Hippocratic Financial ยท 5 hours ago
Financial Advisor (CFP)
United States
Full-time
Remote
Entry, Mid Level
2+ years exp
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Responsibilities
Be a great financial advisor and financial planner for physicians of all ages.
Develop world-class expertise discussing disability insurance, defined benefit plans and possibly student loan management.
Create a good rapport with physician clients remotely.
Answer client questions confidently based on experience.
Develop and present financial plans on eMoney.
Work collaboratively with the advisor team.
Qualification
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Required
2+ years relevant experience and CFP designation
Work primarily during the typical Pacific time zone workweek
Financial planning experience with eMoney or Money Guide Pro (MGP)
Very comfortable working and meeting with clients remotely
Company
Hippocratic Financial
We're Hiring. hippocratic.com/careers
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Riel Manriquez
Chief Operating Officer
Company data provided by crunchbase
