Top 93098 Program advisor Jobs

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Quick Apply
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CFP Wealth Advisor For Strong Lead Generation Program - Nationwide - Remote

Analog Capital Partners
Remote

Quick Apply

Job Details

Full-time
$35,000 - $2,000,000 a year

Benefits

401(k)

Qualifications

Financial planning
Wealth management
Investment management
Tax planning
CFP
Financial plan development
Bachelor's degree
Investment client management
Financial services
Estate planning
Retirement planning advisory services

Full Job Description

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

Quick Apply

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CFP Wealth Advisor For Strong Lead Generation Program - Nationwide - Remote

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