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)