Wealth Planner

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 help provide proper diversification to insulate against market volatility and we have the platform and expertise to deliver them.

Position Summary:

The Wealth Planner is a core member of the financial planning team, responsible for developing, analyzing, and delivering comprehensive financial plans that support client goals and long-term wealth strategies. This role bridges the technical and client-facing aspects of wealth management by translating complex financial data into clear, actionable recommendations.

Working in close partnership with Financial Advisors, the Wealth Planner plays a critical role in shaping client outcomes across investments, tax optimization, retirement planning, estate planning, and risk management.

The Wealth Planner is expected to operate with increasing independence, contribute strategic insights, and actively participate in client engagements.

This position is designed for experienced financial professionals seeking to expand their strategic impact and grow toward senior planning or advisory roles.

Key Responsibilities:

Financial Planning & Strategy Development

• Develop comprehensive financial plans covering:
  • Retirement planning
  • Investment allocation and portfolio strategy
  • Income and cash flow planning
  • Tax-efficient strategies
  • Estate and legacy planning
• Analyze client financial situations to identify risks, gaps, and opportunities
• Model multiple financial scenarios and provide recommended strategies
• Ensure planning recommendations align with client goals and risk tolerance

Financial Analysis & Reporting

• Review and analyze financial data including income, assets, liabilities, tax returns, and investment portfolios
• Prepare advanced financial reports such as:
  • Retirement projections
  • Monte Carlo simulations
  • Tax-impact analyses
  • Asset allocation and performance reports
• Maintain accuracy and integrity of client data in planning systems (e.g., eMoney, Salesforce, Holistiplan, etc.)
• Identify discrepancies and proactively resolve issues

Advisor Partnership & Client Support

• Collaborate closely with Financial Advisors to develop planning recommendations
• Participate in client meetings by presenting components of financial plans
• Explain complex financial concepts in a clear, client-friendly manner
• Assist Advisors in preparing for client meetings and follow-up actions
• Serve as a trusted internal thought partner on planning strategies

Research & Strategic Insight

• Conduct research on:
  • Tax law changes
  • Investment strategies
  • Retirement planning techniques
  • Estate planning structures
• Stay current with industry trends and regulatory developments
• Bring proactive ideas and planning opportunities to Advisors

Process Improvement & Operational Excellence

• Improve planning workflows and reporting processes
• Ensure consistency in client deliverables and documentation
• Support training and knowledge-sharing within the planning team
• Contribute to the standardization of best practices

Qualifications:

Required

• Bachelor’s degree in finance, economics, business, or related field
• 3–6 years of financial planning or wealth management experience
• Strong understanding of financial planning concepts and strategies
• Experience analyzing investment portfolios and financial scenarios

Preferred

• CFP® (Certified Financial Planner) designation or active pursuit
• Experience with high-net-worth or complex client planning
• Familiarity with Salesforce and financial planning software
• Experience participating in or leading client meetings

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: $90,000.00 – $110,000 per year

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.