Hippocratic AIRemote
Financial Planner, Advisor – CFP
United States
Full Time
4 weeks ago
No Visa Sponsorship
Key skills
WorkdayRemote Work
About this role
Role Overview
- Join existing senior CFP in creating and presenting financial plans
- Support 3 financial advisors by being primary advisor for new and existing clients
- Develop and present financial plans on eMoney
Requirements
- Active CFP designation
- Financial planning experience with eMoney or similar
- Love working with and meeting with clients remotely
- Work primarily during the typical Pacific time zone workday
- Available now
Benefits
- Flex time
- 100% remote work