We’re Four Quadrants Advisory Companies—we are the most comprehensive niche firm working exclusively with dental owners in the country. We help 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. You will be primarily working on all aspects of maintaining high client service levels, participating in meetings, implementing plan strategies, reviewing financial plans and other consulting 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 that supercharges savings for your clients, this is the place for you. We have an elite, high-level image and bring this comprehensive and concierge approach to the way we handle clients—are you ready?

TO THE QUALIFIED CANDIDATE WE OFFER:

• A competitive starting salary for ideal candidates—no commissions or sales requirement
• Relocation assistance available.
• Bonus programs available
• 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

REQUIREMENTS

• 6+ yrs experience preferred working in the financial advisory field
• 4+ yrs experience running meetings & communicating with clients
• Certified Financial Planner (CFP) highly preferred
• 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 or 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
• Must authorize background and credit history checks

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 operate very differently than a traditional firm because we’ve removed all the worst parts of the model and have replaced them with practical, efficient ideas to focus on being a better planner. 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 best niche firm in the country 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: $85,000.00 - $999,999.00 per year

Benefits:

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

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.
• We do not like to waste time if numbers don’t align for both sides. What is your current income (as well as how it is split between base/bonus/commissions)? What is your target income for this role?
• Cultural fit is very important to our firm - tell us a little about you the person away from work.

Experience:

• Financial services: 6 years (Required)

Work Location: In perso

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