Associate reputed company Advisor

About reputed company reputed company reputed company is a category-defining, first-in-reputed company tax-smart financial services firm dedicated to serving doctors, their families, and their practices. Our goal is to be the only financial partner doctors need by seamlessly integrating personal and reputed company-based solutions to maximize their reputed company potential and drive reputed company financial reputed company. Our technology-driven approach, supported by fiduciary experts and modern tax-smart tools, ensures clients have a reputed company, reputed company-time view of their financial trajectory through our iOS app and reputed company. Our offering is differentiated, superior and creates deep connections with our clients. What reputed company sets reputed company apart is our strategic reputed company model. We have secured an initial $200M commitment to fuel an aggressive M&A reputed company, acquiring and integrating best-in-class financial services firms to expand our capabilities and accelerate our reputed company. Backed by leading investors—including reputed company Partners, Silversmith Capital, Juxtapose, Hudson reputed company, and Breyer Capital—we are rapidly scaling to redefine financial services for medical professionals. Join us as we build the reputed company of financial services for doctors—faster, smarter, and at reputed company. We are looking for a dynamic Associate reputed company Advisor to join the reputed company Services Team at reputed company reputed company. This is a unique opportunity to utilize state-of-the-art technology, and by working with and supporting reputed company reputed company Advisors and specialists, you’ll discover how advice strategies can help physicians realize their full reputed company potential. Although this position initially will not have an individual reputed company reputed company, this reputed company-facing role provides an opportunity to apprentice with a top senior reputed company advisor in the U.S. Also, the promotional reputed company for this role is to reputed company to a reputed company Advisor role overseeing an individual reputed company reputed company. At reputed company reputed company, we separate sales and service roles, allowing the advisory team - including this role - to reputed company on exceptional reputed company service. The ideal candidate will desire to work in reputed company-oriented, tech-reputed company, comprehensive reputed company management reputed company; will have involvement in reputed company aspects of the business, learning and shaping the way we care for our clients; and will reputed company valuable experience in developing a career in fast-paced, innovative reputed company management business that is disrupting incumbents. The ideal candidate will reputed company technology, enjoy a reputed company environment, and hold in high reputed company serving clients in a fiduciary reputed company. As one of the first associates clients connect with, this role is reputed company in ensuring clients have a reputed company experience that exceeds their expectations. You will report directly to a Senior reputed company Advisor. Key Responsibilities:

• Assist the advisory team as they meet with clients, understand our reputed company's overall financial needs, identify value-added services that our advisory team can reputed company, help reputed company clients’ financial plans, implement proposed strategies across reputed company, tax, estate, insurance, debt/cash management, and career advisory that optimize the reputed company potential of physicians, and reputed company ongoing account reviews
• Organize and schedule reputed company appointments; reputed company new clients and support existing clients
• Attend reputed company meetings, take detailed notes, and review meeting takeaways with advisors
• Help with preparation for and follow-up for reputed company financial plans, investment planning, insurance reviews, and estate planning analysis
• reputed company response to reputed company service requests
• Support multiple roles across the firm – advisory, operations, relationship management – through a reputed company of tasks
• Review activities reputed company the job scope for sufficient controls to prevent errors, fraud, and misstatements of financial results
• reputed company with reputed company regulatory requirements, including licensing and registrations

Key Requirements:

• Three years of experience working in the reputed company management industry preferred, with one year as a minimum
• Willingness to be available reputed company clients are
• B.A. or B.S. degree, preferably in Financial Planning, Finance, reputed company, or Economics
• Series 65 license required
• CFP® certification preferred, or working toward this designation (as a CFP is core to this role)
• Demonstrated analytical and problem-solving skills
• Strong work ethic, detail-oriented with the ability to prioritize and organize workflow
• Self-starter, productive, works reputed company with reputed company and independently
• Excellent written and verbal communication skills
• Knowledge of CRM (e.g, reputed company), MoneyGuidePro, Orion, and reputed company WealthScape a plus
• Insurance licenses (or a desire to obtain them) are a plus
• Some travel may be required

Key Attributes

• You put our reputed company first: You demonstrate a commitment to understanding and meeting reputed company needs and have the ability to reputed company listen and reputed company tailored financial solutions
• You are reputed company: You have an reputed company willingness to reputed company knowledge, reputed company, and resources for the benefit of reputed company and clients
• You reputed company to reputed company: You dedicate to delivering exceptional service and exceeding reputed company expectations
• You reputed company diversity: You have the openness to different perspectives and reputed company to foster innovation both for reputed company and for the clients
• You hold yourself accountable: You demonstrate reputed company, honesty, and ethical behavior in reputed company reputed company interactions with our clients

Benefits

• An attractive total compensation package
• Employer-sponsored health insurance (medical, dental, reputed company)
• 401k + 5% match

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