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Form of work
SalaryThis is a great opportunity for an experienced CFP who wants to advise without selling and is ready to always do the right thing for the client. This role involves planning and remote meeting with physicians at all stages of their life. There are no sales goals. There are no business development expectations.
The hiring company, Hippocratic Financial Advisors, is an established fully remote company providing a comprehensive suite of financial services to physicians. We have a small team focused on leveraging technology-enabled systems to provide high-quality service while maintaining a healthy work balance.
The ideal candidate can create a good rapport with 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 position reports to the Director of Financial Planning and will be the 4th member of the advising team.
REQUIREMENTS
- 3+ 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
Available now. Full-time. This job is 100% remote.
