Job Description
Join our elite financial advisory team in St. Louis and transform clients' financial futures! We're seeking a dynamic Financial Advisor to build personalized wealth strategies for high-net-worth individuals and families. Enjoy comprehensive training, cutting-edge technology, and a culture that rewards excellence. Work in our downtown St. Louis office with stunning views of the Mississippi River while making a tangible impact on clients' lives.
Responsibilities
- Develop comprehensive financial plans including investment, retirement, and estate strategies
- Cultivate and maintain a robust client portfolio through relationship-driven outreach
- Analyze market trends to optimize client portfolios for maximum growth
- Conduct thorough risk assessments and compliance reviews for all recommendations
- Collaborate with legal/tax professionals for holistic client solutions
- Maintain FINRA Series 7/66 certifications and ongoing education requirements
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Minimum 3 years experience in financial services or client advisory role
- Active FINRA Series 7 and 66/63/65 licenses
- Proven track record in client acquisition and portfolio management
- Strong analytical skills with proficiency in financial planning software
- Exceptional communication skills for complex financial discussions
- CFP designation preferred