What are the responsibilities and job description for the Financial Planner position at Alpha Hire Inc.?
Between Hartford and New Haven
About Us:
We are a forward-thinking financial services firm dedicated to providing comprehensive, client-focused financial planning solutions. Our team of experienced finance and insurance professionals collaborates to offer a holistic approach to financial well-being, integrating investment management, tax strategies, estate planning, and retirement solutions under one seamless experience.
As we expand our financial planning services, we are seeking a highly skilled and client-oriented Financial Planner to help develop, implement, and manage customized financial strategies that guide individuals and families toward their financial goals.
Position Overview:
The Financial Planner will work closely with clients and advisors to design, execute, and monitor individualized financial plans. This role requires deep financial expertise, analytical thinking, and a passion for helping clients make informed financial decisions. The ideal candidate is a strategic thinker, a relationship builder, and a problem solver who thrives in a collaborative and service-driven environment.
Key Responsibilities:Financial Planning & Client Strategy
- Develop and present customized financial plans addressing investment management, tax optimization, insurance, estate planning, and retirement strategies.
- Continuously monitor, update, and adjust financial plans to align with clients’ evolving needs and life changes.
- Provide investment guidance based on market trends and client risk tolerance, helping them build and maintain balanced, growth-oriented portfolios.
- Educate clients on financial principles, wealth management strategies, and risk mitigation to empower them in their financial decision-making.
Compliance & Risk Management
- Ensure all financial planning activities comply with regulatory standards, industry best practices, and ethical guidelines.
- Maintain accurate records, documentation, and client financial profiles for compliance and risk assessment.
Collaboration & Client Engagement
- Work alongside financial advisors, tax specialists, estate planners, and insurance professionals to develop integrated financial solutions.
- Build and maintain long-term client relationships through networking, client events, and educational workshops.
- Identify opportunities to enhance client engagement, deepen relationships, and expand financial service offerings.
Why Join Us?
- Competitive Salary & Incentive Structure
- Collaborative, Growth-Oriented Team Culture
- Work-Life Balance & Flexible Scheduling Options
- Engage in Meaningful Work That Impacts Clients’ Financial Futures
Job Type: Full-time
Pay: $124,465.00 - $159,936.00 per year
Schedule:
- 8 hour shift
Work Location: In person
Salary : $124,465 - $159,936
