Financial Planning Associate

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    "description": "<p><span style=\"font-family: arial, helvetica, sans-serif; font-size: 14pt; font-weight: bold\">About Us</span></p>\n<p><span style=\"font-family: arial, helvetica, sans-serif; font-size: 8pt\">Dentist Advisors has grown from a small startup into a nationwide leader in personal financial planning and investment management for dentists. Our deep expertise in the dental industry, combined with a strong commitment to technology and education, allows us to deliver proactive, personalized financial advice to dentists across the country.</span></p>\n<p><br></p>\n<p><span style=\"font-family: arial, helvetica, sans-serif; font-size: 8pt\">We are a fast-growing firm that values collaboration, clear communication, adaptability, and follow-through, all while keeping work enjoyable. If you are looking for a dynamic environment where you can grow your career in financial services, we would love to hear from you.</span></p>\n<p><br></p>\n<p><br></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 14pt; font-weight: bold\">The Role</span></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 8pt\">We’re hiring a <span style=\"font-weight: bold\">Financial Planning Associate</span></span><span style=\"font-family: Arial, sans-serif; font-size: 8pt\"> to support our advisors and help deliver an exceptional client experience. This role is ideal for someone early in their financial services career who enjoys organization, communication, and being a key part of a client-focused team. You’ll work closely with advisors to maintain client data, assist with onboarding, and ensure clients receive timely, accurate support.</span></p>\n<p><br></p>\n<p><br></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 14pt; font-weight: bold\">What You’ll Do</span></p>\n<ul>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 8pt\">Assist advisors with daily administrative and client-related tasks</span><span style=\"font-family: Arial, sans-serif; font-size: 8pt\"><br><br></span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 8pt\">Facilitate new client onboarding, including gathering information and preparing required documentation</span><span style=\"font-family: Arial, sans-serif; font-size: 8pt\"><br><br></span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 8pt\">Maintain and update each client’s dashboard and financial scorecard</span><span style=\"font-family: Arial, sans-serif; font-size: 8pt\"><br><br></span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 8pt\">Audit, organize, and process quarterly financial reports</span><span style=\"font-family: Arial, sans-serif; font-size: 8pt\"><br><br></span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 8pt\">Communicate with clients to request, collect, and update personal documents</span><span style=\"font-family: Arial, sans-serif; font-size: 8pt\"><br><br></span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 8pt\">Organize and maintain client files in Box and ensure documentation is complete and accurate</span><span style=\"font-family: Arial, sans-serif; font-size: 8pt\"><br><br></span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 8pt\">Support internal data requests and help enhance workflows as our team grows</span><span style=\"font-family: Arial, sans-serif; font-size: 8pt\"><br><br></span></li>\n</ul>\n<p><br></p>\n<p><br></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 14pt; font-weight: bold\">What Makes You a Great Fit</span></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 10pt; font-weight: bold\">Personality</span></p>\n<ul>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 8pt\">You’re interested in financial services and excited to grow your career in client support or advisory operations</span><span style=\"font-family: Arial, sans-serif; font-size: 8pt\"><br><br></span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 8pt\">You thrive in a fast-paced environment and adapt easily as needs change</span><span style=\"font-family: Arial, sans-serif; font-size: 8pt\"><br><br></span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 8pt\">You take initiative, solve problems independently, and stay one step ahead of what needs to be done</span><span style=\"font-family: Arial, sans-serif; font-size: 8pt\"><br><br></span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 8pt\">You’re highly organized, detail-oriented, and able to juggle multiple tasks without losing focus</span><span style=\"font-family: Arial, sans-serif; font-size: 8pt\"><br><br></span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 8pt\">You enjoy building relationships, collaborating with your team, and creating a positive experience for clients</span><span style=\"font-family: Arial, sans-serif; font-size: 8pt\"><br><br></span></li>\n</ul>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 10pt; font-weight: bold\">Skills &amp; Qualifications</span></p>\n<ul>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 8pt\">Strong written and verbal communication skills</span><span style=\"font-family: Arial, sans-serif; font-size: 8pt\"><br><br></span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 8pt\">Excellent organization and time-management abilities</span><span style=\"font-family: Arial, sans-serif; font-size: 8pt\"><br><br></span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 8pt\">Experience working in a deadline-driven environment</span><span style=\"font-family: Arial, sans-serif; font-size: 8pt\"><br><br></span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 8pt\">Ability to work both independently and as part of a team</span><span style=\"font-family: Arial, sans-serif; font-size: 8pt\"><br><br></span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 8pt\">Familiarity with financial services, client service roles, or professional office settings</span><span style=\"font-family: Arial, sans-serif; font-size: 8pt\"><br><br></span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 8pt\">Comfortable learning new systems and managing data accurately</span><span style=\"font-family: Arial, sans-serif; font-size: 8pt\"><br><br></span></li>\n</ul>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 10pt; font-weight: bold\">Bonus Points</span></p>\n<ul>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 8pt\">Experience or interest in financial planning, financial operations, or client service in a professional services firm</span><span style=\"font-family: Arial, sans-serif; font-size: 8pt\"><br><br></span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 8pt\">A BA/BS degree (or working toward one) in a related field</span><span style=\"font-family: Arial, sans-serif; font-size: 8pt\"><br><br></span></li>\n<li><span style=\"font-family: Arial, sans-serif; font-size: 8pt\">Familiarity with Salesforce, eMoney, Black Diamond, Charles Schwab, and Box.</span></li>\n</ul>",
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