Frontier Wealth Management, a growing multi-location boutique wealth management firm, seeks a Financial Planner to work in our Kansas City office.  Frontier is a fee-only firm that leverages planning as the backbone of our client interface and recommendations.  The Associate Planner position is a professional position that supports the Director of Financial Planning and Financial Advisors directly in serving existing and potential clients.  This position does not require an existing client base, nor is establishing a client base expected.  This role is ideal for someone who enjoys the in-depth planning analysis associated with financial planning.  Responsibilities include:

  • Work directly with the Director of Financial Planning to prepare and develop financial analyses for clients, including retirement analysis, estate-planning analysis, education-funding analysis, stock options analysis, tax analysis and risk management needs analysis.
  • Enter client data using proprietary financial planning software to create plans for clients
  • Prepare plan and paperwork for client meetings
  • Attend client meetings as needed in a support role
  • Organize data flow and priorities with Director of Financial Planning
  • Upon proven skill set, be solely responsible for certain clients’ financial plans

Position requirements include:

  • CFP Certification preferred (candidates for CFP certification will be considered)
  • Bachelor’s degree
  • Minimum of 3 years’ experience in financial planning
  • Experience in analyzing tax returns for implementing tax strategies preferred
  • Professional demeanor and appearance
  • Detail-oriented, accurate, and organized
  • Highly analytical skills with above-average knowledge and use of Microsoft Excel
  • Ability to develop rapport with clients and advisors

Salaried position commensurate with experience with potential for performance based bonus.

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