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2020
2020

71 2020 Financial Advisor Jobs Hiring Near You

Dentist Advisors

Financial Advisor

Salt Lake City, UT · On-site

Financial Advisor Dentist Advisors Location: South Jordan, UT Salary: Open Type: Full Time - ... Our Elements ® App (IOS native mobile) is set to be released in 2020, and will empower even more ...

Florida Financial Advisors

Be Seen First

Financial Advisor

Miami, FL · On-site

$50K - $100K/yr

Florida Financial Advisors provides the ability to create your own financial success through helping clients enjoy their own. You don't need prior financial experience to join our team, but you do ...

Florida Financial Advisors

Be Seen First

Financial Advisor

Tampa, FL · On-site

$50K - $100K/yr

Florida Financial Advisors provides the ability to create your own financial success through helping clients enjoy their own. You don't need prior financial experience to join our team, but you do ...

Florida Financial Advisors

Financial Advisor

Orlando, FL · On-site

$50K - $100K/yr

Florida Financial Advisors provides the ability to create your own financial success through helping clients enjoy their own. You don't need prior financial experience to join our team, but you do ...

Florida Financial Advisors

Financial Advisor

Orlando, FL · On-site

$50K - $100K/yr

Florida Financial Advisors provides the ability to create your own financial success through helping clients enjoy their own. You don't need prior financial experience to join our team, but you do ...

Florida Financial Advisors

Be Seen First

Financial Advisor

Tampa, FL · On-site

$50K - $100K/yr

Florida Financial Advisors provides the ability to create your own financial success through helping clients enjoy their own. You don't need prior financial experience to join our team, but you do ...

Florida Financial Advisors

Be Seen First

Financial Advisor

Miami, FL · On-site

$50K - $100K/yr

Florida Financial Advisors provides the ability to create your own financial success through helping clients enjoy their own. You don't need prior financial experience to join our team, but you do ...

Florida Financial Advisors

Financial Advisor

Tampa, FL · On-site

Florida Financial Advisors, a leading financial services firm, is seeking a talented and passionate Financial Advisor to join our team. As a Financial Advisor, you will have the opportunity to help ...

Florida Financial Advisors

Financial Advisor

Tampa, FL · On-site

Florida Financial Advisors, a leading financial services firm, is seeking a talented and passionate Financial Advisor to join our team. As a Financial Advisor, you will have the opportunity to help ...

SYM Financial Advisors

Financial Advisor

Midland, MI · On-site

SYM Financial Advisors serves as a trusted expert to our clients, using our team's deep knowledge and vast experiences to be an advocate and help them achieve their vision of financial success. We ...

SYM Financial Advisors

Financial Advisor

Midland, MI · On-site

SYM Financial Advisors serves as a trusted expert to our clients, using our team's deep knowledge and vast experiences to be an advocate and help them achieve their vision of financial success. We ...

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Showing results 21-40

All Jobs2020 Jobs2020 Financial Advisor Jobs

2020 Jobs Information

Do workers at 2020 Companies get paid breaks?

Sometimes. Only some people get paid breaks.
41% of people say they don’t get paid breaks.
Based on data from 44 people who took the Breakroom Quiz between December 2024 and June 2026.

Does 2020 Companies pay people when they’re sick?

Sometimes. Only some people get paid when they’re sick.
67% of people say they wouldn’t get paid if they were sick but scheduled to work.
Based on data from 30 people who took the Breakroom Quiz between June 2025 and June 2026.

At 2020 Companies, are sick days and vacation days separate paid time off?

Sick days and vacation days are used from the same paid time off.
96% of people say they have to use vacation days when they’re out sick.
Based on data from 26 people who took the Breakroom Quiz between May 2025 and May 2026.

Do part-time workers get paid time off at 2020 Companies?

Only some people who work part-time get paid time off.
63% of people who work part-time say they don’t get paid time off
Based on data from 8 people who took the Breakroom Quiz between May 2025 and June 2026.

Is the health insurance from 2020 Companies affordable enough for their workers?

Most people say the health insurance costs are okay.
92% of people say the health insurance costs are okay
Based on data from 25 people who took the Breakroom Quiz between March 2025 and May 2026.

Do people get paid time off at 2020 Companies?

Most people get paid time off work.
84% of people say they get paid time off.
Based on data from 31 people who took the Breakroom Quiz between June 2025 and June 2026.

How far ahead of time do people find out their work schedule?

