Financial Services Professional

Job description

Are you ready to elevate your career in the financial services industry? At Alpha Innovation Partners, we are seeking a dynamic, driven individuals to join our Financial Advisor Team and play a critical role in our clients' financial success. This is more than a job; it’s a journey of professional growth, personal fulfillment, and making a tangible difference in people’s lives.

Embark on a rewarding career journey with Alpha Innovation Partners*, National Life Group, and Equity Services Inc., a beacon of financial strength and integrity in the industry. As a Financial Professional with us, you are not just taking a job; you're adopting a role where your guidance turns your clients’ financial aspirations into realities.

Key Responsibilities:

• Client Relationship Management: Build and maintain lasting relationships with clients through regular reviews and proactive communication.
• Prospecting and Client Acquisition: Become a rainmaker! Acquire new clients through the various prospecting methods we teach and build a long-lasting, sustainable practice through referrals.
• Portfolio Management: Analyze market trends and provide informed recommendations to optimize client portfolios.
• Insurance and Wealth Management Strategies: Craft personalized financial, insurance, business, and estate strategies for clients, considering their financial goals and risk tolerance.
• Team Collaboration: Work alongside our team of experts to enhance client services and contribute to the team's success.
• Continual Learning: Stay up-to-date with financial regulations and trends to offer cutting-edge advice.

Unmatched Training & Support:

• Comprehensive Training Program: Benefit from an extensive five-year training regime to help you build a 7-figure practice, setting the stage for your enduring success.
• Marketing and Prospecting Support: Full-scale marketing support, plus innovative tools and resources to expand your clientele.
• Mentorship and Collaboration: Work with industry mavens through our mentoring program for practical, hands-on learning and client development.
• Independence with Backup: Enjoy the autonomy of managing your practice with the strong backing and resources of a Financial Titan.

What You Bring to the Table:

• Motivation and Entrepreneurship: A driven, entrepreneurial spirit ready to invest time and energy into a prosperous and fulfilling career.
• Integrity and Communication: Uncompromising integrity and the adeptness to convey intricate ideas clearly and persuasively.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal abilities.

What We Offer:

• Competitive Salary and Benefits: Attractive compensation package with bonuses based on performance.
• Clear Growth Path: Clear career growth path and merit based promotability. Training and development to grow a 7-figure financial services practice and team.
• Professional Development: Ongoing training opportunities and support for career advancement.
• Innovative Tools and Resources: Access to state-of-the-art technology and tools to enhance your advisory capabilities.
• Supportive Culture: Be a part of a team that values collaboration, innovation, and work-life balance.
• Making an Impact: Help individuals and families achieve their financial dreams.

Commitment to Equal Opportunity:

• Equal Opportunity: We are a global, equal opportunity employer. We value diversity and do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability.
• Inclusive Environment: Our strength lies in the diverse talents of our global workforce. We're committed to fostering an environment where everyone is respected, included, and can thrive.
• Accessibility and Accommodation: We ensure reasonable accommodations for your religious practices, mental health, and physical disability needs. Learn more about our commitment to accessibility in our FAQs.

Equal Opportunity Employer/Disability/Veterans

Job Types: Full-time, Contract, Permanent

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee discount
• Financial planning services
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid training
• Professional development assistance
• Retirement plan
• License reimbursement

Compensation Package:

• W2-S contract
• Bonus opportunities
• Commission pay
• Profit sharing

Location:

• California (Required)

Work Location: Remote

Job Types: Full-time, Contract, Permanent

Pay: $60,000.00 - $145,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Tuition reimbursement
• Vision insurance

Supplemental Pay:

• Commission pay

Work Location: Hybrid remote in Irvine, CA

Salary : $60,000 - $145,000