Financial Planning Specialist

4 days ago


Salt Lake, Utah, United States Dentist Advisors Full time
Financial Planning Specialist

We are seeking a highly skilled Financial Planning Specialist to join our team at Dentist Advisors. As a key member of our team, you will be responsible for providing expert financial guidance to our clients, helping them achieve their financial goals and secure their financial futures.

Key Responsibilities:

  • Conduct initial consultations with prospective clients to understand their financial needs and goals
  • Design and implement personalized financial plans to help clients achieve their objectives
  • Oversee investment strategies and provide ongoing financial guidance to clients
  • Mentor and train junior team members to ensure they have the skills and knowledge needed to provide exceptional client service

Requirements:

  • Bachelor's degree in finance, accounting, or a related field
  • 3+ years of experience in financial planning and wealth management
  • Strong technical competence in areas such as qualified retirement plans, investment accounts, tax strategy, and insurance
  • Excellent communication and interpersonal skills

What We Offer:

  • A competitive salary and benefits package
  • Opportunities for professional growth and development
  • A dynamic and supportive work environment

About Us:

Dentist Advisors is a leading provider of financial planning and wealth management services to dentists and other high net worth individuals. We are committed to helping our clients achieve their financial goals and secure their financial futures.



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