Multi-disciplinary Advisor for Physician Households - CFP®

We're looking for an early-career CFP® professional who enjoys working directly with clients and wants to grow as a trusted financial advisor. This role is ideal for someone who is excited to expand beyond traditional financial planning by developing expertise in the financial topics that matter most to physicians.

You'll serve as the primary advisor for physician households, helping clients make informed financial decisions while collaborating with a multidisciplinary team that includes financial planners, advisors, a CPA, an attorney, and client service associates.

What You'll Do

• Lead financial planning meetings and build long-term relationships with physician clients.