Financial Planner and Advisor (CFP) - no outside sales

About this role

This is a great opportunity for an experienced 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. All 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 all ages. You enjoy serving long-term clients in a wholistic manner with consideration of all 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 all 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 experienced 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 workday

Financial planning experience with eMoney or similar

Love working with and meeting with clients remotely

Available now. Full-time. Flex time. This job is 100% remote.
Originally posted on Himalayas