Remote CFP Wealth Advisor | Uncapped Profit Share

Analog Capital Partners; Miami (FL); Remote; USD 90,000 - 140,000; Full time

Benefits offered by this job

Uncapped profit share

Training provided

Digital client onboarding

Job summary

A financial services firm is seeking a remote CFP Wealth Advisor to manage financial planning, investment guidance, and wealth management services. The role offers a steady stream of new advisory prospects and includes fully digital client onboarding. The ideal candidate has a Bachelor's degree in a relevant field and possesses strong analytical, organizational, and communication skills. This position features an uncapped profit share and does not require an existing book of business.

Qualifications

• 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.

Responsibilities

• Provide financial planning and retirement planning services.
• Offer investment guidance and wealth management services.
• Conduct phone and zoom calls with prospects.

Skills

Analytical skills

Organizational skills

Communication skills

Ability to work independently

Client relationship management

Team collaboration

Education

Bachelor's degree in Finance, Economics, Business Administration, or related field

Tools

Financial planning software

Microsoft Office Suite

Job description

A financial services firm is seeking a remote CFP Wealth Advisor to manage financial planning, investment guidance, and wealth management services. The role offers a steady stream of new advisory prospects and includes fully digital client onboarding. The ideal candidate has a Bachelor's degree in a relevant field and possesses strong analytical, organizational, and communication skills. This position features an uncapped profit share and does not require an existing book of business.