Financial Advisor

3 days ago


Colorado Springs, United States Alpha 1 Tax & Wealth Full time

Tired of Prospecting? Ready to Be Paid What You’re Worth?

Imagine a role where you focus on what you do best: meeting clients, building financial plans, and helping people achieve their retirement goals—all while earning top-dollar compensation without (ever) having to prospect. This is your opportunity to join a firm that prioritizes your success.


Alpha 1 Wealth & Tax provides pre-qualified appointments (not leads) through our industry-leading marketing programs, so your time is spent advising—not searching for clients. If you’re an experienced financial advisor passionate about delivering comprehensive financial plans, this role is the career move you’ve been waiting for.


Why This Role Stands Out

  • No Prospecting, Ever: Your calendar will be filled with clients ready to meet with you.
  • Unmatched Compensation: Earn a competitive (shocking?) base salary from day one, plus a share of your revenue and vesting over time.
  • Rapid Development: Work in an environment where your growth is everyone’s priority, surrounded by professionals with a vested interest in your success.


What You’ll Do:

  • Meet with pre-qualified clients to understand their financial goals and build tailored retirement plans.
  • Use your expertise in FIAs and AUM to guide clients through a comprehensive planning process.
  • Build lasting relationships by educating clients and delivering financial strategies that make a difference.


What You Bring:

  • Active Life and Health Insurance License and Series 65 or 66.
  • A proven ability to close business and deliver client-focused solutions.
  • Experience with FIAs, retirement planning, and fee-based AUM is a huge plus.


This Is for You If:

  • You’re frustrated with prospecting and want to focus on your strengths: advising and helping people.
  • You feel stuck in your current role and are ready to accelerate your career.
  • You value being part of a team where your success directly contributes to the company’s growth and impact.


This isn’t just a job; it’s your opportunity to thrive in a role that values your expertise, compensates you fairly, and sets you up for long-term success. Don’t wait—opportunities like this are rare.


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