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Lead Financial Planner - Rapidly Growing RIA

Employer
AlphaCore Wealth Advisory
Location
San Diego, California
Salary
Competitive salary, bonus and benefits with incredible team support.
Closing date
Oct 3, 2021

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Job Role
Financial Planner
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Required
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The Financial Planner will lead and develop comprehensive financial plans for entire firm. The planner will work closely with the AlphaCore team to employ the the investment policies and strategies of AlphaCore.

  Key Responsibilities:

• Build and enhance the financial planning platform assisting advisors and their clients who have sophisticated financial needs, are people of influence or who require complex financial solutions through appropriate business development activities. 

• Follow the AlphaCore seven core values:

1.) Do what is best for the client

2.) Work from assumption that people are good, fair and honest

3.) Maintain a solution orientation rather than a problem orientation

4.) Check ego at the door

5.) Seek to create win/win solutions

6.) Practice blameless problem solving

7.) Keep things fun

 

KNOWLEDGE AND SKILLS

• Bachelor degree

  • Required CFP designation

• Relationship management skills and investment credibility required to make persuasive recommendations to sophisticated, knowledgeable and high net-worth clients

• Developed investment knowledge and expertise and strong understanding of markets sufficient to respond to inquiries from sophisticated and knowledgeable high net-worth client

• Good knowledge of investment and wealth advisory products and services

• Effective communicator with credibility; writing skills sufficient to prepare professional proposals and presentations

• Sound operations, regulatory and risk management knowledge

  • No securities regulation violations or pending proceedings 

Successful completion of Series 65 or Series 66 exam

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