Senior Financial Planner / Advisor

We’re Four Quadrants Advisory Companies—we work with some of the most successful dental owners in the country by helping with investing, accounting and personal & business advisory. We are in need of an experienced, on-site, full-time Senior Financial Planner/Advisor to add to our cutting-edge team, comprehensive team. You will be primarily working on all aspects of maintaining client service levels, participating in meetings, implementing plan strategies, and analyzing plans and other financial aspects. This position will not require any sales. If you’ve wanted to deepen your relationships with clients, move to more of service-based, consultative role, and supercharge savings for your clients, this is the place for you. We have an elite, high-level image and bring this white glove approach to the way we handle clients. This position will not require any sales.

To the qualified candidate we offer:

• A competitive starting salary for ideal candidates—no commissions or sales requirement
• Relocation assistance available.
• Possible bonus opportunity based on client retention
• 401 (k) with 4% company match
• Medical/Dental/Vision/Disability insurance
• Generous vacation & PTO package
• Extra paid time off around the holidays
• Flexible work hours
• Very little if any travel requirements
• Tremendous opportunity for advancement
• Must authorize background and credit history checks

Senior Financial Planner/Advisor Traits

• Exemplary client servicing skills
• Personable attitude and willingness to build relationships with existing clients
• Ability to explain complicated financial concepts in an easily understandable way
• Team player willing to take the initiative to help out internally while proactively following up with client/co-workers on outstanding issues without being asked.
• Very organized and strong attention to detail
• Problem-solving/troubleshooting ability will be necessary
• Ability to prioritize and/or seek assistance in determining task priority
• Task and deadline driven
• Desire to learn a wide array of subject matter a must
• Self starter who does not need to be micro-managed/ability to work independently
• Ability and willingness to adapt to changing environment
• Great comfort in crafting professional emails
• Familiarity with interpreting financial data (Profit & Loss, Balance Sheet, taxes) preferred
• Proficiency in Excel and Word

Duties and Responsibilities include

• Concierge servicing focus (calls, meetings, email, etc.) to maintain/expand on stellar firm retention ratio with all dentist/specialist clients
• Learning about the business model of dentistry from senior planning and executive teams
• Meeting with clients on a regular basis in person and via phone/email
• Building rapport and cultivating existing relationships with clients
• Extensively communicating with clients regularly concerning ongoing projects
• Working with outside firms on behalf of the client to implement strategies from their financial plan
• Working with planning team to create custom, dental-specific financial, business, and investing strategies

Requirements

• 6+ yrs experience preferred working in the financial advisory field
• 4+ yrs experience running meetings & communicating with clients
• Certified Financial Planner highly preferred or must be willing to obtain
• Undergraduate degree required (ideally in Finance/Economics/Accounting/Business field) - MBA degree coveted
• Very polished presentation skills a necessity
• Finance/Economics degree preferred, though any degree in Business will suffice
• Series 65/66 required
• Outstanding communication skills are necessary
• Professional appearance a must
• Superb time management skills will be needed
• Dental experience a plus
• Multitasking ability necessary
• Mac & PC experience preferred

About Four Quadrants Advisory Companies:

Four Quadrants Advisory is a contemporary firm that feels more like a specialized think tank than a more traditional financial firm. We are an elite firm working with dental clients in over 38 states currently that travel to us annually. We act as their Financial Planner, external CFO and handle all accounting aspects of client cases helping with everything in their business and personal lives. We are known as the niche firm to help dentists save money and guarantee our results. We are looking for the best person to continue and grow that excellence.

Job Type: Full-time

Pay: $50,000.00 - $999,999.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Professional development assistance
• Relocation assistance
• Retirement plan
• Vision insurance

Compensation package:

• Bonus opportunities

Schedule:

• Monday to Friday

Application Question(s):

• Why are you leaving your current position or why are you looking for a new position?
• Please tell us what softwares you have worked with in the past for planning and investment management.
• What is/was your last salary? Additionally, what is your target salary?
• Cultural fit is very important to our firm - tell us a little about you the person away from work.
• Do you currently have a Series 65, 66, or a CFP?

Experience:

• Financial Services: 6 years (Preferred)

Work Location: In person