Financial Career Opportunities in Walnut Creek, CA, and Surrounding Areas

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. 

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.

Share by: