Analog Capital Partners · 2 days ago

CFP Financial Advisor With Portable Book Of Business - 65% Profit Share - Client Book Required

United States

Full-time

Remote

Mid Level

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Responsibilities

Managing a transferred client book of business for an uncapped profit share of 65%

Providing financial planning, retirement planning, investment guidance, and wealth management services to clients

Client migration will be done for you by our back office staff

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

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Financial PlanningRetirement PlanningInvestmentsWealth Management ServicesCFP certificationDirect client planning experienceExisting book of businessDegree in FinanceTax planning experienceEstate planning experience