Remote CFP® Advisor for Physician Households

Hippocratic Financial Advisors; United States; Remote; USD 70,000 - 100,000; Full time

Benefits offered by this job

401(k) after one year

Profit sharing

Job summary

Hippocratic Financial Advisors is seeking an early-career CFP professional for a fully remote Financial Advisor role focused on physician households. You will lead client meetings, build long-term relationships, and become a trusted advisor.

You will work with planners, CPA, attorney, and client service associates to deliver integrated financial guidance, including student loan planning and disability insurance. Ideal candidates have 1–4 years of experience and strong communication.

Qualifications

• Active CFP® certification required.
• 1–4 years of financial planning experience.
• Enjoys building trusted relationships and guiding clients to informed decisions.
• Eager to learn and develop expertise in new planning disciplines.
• Demonstrates clear and confident communication with clients.

Responsibilities

• Lead client meetings and build long-term client relationships.
• Develop the ability to independently lead Student Loan Management meetings.
• Develop expertise in Disability Insurance and guide clients through options.
• Collaborate with planners and experts to provide comprehensive financial guidance.

Skills

CFP certification

Client meetings

Relationship building

Clear communication

Learning mindset

Education

Bachelor's degree in finance or related field

Tools

Financial planning software

Job description

Hippocratic Financial Advisors is seeking an early-career CFP professional for a fully remote Financial Advisor role focused on physician households. You will lead client meetings, build long-term relationships, and become a trusted advisor.

You will work with planners, CPA, attorney, and client service associates to deliver integrated financial guidance, including student loan planning and disability insurance. Ideal candidates have 1–4 years of experience and strong communication.