Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

CFP® Wealth Advisor — Break the Wall Street Playbook - Inbound Leads Provided - Remote (Nationwide) (New Rochelle)

Full-time

Analog Capital Partners

Most wealth advisors spend their days cold calling, begging for referrals, and selling products they didn’t create.

We don’t.

At Analog Capital Partners, we’ve rebuilt the advisory business from the ground up.

No chasing prospects.

No outdated sales scripts.

No endless networking breakfasts.

We deliver qualified inbound clients. You do what actually matters—help people build wealth.

What You’ll Actually Do

Become the trusted strategist families rely on—not another commission-driven salesperson.

Guide clients through:

  • Building long-term wealth
  • Designing investment strategies
  • Retirement freedom
  • Tax-efficient planning
  • Estate and legacy planning
  • Protecting what they’ve built

You’ll spend your time giving advice instead of hunting for business.

Why Advisors Join Us

  • We generate the leads.
  • We schedule the meetings.
  • We handle the technology.
  • Automated portfolio management and rebalancing.
  • Digital onboarding from start to finish.
  • No existing book required.
  • Training included.
  • Remote from anywhere.

Instead of spending years trying to build a practice from scratch, you can focus on becoming an exceptional advisor.

How You’re Paid

  • No arbitrary caps.
  • Earn 50% of profits with unlimited upside.
  • Already have a client book? Bring it with you and earn 65% profit sharing.
  • Your success isn’t limited by corporate pay bands.

Who This Isn’t For

This isn’t for advisors looking to hide behind a desk.

This is for professionals who want to own conversations, challenge conventional financial advice, and build meaningful relationships with clients—without the politics and bureaucracy of traditional wealth management firms.

If you’re tired of the old Wall Street model, you’ll fit right in.

Vacancy posted 8 hours ago
Similar jobs that could be interesting for youBased on the CFP® Wealth Advisor — Break the Wall Street Playbook - Inbound Leads Provided - Remote (Nationwide) (New Rochelle) in New Rochelle, NY vacancy
  •  ...contracts and access high-intent leads! Role Overview As a...  ...system to hire, train, and mentor new agents to earn agency overrides...  ...leadership training. What We Provide Top-Tier Contracts:...  ...reaching up to 140%. High-Intent Inbound Leads: Direct access to fresh... 
    Remote work
    Part time
    Immediate start

    Stratford Davis Staffing

    New Rochelle, NY
    7 hours ago
  •  ...Lead Software Engineer (Backend Platform & APIs)...  ...Lead Software Engineer to provide senior technical leadership...  ...technical solutions. • Break down complex and...  ...tools such as Datadog, New Relic, or similar platforms...  ...including distributed or remote teams. What They're Looking... 
    Remote work
    Full time

    Conexess Group

    New Rochelle, NY
    7 hours ago
  • $141.83k - $263.41k

     ...Team Lead Private Banker Develops...  ...specific market. Provide integrated financial...  ...with the "Nationwide Mortgage Licensing...  ...You Do? Develop new relationships...  ...investments, trust and wealth transfer, credit...  ...May possess CFP, JD/LLM, CIMA or...  ...as fully remote, reporting into... 
    Remote work

    City National Bank

    Beverly Hills, CA
    3 days ago
  • $150k - $350k

     ...impact. We lead the industry...  ...in aligning wealth, passion,...  ...+ teammates nationwide, and a dynamic...  ...to new markets and...  ...looking for Lead Advisors who have their CFP® and a passion...  ...considered remote until an office...  ...1 Winter Break, Summer Friday...  ...unable to provide visa sponsorship... 
    Remote work
    Full time
    Summer work
    Work at office
    Local area
    Immediate start
    Flexible hours

    Brighton Jones

    Minneapolis, MN
    4 days ago
  •  ...Remote Sales Opportunity with Unlimited Potential — Sales Customer Representative at Joseph...  ...main focus will be working with warm leads and helping them explore solutions that fit...  ...Universal Life (IUL) policies. What We Provide Remote work environment (Work from... 
    Remote work
    Part time
    Start working today
    Work from home
    Flexible hours

    Joseph and Young

    New Rochelle, NY
    8 hours ago
  •  ...motivated individuals for a Remote Sales Representative...  ...environment enable new team members to gain traction...  ...with pre-qualified leads via phone, video conferencing...  ..., but not required (we provide full training) This...  ...individuals ready to break away from traditional... 
    Remote work
    Part time
    Immediate start
    Work from home

    Stratford Davis Staffing

    New Rochelle, NY
    8 hours ago
  • $102k - $164k

     ...mission is to help people lead healthier, more...  ...Psychologists in the New Rochelle, NY office, who are passionate...  ...system, in person and remote. Generous ‘above...  ...is a national provider of mental healthcare services...  ...person at its clinics nationwide and through its digital... 
    Remote work
    Full time
    Work at office
    Relocation package
    Flexible hours
    2 days per week

