Alchemy Financial Group

Alchemy Financial Group provides insurance, investment, life event planning, asset allocation, and wealth management services.

1-10 employees
Founded 2009
Financial Services
Private Company

Remote Work Available

This company offers remote work opportunities.

Open Positions1

Work from homeFull-TimeFinancial ServicesPosted
  • Evaluate new customers' insurance needs, insurance risk, existing coverage, long-term goals, and financial status.
  • Provide professional customer service for onboarding and existing clients.
  • Manage client appointments and inquiries.
  • Assist with insurance eligibility and claim submissions.
  • Handle questions regarding billing and insurance policies.
  • Ensure all paperwork and bookkeeping records are up to date.
LeadershipCustomer serviceBookkeeping

About Alchemy Financial Group

Alchemy Financial Group empowers individuals, families, and businesses to achieve financial success. We craft tailored strategies for wealth management, asset protection, and life event planning. Since 2009, we have provided independent, objective financial advice. We partner with Cambridge Investment Research, Inc. to offer a full suite of financial products and services. You will help clients plan and execute actionable financial plans, building lasting relationships. Our advisors own their book of business, fostering true partnership and independence.

How We Work

You will join a small, dedicated team focused on client success. Our environment supports independence and empowers you to own your client relationships. We value proactive communication and a collaborative spirit. Some roles offer the flexibility to work from home. This allows you to integrate work and life effectively. We provide resources and support to help you thrive, including remote access options. You contribute to a firm where your impact is clear and your growth is encouraged.

Why Join Us

  • Own your client book of business from day one
  • Benefit from flexible work arrangements, including work-from-home options
  • Receive comprehensive support for client transitions and technology
  • Help clients build objective financial plans and secure their future
  • Work in a firm that prioritizes independence and professional growth

Benefits & Perks

  • Flexible schedule
  • Work from home
  • Client transition support
  • Monetary transition support
  • Technology hardware and software support
  • Access to fully equipped private office and conference rooms
  • Optional telephone extension and remote access
  • Access to client development events

Tech Stack

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