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San Ramon

    Wealth Advisor - San Ramon, United States - HighTower Advisors

    HighTower Advisors
    HighTower Advisors San Ramon, United States

    1 week ago

    Default job background
    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 a

    relationship builder

    at heart, with

    strong communication skills

    and a

    problem-solving mindset

    that excels in a

    fast-paced and evolving organization. You are

    self-motivated,

    adept at managing client relationships, perform at a high level under variable workloads, and have

    a

    passion for

    making a positive impact on client's lives.

    You will report to the

    Managing Director.

    #LI-Onsite

    What You'll Do

    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

    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:

    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

    Required Experience

    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

    What We Offer

    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

    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.

    #J-18808-Ljbffr
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