Financial Advisor

Hippocratic Financials' founder and senior advisor wishes to hire a second advisor to join his team. If you have 3-7 years of experience as an advisor and you are experienced with disability insurance, then please consider applying.

Hippocratic Financial provides comprehensive financial care for physicians. The Financial Advisor is the person most responsible for creating and nurturing new relationships. The advisor works with an experienced team of professionals who together deliver insurance, financial planning, asset management, tax and accounting and legal services to our hundreds of members.

Our company has been around for 11 years. We have over $100MM AUM. We have been building our internal enterprise software since day 1. We have been fully distributed since day 1. We have a robust staff of relationship managers and back-office support. We have good company culture. Our #1 value is to do well by doing good.

We are looking for someone who represents the company well and understands the challenges of being a doctor.

You must have experience building and sustaining your own book of clients. You should enjoy cultivating relationships as much as or more than crafting financial plans.

We are open to welcoming an existing book of business; the clients do not have to be doctors.

Series 65 or CFP required.