Senior Wealth Advisor (Denver)

Frontier is a registered investment advisory firm that offers a comprehensive range of financial services and advice to high net-worth clients throughout the United States. We expect the Senior Wealth Advisor to deepen his or her relationship with existing clients as well as introduce new client relationships to the firm.

Responsibilities/Roles:

  • Practice Frontier’s Core Values
  • Commitment to continual learning and personal development
  • Perform various planning activities in retirement, investment management, income tax, estate, risk management, college, debt management, and charitable gifting matters
  • Engage with existing clients to strengthen relationships and develop trust
  • Serve as client liaison with third parties and with Frontier’s Bench of Specialists


Qualifications/Requirements:

  • CPA designation
  • Bachelor’s degree (degrees in finance or related field are a plus)
  • Series 65 or equivalent certification
  • Certified Financial Planner certification
  • 10+ years’ professional experience, preferably client-facing
  • Strong understanding of the Registered Investment Advisory space
  • Excellent communication skills
  • Ability to think and execute at both a detailed and high-level
  • Team player, results driven, “get-it-done” attitude


Bonus Qualifications/Skills:

  • Local connections with influential people in the Denver market
  • Have existing transferable client relationships
  • Experience with Charles Schwab & Co. & TD Ameritrade Inc.


Employment Details:

  • Full-time salaried position with opportunities to earn bonuses
  • Insurance: medical, vision, dental and life. Paid time off. 401(k) plan
  • Private & collaborative office environment
  • Increased work hours during “tax season” and some light travel is expected
  • Unlimited paid time off

 

Apply Today

How can I get started?

contact us