Financial Advisor Training Program Executive @ Alto Financial Group | Jobright.ai
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Alto Financial Group · 23 hours ago

Financial Advisor Training Program Executive

positionUnited States
timeFull-time
remoteRemote
seniorityEntry Level
money$65K/yr - $400K/yr
ftfMaximize your interview chances
Employee BenefitsFinancial Services

Insider Connection @Alto Financial Group

Discover valuable connections within the company who might provide insights and potential referrals.
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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

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Series 65 licenseLife & Health Insurance licensesSales skillsMarketing skillsBusiness developmentMicrosoft OfficeGoogle WorkspaceVirtual platformsProblem-solving abilities

Required

Sales & Marketing Skills: Proven ability in sales, marketing, and business development.
Experience: Past professional experience and success in sales, marketing, finance or business development.
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.

Preferred

Licensing: Series 65 (or equivalent) and Life & Health Insurance licenses preferred or committed to obtaining your licenses expeditiously.
Educational Background: Bachelor’s degree preferred, or equivalent experience.

Company

Alto Financial Group

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Alto Financial Group provides retirement, insurance, employee benefits, and financial planning services.
dateFounded in 2015
location
Monroeville, Pennsylvania, USA
people-size51-200 employees
web-link
https://www.altofg.com

Funding

Current Stage
Growth Stage

Leadership Team

B
Benjamin Hulburt
Chief Executive Officer & Managing Partner
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C
Cameron Clay
Agency Owner/Financial Advisory Department Manager
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Company data provided by crunchbase
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