At Alpha Omega Wealth, we’re dedicated to empowering our clients with the knowledge and skills to structure their own financial legacy. We work collaboratively with clients, offering them not just the benefit of our knowledge and advice, but also by employing the strengths of all of our team members.

Each of our team members is not only a successful Infinite Banker in his or her own right, but they are also experts in their chosen fields. From finance and insurance to industry and entrepreneurial ventures, our professionals are here to empower our clients and their families.

In the simplest terms, our infinite banking professionals at Alpha Omega Wealth are trained to un-teach clients the misconceptions they have about money and wealth while empowering them through the implementation of infinite banking techniques. Our mission is to find and train the right prosperity-minded individuals to join our team.

Qualities of an Alpha Omega Wealth Financial Professional

In a market saturated by salesmen and product-pushers, the professionals at Alpha Omega Wealth think beyond the limited scope of traditional financial professional to help our clients achieve the financial prosperity and security they deserve.


As one of the only groups of professionals in the world of infinite banking, we are looking for individuals who are eager to utilize every aspect of our team’s knowledge and experience to benefit our clients the most.


Confidence is essential to maintaining a prosperity-oriented mindset. We’re looking for those who can take the concepts of infinite banking and apply them to their own life as well as the finances of their clients.


At Alpha Omega Wealth, we work with people, not account numbers. Because of how much we teach our clients, face time with them is essential. Your clients should readily trust you and the knowledge you are imparting to them.

Strong communication skills

Communication is key to what we do at Alpha Omega Wealth. Your success as an associate is tied to your ability to communicate not just with clients but also fellow Alpha Omega teammates and the general public. Because many people don’t know about infinite banking yet, it is essential that you can convey simple and complex strategies, techniques, and products to a wide audience.


Although the concepts we teach our clients have been around for more than 100 years, there are always new challenges and opportunities to learn. We are looking for those individuals who are eager to learn and willing to be coached.

Is Alpha Omega Wealth Right for You?

As a financial professional, you have the opportunity to impact people’s lives in a positive and lasting way. Although we may work in the financial and insurance industries, our clients and associates come from a variety of backgrounds and professions. At the end of the day, we are here to build and grow relationships with our clients who center on trust, service, and prosperity.

Majors that may make you a good fit for Alpha Omega Wealth:

  • Business
  • Finance
  • Economics
  • Communications
  • Marketing
  • Law
  • Journalism
  • Sales
  • Entrepreneurship
  • Management

The opportunity to be a financial professional with Alpha Omega Wealth also means that you’ll be privy to the knowledge that has empowered and enriched our clients’ wealth. A professional at Alpha Omega Wealth can empower him or herself to:

  • Earn a living that matches your effort and value
  • Gain knowledge and independence through running your own business
  • Give you the joy of knowing you’re making an impact in the lives of your clients and your community
  • Security of knowing your work not only enriches lives, but is also respected by your colleagues and other professionals

Our Selection Process:

For us to determine if you’re a good fit for our infinite banking team, we use a six-step process that ensures that both the candidate and our firm can make the most informed decision. 

The interview process is designed to answer these questions through six different steps. These six steps are:

  1. Initial interview
  2. Personality self-assessments
  3. Assessment review and assignment of a text project
  4. Test project review
  5. Face-to-face meetings with managers and associates
  6. Career presentation

In a world of infinite possibilities, Alpha Omega Wealth also offers competitive incentives and opportunities to grow. Curious to learn more about how you can join the team? Simply reach out to us via email at

A Note from our CEO, Joe Pantozzi:

At Alpha Omega Wealth, our mission is to serve our clients and our community by helping them take control of their own financial future. As an Alpha Omega Wealth associate, you will have the unique opportunity to leverage your experiences and success into a fulfilling and rewarding career. While there is no “cookie-cutter” approach to your financial legacy, working with Alpha Omega Wealth is the first step to ensuring that you have one.