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

Analog Capital Partners; Los Angeles (CA); Remote; USD 50,000 - 90,000; Full time

Job summary

Join a forward-thinking company as a CFP Wealth Advisor, where you will benefit from a strong lead generation program and a fully digital onboarding process. This exciting remote role allows you to focus on providing comprehensive financial and investment planning services without the pressure of independent lead generation. With training provided, you'll be equipped to manage client relationships effectively while adopting the company's investment philosophy. Enjoy the flexibility of working from home while benefiting from an uncapped profit-sharing model that rewards your contributions to client success. If you're ready to make a significant impact in the finance industry, this opportunity is for you.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration or related field required.
• Excellent analytical, organizational, and communication skills needed.

Responsibilities

• Provide financial planning, retirement planning, and investment guidance to clients.
• Manage client relationships and assist with digital onboarding and automated processes.

Skills

Analytical Skills

Organizational Skills

Communication Skills

Independent Work

Client Relationship Management

Education

Bachelor's degree in Finance

Bachelor's degree in Economics

Bachelor's degree in Business Administration

Tools

Financial Planning Software

Microsoft Office Suite

Job description

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

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.

• 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
• 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

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance and Sales

Industries

• Investment Management