Financial Advisor

Financial Advisor

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