Wealth Advisor (Denver)

This Wealth Advisor position will initially assist five Senior Wealth Advisors with various projects, including: implementation, financial planning, tax preparation and planning, and overall support of client needs.  We expect this Wealth Advisor will deepen his or her relationship with existing clients, as well as introduce new client relationships to the firm along his or her path to becoming a Senior Wealth Advisor. This position is ideal for a CPA who is transitioning to a career in wealth management.

Responsibilities/Roles:

  • Support Senior Wealth Advisors in efforts to maintain and enhance our proactive, high-touch client service experience
  • Perform various planning activities in retirement, investment management, income tax, estate, risk management, college, debt management, and charitable gifting matters
  • Prepare income, gift and estate tax returns
  • Engage with existing clients to strengthen relationships and develop trust
  • Serve as client liaison with third-parties and with Frontier’s Bench of Specialists
  • Practice Frontier’s Core Values
  • Commitment to continual learning and personal development


Qualifications/Requirements:

  • Certified Financial Planner certification (or intent to obtain)
  • Certified Public Accountant with 3+ years of relevant experience in individual and trust taxation
  • 3-6 years of professional experience, preferably client-facing
  • 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 area
  • Have existing transferable client relationships
  • Familiarity with Lacerte and a CRM system
  • Experience with portfolio management


Employment Details:

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

 

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