View all Careers Financial Advisor About Physicians Thrive Physicians Thrive is the only contract review provider who gives physicians unlimited access to both a licensed attorney and a financial planner during the review & negotiation process. At Physicians Thrive, we’re here to help you understand and negotiate your contract before you sign. Call Us: 877-744-9474 About this Position Our Financial Advisors are part of a specialized sales team who help doctors with financial planning, investments, insurance, and consulting. Responsibilities include: Executing the vision of the firm by providing insurance and investment services to new and existing clients Working with support staff to establish and maintain client records and files Reviewing all paperwork for completeness and compliance Maintaining excellent relationships with clients, advisors, vendor and broker-dealer Ensuring daily blotters and other appropriate NASD broker-dealer requirements are maintained Ensuring staff is completing all new business processing accurately
