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AlphaCore Wealth Advisory
Position: Wealth Planner
Job Type: Full-Time | Exempt
Work Location: Bethesda, MD, Austin, TX, Denver, CO, or San Diego, CA preferred. Willing to consider remote applicants.
$100k - $125k
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.
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.
Financial Planning & Strategy Development
Financial Analysis & Reporting
Advisor Partnership & Client Support
Research & Strategic Insight
Process Improvement & Operational Excellence
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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