CFP Career Accelerator Program - Remote

Overview

Join to apply for the CFP Career Accelerator Program - Remote role at Hippocratic Financial

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Join to apply for the CFP Career Accelerator Program - Remote role at Hippocratic Financial

Eligible candidates include anyone currently enrolled in a CFP program or passed the CFP exam in the last 2 years. This program provides work experience that counts toward the CFP education requirement in case that is important to you.

In this program, you will be exposed to a well-run boutique registered investment advisor company that includes advisors, financial planners, portfolio managers, client service associates, insurance professionals, student loan consultants and tight collaboration with a tax and accounting firm. The company does not manage funds nor private placements, so this program does not offer exposure to those areas. The company also does not provide exposure to whole life or variable insurance or the management of UHNW clients (assets over $50 million).

You will be partnered with one or more mentors whom you meet with weekly to review your learning. You will go through a job rotation in which you learn one role completely before moving to the next. Expect to go through 2 to 5 roles during your 1-2 year tenure. What roles you learn will depend on a combination of company needs and your preference.

You will never be asked to be part of new client generation such as outbound sales or cold calling. Our company generates new clients almost entirely via word of mouth. We focus on operational excellence, not marketing.

Our hope is that by participating in this program, you will gain a holistic, hands-on understanding of how a boutique full-service RIA works so that you can make better choices on your career path. We believe that if you are able to find a great job and company fit for you, then everyone benefits.

At the end of your program, if there is a good fit for you in our company and an opening is available, the company would make you a job offer but there is no guarantee.

Potential roles for this program:

• Client Service Associate
  practical experience and training in client communication via email, advisor meeting preparation and follow-up, proper information storage and retrieval via custom CRM system built on Microsoft Dynamics CRM, client activities management.
• Wealth Management Admin practice opening multiple account types with our custodian and handling nigos. Practice moving funds for clients. We currently do not have significant RMDs so that is not part of the training. Our clients are in the accumulation phase of life.
• Portfolio Balancing
  Using Schwab and iRebal, learn how to apply pre-defined portfolio models to real assets to keep client portfolios in line with their risk tolerance as defined by the advisors.
• Financial Planner
  Support work with an experienced financial planner as they make plans from start-to-finish with eMoney.
• Financial Advisor (business development) shadowing
  shadow advisors who have up to 12 years of experience with this niche. This can include various meeting types, including first-time meetings, wealth management meetings, risk management meetings, and tax planning meetings.
• If available:exposure to student loan advising, tax planning, disability insurance, life insurance, legal services.

REQUIREMENTS

• Must demonstrate the ability to work remotely full-time, including management of personal workspace, social and health needs.
• Must be enrolled in a CFP program or have passed the CFP or have earned a CFP.
• Must be available to work full-time during working hours in Pacific time zone.

COMPENSATION

• This is a paid W2 position with no health insurance benefits. You will be eligible for 401k and profit-sharing program after one year.
• The company provides the computer hardware and software you will need.

• Internship

• Full-time

• Other

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