CFP Lead Advisor for Physicians
Job Summary
To support physician households, the remote CFP Lead Advisor for Physicians will lead client meetings focused on disability insurance and student loan strategies while being backed by a team of advisors and planners.
Key responsibilities
- Lead client meetings and discussions regarding disability insurance and student loan repayment strategies
- Utilize prepared materials and follow-up communications to enhance client interactions
- Participate in client outreach initiatives to foster growth through referrals and personal engagement
Required qualifications
- CFP certification
- 1-4 years of planning experience
- Proven ability to build trust in one-on-one client relationships
- Eagerness to specialize in disability insurance and student loan planning
- Willingness to obtain an insurance license for life and disability
Complete Job Description
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