    LifeStance Health

    New Rochelle, NY
    2 days ago
  • $130k

     ...Altfest Personal Wealth Management — one of New York’s most respected...  ...Financial Advisor to join our growing...  ...independent RIA, we provide comprehensive...  ...-office / 3 days remote), offering flexibility...  ...You’ll Do Lead Deep Client Relationships...  ...preferred ~ CFP® designation... 
    Remote work
    Full time
    Work at office
    Flexible hours

    Altfest Personal Wealth Management

    New York, NY
    8 hours ago
  • $165k - $200k

     ...Join One of New York's Premier Fee-Only Fiduciary Wealth Management Firms...  ...experienced financial advisor who believes...  ...fiduciaries, providing objective guidance...  ...office, 3 days remote) Long-term...  ...Serve as the Lead Advisor Act...  ...institution ~ CFP® certification... 
    Remote work
    Full time
    Work at office
    Flexible hours

    Altfest Personal Wealth Management

    New York, NY
    7 hours ago
  • $75k - $95k

     ...recognized boutique wealth management firm...  ...ranked financial advisor - we are known for...  ...We don't follow Wall Street's playbook. We anticipate, not...  ...roles designed for CFP® professionals who...  ...may be building a new plan from scratch...  ...Location: Hybrid remote in Tampa, FL 33602... 
    Remote work
    Full time
    Work at office
    Shift work

    Walser Wealth Management

    Tampa, FL
    48 minutes ago
  •  ...President, Private Wealth Advisor We're...  ...worth families nationwide, hiring across...  ...Advisor, you'll lead relationships with...  ...This is a fully remote senior seat for...  ...: Originate new client relationships...  ...strategies to provide clients with...  ...65, or 63, or CFP ~10+ years as... 
    Remote work
    Work at office
    Local area

    The Forum Group

    United States
    2 days ago
  •  ...Drucker Wealth is looking to add a Lead Financial Planner CFP® professional with 6+ years...  ...background as a Service Advisor, Associate Advisor...  ...to bring in new clients or handle...  ...warm!) prospects, providing meaningful financial...  ...time and entirely remote W-2 position.... 
    Remote work
    Full time
    Work from home
    Trial period
    Flexible hours

    Drucker Wealth

    United States
    3 days ago
  •  ...an established wealth management and financial...  ...family We provide a stable,...  ...environment that allows advisors to focus on what...  ...our team as a Lead Planner. Ideal...  ...will have a CFP designation and...  ...find and source new advisory clients...  ...of in-office and remote work, subject to... 
    Remote work
    Full time
    Work at office
    Work from home
    Flexible hours

    SGL Financial

    Buffalo Grove, IL
    48 minutes ago
  •  ...commensurate with experience) Location : Remote or Hybrid - preferably based out of NY or...  ...focuses primarily on sourcing/recruiting new candidates, reviewing resumes, screening...  ...records and notes within the ATS. Provide weekly summaries or recommendations of top... 
    Remote work
    Full time
    Part time
    Work at office
    Flexible hours

    Taproot Executive Search

    New Rochelle, NY
    7 hours ago
  • $160k - $190k

     ...Chairman Programs Lead, you will:...  ...Action: When no playbook exists, build one...  ...coordination breaks down, rebuild the...  ...Chairman advisor on strategic priorities...  ...families by providing comprehensive...  ..., we embrace a remote-first culture that...  ...leave for all new parents And... 
    Remote job
    Work experience placement
    Work at office
    Flexible hours

    Jobleads-US

    Kentucky
    5 days ago
  •  ...building relationships, and providing experience driven advice.  Our Senior CFP® Advisor will be attentive to the...  ...desire to mentor and lead a team. Vast...  ...712 (In person only, no remote work). \nCompany Description...  .... Our firm’s growth and new business is based on an... 
    Remote work
    Monday to Friday

    Tocco Financial Services Inc

    Tucson, AZ
    16 days ago
  •  ...Prime Search's client is a leading subscription-based...  ...Certified Financial Planner (CFP) for a flat annual fee....  ...and credibility in a remote setting, fostering long...  ...tax strategies, while providing feedback to help...  ...connect if you are interested in a new opportunity.... 
    Remote work
    Night shift

    The Prime Search Group

    West Virginia
    10 days ago
  •  ...a decentralized Wall Street. We're a lean, remote-first team that...  ...is incubating a new US regulated exchange...  ...As Operations Lead, you will own...  ...reconciliations, and drive breaks to resolution....  ...approvals. Provide the reconciled...  ...writing the playbook rather than following... 
    Remote work
    Full time
    Shift work

    Sei Network

    New York, NY
    6 days ago
  • $20 - $23 per hour

     ...and we are dedicated to providing our members with the...  ...Our vision is to be the leading financial institution in...  ...being of both existing and new members by building,...  ...Online Banking, Remote Deposit Capture, Merchant...  ...performance goals # Respond to inbound member calls,... 
    Remote work
    Hourly pay
    Work at office
    Relocation package
    Flexible hours

