What are the responsibilities and job description for the CFP WEALTH ADVISOR FOR STRONG LEAD GENERATION PROGRAM - NATIONWIDE - REMOTE position at Analog Capital Partners?
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. 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 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 No salary but 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
