Wealth Advisor - Remote

Overview

Earned is a comprehensive, tax-smart wealth building solution for doctors, their families, and their practices, aiming to optimize clients’ wealth potential through integrated personal and practice solutions.

In Short

• Join the Client Advisory Team as a Wealth Advisor.
• Utilize technology to help physicians realize their wealth potential.
• Focus on exceptional client service without sales pressure.
• Build meaningful relationships with physician clients.
• Develop and implement financial plans across various domains.
• Identify tax and legal considerations for clients.
• Lead client meetings and respond to service requests.
• Ensure compliance with regulatory requirements.
• Work in a team-oriented, tech-forward environment.
• Report directly to the Chief Wealth Officer.

Requirements

• Five years of experience as a wealth advisor in a fiduciary capacity.
• Ability to convey financial advice with empathy and clarity.
• Experience serving the financial needs of physicians is a plus.
• Bachelor's degree in Financial Planning, Finance, Accounting, or Economics.
• CFP® certification required.
• Strong work ethic and detail-oriented.
• Excellent communication skills.
• Knowledge of CRM tools and financial planning software.
• Willingness to travel as needed.
• Insurance licenses are a plus.

Benefits

• Attractive total compensation package.
• Employer-sponsored health insurance.
• 401k with 5% match.