Join Alloy Wealth: Where Advisors Thrive Without Prospecting!

At Alloy Wealth, we’re not just another financial advisory firm—we’re a fast-growing powerhouse dedicated to redefining how advisors spend their time. Forget cold calls and endless prospecting; here, you’ll focus on what truly matters: building relationships and crafting comprehensive financial plans .

With our robust marketing engine—including extensive media presence, cutting-edge digital strategies, and engaging live events—we fill your calendar with eager, qualified prospects who need your expertise. You’ll step into a role where your energy is spent on planning and advising , not chasing leads.

Compensation: Base of $80,000 - $120,000 + % of revenue generated for the firm.

Your Role as a Financial Advisor at Alloy Wealth:

• Meet with ready-to-go prospects to understand their unique goals and dreams.
• Build customized financial plans that inspire confidence and drive results.
• Analyze current financial situations and recommend tailored strategies for success.
• Walk prospects through our proven process to convert them into satisfied clients.
• Manage client portfolios and deliver ongoing guidance with a personal touch.
• Run seminars and workshops

What We’re Looking For:

• 2+ years of experience in financial planning or client-facing financial services.
• Licensed with Life and Health Insurance and Series 66 (or equivalent).
• A natural communicator and presenter with strong sales skills.
• Someone driven by a passion for helping clients achieve financial freedom.
• A go-getter ready to grow your book of business and income potential.

What We Provide:

At Alloy Wealth, you’ll have everything you need to succeed:

• A steady flow of high-quality leads (no prospecting needed!).
• Full administrative support so you can focus on your clients.
• A collaborative, team-driven environment that celebrates your success.

Alloy Wealth is an equal-opportunity employer.

Take the leap—your future clients (and career) are waiting!