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© All Rights Reserved. ApplyBlast.com
Dentistadvisors
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.
Headquarters
South Jordan, Utah, United States
Company Size
11-50 employees
Founded
2007
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.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Dentistadvisors.
34% below the average for this role