Job Description
Join our award-winning wealth management firm in St. Louis and transform your career with unmatched flexibility. We're seeking a dynamic Financial Advisor to build client relationships while maintaining work-life balance through customizable scheduling. Enjoy comprehensive benefits, uncapped earning potential, and ongoing professional development in a collaborative environment where your expertise drives real financial impact.
Responsibilities
- Develop personalized financial plans for high-net-worth clients
- Manage investment portfolios and conduct market analysis
- Build new client relationships through strategic networking
- Ensure compliance with FINRA and SEC regulations
- Leverage CRM systems for client retention strategies
- Collaborate with cross-functional teams on complex cases
- Present quarterly portfolio reviews to clients
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7 and 65/66 securities licenses required
- 3+ years of financial advisory experience
- Strong analytical and presentation skills
- CFP designation preferred
- Proven track record in client acquisition
- Ability to work independently with flexible hours
- Proficiency in financial planning software