Job Description
Join WealthFirst Partners as a Financial Advisor in St. Louis and build your dream career with full equipment support! We provide cutting-edge technology, licensed software, and client management tools to accelerate your success. Our comprehensive training program and mentorship network empower you to deliver exceptional financial planning while focusing on client relationships, not administrative tasks. Enjoy a competitive base salary plus uncapped commissions in a collaborative, performance-driven environment.
Responsibilities
- Develop personalized financial strategies for high-net-worth clients
- Utilize provided CRM tools and portfolio management software
- Conduct needs analysis and retirement planning consultations
- Build and maintain a robust client referral network
- Stay current on market trends using our research platforms
- Meet/exceed quarterly sales targets through consultative selling
- Comply with FINRA regulations and company compliance protocols
Qualifications
- Series 7 & 66/63/65 licenses required
- Bachelor's degree in Finance/Business or equivalent experience
- 3+ years financial services sales/advisory experience
- Strong presentation and client relationship skills
- Ability to leverage provided tech tools efficiently
- Proven track record of meeting sales targets
- Excellent time management and organizational abilities