Financial Planner (CFP) - no outside sales (remote)

This is a great opportunity for an experienced CFP who wants to create and present financial plans, provide knowledge leadership to our wealth management operations team and support our 2 financial advisors by diplomatically absorbing client meetings for counseling on financial matters as well as handling disability and life insurance meetings. 

Clients are primarily physicians in the USA and their families. In this role you are expected to be a great financial planner for physicians of all ages. You will need to develop world-class expertise discussing disability insurance, defined benefit plans and possibly student loan management as many of our clients require this.

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 third member on the advisor 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 

• 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 

Available now. Full-time. Flex time. This job is 100% remote.