Wealth Advisor

Location
Houston, Texas
Salary
$100k + bonus and benefits
Posted
Mar 25, 2021
Closes
Apr 24, 2021
Job Role
Wealth Advisor
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Preferred

The Firm

Founded in 1994, Frontier is an industry-leading wealth management firm dedicated to building relationships and enriching lives through comprehensive wealth management.  Our life-centered approach provides our clients with a roadmap to living their best life possible.  The Frontier family is a team of highly credentialed professionals who provide our clients customized investment and planning solutions with fiduciary care.

The Role

We are seeking an experienced Wealth Advisor who is a relationship builder at heart, with strong communication skills and a problem-solving mindset that thrives in a fast-paced and evolving organization. Our ideal candidate is self-motivated, adept at managing client relationships, consistently performs at a high level under variable workloads, and has a passion for making a positive impact on client’s lives.

Responsibilities

  • Maintaining and expanding existing client relationships, leading a first-class onboarding experience for new client relationships
  • Developing, delivering, and implementing customized financial plans
  • Conducting portfolio and planning reviews
  • Preparing investment proposals
  • Collaborating with our referral partners
  • Supporting the firm’s business development efforts
  • Adherence to and knowledge of regulatory requirements
  • Strong follow-through and follow-up skills to monitor progress

The Person

The candidate should have strong professional communication and interpersonal skills. They possess the ability to motivate themself to manage a book of clients and deliver a world-class experience.

The ideal candidate will have experience and attributes in the following areas:

  • Strong interpersonal skills and an innate ability to build immediate rapport with personnel and clients
  • Strong EQ and ability to connect with clients on a deeper level to discover their true motivations and priorities
  • Solid understanding of financial planning concepts; experience in delivering actionable advice and partnering with clients in implementing a financial plan
  • A measurable track record of creating strong client relationships – through high retention rate, increased wallet share capture, and receiving referrals

Required Skills/Experience

  • Experience in investment management business (minimum of 7 years preferred)
  • CFP® certification or the ability to attain certification within 12 months
  • Excellent quantitative, verbal and written communication skills—must be able to provide a concise investment thesis for a range of audiences (from portfolio manager to unsophisticated client)
  • Knowledgeable in personal tax, asset management, financial planning, insurance, estate, and retirement planning
  • Demonstrate analytical and problem-solving skills
  • Multitasker able to handle multiple undertakings at once, ranging from analytical to relational tasks
  • Energetic and team-oriented individual to support a growing advisory practice
  • Experience with eMoney, Salesforce, and Tamarac a plus
  • Securities representative licenses (Series 65 or 66)

 

Apply for Wealth Advisor

Already uploaded your resume? Sign in to apply instantly

Apply

Upload from your computer

Or import from cloud storage

Your Resume must be a .doc, .pdf, .docx, .rtf, and no bigger than 1Mb


4000 characters left

When you apply for a job we will send your application to the named recruiter, who may contact you. By applying for a job listed on CFP Board Career Center you agree to our terms and conditions and privacy policy. You should never be required to provide bank account details. If you are, please email us.