Wealth Advisor - Frontier Investment Mgmt
Company: Hightower Advisors
Posted on: March 17, 2023
Wealth Advisor - Frontier Investment Mgmt
Sacramento, CA, USA * San Francisco Bay Area, CA, USA * South Bay, CA, USA
Wednesday, February 8, 2023
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.
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
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)
401k matching plan
HSA employer contributions
Student loan assistance
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.
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Keywords: Hightower Advisors, Sacramento , Wealth Advisor - Frontier Investment Mgmt, Other , Sacramento, California
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