About Us
We are a rapidly growing, boutique, Independent, Fee-Only RIA devoted to helping dentists expand what’s possible with money and connect their money to life. We provide a complete suite of integrated financial solutions under one roof including personal bookkeeping, tax, investment management, and comprehensive planning.
We are searching for a Wealth Manager to lead our financial planning services for dentists. This requires a desire to become a specialist in all wealth management and financial needs of dentists. You will work closely with a small number of clients in a highly personal and in-depth manner.
Responsibilities
The Highlights:
- Competitive Salary with No Business Development duties.
- Become an expert in Tax Planning, Cash Flow Management, Student Loan Planning, and Career Planning for Dentists.
- Be the main point of contact for clients.
- Participate in client meetings in a first-chair capacity.
- Oversee New Client Onboarding.
- Lead a team - you will be supported by an Associate Wealth Manager.
- Mentor Associate Wealth Managers on technical knowledge and soft skills.
- Hands-on Implementation of Financial Planning strategies and recommendations.
The Details:
- You will be working with clients directly to manage all tasks and maintain excellent client service. Be organized and ensure no clients fall between the cracks. Take ownership of all client needs & be proactive on all client requests.
- Be point of contact for all client financial needs. You should be an expert in all Financial Planning subject areas and an expert on your clients.
- Lead all client meetings. Review and finalize meeting preparation created by Associate Wealth Managers.
- Execute trades in client portfolios in line with firm portfolio models and client Investment Policy Statements.
- Become a Tax Planning expert. Recommend and implement relevant tax strategies for clients. Prepare individual and business tax returns for clients.
- Coordinate with all team members to effectively implement Financial Planning & Tax strategies. Keep team members up-to-date on relevant client updates.
- Become an expert in the financial needs of Dentists including career path, practice ownership considerations, tax management techniques, and more.
Requirements
Must Haves:
- Bachelors degree in Financial Planning, Accounting, or a related field.
- 3+ Years of Financial Planning and/or Tax Experience
- CFP® Designation. Additional designations like EA or CPA is a plus.
- Ability to reliably commute to our Conshohocken, PA office.
- Cloud-based applications, e-signatures, and new technology don’t daunt you. We use a lot of technology.
- Professional ambition. We are growing fast and are looking for people that are excited about taking on new responsibilities.
- Preferred Skills:
- Passion for Financial Planning and/or Tax Planning
- Detail oriented with superior organizational skills and ability to prioritize
- Strong time management skills
- Strong leadership skills
Interested?
If you’re jazzed about money, tax planning, financial planning, dentistry, or our overall holistic approach to client work – we'd love to meet you! Please use the button below to tell us more about yourself and apply.