💼 CFP Wealth Advisor For Strong Lead Generation Program - Nationwide - Remote
- Company
- Analog Capital Partners
- Location
- San Francisco, CA
- Date posted
- 2025-02-01
- Job Type
- None
- Industry
- Accounting / Finance
- 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...See full description
- Important Skills Hard skillsSoft Skills
- Financial analysis Investment research Quantitative analysis Data analysis Financial modeling Portfolio management Valuation Risk assessment Market research Excel Analytical thinking Attention to detail Problem-solving Communication Time management
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