Financial Analyst - CFA Level III/CFP

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About Alphanso

Alphanso is a flat-fee, fiduciary wealth management platform that blends the expertise of seasoned advisors with advanced technology. We empower professionals and families to manage investments, taxes, estate and more - transparently and without hidden costs.

Role Overview

Financial Analyst

Key Responsibilities

• Analyze investment, tax and estate planning strategies.
• Assist advisors in building comprehensive financial plans for clients.
• Research asset classes, ETFs, bonds and broader market trends.
• Prepare reports, memos and client presentations.
• Collaborate with product teams to transform financial insights into actionable strategies.

Requirements

• Mandatory:

  CFP or CFA Level III certification.
• Strong analytical and financial modeling skills (Excel proficiency required).
• Prior financial analysis or advisory experience is a plus.
• Excellent communication skills with a client-first mindset.

📩 How to Apply

This opportunity is open to candidates interested in full-time roles as well as those looking to consult or contribute on a part-time basis.

Interested candidates can apply directly via email.

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Please attach your updated resume