What are the responsibilities and job description for the Financial Advisor position at Dentist Advisors?
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