Financial Advisor

NEW PLANNER RECRUITING

We are a national recruiting firm specializing in placing financial planning professionals with leading wealth management firms nationwide. We have partnered with the nation’s premier fee-only RIA for dentists searching for a Financial Advisor. They are based in Salt Lake City, UT and are open to qualified advisors nationwide. Detailed job specifications available once we connect and agree it is a mutual fit.

FINANCIAL PLANNING FOR DENTISTS

Our client is a rapidly growing, fee-only RIA that helps dentists maintain a complete and accurate view of their personal and practice finances through their proprietary planning framework. They have invested heavily in marketing, technology, and business infrastructure and are experiencing explosive growth. They are seeking a financial advisor to manage high-profile cases for dentists, orthodontists, oral surgeons, and other dental industry specialists.

QUALIFICATIONS

At least 3 years of experience and ability to independently lead client relationships. Strong interpersonal skills and the composure to earn professional respect. The CFP® designation is preferred, but open to considering other relevant credentials or advanced degrees. Technical competence to serve as the lead advisor for clients. Ability to manage commitments with a team of dedicated associate advisors. An existing interest in or connection to the dental profession is a plus.

RESPONSIBILITIES WE’LL TRUST YOU WITH

Review incoming prospect surveys to prepare for discovery calls. Independently conduct the prospect meeting process. Your focus will be on building lasting relationships through proactive planning, regular communication, and achieving results for clients. You will coordinate needs among associate advisors to provide ongoing financial advice and implementation. While you will be provided with a strong salary and steady inbound leads, an outbound sales and networking initiative is required.

CULTURE

They are a well-established firm, that is passionate about disrupting the financial planning industry by focusing on a niche segment of professionals, developing technology to deliver real comprehensive planning, and investing in content marketing to educate dentists and nurture prospective clients. Individual achievement is applauded, but their strength comes from a “we” versus “me” mentality. They believe in asking a lot of questions, owning mistakes, and collaborating regularly to uncover better solutions. Success is celebrated together. They’re entrepreneurial, growing, and having fun.

THE PERKS

Competitive salary based on experience with residual compensation based on client load. Significant growth potential. Generous paid time off policy. Health, life, and disability insurance. 401(k) with a 6% match. Paternity/maternity leave. Gym membership reimbursement.