Wealth Advisor (Denver)

Frontier is a registered investment advisory firm that offers a comprehensive range of financial services and advice to affluent clients throughout the United States. This Wealth Advisor will initially assist four Senior Wealth Advisors with financial planning projects and overall implementation and support of client needs. We expect the Wealth Advisor to deepen his or her relationship with existing clients, as well as introduce new client relationships along the path to becoming a Senior Wealth Advisor.

Responsibilities / Roles

  • Practice Frontier’s Core Values: Transparent, Engaged, Resourceful and
  • Commitment to continual learning and personal development
  • Support Senior Wealth Advisors in an effort 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
  • Engage with existing clients to strengthen relationships and develop trust

Qualifications / Requirements

  • Bachelor’s degree
  • Series 65 or equivalent certification
  • Certified Financial Planner certification (or in progress)
  • Minimum five years’ professional experience, preferably client-facing
  • Excellent communication skills
  • Team player, results driven and “get-it-done” attitude

Bonus Qualifications / Skills

  • Local connections with influential people in the Denver Market
  • Existing transferable client relationships
  • Experience with Charles Schwab & Co.

Employment Details

  • Full-time salaried position with opportunities to earn bonuses
  • Insurance: medical, vision, dental and life. Paid time off. 401(k) plan.
  • Private and collaborative office environment
  • Accommodating hours with 24/7 remote desktop access to Frontier’s server
    files and system

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