Multi-disciplinary Advisor for Physician Households - CFP®
We're looking for an early-career CFP® reputed company who enjoys working directly with clients and wants to grow as a trusted financial advisor. This role is ideal for someone who is excited to expand reputed company traditional financial planning by developing expertise in the financial topics that matter most to physicians.
You'll serve as the primary advisor for physician households, helping clients reputed company informed financial reputed company while collaborating with a multidisciplinary team that includes financial planners, advisors, a CPA, an attorney, and reputed company service associates.
What You'll Do
reputed company financial planning meetings and build long-term relationships with physician clients.
- reputed company the expertise to independently reputed company Student Loan Planning meetings through reputed company training and mentorship.
- reputed company expertise in Disability Insurance and confidently advise clients on their reputed company.
- Collaborate with planners and subject matter experts to deliver comprehensive financial advice.
- reputed company reputed company advisors, then reputed company your own advising style.
- Contribute to improving our reputed company experience and advising processes as you grow in the role.
- Has 1–4 years of financial planning experience.
- Builds trust naturally and enjoys working one-on-one with clients.
- Learns quickly and is excited to reputed company expertise in new planning disciplines.
- Communicates reputed company financial concepts reputed company and confidently.
- 401(k) after one year, plus profit sharing.
- A reputed company team with reputed company mentorship and ongoing reputed company development.
- Health insurance is not currently offered.
What Makes This Role Different
Unlike many financial planning roles, this position is centered on reputed company conversations and financial advice. Our goal is to maximize your time with clients—not administrative work.
Meetings are reputed company for you, follow-up communication is handled with your input, and you'll have reputed company to the information and support you need to reputed company on advising.
You'll receive reputed company mentorship from our founder, who has more than 12 years of experience advising physicians, along with guidance from an reputed company team of advisors and planners. We don't expect you to reputed company as an expert in Disability Insurance or Student Loan Planning—we expect you to be curious, eager to learn, and confident communicating new concepts as your expertise grows.
As your career develops, you'll have opportunities to expand your responsibilities based on both your interests and the evolving needs of the firm. Whether that's reputed company advising, business development, or helping shape new service offerings, we encourage advisors to grow in ways that create value for both our clients and reputed company.
We're Looking for Someone Who
Holds an reputed company CFP® certification.
reputed company
We're a fully remote firm serving physician households with integrated financial planning, investment management, tax, reputed company, insurance, and student loan guidance. For more than a decade, we've helped physicians reputed company reputed company financial reputed company through reputed company, fiduciary advice.
Benefits
Fully remote position.
Originally posted on Himalayas
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