CFP Wealth Advisor - Wealth Advisory / Financial ...

Company DescriptionAnalog 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 DescriptionAnalog Capital Partners is seeking a remote CFP Wealth Advisor. The CFP Wealth Advisor will be responsible for developing and maintaining relationships with clients, understanding their needs, and providing customized investment advice. The ideal candidate will have excellent communication skills, a keen attention to detail, and a passion for financial planning and investment management.Direct client planning experience requiredNo existing book of business requiredNo independent lead generation required but beneficial / Analog will schedule meetings for youFully digital client onboarding, automated trade allocation and model rebalancingFull time for phone calls / zoom calls with prospectsTraining will be providedMust adopt Analog's investment philosophy and methodologyNo salary but uncapped 50% profit sharePre-existing book not required but if available and moved to Analog 65% profit shareQualificationsBachelor's degree in Finance, Economics, Business Administration, or a related fieldCertified Financial Planner (CFP) requiredExcellent analytical, organizational, and communication skillsAbility to work independently and manage multiple tasks in a fast-paced environmentWorking knowledge of financial planning and investment management concepts and productsProficiency with financial planning software and Microsoft Office SuiteAbility to establish and maintain strong relationships with clients and work collaboratively with team members

Created: 2025-01-07