What are the responsibilities and job description for the Financial Advisor (No Prospecting | Base Salary) position at Alpha 1 Tax & Wealth?
High-Quality Clients. No Prospecting. Just Close Business.
Are you a closer who thrives on helping clients make confident financial decisions? Do you want a high-impact role where you can focus on advising—not chasing leads? If so, this is your opportunity.
At Alpha 1 Wealth & Tax , we bring the clients to you. No cold calls. No lead generation. Just qualified prospects who need expert guidance on retirement planning, investments, and wealth preservation. You’ll walk into a full calendar of appointments, backed by a proven system, marketing machine, and support team that lets you focus on what you do best—closing business and transforming lives.
Why This Role?
- No Prospecting : We provide pre-qualified, pre-scheduled client appointments. You focus on advising and closing business.
- Uncapped Earning Potential : Competitive compensation model with performance-based incentives.
- Turnkey Process : Follow a structured, proven system that converts prospects into lifelong clients.
- Independent RIA : No broker-dealer restrictions—fiduciary focus on what’s best for the client.
- Elite Support Team : Dedicated back-office, compliance, and client services so you can focus on revenue-generating activities.
- Work-Life Balance : Full-time, in-office role with a predictable, structured schedule.
What You’ll Do
What We’re Looking For
Ready to Elevate Your Career?
If you’re a financial advisor who wants to spend more time advising and less time prospecting, this is the opportunity you’ve been waiting for. Join a team that provides everything you need to win—every single day.
