Lead Advisor for Physician Households – CFP®

This is a fully remote position, open to applicants in United States.

📋 Description

• Serve as the primary advisor in client meetings for physician household clients.

• Provide guidance on options for disability insurance and strategies for student loan repayment and forgiveness.

• Assess meeting preparation completed by the team.

• Conduct debrief sessions following meetings to facilitate the preparation of follow-up emails.

• Observe the founder and second advisor to understand the firm's methodology, then cultivate a personal approach.

• Engage in targeted outreach, with adaptability regarding the extent of involvement in this aspect of the role.

• Work collaboratively with advisors, planners, a lawyer, a CPA, and client service associates.

⛳️ Requirements

• CFP® certification is mandatory.

• 1 to 4 years of experience in planning is required.

• Proven ability to establish trust in one-on-one interactions.

• A strong desire to delve into disability insurance and student loan planning.

• Must obtain an insurance license for life and disability as part of the position.

🏝️ Benefits

• 401(k) plan available after the first year.

• Profit sharing opportunities.