Wealth Advisor - Frontier Investment Mgmt
Company: Hightower Advisors
Location: Sacramento
Posted on: March 17, 2023
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Job Description:
Wealth Advisor - Frontier Investment Mgmt
Sacramento, CA, USA * San Francisco Bay Area, CA, USA * South Bay,
CA, USA
Req #650
Wednesday, February 8, 2023
The Firm
Founded in 1994, Frontier is a 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 help them live their best life possible. The
Frontier family is a team of credentialed professionals who provide
our clients customized investment and planning solutions with
fiduciary care.
The Role
We are looking for an experienced Wealth Advisor who is a
relationship builder at heart, with strong communication skills and
a problem-solving mindset that excels in a fast-paced and evolving
organization. You are self-motivated, adept at managing client
relationships, perform at a high level under variable workloads,
and have a passion for making a positive impact on client's lives.
You will report to the Managing Director. #LI-Onsite
What You'll Do
Maintain and expand existing client relationships, leading a
first-class onboarding experience for new client relationships
Develop and implement customized financial plans
Conduct in-person portfolio and planning reviews at Charles Schwab
offices across the Bay Area.
Prepare investment proposals
Collaborate with our referral partners
Support our business development efforts
Follow and have knowledge of regulatory requirements
What You'll Bring
You have strong professional communication and interpersonal
skills. You can motivate yourself to manage a book of clients and
provide an impeccable experience.
You will have experience and attributes in the following areas:
Building immediate relationships with personnel and clients
Strong EQ and ability to connect with clients on a deeper level to
discover their true motivations and priorities
Experience with financial planning concepts; experience delivering
applicable advice and partnering with clients in implementing a
financial plan
Experience creating client relationships - through high retention
rate, increased wallet share capture, and receiving referrals
Required Experience
7+ years experience as a licensed financial services
professional
Bachelor's degree required
Clean U4 Compliance Record
CFP certification or the ability to attain certification within 12
months
Excellent quantitative, verbal, and written communication
skills-can 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 skills
Team-oriented individual to support a growing advisory practice
Experience with eMoney, Salesforce, and Tamarac
Securities representative licenses (Series 65 or 66) - FINRA
You will be required to be accepted into the SAN (Schwab Advisor
Network) through successful background check
What We Offer
Coverage on the first day of employment for medical, dental, and
vision insurance
Paid parental leave (16 weeks for primary caregiver and 8 weeks for
secondary caregiver)
PTO plan
401k matching plan
HSA employer contributions
Student loan assistance
Pet insurance
About Hightower:
Founded in 2008, Hightower is a wealth management firm that
provides investment, financial and retirement planning services to
individuals, foundations and family offices, and 401(k) consulting
and cash management services to corporations. Hightower's capital
solutions, operational support services, size and scale empower its
vibrant community of independent-minded wealth advisors to grow
their businesses and help their clients achieve their vision of
"well-th. rebalanced." Based in Chicago with advisors across the
U.S., we operate as a registered investment advisor (RIA).
AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity
employer and does not discriminate based on race, color, religion,
sex, sexual orientation, pregnancy, marital status, national
origin, citizenship, veteran status, ancestry, age (over 40),
physical or mental disability, medical condition (cancer-related),
gender identity or expression, genetic information including sickle
cell or hemoglobin C trait, or any other consideration made
unlawful by applicable federal, state, or local law.
You are a U.S. citizen, U.S. permanent resident, or possess other
unrestricted U.S. work authorization and will not require
sponsorship for U.S. work authorization now or anytime in the
future.
Other details
Pay Type
Salary
Apply Now
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Keywords: Hightower Advisors, Sacramento , Wealth Advisor - Frontier Investment Mgmt, Other , Sacramento, California
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