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.
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
