Private Wealth Advisor
Location: Hybrid (Boca Raton, FL or Remote - U.S. Based) Employment Type: Full-Time About Alpha Zero: Alpha Zero is a fast-growing, modern Registered Investment Advisory (RIA) firm redefining what wealth management looks like for elite performers. We specialize in serving professional athletes, entertainers, and high-net-worth individuals across the sports and entertainment industries. Our approach blends fiduciary integrity, advanced investment strategies, private market access, and financial education, all tailored to the unique needs of world-class clients. Position Overview: Alpha Zero is seeking a Private Wealth Advisor who is ambitious, entrepreneurial, and ready to grow within a firm that operates at the intersection of sports, entertainment, and finance. This position is ideal for a driven advisor who wants to work with high-profile clients and learning directly from seasoned industry professionals. As part of our expanding advisory team, you will build lasting client relationships, develop tailored financial plans, and play an active role in redefining what it means to be a modern wealth advisor. Key Responsibilities:
- Build and maintain strong relationships with clients, delivering personalized financial advice and investment strategies.
- Create customized financial plans that address wealth accumulation, risk management, tax efficiency, and long-term goals.
- Leverage Alpha Zero’s tools, technology, and resources to serve clients both in-person and remotely with exceptional service and attention.
- Participate in client acquisition, networking, and referral development efforts with a focus on athletes, entertainers, and entrepreneurs.
- Collaborate with leadership and operations to ensure seamless client onboarding and compliance with regulatory standards.
- Stay informed on market trends, investment products, and planning strategies relevant to high-net-worth individuals.
- Uphold Alpha Zero’s fiduciary commitment and maintain the highest ethical and professional standards.
Qualifications:
- Bachelor’s degree in Finance, Business, Economics, or a related field.
- Series 65 license or willingness to obtain within a defined period.
- At least 3+ years of experience in financial advising, planning, investment management, or related financial services roles
- Strong relationship-building, communication, and organizational skills.
- Entrepreneurial mindset with a focus on personal growth and client impact.
- Comfort working remotely while maintaining accountability and consistent performance.
- Interest or experience in serving athletes, entertainers, or high-net-worth clients.
Why Join Alpha Zero: At Alpha Zero, you will be part of a forward-thinking wealth management firm serving some of the most dynamic individuals in the world. You will have the opportunity to work both in-person and remotely, access institutional-grade resources, and collaborate with a high-caliber team that is transforming how financial advice is delivered. Benefits:
- Dynamic compensation structure with both base salary and performance-based options
- Both in-person and remote work flexibility within the United States
- Health, dental, and vision insurance
- 401(k) retirement plan with employer match
- Paid time off including vacation, sick days, and company holidays
- Professional development reimbursement for certifications and continuing education
- Opportunities for career growth within a rapidly expanding RIA firm
- Supportive, collaborative, and growth-oriented company culture
How to Apply: Submit your resume and a brief cover letter explaining why you are passionate about joining Alpha Zero and how you can contribute to our mission of empowering elite performers to succeed both in their careers and in their life outside the spotlight. Job Type: Full-time Projected Total Compensation: $70,606.00 - $120,304.00 per year Benefits:
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
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