Most people find out their schedule less than four weeks ahead of time.
  • 41% of people with changing schedules find out their shifts one week or less ahead of time.
  • 32% of people with changing schedules find out their shifts two weeks ahead of time.
  • 9% of people with changing schedules find out their shifts three weeks ahead of time.
  • 18% of people with changing schedules find out their shifts four weeks or more ahead of time.

Based on data from 22 people who took the Breakroom Quiz between December 2024 and May 2026.

Do workers at 2020 Companies worry about hours?

Most people don’t worry about getting enough hours.
81% of people report they don’t worry about getting enough hours.
Based on data from 36 people who took the Breakroom Quiz between December 2024 and May 2026.

Do 2020 Companies workers get to choose the shifts they work?

Some people don’t get to choose which shifts they work.
46% report that they don’t have enough control over which shifts they work.
Based on data from 24 people who took the Breakroom Quiz between December 2024 and May 2026.

How easy is it for 2020 Companies workers to change shifts?

Most people find it easy to change shifts.
68% of people report that it’s easy to change shifts if they need to.
Based on data from 22 people who took the Breakroom Quiz between December 2024 and May 2026.

How easy is it to get time off at 2020 Companies?

Some people find it hard to get time off.
43% of people report it’s hard to get time off.
Based on data from 47 people who took the Breakroom Quiz between December 2024 and June 2026.

Do 2020 Companies managers change schedules at the last minute?

Most managers don’t change people’s schedules at the last minute.
82% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 34 people who took the Breakroom Quiz between December 2024 and May 2026.

Do jobs at 2020 Companies spill into time workers aren’t paid for?

Rarely. The job doesn't usually spill into unpaid time.
21% of people report that their job takes up time that they don’t get paid for.
Based on data from 33 people who took the Breakroom Quiz between December 2024 and May 2026.

How easy is it to take sick days at 2020 Companies?

Most people find it easy to take sick days.
74% of people report that it’s easy to take time off if they are sick.
Based on data from 31 people who took the Breakroom Quiz between June 2025 and June 2026.

Is a 2020 Companies job good for students?

Most students say this is a good place to work if you’re studying.
71% of students report this is a good place to work if you’re studying.
Based on data from 7 people who took the Breakroom Quiz between December 2024 and February 2026.

Is working at 2020 Companies good if you’re a parent or caregiver?

Only some parents and caregivers say this is a good place to work.
40% of people who care for a child or other relative report this isn’t a good place to work.
Based on data from 10 people who took the Breakroom Quiz between January 2025 and June 2026.

Do people at 2020 Companies feel treated with respect by their managers?

Most people feel treated with respect by their managers.
88% of people say they’re treated with respect by their managers.
Based on data from 32 people who took the Breakroom Quiz between June 2025 and June 2026.

Do people at 2020 Companies get to take their breaks without interruption?

Most people get breaks without interruption.
71% of people report that they get to take their breaks without interruption.
Based on data from 31 people who took the Breakroom Quiz between June 2025 and June 2026.

Is it stressful to work at 2020 Companies?

Some people feel stressed here.
50% of people say they often feel stressed at work.
Based on data from 30 people who took the Breakroom Quiz between May 2025 and May 2026.

Do people at 2020 Companies enjoy their jobs?

Most people enjoy their job.
90% of people report they enjoy their job.
Based on data from 31 people who took the Breakroom Quiz between June 2025 and June 2026.

Do people at 2020 Companies recommend working with their team?

Most people recommend working with their team.
76% of people report that they would recommend working with their immediate team to a friend.
Based on data from 33 people who took the Breakroom Quiz between June 2025 and June 2026.

Do people get enough training when they start at 2020 Companies?

Most people got enough training when they started.
67% of people report they got enough training when they started working here.
Based on data from 30 people who took the Breakroom Quiz between May 2025 and May 2026.

Do people get support to advance at 2020 Companies?

Only some people are given support to advance their career here.
In the last year, 57% of people report not being given support to advance their career here.
Based on data from 30 people who took the Breakroom Quiz between June 2025 and June 2026.

Do people think 2020 Companies’s headquarters understands what’s happening where they work?

Some people think headquarters doesn’t understand what’s happening where they work.
65% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 43 people who took the Breakroom Quiz between December 2024 and May 2026.

Do workers feel well informed about how 2020 Companies is doing?

Only some people feel well informed about how the company is doing.
40% of people feel that they aren’t kept well informed about how the company is doing as a whole.
Based on data from 48 people who took the Breakroom Quiz between December 2024 and June 2026.

