Financial Advisor

Dentist Advisors
Relocation not required
OUR PURPOSE
Connect. Educate. Empower
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.
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 VALUES
Win together
Be direct
Embrace change
See it through
Make it fun
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 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 DONE
Conduct initial consultations with prospects and and secure new relationships
Design and implement financial plans for new clients
Own the construction, implementation, and execution of investment plans
Approve client-facing reports
Provide ongoing, proactive, and comprehensive financial guidance for clients
Lead business development initiatives and collaborate with the marketing team for lead generation
Train, mentor, and collaborate with other advisors
Recommend and implement changes to improve the client experience
REQUIRED SKILLS AND EXPERIENCE
Bachelor's degree
3+ years of financial advisor experience
Financial securities license
Strong technical competence related to 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® 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
This position’s compensation package includes:
Opportunity to join a high-growth firm with a start-up mentality
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
Regular offsite team building events

Employment type
Full-Time

Work arrangement
No