search
Home > Indianapolis jobs > Indianapolis accounting/financial

Posted: Friday, August 25, 2017 8:35 PM

Job Description:/h3:

Four Quadrants Advisory Companies, the nations foremost financial advisory and business consulting firm for the dental industry, is hiring for an experienced full:time Financial Planner to add to our cutting:edge team. As part of our rapidly growing, fast paced company, you will be primarily working on all aspects of financial analyses, dental financial reporting, and plan presentation. This position will not require any sales. The position is meant to identify an individual looking to make a rewarding, long:term career as a highly regarded/respected niche advisor for high net worth dental clients nationwide while maintaining an elite, high:level image in the market. Only candidates that fill out all of the interview questions will be considered.

To the qualified candidate we offer
:A competitive starting salary up to 60k/year for ideal candidates:no commissions or sales requirement
:401 (k)
:
Medical/Dental/Disability insurance
:Generous vacation and PTO package
:Very little travel requirements
:Tremendous opportunity for advancement

Financial Planner Traits
:Familiarity with interpreting financial data (Profit and Loss, Balance Sheet, taxes) preferred
:Very organized and strong attention to detail
:Task and deadline driven
:Desire to learn a wide array of subject matter a must
:Team player willing to take initiative and help out when needed
:Self starter who does not need to be micro:managed/ability to work independently
:Problem:
solving/troubleshooting ability will be necessary
:Ability to prioritize and/or seek assistance in determining task priority
:Willingness to take initiative and proactively follow up with clients/coworkers on outstanding issues without being asked
:Great comfort in crafting professional emails
:Proficiency in Excel and Word
:Ability and willingness to adapt to changing environment
:Personable attitude and willingness to build relationships with existing clients
:Ability to explain complicated financial concepts in an easily understandable way

Duties and Responsibilities include
:Learning about the business model of dentistry from senior planning and executive teams
:Developing dental practice forecasts and customized financial plans
:
Reading/interpreting/constructing financial reporting from/to dental:only clients
:Communicating with clients regularly concerning ongoing projects
:Meeting with clients on an occasional basis in person and via phone/email
:Compiling investment research
:Working with outside firms on behalf of the client to implement strategies from their financial plan
:Light filing and phone experience will be necessary

Requirements
:3+ yrs experience preferred working in the financial advisory field
:2+ yrs experience in running meetings and communicating with clients
:Undergraduate degree required
:Polished presentation skills a necessity
:Finance/Economics preferred, though any degree in Business will suffice
:Willingness to attain a series 65
:Preference given to CFP candidates
:Outstanding communication skills are necessary
:Professional appearance a must
:Superb time management skills will be needed
:Dental experience a plus
:Multitasking ability necessary
:Mac and PC experience preferredCompany Description:/h3:
4 Quadrants Advisory is a contemporary firm that feels more like a specialized think tank than a more traditional financial firm. We are an elite firm working with dental clients in over 30 states currently. We act as their financial planner, external CFO and handle all accounting aspects of client cases helping with everything in their business and personal lives. We are known as the niche firm to help dentists save money and guarantee our results. We are looking for the best person to continue and grow that excellence.

Source: https://www.tiptopjob.com/jobs/71275878_job.asp?source=backpage


• Location: Indianapolis

• Post ID: 29333018 indianapolis
indianapolis.backpage.com is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2017 backpage.com