    Heritage Financial Credit Union

    New Paltz, NY
    5 days ago
  • $250k

     ...build it. \n The role is fully remote. Work from wherever you want,...  .... \n You'll handle inbound calls from homeowners, build trust...  ...No cold calling. No chasing leads. \n Your job is to perform...  ...ramp. Inbound opportunities are provided. \n Top performers make $25... 
    Remote job

    Alpine Trust & Properties

    Miami-Dade County, FL
    10 days ago
  •  ...Paid parental leave Remote-friendly with...  ...Customer Success Lead to build and operate...  ...surface into the playbooks, business reviews,...  ...usage, website, and inbound channels, and build...  ...plays as new signals come in....  ...of belonging, and providing an equal employment... 
    Remote work
    Full time
    Work at office
    Flexible hours

    KETCH

    Brooklyn, NY
    2 days ago
  • $35.25k - $58k

     ..., Banking Center Relationship Banker 2, New Rochelle, NYCountry: United States of America It...  ...The Relationship Banker II role will provide services for Banking Center customers and...  ...optimize sales opportunities, generate leads, and provide quality customer service as... 
    Hourly pay
    Full time
    Contract work
    Work experience placement
    Flexible hours
    Shift work
    Weekend work

    Santander

    New Rochelle, NY
    2 days ago
  • $40k

     ...Buying Specialist Location : Remote + in-home seller appointments...  ...and sales support. Seller leads are distributed first-come, first...  .... You are here to take real inbound seller opportunities, work them...  ...qualified gross profit rises, provided you continue meeting the company... 
    Remote work
    Bi-weekly pay
    Base plus commission
    Full time
    Contract work
    Temporary work
    Apprenticeship
    Relocation package
    Monday to Friday
    Flexible hours
    Afternoon shift

    Jobleads-US

    Visalia, CA
    2 days ago
  •  ...growing, multi-office wealth advisory...  ...search for a Wealth Advisor . The firm...  ...to build while providing disciplined investment...  ..., pursue new opportunities, and...  ...Ellensburg office, with remote flexibility...  .... Take a lead role in client relationships...  ...required. ~ CFP, CFA, CPA, or JD... 
    Remote work
    Work at office

    Judson Group

    Bellevue, WA
    4 days ago
  •  ...Position is On-Site in New Jersey (Wall Township). Equitable Advisors is dedicated to...  ...4 million clients nationwide. Our mission is...  ...path to becoming a wealth manager through...  ...FINRA Sponsorship : Provided for required FINRA...  ...PLANNER™ (CFP®), Chartered Financial... 
    Full time
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Equitable Advisors

    Middletown, NJ
    1 day ago
  • $137k

     ...Financial Advisor Track | The Tri-Harbor...  ...seeking a new challenge or a...  ...relationships and provide ongoing guidance...  ...insurance, and wealth management services...  ...and Health, CFP, CFA, CLU, ChFC...  ...clients nationwide. · Fortune’s...  ...raised in New Rochelle, NY, Andrew now... 
    Full time
    Work experience placement
    Work at office
    Local area

    Northwestern Mutual

    New York, NY
    1 day ago
  • $40k - $65k

     ...know what gets in a good producer's way: no leads, piles of service work, and an owner who...  ...let's talk. Responsibilities Work new leads fast and follow up on every quote...  ...Benefits ~ Work from homeLeads provided every dayBase pay plus uncapped commissionMost... 
    Remote work
    Base plus commission
    Work at office
    Work from home

    Dan Glenn Insurance Agency

    Stockbridge, MI
    2 days ago
  •  ...only independent wealth management firm...  ...opportunity for the right advisor. We are based...  ...is a hybrid lead/associate...  ...position is primarily remote/virtual but may...  ...develop new client relationships...  ...following designations: CFP®, CPA, EA, CFA....  ...share on firm‑provided clients you are... 
    Remote job
    Part time
    Work at office
    Local area
    Flexible hours
    Shift work

    Impact Financial LLC

    Boston, MA
    a month ago
  •  ...Business Development Lead HUD's...  ...custom tooling, inbound lead qualification...  ...Quickly learn new prospect...  ...refine our GTM playbook as we scale...  ...person, but some remote. Our team:...  ...Sponsorship: We provide support for relocation...  ...Company-wide holiday break (Christmas Eve... 
    Remote work
    Full time
    Work at office
    Relocation
    Visa sponsorship

    Hud (yc W25)

    United States
    1 day ago
  • $48.23k - $196.49k

     ..., we are brimming with leads and are seeking dedicated...  ...consistently achieve new personal bests by focusing...  ...tour within 24 hours.Inbound leads from top channel...  ...partners like Zillow Flex, providing ready-to-go connections...  ...Why Tritori? We are a remote-first brokerage that... 
    Remote work
    Full time
    Local area
    Monday to Friday
    Flexible hours
    Weekend work

    TRITORI Group powered by VPR

    Atlanta, GA
    12 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to CFP® Wealth Advisor — Break the Wall Street Playbook - Inbound Leads Provided - Remote (Nationwide) (New Rochelle). Be the first to apply!