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Financial Wealth Strategist

2 months ago

San Diego, California, United States AlphaCore Wealth Advisory LLC Full time
Company Overview:
AlphaCore Wealth Advisory LLC is a dynamic and rapidly expanding wealth management firm dedicated to providing tailored financial solutions for individuals and families. Our approach is innovative, focusing on personalized strategies that align with our clients' unique goals and aspirations.

Role Overview:
As a Financial Planner at AlphaCore Wealth Advisory, you will be instrumental in developing and sustaining financial strategies for our Wealth Advisor team. Your role will involve nurturing and expanding client relationships through exceptional service, crafting comprehensive financial plans, and collaborating with tax and legal professionals to meet complex client requirements.

Key Responsibilities:
1. Design and revise detailed financial plans for high-net-worth individuals.
2. Partner with clients' tax and legal advisors to navigate intricate financial matters.
3. Build investment portfolios that reflect clients' long-term aspirations.
4. Foster and enhance client relationships through outstanding service and communication.
5. Uphold and embody AlphaCore's core values in all professional interactions.
6. Maintain a thorough understanding of investment and wealth management products and services.
7. Effectively present financial proposals to clients, ensuring clarity and understanding.
8. Adhere to regulatory standards and risk management protocols.
9. Complete Series 65 or Series 66 certification, if not already obtained.

Qualifications:
- Proven ability to manage multiple projects in a fast-paced environment.
- Experience with major custodians such as Schwab and/or Fidelity.
- Bachelor's degree in a relevant field.
- Demonstrated expertise in financial planning and proficiency with related tools.
- Strong relationship management skills with the ability to influence high-net-worth clients.
- In-depth knowledge of financial markets and investment strategies.
- Excellent written and verbal communication skills for professional presentations.
- Comprehensive understanding of operations, compliance, and risk management.
- No history of securities regulation violations.
- Strong analytical and problem-solving abilities.
- Proficiency in Microsoft Excel and other Office applications.
- Familiarity with Black Diamond, Salesforce, eMoney, and iCapital Portal.
- Understanding of alternative investment documentation.
- Experience in a Registered Investment Advisor (RIA) environment.

Job Type:
Full-time

Compensation:
$90,000.00 – $110,000 annually, including health and life insurance, and paid time off.

Work Environment:
Office setting

Schedule:
Monday to Friday