[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.

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