careers at alpha

We apply the golden rule. At Alpha we treat others the way we wish to be treated ourselves. We have high standards because our clients demand it and we are in an extremely competitive business. Integrity, intelligence, and initiative are the three necessary requirements at Alpha. We seek focused professionals with work experience and academic achievements that are relevant to investment analysis, portfolio construction, and clear written and spoken communication on often sophisticated subjects. We believe in fairness and openness among colleagues in a respectful and friendly office environment. Teamwork is essential in our business and we enjoy working together to achieve more for our clients. In this constant daily process of getting to know our clients better and monitoring their portfolios as well as the markets, we are open to learning new things every day. Compensation is competitive and always relative to responsibilities and performance. We will consider enthusiastic applicants and are open to balanced partnerships with seasoned professionals. Let us know if you wish to be part of the team.

We are on a mission to improve the financial lives of our clients and if you have the experience, attitude, and desire to be a part of our team, please contact us. A career in this business can become a calling with Alpha. We work with families for generations on decisions that can be of great importance and intensely personal.

As fiduciaries we always put our client interests first, every single time. Our culture is collaborative, hardworking, and positive. We are looking for talented people that are able to understand the complex needs of our clients, the strict regulatory environment we operate in, and the many demands of working in a small company where many tasks and responsibilities are expected from each team member. Alpha cares about our employees.

We are committed to a positive office environment. We want you to be as motivated as we are at the beginning of every day to do the best we can for all our clients. We are interested in fostering a diverse, fair, and inclusive environment where all perspectives are heard and valued and every colleague and client feels they can be true to themselves, ultimately leading to a sense of pride and belonging.

We are an equal opportunity employer. In accordance with applicable law, we prohibit discrimination against any applicant or employee based on any legally recognized basis, including, but not limited to: race, color, religion, sex, sexual orientation, gender identity, age, national origin or ancestry, physical or mental disability, veteran status, uniformed service member status, or any other status protected by federal, state, or local law. Our commitment to equal opportunity employment applies to all persons involved in our operations and prohibits unlawful discrimination by any employee, including supervisors and co-workers.

Reasonable accommodations may be made to enable employees with disabilities to perform essential functions of a job. If you may need a reasonable accommodation, please let us know.

Advisor Position

Alpha is looking for an Advisor that has the background, experience, and personality to provide an outstanding client experience. The Advisor will be responsible for acquiring new high net worth clients and providing comprehensive wealth management solutions to their existing clients and their families. The Advisor will be responsible for business development and client retention. The Advisor will have primary client relationship responsibility along with serving as support on additional client relationships. This individual interacts with clients daily to gather information, analyze information, develop recommendations, implement recommendations, and monitor the portfolios of their clients. Integrity, intelligence, and initiative are key requirements at Alpha.

Duties and Responsibilities
• Ability to understand client financial goals and objectives, develop personalized, comprehensive financial solutions to help achieve the desired outcomes, and explain these solutions in a clear and concise manner
• Actively engage with clients to update goals, objectives, and implement appropriate recommended solutions
• Client meeting preparation
• Efficiently manage client meetings
• Establish and maintain a service delivery schedule for clients
• Maintain confidentiality on all client business as well as firm proprietary intellectual property

Qualifications
• A four-year University (Bachelor’s) degree, preferably in a related field such as finance, economics, business, or sciences
• Preference for candidates with a professional designation (CFA, CFP, CPA, etc.) or advanced degree(s)
• Several years of experience (2-5) in the financial services industry in a client relationship position with a proven record of bringing in new business
• Excellent written and verbal communication skills, as well as strong interpersonal skills
• Ability to operate independently in dealing with broad concepts and to effectively manage multiple priorities
• Deep knowledge of various investment and financial topics and a commitment to client service
• Attention to detail and to issues of confidentiality
• Proficient in the use of client relationship management and business software and technologies
• Updated on the wealth management industry, internal policies, regulatory standards, procedures, and changes to ensure compliance with all applicable laws, rules, regulations, and practices
• Series 65 with a clean compliance record
• Fluency in another language relevant to client market(s)
• A growth mindset with a commitment to lifelong learning and sharing

Key Competencies
• Consistently embodies Alpha core values of respect, humility, and integrity
• Client service focus with care and accuracy
• Use effective problem-solving and analytical skills
• A willingness to be visible in the communities/niches we serve and/or in other industry opportunities
• Participation and teamwork on firm initiatives
• Maintain a positive attitude and a willingness to adapt in a rapidly changing environment

apply now

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Internship Position

Alpha offers an opportunity for undergraduate students to gain experience and develop skills needed in a professional office environment in general and in the wealth management business in particular. We enjoy working with bright, enthusiastic colleagues that bring a fresh perspective to our work while assisting us with various key elements of our practice. It all begins with the three fundamental traits for all Alpha positions: integrity, intelligence, and initiative.

Duties and Responsibilities
• Ability to assist with editing client presentations, updating model portfolio database management spreadsheets, completing various client forms, and drafting letters and emails to clients and external partners
• Client meeting preparation and scheduling
• Assist with incoming client requests and internal business metrics
• Maintain confidentiality on all client business as well as firm proprietary intellectual property

Qualifications
• A candidate for a four-year University (Bachelor’s) degree, preferably in a related field such as finance,
economics, business, or sciences
• Excellent written and verbal communication skills, as well as strong interpersonal skills
• Attention to detail and to issues of confidentiality
• Proficient in the use of business software and technologies
• Fluency in another language relevant to client market(s)
• A strong interest in working in the financial sector

Key Competencies
• Consistently embodies Alpha core values of respect, humility, and integrity
• Client service focus with care and accuracy
• Use effective problem-solving and analytical skills
• Ability to learn and implement fast
• Participation and teamwork on firm initiatives
• Maintain a positive attitude and a willingness to adapt in a rapidly changing environment

apply now

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We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team because it makes us all better. Success at Alpha is motivated by results, a collaborative mindset, and a commitment to prioritize client needs. If you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by helping them manage their family savings intelligently.