17 May
Investment Advisor
Wyoming, Sheridan , 82801 Sheridan USA

Vacancy expired!

Elevate Wealth Management is the financial planning division of Frontier Asset Management, an SEC Registered Investment Advisor (RIA). As a successful member of the team, the Investment Advisor will have the opportunity to seek to help others turn their financial dreams into reality and make a positive impact on the lives of your community. You will be responsible for providing financial guidance and investment advice to individuals, foundations, and institutions. The Investment Advisor will prospect and secure new clients for Elevate as well as oversee current clients. While previous experience is preferred, we are willing to train the right person.

Location: Sheridan, WY

Duties:

  • Collaborate in team environment in servicing our existing book of business
  • Build relationships to sustain a strong client base
  • Conduct in-person meetings with clients and prospective clients
  • Support clients’ financial goals utilizing our financial planning tools
  • Meet and engage with current and potential clients through community involvement
  • Update and maintain CRM records
  • Assist in maintaining the annual budget
  • Other responsibilities as assigned

Qualifications

  • Bachelor’s degree in finance or business-related degree
  • Team player who enjoys working in a team environment
  • Detail oriented
  • Strong work ethic
  • Strong technology base and skills
  • Strong organizational skills with the ability to manage multiple projects
  • Excellent written and verbal communication skills
  • High level of professionalism, confidentiality, discretion, and judgment
  • Series 65 license or the ability to complete the licensing process soon upon hiring
  • CFP® or the ability to complete the certification process

Who We Are

Elevate Wealth Management (formerly Elevate Asset Management) is the financial planning division of Frontier Asset Management, an SEC Registered Investment Advisor. Elevate is client focused, first and foremost. We work alongside individuals, families, business owners and foundations to seek to achieve long and short-term financial goals that include financial planning.

Frontier / Elevate Benefits

At Frontier, we believe that to bring the best investment products to the market we need to bring together the best people. Frontier provides industry competitive compensation, a full benefits package including 401(k) matching, employee health, dental, vision, and life insurance. We are an exciting and innovative company always looking for people who are passionate about being the best in the industry.

If you think you have what it takes to join our award-winning team, submit a letter of interest and your resume at our website: https://www.elevateasset.com/

Vacancy expired!


Report job