- Maintain and expand existing client relationships, leading a first-class onboarding experience for new client relationships
- Develop and implement customized financial plans
- Conduct in-person portfolio and planning reviews at Charles Schwab offices across the Bay Area
- Prepare investment proposals
- Collaborate with our referral partners
- Support our business development efforts
- Follow and have knowledge of regulatory requirements
- Building immediate relationships with personnel and clients
- Strong EQ and ability to connect with clients on a deeper level to discover their true motivations and priorities
- Experience with financial planning concepts; experience delivering applicable advice and partnering with clients in implementing a financial plan
- Experience creating client relationships - through high retention rate, increased wallet share capture, and receiving referrals
- 7+ years experience as a licensed financial services professional
- Bachelor's degree required
- Clean U4 Compliance Record
- CFP certification or the ability to attain certification within 12 months
- Excellent quantitative, verbal, and written communication skills-can provide a concise investment thesis for a range of audiences (from portfolio manager to unsophisticated client)
- Knowledgeable in personal tax, asset management, financial planning, insurance, estate, and retirement planning
- Demonstrate analytical skills
- Team-oriented individual to support a growing advisory practice
- Experience with eMoney, Salesforce, and Tamarac
- Securities representative licenses (Series 65 or 66) - FINRA
- You will be required to be accepted into the SAN (Schwab Advisor Network) through successful background check
- Salary range of $130,000 - $175,000 based on qualifications and experience
- Coverage on the first day of employment for medical, dental, and vision insurance
- Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
- PTO plan
- 401k matching plan
- HSA employer contributions
- Student loan assistance
- Pet insurance
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Wealth Advisor - San Ramon, United States - HighTower Advisors
Description
The Firm
Founded in 1994, Frontier is a wealth management firm dedicated to building relationships and enriching lives through comprehensive wealth management. Our life-centered approach provides our clients with a roadmap to help them live their best life possible. The Frontier family is a team of credentialed professionals who provide our clients customized investment and planning solutions with fiduciary care.
The Role
We are looking for an experienced Wealth Advisor who is arelationship builderat heart, withstrong communication skillsand aproblem-solving mindsetthat excels in afast-paced and evolving organization. You areself-motivated,adept at managing client relationships, perform at a high level under variable workloads, and haveapassion formaking a positive impact on client's lives.You will report to theManaging Director. #LI-Onsite
What You'll Do
What You'll Bring
You have strong professional communication and interpersonal skills. You can motivate yourself to manage a book of clients and provide an impeccable experience.
You will have experience and attributes in the following areas:
Required Experience
What We Offer
About Hightower
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, and 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of "well-th. rebalanced." Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).
AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
You are a U.S. citizen, U.S. permanent resident, or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
