Frontier Wealth Management believes in working as a team to help our clients achieve confidence in their financial futures.  We build our recommendations on a big picture view of a client’s entire financial situation, using financial planning as the backbone of that process.

Joining Frontier Wealth Management gives you access to our entire team of experts so your clients receive the best advice throughout every stage of their lives.  Our investment style is highly customized to our client’s risk tolerance, and seeks to maximize the preservation of capital and the post-tax total return.

Frontier is devoted to supporting and assisting our Advisors to ensure their success.  We provide a bench of experts that is accessible by all our Advisors and available for client meetings at your request.  We also assist by providing a turnkey investment management solution that Advisors may use to make asset allocation and overall investment decisions for their client base simple and efficient.  Finally, information is critical for you to continue to grow your client base.  As such, we provide you with accurate business reports including a personalized P&L statement so you can better leverage Frontier support and services while growing your business.

If you are currently a Financial Advisor, with an AUM of $30M or more, we can provide you a road to independent employment without all of the startup costs.  We offer our Advisors a supportive back office staff, as well as fully supportive proprietary technology for client information.

Requirements:

  • Series 65 required
  • At least two years of customer-facing investment and financial planning experience required
  • Track record that demonstrates exceptional ability to grow revenue, assets and client base
  • Excellent communication and organizational skills
  • High achiever with entrepreneurial spirit
  • Bachelor’s degree preferred


 
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