To support physician households, the remote CFP Lead Advisor for Physicians will lead client meetings focused on disability insurance and student loan strategies while being backed by a team of advisors and planners. Key responsibilities Lead client meetings and discussions regarding disability insurance and student loan repayment strategies Utilize prepared materials and follow-up communications to enhance client interactions Participate in client outreach initiatives to foster growth through referrals and personal engagement Required qualifications CFP certification 1-4 years of planning experience Proven ability to build trust in one-on-one client relationships Eagerness to specialize in disability insurance and student loan planning Willingness to obtain an insurance license for life and disability