Dental Practice Financial Planner — Concierge Advisory Lead

Four Quadrants Advisory; Carmel (IN); On-site; USD 85,000 - 200,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Disability insurance

Health insurance

Paid time off

Relocation assistance

Vision insurance

Job summary

Four Quadrants Advisory Companies is seeking a Senior Financial Planner/Advisor to join our on-site team. The position focuses on client service, financial plan reviews, strategy implementation, and relationship management for dental practice clients, with no sales responsibilities.

We offer relocation assistance, a 401(k) with company match, comprehensive health benefits, generous PTO, and flexible hours with minimal travel.

Qualifications

• Undergraduate degree required in Finance, Economics, Accounting, or Business; MBA a strong plus.
• Experience with financial planning software and client meetings; willingness to obtain Series 65/66 if needed.

Responsibilities

• Provide concierge-level service to maintain and enhance client retention.
• Meet regularly with clients in-person, by phone, and via email to review financial plans and ongoing projects.
• Review and design tailored financial, business, and investment plans for dental professionals.
• Coordinate with external firms to implement financial strategies.

Skills

Client relationship management

Financial planning

Communication skills

Analytical skills

Education

Bachelor's degree (Finance/Economics/Accounting/Business)

MBA preferred

Tools

Financial planning software

Mac systems familiarity

Job description

Four Quadrants Advisory Companies is seeking a Senior Financial Planner/Advisor to join our on-site team. The position focuses on client service, financial plan reviews, strategy implementation, and relationship management for dental practice clients, with no sales responsibilities.

We offer relocation assistance, a 401(k) with company match, comprehensive health benefits, generous PTO, and flexible hours with minimal travel.