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Lead Advisor for Physician Households – CFP®
Hippocratic AICFP® lead advisor serving physician households through integrated wealth, tax, legal, insurance, and student loan planning. Leading client meetings with support from advisors, planners, legal, CPA, and client service teams.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial planning with a focus on disability insurance and student loan strategies, while effectively building trust with clients and collaborating with a multidisciplinary team.
Highest-signal resume keywords
CFP® CertificationDisability Insurance PlanningStudent Loan Repayment StrategyInsurance License for Life and DisabilityClient Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial PlanningDisability Insurance OptionsStudent Loan Forgiveness StrategyMeeting Preparation ReviewFollow-Up Communication
Soft Skills
Trust BuildingCollaborationEagerness to Learn
Certifications & Qualifications
CFP® CertificationInsurance License for Life and Disability
Industry Keywords
Client MeetingsPhysician Household ClientsFocused OutreachAdvisory RoleTeam Collaboration
About the role
Key responsibilities & impact- 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
What you’ll need- 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
Comp & perks- 401(k) after year one
- Profit sharing