What are the responsibilities and job description for the Financial Advisor position at Alpha?
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 Advisor 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
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 Advisor 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.
- 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.
- 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.
- 5 years of experience in financial planning, wealth management, or a similar role.
- Bachelor’s degree in Finance, Economics, Accounting, or a related field (Master’s degree is a plus).
- Certified Financial Planner (CFP) designation required (CFA, CPA, ChFC a plus).
- Strong knowledge of estate planning, tax strategies, and retirement planning.
- Proficiency in financial planning software (preferably Right Capital) and CRM systems (Redtail preferred).
- Excellent verbal and written communication skills, with the ability to translate complex financial concepts into clear, actionable insights.
- Strong analytical and problem-solving skills, with a client-first approach.
- Exceptional organizational and time management skills, with the ability to manage multiple clients and projects simultaneously.
- Competitive Salary & Incentive Structure
- Collaborative, Growth-Oriented Team Culture
- Work-Life Balance & Flexible Scheduling Options
- Engage in Meaningful Work That Impacts Clients’ Financial Futures
Salary : $126,988 - $248,000
