CFP Wealth Advisor For Strong Lead Generation Program - Nationwide - Remote
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.
• We are a fiduciary fee-only advisory firm
• No independent lead generation required but beneficial / Analog will schedule meetings for you with new prospects
• Centralized back office support relieve you of ACAT transfers, 401k rollovers and other onboarding issues
• Fully digital client onboarding, automated trade allocation and model rebalancing
• Available full time for phone calls / zoom calls with new prospects
• Training will be provided
• Must adopt Analog's investment philosophy and methodology
• For leads sourced through Analog, profit share is 50%, ~32 basis points
• For leads sourced through independently, profit share is 65%, ~55 basis points
• Uncapped profit share
Qualifications
• CFP (Certified Financial Planner) certification required
• Financial Planning, Retirement Planning, and Investments skills
• Finance and Wealth Management Services expertise
• Strong analytical and problem-solving abilities
• Excellent communication and interpersonal skills
• Bachelor's degree in Finance, Economics, or related field
• Experience in tax, estate planning, and wealth management
• Direct client planning experience required
Job Type: Full-time
Pay: $35,000.00 - $2,000,000.00 per year
Application Question(s):
• Do you have a portable existing client book of business?
Education:
• Bachelor's (Required)
Experience:
• building financial plans: 3 years (Required)
License/Certification:
• CFP (Required)
Work Location: Remote
Apply tot his job
Apply To this Job
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.
• We are a fiduciary fee-only advisory firm
• No independent lead generation required but beneficial / Analog will schedule meetings for you with new prospects
• Centralized back office support relieve you of ACAT transfers, 401k rollovers and other onboarding issues
• Fully digital client onboarding, automated trade allocation and model rebalancing
• Available full time for phone calls / zoom calls with new prospects
• Training will be provided
• Must adopt Analog's investment philosophy and methodology
• For leads sourced through Analog, profit share is 50%, ~32 basis points
• For leads sourced through independently, profit share is 65%, ~55 basis points
• Uncapped profit share
Qualifications
• CFP (Certified Financial Planner) certification required
• Financial Planning, Retirement Planning, and Investments skills
• Finance and Wealth Management Services expertise
• Strong analytical and problem-solving abilities
• Excellent communication and interpersonal skills
• Bachelor's degree in Finance, Economics, or related field
• Experience in tax, estate planning, and wealth management
• Direct client planning experience required
Job Type: Full-time
Pay: $35,000.00 - $2,000,000.00 per year
Application Question(s):
• Do you have a portable existing client book of business?
Education:
• Bachelor's (Required)
Experience:
• building financial plans: 3 years (Required)
License/Certification:
• CFP (Required)
Work Location: Remote
Apply tot his job
Apply To this Job