Financial Planning Associate (Intern)

Dentistadvisors

2 months ago

Holladay, UT

Hybrid

Full Time

Junior

0 applicants

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About this role

Dentist Advisors is seeking a Financial Planning Associate to support their advisors by handling administrative and client-related tasks, assisting with onboarding, and maintaining client data to ensure a seamless client experience. The role offers an opportunity to grow within a specialized field serving dental industry clients.

Skills

About Dentistadvisors

dentistadvisors.com

Dentist Advisors is a financial advisory and accounting firm that specializes in serving dentists and dental practice owners. They provide disciplined financial planning, investment management, and accounting services designed to simplify practice finances and build confidence in long‑term financial outcomes. Their offerings include tax and bookkeeping support, retirement and investment strategies, and CFO‑level guidance for practice transitions and growth. By focusing exclusively on the dental profession, they tailor advice and systems to help clinicians make informed financial decisions while they focus on patient care.