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Alaska Wealth Advisors

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Working at Alaska Wealth Advisors

At our firm, we prioritize our clients by building a team of diverse individuals who embody an abundance mindset. Our commitment to personal and professional growth creates a collaborative, dynamic environment driven by opportunity.

Our Values

Our firm values are foundational to our success and the touchstone that guides our priorities, strategies, and actions. Learn more about how we apply each TEACH value in practice.

- Provide financial support for employees to attend conferences, webinars, and pursue certifications.

- Leaders actively coach and mentor employees, providing guidance and support for their growth.

- Foster a culture of innovation and continuous improvement to adapt to changing market conditions and emerging technologies.

- Prioritize customer satisfaction and loyalty by delivering exceptional products and services.

- Foster a dynamic work environment by encouraging collaboration and innovation.

- Cultivate a professional environment that celebrates employees and ensures they feel genuinely valued.

- Prioritize client needs and deliver exceptional service.

- Develop and tailor products and services with the clients at the center.

- Offer remote work options, compressed workweeks, paid leave, and maternity leave.

- Promote wellness by providing benefits such as gym memberships and company-sponsored activities.

Employee Experience

Discover firsthand what it’s like to be a part of the Alaska Wealth Advisors team. Our dedicated professionals share their insights into the unique and rewarding experience of working with us.

Connor Michael, CFP®
Senior Financial Advisor

“I received invaluable mentoring and coaching throughout my career, allowing me to grow from an entry-level associate to a Senior Financial Advisor. The company’s commitment to professional development is unparalleled.”

Leah Levingston, CFP®
Financial Advisor

“I’ve been with Alaska Wealth Advisors for a little over 4 years now, and am energized daily by the opportunity to work alongside such smart, collaborative, and genuinely kind people. I feel incredibly fortunate to find so much meaning in my work and my relationships with clients, colleagues, and mentors.“

Stan Moiseev
Private wealth investment analyst

“Working here has been incredible. The collaborative team, emphasis on growth, and focus on work-life balance make this a truly unique and empowering place to work.”

 

You at Alaska Wealth Advisors

As a leading wealth management firm, we offer a dynamic and collaborative work environment that fosters growth and learning. We have crafted a comprehensive package to attract and retain talent while cultivating a supportive and dynamic workplace culture that encourages innovation and personal growth. Our comprehensive benefits package, coupled with our supportive culture, makes us an ideal place to build a fulfilling career. Enjoy competitive compensation, health insurance, generous retirement savings plans, and ample opportunities for professional development.

A package with you at the center of it all. 

Ready to take the next step?

Join our team of industry-leading wealth management professionals and unlock your full potential. We’re continuously seeking talented individuals to join our exclusive team and contribute to our continued success. Don’t miss the opportunity to build a rewarding career.

Reach out to learn more:

Amber Frizzell, AIF®, Chief Marketing Officer
[email protected]

Current openings

We are currently seeking a highly motivated and experienced Financial Advisor to join our growing team. If you’re a strategic thinker with a proven track record in financial planning and a passion for helping clients achieve their financial goals, this could be the perfect opportunity for you. Learn more about this exciting role and how you can apply below.

Financial Advisor – Job Description

Reach out to apply:

Amber Frizzell, AIF®, Chief Marketing Officer
[email protected]

Starting your career at Alaska Wealth Advisors

At Alaska Wealth Advisors, we foster a collaborative and supportive environment where team members thrive. We believe in investing in our employees’ growth and providing clear career paths for advancement. The Associate Financial Advisor Level 1 (AFA1) position is an excellent entry point for individuals seeking a rewarding career in financial planning. 

What is the AFA1 Role? 

The AFA1 position is designed to provide hands-on experience and training in the field of financial planning. In this role, you will: 

  • Gain practical experience by working alongside experienced advisors and interacting with clients under supervision. 
  • Develop a strong foundation in financial planning principles by assisting with research, data analysis, and the preparation of financial plans. 
  • Contribute to the team’s success by participating in various projects and initiatives. 
  • Learn and utilize key industry software and tools. 
What We Offer: 
  • Mentorship and Development: We are committed to providing ongoing training and mentorship to help you develop the skills and knowledge necessary for success. 
  • Clear Career Path: The AFA1 position is designed as a steppingstone to the Associate Financial Advisor Level 2 (AFA2) role within 12-24 months, providing a clear path for career progression. 
  • Collaborative Culture: We value teamwork and foster a positive and supportive work environment where everyone can contribute and grow. 
Ideal Candidate Profile: 
  • Bachelor’s degree in a relevant field. 
  • Strong communication and interpersonal skills. 
  • A basic understanding of financial concepts and a strong desire to learn. 
  • A collaborative spirit and a willingness to contribute to a team environment. 
A Foundation for a Rewarding Career: 

The AFA1 position at Alaska Wealth Advisors offers a unique opportunity to launch a successful career in financial planning. By joining our team, you will gain valuable experience, develop essential skills, and contribute to helping clients achieve their financial goals. 

To apply please send a cover letter and resume to:

Amber Frizzell, AIF®, Chief Marketing Officer
[email protected]

We have a rotating internship program throughout the year.

Our internship provides exposure to the overall operations of Alaska Wealth Advisors. The successful candidate will work with the firm’s staff on projects relating to financial planning, investment management, client deliverables, and marketing. Depending on the firm’s needs at the time of the internship and based on the skills of the intern, they will be exposed to and have responsibilities for multifaceted duties and activities supporting the organization and its clients.

This individual must be detail oriented and possess excellent social, organizational, oral, and written communication skills.

Responsibilities may include:

  • Reception: as the first point of contact for calls, and in person visitors, this role is the cornerstone of the firm’s professional image
  • Learn and apply technical skills and research to contribute to client plans and deliverables
  • Use modeling spreadsheets, databases, and qualitative data related to portfolios
  • Learn and work in financial strategy programs, such as MoneyGuide Pro
  • Learn and build skills in firm software, Orion, Salesforce, Microsoft Suite, Adobe
  • Learn and work in WordPress, website updates, edit and post company blogs
Qualifications

The prospective intern must be a resident of Alaska or an Alaskan attending school inside or outside of Alaska. A Graduate student or students in their junior or senior year working towards their bachelor’s degree will be considered. Prospective interns must have a strong interest in private wealth management or marketing. Recent undergraduate course work should emphasize a money management related field such as finance, economics, business administration, accounting, or marketing, with a cumulative GPA of at least 3.0 in their major. The prospective intern must have excellent customer service skills, a high degree of motivation and initiative, a good working knowledge of Windows operating systems, and be proficient in Word, Excel, and Power Point programs.

Internship location

Anchorage, AK

Duration

Spring, Summer, or Fall Semester

Wage

$18/hour – Flexible 29 hours work week

Travel and housing

No Travel or housing is provided. Parking is provided.

Application and method of delivery

Prospective interns should email a cover letter, resume, and copies of college transcripts.

Deadline

Revolving deadline. Contact Amber Frizzell.

To apply please send a cover letter and resume to:

Amber Frizzell, AIF®, Chief Marketing Officer
[email protected]

Alaska Wealth Advisors

3800 Centerpoint Drive, Suite 910
Anchorage, Alaska 99503

Phone: 907-272-7575

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Alaska Wealth Advisors is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Alaska Wealth Advisors’ investment advisory services can be found in its Form ADV Part 2, which is available upon request. The statements above were made by current clients. They were not compensated. Their description of experience with the Firm’s financial services may not be a representative sample of every client’s experience with the firm.

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