Financial Advisor

Advisor · South Jordan, Utah
Department Advisor
Employment Type Full-Time
Minimum Experience Experienced
Compensation Base plus performance-based salary

Dentist Advisors

Relocation not required


“To help dentists gain confidence in their financial lives and enjoy meaningful moments along the way.” 

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. 


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.



  • Always serve the client's best interests
  • Be transparent
  • Maintain balance
  • Challenge the status quo



  • Think Team
  • Take Ownership
  • Ask Questions
  • Be Direct
  • Be Real



We 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 point person 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.


  • Conduct initial consultations with prospective clients
  • Design and implement financial plans for new clients
  • Own the construction, implementation, and execution of investment plans
  • Approve client-facing reports
  • Provide ongoing, proactive, and comprehensive financial guidance for clients
  • Mentor our associate advisors
  • Use Salesforce CRM to manage daily tasks and monitor client activity


  • Bachelor's degree
  • 2+ years of financial advisor experience
  • Financial securities license
  • Strong 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


  • Bachelor's degree in finance, accounting, or business
  • CFP® or CFA® designation
  • Masters in Finance (MSF), Business (MBA), or Financial Services (MSFS)
  • Experience working with dentists, medical professionals, or other high net worth clients
  • Familiarity with Salesforce CRM and eMoney software


  • Strong interpersonal skills, with the ability to gain the trust of successful professionals
  • Excellent written and verbal communicator
  • Prioritize getting it right over being right
  • Comfortable in a start-up environment
  • Collaborative
  • Willing to challenge clients, employees, and management directly
  • Able to receive direct feedback constructively
  • Organized
  • Attentive to details
  • Self-starter and learner
  • Willing to adapt to rapid change
  • Reliable


We strive for a work environment where each employee:

  • Feels safe and accepted
  • Finds purpose
  • Makes continual progress
  • Maintains work/life balance
  • Has fun

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

Thank You

Your application was submitted successfully.

  • Location
    South Jordan, Utah
  • Department
  • Employment Type
  • Minimum Experience
  • Compensation
    Base plus performance-based salary