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2 Wealth Advisor - Frontier Investment Mgmt Jobs in Dallas, TX

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Hightower
Dallas, TX | Full Time
$55k-82k (estimate)
6 Months Ago
Hightower Advisors
Dallas, TX | Full Time
$55k-73k (estimate)
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Wealth Advisor - Frontier Investment Mgmt
Hightower Dallas, TX
$55k-82k (estimate)
Full Time | Professional Associations 6 Months Ago
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Hightower is Hiring a Wealth Advisor - Frontier Investment Mgmt Near Dallas, TX

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 relationshipsDevelop and implement customized financial plansConduct in-person portfolio and planning reviews Prepare investment proposalsCollaborate with our referral partnersSupport our business development effortsFollow 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 clientsStrong EQ and ability to connect with clients on a deeper level to discover their true motivations and prioritiesExperience with financial planning concepts; experience delivering applicable advice and partnering with clients in implementing a financial planExperience creating client relationships – through high retention rate, increased wallet share capture, and receiving referrals Required Experience 7 years experience as a licensed financial services professionalBachelor's degree requiredClean U4 Compliance RecordCFP® certification or the ability to attain certification within 12 monthsExcellent 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 planningDemonstrate analytical skillsTeam-oriented individual to support a growing advisory practiceExperience with eMoney, Salesforce, and TamaracSecurities representative licenses (Series 65 or 66) - FINRAYou 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 insurancePaid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)PTO plan401k matching planHSA employer contributionsStudent loan assistancePet 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.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Professional Associations

SALARY

$55k-82k (estimate)

POST DATE

11/25/2023

EXPIRATION DATE

05/14/2024

HEADQUARTERS

EL LAGO, TX

SIZE

25 - 50

FOUNDED

2001

CEO

JOE HIGHTOWER

REVENUE

$5M - $10M

INDUSTRY

Professional Associations

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