Note: The job is a remote job and is open to candidates in USA. Alto Financial Group is a wealth management practice dedicated to empowering families through education and principled wealth management. They are seeking experienced, client-focused Financial Advisors to help clients navigate their financial future by developing customized retirement plans and providing comprehensive financial consulting services.
Responsibilities
- Guide clients through Alto's three-step process to build their customized retirement plan
- Learning Meeting — take the time to fully understand each client's goals, dreams, and current situation, forming the foundation of their plan
- Clarity Meeting — arm clients with information essential to making informed decisions, walking them through financial concepts, products, and strategies
- Empowerment Meeting — bring everything together, review the customized plan, answer remaining questions, and implement the strategy
- Develop personalized wealth planning strategies aligned with each client's unique goals, risk tolerance, and timeline — whether planning for retirement, funding education, or creating a lasting legacy
- Deliver retirement income planning focused on creating reliable, sustainable cash flow, helping clients transition from the accumulation phase to the distribution phase with clarity and confidence
- Provide risk management guidance, integrating protection strategies into each client's overall wealth plan to help preserve their financial security and legacy
- Support strategic tax and estate planning , collaborating with clients' existing estate attorneys and CPAs to help preserve and efficiently transfer wealth
- Advise on financial consulting and succession planning for business owners and families
- Address Social Security optimization and related retirement planning needs
- Listen carefully and ask the right questions — explaining everything in terms that make sense to clients so they understand not only what is being recommended, but why
- Support the firm's educational mission through seminars, workshops, and community outreach with our help!
Skills
- Active Series 65 license — or an accepted equivalent
- A genuine commitment to putting clients first and serving them with care
- An education-first, consultative approach that prioritizes listening and working alongside clients as a trusted partner
- Strong communication skills and the ability to explain complex strategies in clear, understandable terms
- Ability to serve clients in one of our markets: Pittsburgh, Central PA, or Baltimore-DC area
- Prior experience as a financial advisor or in retirement income planning
Benefits
- Institutional-level resources, services, and strategies.
- Proven programs to meet clients through educational workshops with our help.
- A proven proprietary, education-driven planning process.
- A values-driven, client-first culture: the service of a big firm with the heart of a small one.
- Choice of 1099 or W-2 structure to match your goals.
- A collaborative team that works alongside clients and one another.
Company Overview
Alto Financial Group provides retirement, insurance, employee benefits, and financial planning services. It was founded in 2015, and is headquartered in Monroeville, Pennsylvania, USA, with a workforce of 51-200 employees. Its website is https://www.altofg.com.