How would it make you feel to work with an RIA firm that focused on YOU - the knowledgeable and skilled advisor?
We want to work with exceptional CFP advisors who are hungry to grow and desire more than just fees from their book of clients. Someone who is looking to be a part of a bigger group that challenges them to grow, learn, and become the best they can be for their clients and themselves.
Here’s our commitment to the advisors who desire more:
- Acknowledgment of your experience and expertise. We know you know what to do – we don't micromanage.
- We are always learning more and bringing training to the entire firm at all levels for maximum growth.
- We'll help with marketing opportunities to grow your practice.
- You will always have the last say in how you run your business – as long as it's ethical and moral and follows industry standards and regulations.
- Work-Life Balance: Would you like to clone your best client over and over again? We'll show you how you can quickly grow your practice, giving you laser focus and resulting in more time out of the office instead of in.
- AUM compensation starts at 65%, with opportunities to go higher. We also offer opportunities for limited partnerships with our RIA firm.
If this sounds interesting, review our requirements for the next step.
- CERTIFIED FINANCIAL PLANNER™ in good standing
- Minimum three years of client-facing experience.
- Minimum of $20MM in billable "sticky," aka, transferable AUM.
- Experience preparing and implementing Financial Plans, Quarterly Reviews, and Annual Updates.
- Emotional maturity, self-confidence, accountability, and humility
- Bachelor's and/or master's degree
- Integrity (a clean U4 is an absolute must), competence, and creativity.
- Ability to work in a flexible and entrepreneurial environment with a tremendous and positive can-do attitude.
- Working remotely is allowed. Onsite visits from Compliance Officers will be conducted at will.
Interested?
Please send your resume to info@frontierwealthstrategies.com, and a team member will reach out to schedule an informal discussion with one of the principals.