About the job Certified Financial Planner
Advisor Alpha is collaborating with distinguished financial services firm committed to delivering personalized and strategic financial solutions to their valued clients. They like to think of themselves as "Lifestyle Advisors" with a focus on integrity, innovation, and client-centricity. we are seeking an experienced and dedicated Financial Planner to join this dynamic team.
Position Overview: As a Financial Planner, you will play a crucial role in providing comprehensive financial planning services to clients, guiding them toward achieving their financial goals and maximizing their lifestyle potential. This role requires a deep understanding of financial markets, investment strategies, and a commitment to delivering exceptional client experiences.
Qualifications:
- Bachelor's degree in finance, Business, or a related field.
- Certified Financial Planner (CFP) designation preferred but open to equivalent.
- Proven experience as a Financial Planner in the financial services industry.
- In-depth knowledge of financial products, investment strategies, and market trends.
- Strong analytical and quantitative skills.
- Excellent interpersonal and communication abilities.
- Comfortability working in a fee-only firm (see compensation structure below).
- Seeking Advisors with AUM of $25,000,000+ (this is preferred but can be negotiable for the right candidate).
Responsibilities:
- Client Consultation:
- Conduct thorough consultations with clients to understand their financial goals, objectives, and risk tolerance.
- Financial Analysis:
- Perform detailed financial analyses, considering income, expenses, investments, and other relevant factors to develop personalized financial plans.
- Investment Strategy Development:
- Develop tailored investment strategies aligned with clients' financial goals, taking into account market conditions, economic indicators, and risk factors.
- Portfolio Management:
- Create and manage investment portfolios based on clients' risk profiles and objectives, ensuring optimal diversification and alignment with market trends.
- Retirement Planning:
- Provide expert guidance on retirement planning, including projections, savings strategies, and investment planning for a secure retirement.
- Estate Planning:
- Collaborate with clients on estate planning, including the development of wills, trusts, and other strategies to preserve and transfer wealth.
- Risk Management:
- Assess and mitigate financial risks for clients, recommending insurance and other risk management solutions as needed.
- Client Education:
- Educate clients on financial planning concepts, investment options, and the implications of various financial decisions.
- Regulatory Compliance:
- Ensure compliance with industry regulations and standards, staying informed about changes in financial laws and guidelines.
How to Apply: If you are a seasoned Financial Planner seeking an opportunity to make a significant impact in the financial services industry, we invite you to submit your resume and cover letter to Hannah@AdvisorAlpha.ai. Highlight your relevant experience and explain how your expertise aligns with our commitment to delivering exceptional financial planning services.
Benefits: Our clients offer competitive compensation packages, opportunities for professional development, and a collaborative work environment dedicated to excellence and innovation.
-Group Health, Dental & Vision.
Compensation Structure: Advisors are independent contractors and own their own book. There is an annual platform fee of $25,000 plus 0.25% of AUM.
For example, if an advisor has $50 million in AUM and charging 1% to their clients:
Revenue: $500,000Platform costs: $150,000 ($25,000 + 25bps)
Net compensation: $350,000 (effectively 70% of revenue)
We are an equal opportunity employer, and we encourage candidates from diverse backgrounds to apply.