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CFP Wealth Advisor For Strong Lead Generation Program - Nationwide - Remote
CFP Wealth Advisor For Strong Lead Generation Program - Nationwide - RemoteAnalog Capital Partners • Fremont, CA, United States
CFP Wealth Advisor For Strong Lead Generation Program - Nationwide - Remote

CFP Wealth Advisor For Strong Lead Generation Program - Nationwide - Remote

Analog Capital Partners • Fremont, CA, United States
[job_card.1_day_ago]
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  • [job_card.full_time]
  • [filters.remote]
[job_card.job_description]

Company Description

Analog Capital Partners centralizes investments, planning, and professional services for individuals and their families. We provide diversified portfolio management and asset allocation guidance. We take an integrated approach to tax, estate, giving, law, and finance and provide tax strategies, asset protection, and intergenerational transfer services.

Role Description

Analog Capital Partners is seeking a remote CFP Wealth Advisor. Analog provides a steady stream of new wealth advisory prospects for your client pipeline. Day-to-day tasks include providing financial planning, retirement planning, investment guidance, and wealth management services to clients.

  • Direct client planning experience required
  • No existing book of business required
  • No independent lead generation required but beneficial / Analog will schedule meetings for you
  • Fully digital client onboarding, automated trade allocation and model rebalancing
  • Full time for phone calls / zoom calls with prospects
  • Training will be provided
  • Must adopt Analog's investment philosophy and methodology
  • Uncapped 50% profit share
  • Pre-existing book not required but if available and moved to Analog 65% profit share

Qualifications

  • Bachelor's degree in Finance, Economics, Business Administration, or a related field
  • Certified Financial Planner (CFP) required
  • Excellent analytical, organizational, and communication skills
  • Ability to work independently and manage multiple tasks in a fast-paced environment
  • Working knowledge of financial planning and investment management concepts and products
  • Proficiency with financial planning software and Microsoft Office Suite
  • Ability to establish and maintain strong relationships with clients and work collaboratively with team members
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