Financial Advisor Omaha Physicians Thrive
Financial advisors in Omaha refer to themselves as fee-only or fee-based to show how they make money. Knowing whether your advisor gets paid by a third party to sell … Physicians Thrive Financial Advisors are part of a specialized sales team who helps doctors with financial planning, investments, insurance, and consulting.
Physicians Thrive is the only contract review provider that 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.
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, vendors, and broker-dealer
- Ensuring daily blotters and other appropriate NASD broker-dealer requirements are maintained
- Ensuring staff completes all new business processes accurately
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