Your Opportunity Awaits

Imagine a role where every client meeting is pre-set, every lead is high quality, and every conversation brings you closer to transforming lives. This is your chance to step into a high-impact financial advisory role designed exclusively for top-tier talent.

What You’ll Do:

Meet with pre-scheduled, pre-qualified prospects eager for expert guidance.
Conduct in-depth financial consultations that turn aspirations into actionable retirement plans.
Present and close fee-based AUM solutions and fixed-indexed annuities using a proven, structured process.
Educate clients on investment strategies, tax efficiency, and wealth preservation to secure a worry-free retirement.
Collaborate seamlessly with expert teams to ensure smooth client onboarding and account management.

What You Bring:

3+ years of client-facing financial advisory or wealth management experience with a proven closing track record.
A Bachelor’s degree in finance, economics, or a related field.
Series 65 license (or commitment to obtaining it promptly); additional licenses and certifications are a plus.
Deep expertise in retirement income planning and annuity strategies with exceptional communication skills.
A relentless drive for excellence and a passion for making a lasting impact on people’s futures.

Why This Role?

Alpha 1 Wealth & Tax stands at the forefront of innovative retirement planning, harnessing powerful marketing strategies that deliver a steady stream of premium leads. This is more than a job—it’s the opportunity to shape financial futures, empower clients, and redefine success on your own terms.

The full-time, in-office role in Colorado Springs is crafted for someone who is ready to seize a unique opportunity that promises both professional growth and the satisfaction of transforming lives.

If you’re driven, highly coachable, and hungry for a role where your success directly changes lives, now is the time to act. Don’t let this chance slip away—your future, and the futures of those you’ll help, depend on it.

Apply now and step into a career that makes a difference.

Alpha 1 Tax & Wealth jobs

Financial Advisor