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Associate Wealth Advisor - Frontier Investment Mgmt

Location
Dallas, Texas
Job Type
Permanent
Posted
12 Sep 2022
Your Future Team

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 looking for an Associate 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, a proactive learner, who performs at a high level under variable workloads, and has a passion for making a positive impact on client's lives. You will report to the Senior Wealth Advisor.

What You'll Do
• Onboard new clients
• Help with preparation for and follow-up from client reviews
• Respond to client service requests
• Prepare investment proposals
• Support multiple roles across the firm - advisory, financial planning, operations, relationship management - through a variety of tasks
• Follow and have knowledge of regulatory requirements
The Person

You have strong professional communication and interpersonal skills. You can motivate yourself to manage a variety of tasks and solve problems with little oversight.
You will have experience and attributes in the following areas:
• Strong organizational skills and follow-through to monitor progress
• Introductory understanding of financial planning concepts, advisory operations, and client paperwork
• Education or work experience in the wealth management field
What You'll Bring
• 3 or more years in investment management business
• CFP certification or on track to obtain certification
• Introductory knowledge of different financial planning and investment concepts
• Demonstrated analytical and problem-solving skills
• Able to handle multiple undertakings at once, ranging from analytical to relational tasks
• Team-oriented individual to support a growing advisory practice
• Experience with eMoney, Salesforce, and Tamarac a plus
• Securities representative licenses (Series 65 or 66) or ability to obtain them within 60 days
AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon 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.
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Details

  • Job Reference: 710611556-2
  • Date Posted: 12 September 2022
  • Recruiter: HighTower Advisors
  • Location: Dallas, Texas
  • Salary: On Application
  • Sector: Banking & Financial Services
  • Job Type: Permanent