Senior Financial Planner / Advisor

About the role

Join Four Quadrants Advisory Companies — The Leading Financial Firm Exclusively Serving Dental Practice Owners Four Quadrants Advisory Companies is the nation’s most comprehensive niche firm focused solely on serving dental practice owners. We provide expert business and personal advisory, investing, and accounting services tailored specifically to this unique market. We are seeking an experienced, full-time, on-site Senior Financial Planner/Advisor to join our innovative team. This consultative role emphasizes exceptional client service, financial plan review, strategy implementation, and client relationship management—with no sales responsibilities. If you want to strengthen client relationships through a service-focused, consultative approach that maximizes client savings, this is the right opportunity for you. Our firm prides itself on an elite, comprehensive concierge approach to client service. Are you ready to elevate your career?

Responsibilities

• Provide concierge-level service to maintain and enhance exceptional client retention
• Learn the dental industry business model from team members to excel in this role
• Meet regularly with clients in-person, by phone, and via email to review financial plans and ongoing projects
• Build and deepen client relationships through consistent communication and support
• Review and design tailored financial, business, and investment plans specific to dental professionals
• Coordinate with external firms on client behalf to implement financial strategies

Requirements

• Minimum 6 years of experience in financial advisory, with at least 4 years managing client meetings and communications
• Experience working with high-net-worth clients preferred
• CERTIFIED FINANCIAL PLANNER® (CFP®) designation highly preferred
• Undergraduate degree required, preferably in Finance, Economics, Accounting, or Business; MBA a strong plus
• Series 65 or 66 license required or willingness to obtain within first 60 days
• Professional appearance and polished presentation skills essential
• Exceptional oral and written communication abilities
• Strong time management and multitasking skills
• Experience with financial planning software required
• Familiarity with Mac systems preferred
• Dental industry experience a plus
• Authorization to undergo background and credit checks

Qualifications

• Outstanding client service and relationship-building skills
• Ability to explain complex financial concepts simply and clearly
• Team-oriented self-starter who takes initiative and works independently
• Highly organized with keen attention to detail and strong problem-solving skills
• Effective prioritization and deadline management
• Strong desire to learn and expand knowledge across multiple subjects
• Skilled at crafting professional emails and communications
• Familiarity with financial data interpretation (Profit & Loss statements, Balance Sheets, tax documents) preferred
• Interest in business advisory services
• Proficient in Excel and Word

Benefits

• Competitive starting salary with no commissions or sales quotas
• Relocation assistance available
• Bonus program
• 401(k) retirement plan with 4% company match
• Medical, Dental, Vision, and Disability insurance
• Generous vacation and PTO, plus extra paid time off during holidays
• Flexible work hours and minimal travel requirements
• Tremendous opportunities for career advancement

Pay

$85,000.00 - $200,000.00 per year

Schedule

Flexible work hours and minimal travel requirements