Alto Financial Group · 3 hours ago
Financial Advisor Training Program Executive
United States
Full-time
Remote
Entry Level
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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
Licensing: Series 65 (or equivalent) and Life & Health Insurance licenses preferred or committed to obtaining your licenses expeditiously.
Sales & Marketing Skills: Proven ability in sales, marketing, and business development.
Experience: Past professional experience and success in sales, marketing, finance or business development.
Preferred
Educational Background: 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.
Commitment to ethical and compliant business practices.
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
