Frontier Wealth Management, a growing multi-location boutique wealth management firm, seeks a Relationship Manager who has a strong track record of proven customer service and interface in the financial services industry to work in our Wichita office.  The position is responsible for:

  • Supporting multiple financial advisors
  • Managing and tracking new client prospects
  • Handling new client onboarding, including paperwork, welcome materials
  • Building relationships with clients
  • Interface with Schwab on paperwork, transfers, and other client-related needs and reports
  • Client service on an ongoing basis
  • Managing advisors schedules, task lists, priorities, and general support
  • Handling details of all client visits and ensuring visit is productive and pleasant

Position requirements include:

  • Bachelor’s degree
  • Minimum 3 years’ experience in financial services industry required
  • Professional demeanor and appearance
  • Detail-oriented
  • Ability to develop rapport with clients
  • Excellent communication skills
  • Bonus skills:  Series 65 licensed, Schwab experience, CRM experience

Salaried position with potential for performance based bonus.

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