Are you ready to elevate your career in the financial services industry? At Alpha Innovation Partners, we are seeking a dynamic, driven individuals to join our Financial Advisor Team and play a critical role in our clients' financial success. This is more than a job; it’s a journey of professional growth, personal fulfillment, and making a tangible difference in people’s lives.
Embark on a rewarding career journey with Alpha Innovation Partners, a subsidiary of Equity Services Inc and National Life Group, a beacon of financial strength and integrity in the industry. As a Financial Professional with us, you are not just taking a job; you're adopting a role where your guidance turns your clients’ financial aspirations into realities.
Key Responsibilities:
- Client Relationship Management: Build and maintain lasting relationships with clients through regular reviews and proactive communication.
- Prospecting and Client Acquisition: Become a rainmaker! Acquire new clients through the various prospecting methods we teach and build a long-lasting, sustainable practice through referrals.
- Portfolio Management: Analyze market trends and provide informed recommendations to optimize client portfolios.
- Insurance and Wealth Management Strategies: Craft personalized financial, insurance, business, and estate strategies for clients, considering their financial goals and risk tolerance.
- Team Collaboration: Work alongside our team of experts to enhance client services and contribute to the team's success.
- Continual Learning: Stay up-to-date with financial regulations and trends to offer cutting-edge advice.
Unmatched Training & Support:
- Comprehensive Training Program: Benefit from an extensive five-year training regime to help you build a 7-figure practice, setting the stage for your enduring success.
- Marketing and Prospecting Support: Full-scale marketing support, plus innovative tools and resources to expand your clientele.
- Mentorship and Collaboration: Work with industry mavens through our mentoring program for practical, hands-on learning and client development.
- Independence with Backup: Enjoy the autonomy of managing your practice with the strong backing and resources of a Financial Titan.
What You Bring to the Table:
- Motivation and Entrepreneurship: A driven, entrepreneurial spirit ready to invest time and energy into a prosperous and fulfilling career.
- Integrity and Communication: Uncompromising integrity and the adeptness to convey intricate ideas clearly and persuasively.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal abilities.
What We Offer:
- Competitive Salary and Benefits: Attractive compensation package with bonuses based on performance.
- Clear Growth Path: Clear career growth path and merit based promotability. Training and development to grow a 7-figure financial services practice and team.
- Professional Development: Ongoing training opportunities and support for career advancement.
- Innovative Tools and Resources: Access to state-of-the-art technology and tools to enhance your advisory capabilities.
- Supportive Culture: Be a part of a team that values collaboration, innovation, and work-life balance.
- Making an Impact: Help individuals and families achieve their financial dreams.
Commitment to Equal Opportunity:
- Equal Opportunity: We are a global, equal opportunity employer. We value diversity and do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability.
- Inclusive Environment: Our strength lies in the diverse talents of our global workforce. We're committed to fostering an environment where everyone is respected, included, and can thrive.
- Accessibility and Accommodation: We ensure reasonable accommodations for your religious practices, mental health, and physical disability needs. Learn more about our commitment to accessibility in our FAQs.
Equal Opportunity Employer/Disability/Veterans
Job Types: Full-time, Contract, Permanent
Pay: $101,356.00 - $217,500.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Dependent care reimbursement
- Financial planning services
- Flexible schedule
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Matching gift program
- Paid time off
- Paid training
- Referral program
- Retirement plan
- Tuition reimbursement
- Vision insurance
Compensation package:
- Bonus opportunities
- Commission pay
- Profit sharing
Weekly schedule:
- Monday to Friday
- Weekends as needed
Work setting:
- Hybrid work
- In the field
- Office
Experience:
- Financial concepts: 1 year (Preferred)
Ability to Commute:
- San Francisco, CA 94104 (Preferred)
Ability to Relocate:
- San Francisco, CA 94104: Relocate before starting work (Required)
Work Location: Hybrid remote in San Francisco, CA 94104