What are the responsibilities and job description for the CFP Wealth Advisor - Wealth Advisory / Financial Planning Experience Required 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
