide ongoing, proactive, and comprehensive financial guidance for clientsLead business development initiatives and collaborate with the marketing team for lead generationTrain, mentor, and collaborate with other advisorsRecommend and implement changes to improve the client experienceRequired Skills and ExperienceBachelor's degree3+ years of financial advisor experienceFinancial securities licenseStrong technical competence related to retirement plans, investment accounts, tax strategy, insurance, corporate structure, real estate, personal finance, and debt managementWell versed in investment academics, MPT, 4-Factor model, passive management, and conversant in the science of investingPreferred Education, Skills and ExperienceBachelor's degree in finance, accounting, or businessCFP® designationMasters in Finance (MSF), Business (MBA), or Financial Services (MSFS)Experience working with dentists, medical professionals, or other high net worth clientsFamiliarity with Salesforce CRM and eMoney softwareWho You AreStrong interpersonal skills, with the ability to gain the trust of successful professionalsExcellent written and verbal communicatorPrioritize getting it right over being rightComfortable in a start-up environmentCollaborativeWilling to challenge clients, employees, and management directlyAble to receive direct feedback constructivelyOrganizedAttentive to detailsSelf-starter and learnerWilling to adapt to rapid changeReliableThis position's compensation package includes:Opportunity to join a high-growth firm with a start-up mentalityGroup health insurance401(k) retirement plan (up to 6% company match)Company-paid life and disability insuranceGenerous paid time off schedulePaid parental leaveGym membershipContinuing education reimbursementComplimentary investment management serviceRegular offsite team building events