Analog Capital Partners | CFP Wealth Advisor

4 days ago


sunnyvale, United States Analog Capital Partners Full time

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. The CFP Wealth Advisor will be responsible for developing and maintaining relationships with clients, understanding their needs, and providing customized investment advice. The ideal candidate will have excellent communication skills, a keen attention to detail, and a passion for financial planning and investment management.


  • 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
  • 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


  • sunnyvale, United States Capital Advisors Group, Inc. Full time

    CAPITAL ADVISORS GROUP, INC.VICE PRESIDENT of BUSINESS DEVELOPMENTJob DescriptionCapital Advisors Group, Inc. (www.capitaladvisors.com), an independent institutional investment advisor specializing in cash investment management and debt finance placement, is seeking to expand its business development team.The Vice President of Business Development will be...


  • Sunnyvale, United States Leah Yosef International Full time

    Director of Wealth ManagementIndependent RIA, Northern CaliforniaOverviewWell established and dynamic Independent RIA seeks a Director of Wealth Management with a passion for leadership to inspire the team of Wealth Advisors and spearhead strategic growth initiatives.Clear and well-trodden path to partnership as the firm continues to expand ownership within...


  • Sunnyvale, California, United States CrowdStrike, Inc. Full time

    CrowdStrike, Inc. is seeking an experienced Engineering Business Partner and Strategic HR Advisor to join our team.This dynamic role requires a seasoned professional with expertise in supporting Engineering organizations through rapid growth.The ideal candidate will work closely with business leaders to provide strategic guidance on people-related matters...

  • Investment Partner

    3 weeks ago


    Sunnyvale, United States Natcast, Inc. Full time

    Natcast (short for The National Center for the Advancement of Semiconductor Technology) is a new, purpose-built, non-profit entity created to operate the National Semiconductor Technology Center (NSTC) consortium, established by the CHIPS Act of the U.S. government. Working at Natcast represents an opportunity to help extend America’s leadership in...

  • Investment Partner

    1 month ago


    Sunnyvale, United States Natcast Full time

    Natcast (short for The National Center for the Advancement of Semiconductor Technology) is a new, purpose-built, non-profit entity created to operate the National Semiconductor Technology Center (NSTC) consortium, established by the CHIPS Act of the U.S. government. Working at Natcast represents an opportunity to help extend America's leadership in...


  • Sunnyvale, United States Ulta Beauty Full time

    Ulta Beauty - 200 W. McKinley STE TBD [Sales Associate / Team Member] As a Beauty Advisor at Ulta Beauty, you'll: Make eye contact, smile, and promptly acknowledge and greet each guest entering the store; Determine each guest need and answer questions concerning products and services; Partner with management to ensure the guest needs are met; Recommend...


  • Sunnyvale, United States Andalusia Labs Full time

    Andalusia Labs is building foundational digital infrastructure, optimized for internet markets.Andalusia Labs is powered by a nimble and impactful team with deep expertise in building massively scalable software systems, AI, fintech, and blockchain products at Coinbase, Google, AWS, Microsoft, Twitter, Social Capital, Bessemer Venture Partners, Goldman...


  • Sunnyvale, California, United States CrowdStrike, Inc. Full time

    About the RoleCrowdStrike, Inc. is seeking a seasoned HR Business Partner to join our team. As an HRBP, you will work closely with key engineering business leaders, providing strategic guidance on people-related matters.This role plays a crucial part in implementing corporate HR programs and policies, while designing and delivering initiatives that foster...


  • Sunnyvale, United States Google Inc. Full time

    AdvancedExperience owning outcomes and decision making, solving ambiguous problems and influencing stakeholders; deep expertise in domain.Minimum Qualifications:Bachelor's degree or equivalent practical experience.12 years of experience in HR business partner or HR generalist supporting leaders at global companies.Experience in driving change across an...


