Alto Financial Group · 1 day ago
Financial Advisor Trainee Executive
United States
Contract
Remote
Entry Level, Intern/New Grad
$65K/yr - $400K/yr
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Insider Connection @Alto Financial Group
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Responsibilities
Develop Client Relationships : Build a client base and offer wealth management services tailored to each client’s goals and financial situation.
Conduct Financial Analysis : Gather and assess information on client assets, income, risk tolerance, goals, and liabilities.
Provide Expert Guidance : Recommend suitable financial products and communicate the benefits, risks, and suitability of various options.
Generate Referrals : Establish and nurture internal and external referral networks to expand client opportunities.
Ensure Compliance : Successfully complete all mandatory training and adhere to ethical, compliant business practices.
Deliver Superior Client Service : Uphold high standards of professionalism, accuracy, and courtesy in all client interactions.
Qualification
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Required
Series 65 (or equivalent) and Life & Health Insurance licenses preferred, or committed to obtaining your licenses expeditiously.
Proven ability in sales, marketing, and business development.
Past professional experience and success in sales, marketing, finance or business development.
Commitment to ethical and compliant business practices.
Preferred
Bachelor’s degree preferred, or equivalent experience.
Entrepreneurial mindset with a strong drive to grow your advisory practice.
Excellent interpersonal and communication skills.
Strong analytical and problem-solving abilities.
Professional Success: A history of educational and professional achievement.
Coachable: Willingness to embrace Alto’s operational systems and coaching.
Ambition: Strong desire to establish and grow an advisory practice.
Technical Skills: Proficient in Microsoft Office, Google Workspace, and virtual platforms.
Commitment to Growth: Dedication to personal and professional development.
Collaboration & Professionalism: A team-oriented mindset and adept presentation skills.
Company
Alto Financial Group
Alto Financial Group provides retirement, insurance, employee benefits, and financial planning services.
Founded in 2015
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
B
Benjamin Hulburt
Chief Executive Officer & Managing Partner
C
Cameron Clay
Agency Owner/Financial Advisory Department Manager
Company data provided by crunchbase
