Financial Advisor

FrontPoint Wealth Management, LLC; Edmond (OK); On-site; USD 70,000 - 110,000; Full time

Job summary

FrontPoint Wealth Management, LLC in Edmond, OK is seeking a full-time Financial Advisor to meet with clients, assess financial goals, and develop tailored wealth plans. The advisor will recommend investment strategies, monitor portfolios, and adjust plans as market conditions change.

The role requires licenses (FINRA Series 7 & 66), a finance-related degree, and strong client-facing skills. The position emphasizes regulatory compliance, reporting, and ongoing client relationship management to

Qualifications

• Develop goal-based financial plans and retirement strategies.
• Analyze markets, evaluate investment options, construct portfolios.
• Deliver clear financial guidance and maintain client relationships.
• Meet regulatory requirements with FINRA licenses (7 & 66) and compliance.
• Proven communication and analytical skills with a client-centered approach.

Responsibilities

• Meet with clients to assess goals and current financial situations.
• Develop tailored financial and retirement plans for clients.
• Monitor portfolios and adjust strategies as needed.

Skills

Financial Planning

Retirement Planning

Finance

Investments

Financial Advisory

Education

Bachelor's degree in finance/economics/business

Job description

Company Description

FrontPoint Wealth Management, LLC provides comprehensive wealth management services to individuals and families, offering securities through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer and member FINRA/SIPC. Advisory services are delivered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor, ensuring regulatory oversight and a structured advisory framework. While Cambridge and FrontPoint Wealth Management are not affiliated, they work together to provide clients access to a broad range of investment products and advisory solutions. Applicants can expect to join a firm that operates within established regulatory standards while focusing on holistic financial guidance and long-term client relationships.

Role Description

The Financial Advisor role at FrontPoint Wealth Management is a full-time, on-site position based in Edmond, OK. In this role, the advisor will meet with clients to assess their financial goals, analyze current financial situations, and develop tailored financial and retirement plans. Day-to-day responsibilities include recommending investment strategies, monitoring client portfolios, and adjusting plans as market conditions and client needs evolve. The advisor will educate clients on financial options, prepare and present reports, maintain accurate documentation, and adhere to regulatory and compliance requirements. Collaboration with teams and participation in business development activities, such as client outreach and community networking, are also part of the role.

Qualifications

• Candidates should possess skills in Financial Planning and Retirement Planning to design comprehensive, goal-based strategies for clients.
• Candidates should possess skills in Finance and Investments to analyze markets, evaluate products, and construct suitable portfolios.
• Candidates should possess skills in Financial Advisory to deliver clear guidance, maintain client relationships, and support long-term financial wellness.
• Relevant professional licenses (such as FINRA Series registrations 7 & 66) and the ability to meet applicable regulatory requirements.
• Bachelor’s degree in finance, economics, business, or a related field, or equivalent professional experience.
• Strong analytical, organizational, and communication skills, with a client-centered and ethical approach to advice.
• Ability to work on-site in Edmond, OK, manage multiple client engagements, and use financial planning and CRM software effectively.