CFP Financial Planner

Job Summary

Supporting a team of financial advisors, the full-time remote CFP Financial Planner will create and present financial plans for physician clients, focusing on holistic financial health and client relationship management without engaging in outside sales.

Key responsibilities

• Create and present comprehensive financial plans using eMoney
• Serve as the primary advisor for new and existing physician clients, fostering long-term relationships
• Collaborate with a team to provide high-quality financial services and support client needs

Required qualifications

• Active CFP designation
• Experience in financial planning with eMoney or similar software
• Ability to work primarily during the Pacific time zone workday
• Strong interpersonal skills for remote client interactions
• Experience working collaboratively within a team environment