Job Description
Join our dynamic team at Wealth Management Solutions and transform your finance career with unmatched flexibility! We're seeking a results-driven Financial Advisor to serve St. Louis clients while maintaining work-life balance through customizable scheduling. Our award-winning firm combines cutting-edge fintech resources with a client-first philosophy, empowering advisors to thrive in hybrid environments. Enjoy competitive commissions, comprehensive benefits, and ongoing professional development in one of America's most vibrant financial markets.
Why Our Advisors Love Working With Us:
- Industry-leading flexible scheduling with core hours (10am-3pm) and remote options
- Exclusive access to proprietary portfolio analytics and client management tools
- Structured mentorship program with CFP® certified senior advisors
- Health, dental, vision, and 401(k) with 6% match
- Quarterly performance bonuses and referral incentives
Responsibilities
- Develop comprehensive financial plans for high-net-worth individuals and families
- Build and maintain client relationships through in-person and virtual meetings
- Analyze market trends and investment opportunities using proprietary platforms
- Present portfolio strategies aligned with clients' risk tolerance and goals
- Collaborate with tax and legal professionals for holistic solutions
- Meet/exceed quarterly revenue targets through strategic client acquisition
- Stay current on FINRA regulations and continuing education requirements
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7 and Series 66/65 licenses (or ability to obtain within 90 days)
- 3+ years financial advisory experience with proven client acquisition track record
- Strong proficiency in CRM platforms (Salesforce preferred)
- Exceptional communication skills and emotional intelligence
- Certified Financial Planner (CFP®) designation preferred
- Ability to work independently while collaborating with cross-functional teams