About this role
Financial Advisor at Dentist Advisors. Location: Salt Lake City, Utah, United States. Role: Conducting consultations, Designing financial plans, Mentoring associate advisors Requirements: Seeking an experienced financial advisor with 3+ years of client-facing experience and a financial securities license. Category: Finance and Accounting Seniority: Mid Level Tools: Salesforce CRM, eMoney Software Certifications: financial securities, cfp, cfa Commitment: Full Time Workplace: Onsite Languages: English