Lead Advisor for Physician Households – CFP®

Job not on LinkedIn

🕒 August 5

🇺🇸 United States – Remote

⏰ Full Time

🟠 Senior

👻 Ghost score 30%

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Logo of Hippocratic AI

Hippocratic AI

11 - 50 employees

Founded 2023

🤖 Artificial Intelligence

⚕️ Healthcare Insurance

🏥 Healthcare

💰 $50M Seed Round on 2023-05

Artificial Intelligence • Healthcare Insurance • Healthcare

Hippocratic AI is an innovative healthcare technology company that specializes in artificial intelligence-driven solutions designed to improve patient care and clinical decision-making. Their products leverage advanced data analysis and machine learning to support healthcare providers, enhancing efficiency and accuracy in medical practices. By integrating cutting-edge AI technology into healthcare processes, Hippocratic AI aims to revolutionize the medical field, ultimately improving outcomes for patients and practitioners alike.

📋 Description

• Lead client meetings as the primary advisor for physician household clients • Advise clients on disability insurance options and student loan repayment and forgiveness strategy • Review meeting preparation completed by the team • Debrief meetings so follow-up emails can be prepared • Shadow the founder and second advisor to learn the firm's approach, then develop an individual approach • Participate in focused outreach, with flexibility regarding how large a part of the role it becomes • Collaborate with advisors, planners, a lawyer, a CPA, and client service associates

🎯 Requirements

• CFP® certification required • 1–4 years of planning experience • Demonstrated skill at building trust one-on-one • Eagerness to go deep on disability insurance and student loan planning • Must acquire an insurance license for life and disability as part of the job

🏖️ Benefits

• 401(k) after year one • Profit sharing

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