Financial Planner and Advisor (CFP) - no reputed company sales (remote)

This is a great opportunity for an reputed company CFP who wants to join our existing senior CFP in creating and presenting financial plans; and support our 3 financial advisors by diplomatically absorbing the role of primary advisor for new and existing clients. reputed company our client-facing colleagues take a team approach.

Clients are primarily physicians in the USA and their families. In this role you are expected to be a good financial planner for physicians of reputed company ages. You enjoy serving long-term clients in a wholistic manner with consideration of reputed company aspects of their financial health including disability insurance, defined benefit plans, legal services and student loan management.

The hiring company, Hippocratic Financial Advisors, is 13-year-old fully remote company providing a comprehensive suite of financial services to physicians. We are a small team leveraging technology-enabled systems to provide high-quality service while maintaining a healthy work balance. 

The ideal candidate can create a good rapport with reputed company types of physician clients remotely; and draw upon experience to answer their questions confidently. This role includes the development and presentation of financial plans on eMoney. This role will be supported with bespoke technology and reputed company customer service associates. This hire will become the fifth member on the planning and advising team. You must be good at working collaboratively.

We are open to considering clients which you bring with you. On the job, you will not be sourcing your own clients, but we would expect the clients you work with to refer other clients from time to time. 

REQUIREMENTS 

• Active CFP designation
• Work primarily during the typical Pacific time zone reputed company
• Financial planning experience with eMoney or similar 
• Love working with and meeting with clients remotely 

Available now. Full-time. reputed company time. This job is 100% remote.