[Remote] Financial Advisor

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.ResponsibilitiesGuide clients through Alto's three-step process to build their customized retirement planLearning Meeting — take the time to fully understand each client's goals, dreams, and current situation, forming the foundation of their planClarity Meeting — arm clients with information essential to making informed decisions, walking them through financial concepts, products, and strategiesEmpowerment Meeting — bring everything together, review the customized plan, answer remaining questions, and implement the strategyDevelop 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 legacyDeliver retirement income planning focused on creating reliable, sustainable cash flow, helping clients transition from the accumulation phase to the distribution phase with clarity and confidenceProvide risk management guidance, integrating protection strategies into each client's overall wealth plan to help preserve their financial security and legacySupport strategic tax and estate planning , collaborating with clients' existing estate attorneys and CPAs to help preserve and efficiently transfer wealthAdvise on financial consulting and succession planning for business owners and familiesAddress Social Security optimization and related retirement planning needsListen 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 whySupport the firm's educational mission through seminars, workshops, and community outreach with our help!SkillsActive Series 65 license — or an accepted equivalentA genuine commitment to putting clients first and serving them with careAn education-first, consultative approach that prioritizes listening and working alongside clients as a trusted partnerStrong communication skills and the ability to explain complex strategies in clear, understandable termsAbility to serve clients in one of our markets: Pittsburgh, Central PA, or Baltimore-DC areaPrior experience as a financial advisor or in retirement income planningBenefitsInstitutional-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 OverviewAlto 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.