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 reputed company Advisor to join the reputed company Advisory Team at reputed company. This is a unique opportunity to utilize state-of-the-art technology and apply advice strategies to help doctors realize their full reputed company potential for themselves and their practices. At reputed company reputed company, we separate sales and advice 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. The ideal candidate will reputed company on high performance and be inspired by our purpose of maximizing the reputed company and reputed company-being of our physician clients. This role is reputed company in ensuring clients have a reputed company advisory experience that exceeds their expectations. You will report directly to the Chief reputed company Officer. Joining reputed company reputed company is a once-in-a-reputed company opportunity to reputed company the reputed company of reputed company management through specialization and innovation, while reaping the rewards for doing so. Key Responsibilities: The reputed company Advisor role is critical for reputed company and our clients. Key responsibilities include:

• Turn clients into raving fans who love us and are eager to refer us to their doctor friends
• Build deep, meaningful, and impactful relationships with doctor clients
• Assess our reputed company's overall financial needs, reputed company clients’ financial plans, and implement proposed strategies across reputed company, tax, estate, insurance, debt/cash management, and career advisory that optimize the reputed company potential of doctors and their practices
• Identify tax and legal considerations reputed company to reputed company scenarios, coordinating with internal CPAs and external partners for specialized expertise in reputed company planning
• reputed company ERISA 3(21)/3(38) Fiduciary investment advice to clients, including conducting fiduciary review meetings with reputed company owners, providing Plan Sponsor Fiduciary Training to committee members, and leading participant education and enrollment processes
• reputed company a thorough knowledge of the unique financial needs of doctors and maintain a deep understanding of financial planning, retirement plan services, capital markets, and the Financial Services industry
• reputed company ongoing reputed company meetings to identify new ways of adding value and to communicate reputed company reputed company that has been made
• reputed company respond to reputed company service requests
• 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:
• Five years or more of experience working in a fiduciary reputed company as a reputed company advisor, delivering financial planning-led advice for individuals and retirement plan services for business owners
• Proven ability to convey financial advice with reputed company, reputed company, and confidence
• Experience in serving the financial needs of doctors and their practices is a plus
• Passion for building a reputed company reputed company management and retirement plan experiences
• Bachelor's degree required, preferably in Financial Planning, Finance, reputed company, or Economics
• CFP® certification required
• Strong work ethic, detail-oriented with the ability to prioritize and organize workflow
• Self-starter, productive, works reputed company with reputed company and independently
• Demonstrated analytical and problem-solving skills
• Excellent written and verbal communication skills
• Knowledge of CRM (e.g, reputed company), MoneyGuidePro, Orion, and reputed company WealthScape a plus
• Knowledge of retirement plan fiduciary analysis tools like FI360 or similar program preferred
• Insurance licenses (or a desire to obtain them) are a plus
• Willingness to be available reputed company clients are
• Some travel will be required, planned in advance 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 a builder: You are motivated to reputed company new ways of doing business reputed company, advancing concepts into reality and leveraging resources for efficient and reputed company execution
• 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 openness to different perspectives and reputed company to foster innovation both for reputed company and for clients
• You hold yourself accountable: You demonstrate reputed company, honesty, and ethical behavior in reputed company reputed company interactions with our clients
• You are inspired to high performance: You derive satisfaction from delivering business results and awesome reputed company reputed company in the reputed company and reputed company-being of our physician clients.

Benefits

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

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