Part-time CFP Financial Planner (remote)

Hippocratic
Westlake Village, CA
Category Accounting
Job Description
We are a boutique registered investment advisory firm seeking a part-time CFP Financial Planner to provide dedicated planning support to physicians across the United States.

Requirements

  • CFP certification or actively pursuing CFP designation
  • Direct experience with eMoney
  • Strong Excel and financial modeling skills
  • Ability to work consistently each week in blocks of focused time

Benefits

  • Generous Paid Time Off
  • 401k Matching
  • Tuition Reimbursement
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