Analog Capital Partners ยท 4 months ago
CFP Wealth Advisor For Strong Lead Generation Program - Nationwide - Remote
United States
Full-time
Remote
Mid LevelAnalog Capital Partners centralizes investments, planning, and professional services for individuals and their families. They are seeking a remote CFP Wealth Advisor to provide financial planning, retirement planning, investment guidance, and wealth management services to clients, with a steady stream of new prospects provided by Analog.
AccountingAdviceFinancial ServicesWealth Management
Responsibilities
Providing financial planning, retirement planning, investment guidance, and wealth management services to clients
Qualification
Required
Bachelor's degree in Finance, Economics, Business Administration, or a related field
Certified Financial Planner (CFP) required
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
Benefits
Uncapped 50% profit share
65% profit share
Company
Analog Capital Partners
Analog Capital Partners is an investment adviser offering financial planning and wealth management services.
Founded in 2020
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Billy Desai
Family Office | Founder and CEO
Company data provided by crunchbase