Financial Planning Associate

Dentist Advisors
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 PURPOSE
Connect. Educate. Empower
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 Job
We're hiring a Financial Planning Associate to work directly with our team of financial advisors to onboard, service, and provide essential support to our clients.
You will be the right hand of the advisor as they manage client relationships, create financial plans, and execute on action items to maximize client success.
That includes:

• Leading new client onboarding by coordinating with advisors and other team members
• Organizing and entering financial data received from clients during the onboarding process and thereafter
• Providing client analysis in cash flow areas to help drive 1:1 meetings
• Implementing Financial Planning strategies and action items for clients as directed by an advisor
• Using Salesforce to manage daily tasks and respond to advisor requests
• Participate in regular process improvement initiatives
• Collaborate with team members from a variety of backgrounds and experiences to maintain high standards and resolve issues
• Other duties as required by current business needs

How to tell if you're a great fit for this position
Personality
We are looking for someone with the mentality and ambition to excel in their career, take initiative to solve problems, and connect on a personal level with those they encounter.
We believe in working hard to get our work done, but to have fun while doing it. You can balance a heavy workload while maintaining a positive attitude and excitement for the tasks at hand. You don't wait to be told what to do and embrace the challenge of an unexpected curveball. You can shift into another gear when duty calls.
You are energized by building relationships, don't point fingers, take deadlines seriously, make people laugh, collaborate well, and strike the right balance between fun and professional.
Skills

• Curiosity and enthusiasm for learning new things
• Ability to meet deadlines
• Make things happen through collaboration
• Understanding of Financial Planning or related financial services, such as qualified retirement plans, investment accounts, insurance, personal finance, and debt management
• Experience and comfort with technology tools necessary to complete job functions

Things that make us even more excited about you

• Experience and/or interest in the financial services industry
• Experience in a dental-related field
• You have a BA/BS+ or equivalent.
• Experience working with Salesforce, eMoney, and Schwab Advisor Services
• Technical competence related to qualified retirement plans, investment accounts, tax strategy, insurance, corporate structure, real estate, personal finance, and debt management

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