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Financial Planner, Advisor – CFP at Hippocratic AI | JobVerse
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Financial Planner, Advisor – CFP
Hippocratic AI
Remote
Website
LinkedIn
Financial Planner, Advisor – CFP
United States
Full Time
4 weeks ago
No Visa Sponsorship
Apply Now
Key skills
Workday
Remote 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
Apply Now
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