What other companies are hiring for Financial Advisor jobs?

What are the most popular jobs at 2020?

What are the most popular categories at 2020?

Infographic showing various Financial Advisor job openings at 2020 in the United States as of August 2026, with employment types broken down into 50% Full Time, and 50% Part Time. Highlights an 98% Physical, and 2% Remote job distribution.

Financial Advisor

Dentist Advisors

Salt Lake City, UT • On-site

Full-time

Medical, Life, Retirement, PTO

Re-posted 5 hours ago

Job description

Financial Advisor
Dentist Advisors
Location: South Jordan, UT
Salary: Open
Type: Full Time - Experienced
Category: Wealth Advisor
OUR VISION
"A world where people embrace the habits of holistic financial health and live their present lives to the fullest."
Dentist Advisors has quickly grown from a small start-up to a nationwide leader in personal financial planning and investment management for dentists. Through deep expertise in the dental market, and significant investments in technology and educational content, we've unlocked a platform that delivers proactive and personalized advice to thousands of dentists across the country.
Our corporate mission is to design and uphold the universal standard of holistic financial health (for as many people as possible, as long as we can maintain quality). The dental vertical is large enough to sustain a very large organization, but we are continuously testing how to responsibly expand to other medical professionals and small business owners.
Our Elements® App (IOS native mobile) is set to be released in 2020, and will empower even more people to properly organize their finances, and make smart decisions when working with their professional advisors. Both our content marketing program and our technology are rooted in a long-term, behavior-first planning approach that empowers people to live in the moment. We believe the future of finance is a hybrid of deep, impactful human relationships made more efficient by excellent technology.
THE POSITION
We are seeking an experienced financial advisor who will help dentists embrace the habits of holistic financial health. Through collaboration with internal team members and industry partners, you will serve as the quarterback for your clients' financial plans to help them make smart financial decisions. You will oversee investment strategies, coach clients through complex financial decisions, and be a voice of authority within our firm. You will also participate in business building activities which include selling, business development, training, recruiting, social outreach, speaking, and content development.
JOBS TO BE DONE
  • Conduct initial consultations with prospective clients
  • Design and implement financial plans for new clients
  • Own the construction, implementation, and execution of investment plans
  • Approve client-facing performance summaries
  • Provide ongoing, proactive financial guidance for clients
  • Mentor our associate advisors
  • Use Salesforce CRM to manage daily tasks and monitor client activity

REQUIRED SKILLS AND EXPERIENCE
  • Bachelor's degree
  • 3+ years of client-facing financial advisor experience
  • Financial securities license
  • Strong technical competence related to qualified retirement plans, investment accounts, tax strategy, insurance, corporate structure, real estate, personal finance, and debt management.
  • Well versed in investment academics, MPT, 4-Factor model, passive management, and conversant in the science of investing.

PREFERRED EDUCATION, SKILLS AND EXPERIENCE
  • Bachelor's degree in finance, accounting, or business
  • CFP® or CFA® designation
  • Masters in Finance (MSF), Business (MBA), or Financial Services (MSFS)
  • Experience working with dentists, medical professionals, or other high net worth clients
  • Familiarity with Salesforce CRM and eMoney software

WHO YOU ARE
  • Strong interpersonal skills, with the ability to gain the trust of successful professionals
  • Excellent written and verbal communicator
  • Prioritize getting it right over being right
  • Comfortable in a start-up environment
  • Collaborative
  • Willing to challenge clients, employees, and management directly
  • Able to receive direct feedback constructively
  • Organized
  • Attentive to details
  • Self-starter and learner
  • Willing to adapt to rapid change
  • Reliable

WHAT'S IN IT FOR YOU?
As innovators in the financial space, we believe real change requires collaboration among passionate people unified by the same mission, vision, and values.
While some firms allow their culture to "happen" we consider it the most important part of our business strategy.
We strive for a work environment where each employee:
  • Feels safe and accepted
  • Finds purpose
  • Makes continual progress
  • Maintains work/life balance
  • Has fun

This position's compensation package includes:
  • Opportunity to start at the ground floor of a rapidly growing, funded start-up
  • Group health insurance
  • 401(k) retirement plan (up to 6% company match)
  • Company-paid life and disability insurance
  • Generous paid time off schedule
  • Paid parental leave
  • Gym membership
  • Continuing education reimbursement
  • Complimentary investment management service
  • Quarterly offsite team building events
  • Weekly office lunch / stocked onsite snack cupboard

Apply