What are the responsibilities and job description for the CFP Wealth Advisor with Lead Generation Support position at Analog Capital Partners?
Company Overview
Analog Capital Partners specializes in comprehensive investment, planning, and professional services tailored for individuals and families. Our approach encompasses diversified portfolio management, tax strategies, estate planning, and more, ensuring a holistic financial strategy for our clients.
Position Overview
We are currently looking for a dedicated CFP Wealth Advisor to join our team remotely. At Analog, we provide a consistent influx of qualified new prospects to build your client pipeline. In this role, you will focus on delivering exceptional financial planning, retirement strategies, investment advice, and wealth management services.
Key Responsibilities :
- Engage directly with clients to provide personalized financial planning services.
- Leverage our lead generation program as Analog schedules client meetings for you.
- Utilize fully digital onboarding processes, automated trade allocation, and model rebalancing systems.
- Conduct phone and Zoom consultations with prospects regularly.
- Receive comprehensive training to understand and adopt Analog's investment philosophy and methodologies.
- Enjoy a competitive profit-sharing structure : uncapped 50% profit share with no salary, or 65% for existing clients transferred to Analog.
Qualifications :
