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Wealth Advisor

About AlphaCore:

AlphaCore is a fast-growing, independent RIA delivering sophisticated wealth management to HNW and UHNW clients. We build fully customized financial solutions grounded in rigorous research, a differentiated investment philosophy, and an unwavering fiduciary commitment to the families and individuals we serve.

We think differently. While traditional allocations to stocks, bonds, and real estate form the foundation of a well-diversified portfolio, we believe alternative investments are essential to a truly sound strategy. Paired with thorough due diligence and research, alternatives could help to provide proper diversification to insulate against market volatility.

Position Summary:

We are seeking an experienced Wealth Advisor to join our team and serve as a trusted point of contact for a meaningful book of HNW and UHNW clients. This is a client-facing role requiring deep technical planning expertise, genuine relationship-building ability, and a strong fiduciary mindset. The ideal candidate combines sophisticated knowledge of wealth strategies with the drive to grow a book of business in one of the country’s most competitive markets.

Key Responsibilities:

  • Serve as the primary relationship manager for HNW and UHNW clients, delivering proactive and exceptional service.
  • Conduct in-depth discovery and financial planning meetings with clients and prospects; synthesize data to develop and present customized financial plans.
  • Advise on retirement planning, tax mitigation strategies, estate and legacy planning, risk management, philanthropy, and liquidity events.
  • Communicate AlphaCore’s investment philosophy and the strategic value of incorporating alternatives into diversified portfolios.
  • Collaborate with internal teams including investment research, operations, and client service to ensure seamless plan implementation and ongoing support.
  • Provide strategic thought leadership to enhance firmwide planning capabilities; mentor junior team members where appropriate.
  • Contribute to business development initiatives through referrals, networking, and deepening client relationships.
  • Stay current on tax laws, estate strategies, investment trends, and regulatory changes to deliver the most up-to-date guidance.

Qualifications:

Required:

  • Minimum of 10+ years’ experience in a client-facing wealth advisory role at an RIA or financial services firm.
  • Proven success managing HNW client relationships and sophisticated financial planning engagements.
  • Bachelor’s degree in finance, business, economics, or a related field.
  • CFP® certification and/or CFA® designation
  • Series 65 (or equivalent) license, or ability to obtain upon hire.
  • Deep technical knowledge of investment management, financial planning, estate planning, tax strategies, and wealth structuring.
  • Familiarity with major custodians (e.g., Schwab, Fidelity).
  • Exceptional interpersonal, presentation, and communication skills.
  • High level of emotional intelligence, professionalism, and discretion.
  • Strong organizational and time-management skills; able to manage competing priorities.

Preferred:

  • MBA or advanced degree in a relevant field.
  • Experience working with Black Diamond, Salesforce, and/or iCapital.
  • Familiarity with private placement memorandums, alternative investment subscription documents, and fund structures.
  • Background serving UHNW families or business owners with complex estate or business succession planning needs.
  • Existing book of business or established professional network in the New York City metro area, Denver, Phoenix, Scottsdale, La Jolla, or San Francisco areas.

What We Offer:

  • Competitive compensation
  • Flexible remote/hybrid work environment
  • Access to cutting-edge investment research and a unique planning platform
  • Comprehensive benefits package, including health, 401(k), paid time off and professional development support
  • Collaborative team culture driven by innovation, integrity, and impact
  • Annual discretionary bonus

Job Type: Full-time

Salary: $100,000.00 – $300,000 per year

The deadline for submitting applications for this position is September 1, 2026. AlphaCore reserves the right to extend this deadline if needed.

Resumes can be sent to Morrison Mirer at [email protected].

AlphaCore is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or veteran status.

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