Financial AdvisorDentist AdvisorsLocation: South Jordan, UTSalary: OpenType: Full Time – ExperiencedCategory: Wealth AdvisorOUR 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 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 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 DONEConduct initial consultations with prospective clientsDesign and implement financial plans for new clientsOwn the construction, implementation, and execution of investment plansApprove client-facing performance summariesProvide ongoing, proactive financial guidance for clientsMentor our associate advisorsUse Salesforce CRM to manage daily tasks and monitor client activityREQUIRED SKILLS AND EXPERIENCEBachelor's degree3+ years of client-facing financial advisor experienceFinancial securities licenseStrong 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 EXPERIENCEBachelor's degree in finance, accounting, or businessCFP® or CFA® 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 changeReliableWHAT'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 acceptedFinds purposeMakes continual progressMaintains work/life balanceHas funThis position's compensation package includes:Opportunity to start at the ground floor of a rapidly growing, funded start-upGroup 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 serviceQuarterly offsite team building eventsWeekly office lunch / stocked onsite snack cupboard#J-18808-Ljbffr