Financial Planner, Advisor – CFP

Job not on LinkedIn

🕒 March 31

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏙️ Outside Sales

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Logo of Hippocratic AI

Hippocratic AI

11 - 50 employees

Founded 2023

🤖 Artificial Intelligence

⚕️ Healthcare Insurance

💰 $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

• 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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