Wealth Management Advisor

Company: Alto Financial Group

Job Type: Full-Time W-2

About Us:

Alto Financial Group is an elite, client-centric organization committed to providing unparalleled service in wealth management, retirement planning and life insurance. We firmly believe that the cornerstone of our success is our commitment to continued professional development of our advisors and an unwavering commitment to providing value to our clients.

Job Description:

As an Investement Advisory Representative, you will have the unique opportunity to build your own financial advisory practice while benefiting from the support and resources of a robust network of independent advisors. We are seeking highly motivated individuals with an active Series 65, 66, or 7 license and a proven track record in the financial advisory industry.

Qualifications:

• Active Series 65, 66, or 7 license is mandatory.
• Proven track record in the financial advisory industry.
• Entrepreneurial mindset with a strong desire to build and grow your own financial advisory practice.
• Excellent interpersonal and communication skills.
• Strong analytical and problem-solving abilities.
• Commitment to ethical and compliant business practices.

Responsibilities

• Analyze clients' financial needs and develop tailored financial plans to meet their goals.
• Provide guidance on investment management, estate planning, and tax strategies.
• Maintain strong client relationships through effective communication and ongoing support.
• Stay updated on financial regulations and market trends to ensure compliance and informed advice.
• Utilize financial software and tools to conduct thorough financial analyses and reporting.
• Assist clients with portfolio management and cash management strategies.

Why Work with Alto Financial Group?

• Elite access to a financially robust yet underserved upper-middle income market.
• Extensive marketing strategies that guarantees high-value client engagements, including niche markets, bespoke seminars and webinars.
• Continuous, personalized mentorship and professional development under the tutelage of our industry vanguards.
• A sophisticated, virtually driven business model, enabling you to cater to clients across the nation from any location.

We have found that our most successful advisors come from a wide range of prior educational focus areas and professional backgrounds, but a few common characteristics of those who excel include:

• Prior Professional/Educational Success: Our ideal candidate has an unwavering commitment to succeed with a demonstrated track record of prior success.
• Coachable: Candidates should exhibit a readiness to fully embrace with Alto’s operational systems and coaching methodologies.
• Entrepreneurial Ambition: A strong desire to establish and manage one’s own advisory practice.
• Technological Competence: Proficiency in essential software applications, including Microsoft Office, Google Workspace, and virtual communication platforms such as Zoom.
• Commitment to Professional Growth: An ongoing commitment to personal and professional development, including a dedication to lifelong learning.
• Collaborative Spirit: A robust inclination towards teamwork, coupled with the ability to thrive in collaborative settings.
• Professional Demeanor: Maintaining a professional appearance and possessing adept presentation skills.

This is more than a job – it is the gateway to a future where your potential is limitless, where your expertise shapes financial destinies, and where you become the paragon of client service excellence. Join us at Alto Financial Group, where you don't just build a career; you forge a legacy.

How to Apply:

Please submit your resume and a cover letter outlining your relevant experience and why you are a strong fit for this role to. We look forward to hearing from you.

Our registered investment advisors are investment advisory representatives of Encompass More Asset Management LLC. Encompass More Asset Management LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (“SEC”) and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration with the SEC does not imply a certain level of skill or training. Investment products are not FDIC insured, offer no bank guarantee, and may lose value. Alto Financial Group is not affiliated with Encompass More Asset Management LLC.

Job Type: Full-time

Pay: $75,000.00 - $250,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Financial planning services
• Flexible schedule
• Health insurance
• Life insurance
• Vision insurance

Compensation Package:

• Bonus opportunities
• Stock options

License/Certification:

• Series 65 (Required)

Ability to Commute:

• State College, PA 16801 (Required)

Work Location: Hybrid remote in State College, PA 16801

Salary : $75,000 - $250,000