Careers

Reach Your Goals

“I want people that are hungry, smart, honest, and willing to work like hell like I do.  And if there are some warts, that’s okay. I’m not Goldman Sachs, just Harvey Sax.”

The Insiders Fund is managed by Alpha Wealth Funds, a  registered investment adviser in the state of Utah and is one of the top performing long/short equity funds in the world as measured by Evestment, Barclay Hedge, and other independent alternative database vendors.

Brief Description of Role:

  • Provide financial planning and investment advisory services.
  • Research and present investment strategies.
  • Develop and execute retirement planning.
  • Implement risk management and tax planning strategies.
  • Coordinate estate planning.
  • Manage client relationships.
  • Identify and cultivate new clients.
  • Develop and grow a book of business.
  • Open, transfer, and manage client accounts.
  • Prepare financial policy and procedure documentation.
  • Identify financial process improvement.
  • Generate and process paper and electronic documents.

Financial Planner Qualifications/Skills:

  • Comprehensive knowledge of topics related to financial planning
  • In-depth understanding of the securities industry, including investment and insurance products and services
  • Self-starter with an entrepreneurial spirit
  • Results-oriented mindset
  • Exemplary written and verbal communication skills
  • Strong interpersonal aptitude
  • Ability to maintain confidentiality
  • Experience with financial planning software (eMoney, MoneyGuide)
  • Advanced Microsoft Excel skills

Education and Experience Requirements:

  • CFP certification or equivalent training
  • FINRA Series 65 (we will sponsor the applicant to take the exam)
  • Bachelor’s degree in business or related field
  • 3-5 years experience in the financial industry
Work from home and/our office in Park City. Compensation payout is based on experience and results. Annual earning potential $50k – $100k+ literally unlimited with our unique payout structure.  Alpha Wealth Funds is a 11 year old entrepreneurial firm offering unique financial products and services. Please look at our website at alphawealthfunds.com for more information about the firm.
BENEFITS:
1. The opportunity to earn world class compensation with one of the premier fund managers.  Highest payout in the industry
2. Paid training with opportunity for additional year-end bonus compensation.
3. We attract prospects to our free workshops through our, radio, internet and print presence.
4. We provide qualified leads lists.
6. Location – Our office is based out of beautiful Park City Utah but you can work from home the majority of the time.
Apply to Careers@alphawealthfunds.com

Brief Description of Role:

As a Business Development Officer, you will prospect for high net worth individuals and sources of referrals for our Fund such as CPAs, estate planners, fee based advisors, etc. We are looking for motivated high-level sales professionals with financial services experience and knowledge of this geographic area who are ready to build relationships and convert qualified prospects into clients.

Functional Qualifications:

Our ideal candidate will be an entrepreneurial self-starter; is someone with strong interpersonal skills, comprehensive investment industry knowledge, comfortable with new relationships and cold calling opportunities. Candidates will have a Bachelor’s degree or equivalent work related experience. Ideally candidate will have Series 65 or 66 licenses, however we will pay for training for right individual to achieve license within 60 days of employment.

Work from home and our office in Park City. Compensation payout is based on experience and results. Annual earning potential $50k – $100k+.

BENEFITS:

1. The opportunity to earn world class compensation with one of the premier fund managers.  Highest payout in the industry

2. Paid training with opportunity for additional year-end bonus compensation.

3. We attract prospects to our free workshops through our, radio, internet and print presence.

4. We provide qualified leads lists.

6. Location – Our office is based out of beautiful Park City Utah.

7. HealthCare program offered upon successful start of employment

The Insiders Fund offer college students an unprecedented  hands on exposure to the fast paced high pressure world of stock trading and portfolio management.

We are recruiting intern position for our fast paced, growing business. Must be enthusiastic and demonstrate a willingness to succeed. Our interns are exposed to the rapidly growing Hedge Fund Industry, including hedge fund operations, trading operations and financial analysis. Candidate must be assertive, diligent and pro-active. This is a full or part time unpaid internship program located in beautiful Park City, Utah. During this internship you will acquire the skills and experience necessary in your field.  THIS POSITION MAY RESULT IN A PAID POSITION.

You will have the opportunity to work side by side with experienced professionals with extensive educational backgrounds and professional experience.

QUALIFICATIONS:

  • Candidate must possess a strong academic record with a concentration in Finance, Economics, or Financial Engineering our equivalent CFA
  • Candidate must possess proven analytical, interpersonal, communication and presentation skills.
  • Candiate will be involved in making real life investment decsions in part based on their fundamental and technical analysis.

Submit Resume and Apply

An internship at The Insiders Fund is a tremendous learning experience.