  • Sunnyvale, California, United States CrowdStrike, Inc. Full time

    About this Role:CrowdStrike is seeking an experienced and collaborative HR Business Partner to join our team. As a key member of our organization, you will work closely with senior business leaders across Product & Engineering, providing strategic HR guidance on various people-related initiatives.This role offers a unique opportunity to partner with leaders...


  • sunnyvale, United States Pinkerton Consulting & Investigations, Inc. Full time

    The Regional Loss Prevention Advisor (RLPA) is responsible for operational support for implementing, managing, and enhancing loss prevention strategies across a designated region. This role involves close collaboration with store managers, the regional leadership team, and corporate loss prevention to minimize theft, fraud, and other forms of shrinkage. The...


  • Sunnyvale, California, United States Ceribell, Inc Full time

    About Ceribell, IncCeribell, Inc is a rapidly growing venture capital-backed medical technology startup. We produce the world's first brain monitor for point-of-care seizure triage and treatment.Our Groundbreaking TechnologyOur technology enables healthcare providers to test for a suspected seizure and then deliver treatments within minutes. This...


  • Sunnyvale, California, United States Natcast Full time

    **Driving Domestic Innovation**Natcast uniquely combines public funding with private sector expertise to drive the future of semiconductor technology.The Investment Partner will play a critical role in catalyzing domestic innovation by providing crucial early-stage capital to semiconductor startups.**Responsibilities Include:**Monitor and support portfolio...


  • Sunnyvale, California, United States Natcast Full time

    Industry Trends and Market DynamicsThe Investment Partner plays a pivotal role in deploying CHIPS Act funding to accelerate semiconductor innovation through strategic investments in early-stage companies. This position offers the unique opportunity to shape the future of America's semiconductor industry while working with leading venture capitalists and...


  • Sunnyvale, California, United States HOFFMAN CONSTRUCTION COMPANY Full time

    About Hoffman Construction:We are committed to providing a safe and inclusive work environment for all employees and partners.Internship Overview:This summer internship provides an opportunity to work closely with our experienced project engineers and learn about project coordination, logistics, and schedule management.Key Accountabilities:Field surveying...


  • Sunnyvale, California, United States Natcast, Inc. Full time

    Natcast, Inc. is a non-profit entity that operates the National Semiconductor Technology Center (NSTC) consortium, established by the CHIPS Act of the U.S. government.This role offers an opportunity to contribute to advancing America's leadership in semiconductor technology, reducing the time and cost of moving from idea to commercialization, and building a...


  • Sunnyvale, California, United States Walmart Full time

    About the RoleWe are looking for a highly skilled Full Stack UI Engineer to join our Data Ventures team at Walmart. As a key member of our team, you will be responsible for designing and developing new product features, supporting existing implementations, and working with product, engineering, and business partners on new innovations.The ideal candidate...


  • Sunnyvale, United States Acceler8 Talent Full time

    Join Us as a Data Infrastructure EngineerOur mission is to deepen the partnership between humans and computers, unlocking collaborative capabilities that far exceed what could be achieved today. We believe that building delightful end-user experiences requires innovating across the stack - from the UX all the way down to models that achieve the best user...


  • Sunnyvale, California, United States CrowdStrike, Inc. Full time

    Job DescriptionIn this role, you will serve as a trusted advisor to employees and managers alike, acting as a critical bridge to our HR Centers of Excellence.You will be responsible for aligning as the HR Business Partner and general HR liaison to HR Centers of Excellence for the designated Product & Engineering business unit(s).The ideal candidate will have...

  • SAP BPM

    2 months ago


    Sunnyvale, United States Career Guidant Inc. Full time

    Full-timeCompany DescriptionCareer Guidant, an internationally acclaimed, trusted multi-faceted organization in Information Technology Custom Learning Services for Enterprises, Lateral Staffing Solutions, Information Technology Development & Consulting, Infrastructure & Facility Management Services, and Technical Content Development as core competencies. Our...