Job Description
Join our award-winning financial advisory team in St. Louis and transform lives through personalized wealth management. We offer industry-leading support, cutting-edge technology, and a culture that values work-life balance. As a Financial Advisor with flexible scheduling options, you'll empower clients to achieve their financial goals while maintaining control over your schedule. Our comprehensive training program and competitive compensation structure make this the perfect opportunity for driven professionals seeking autonomy without sacrificing support.
Responsibilities
- Develop customized financial plans for diverse client portfolios
- Build and maintain strong client relationships through regular consultations
- Analyze market trends and recommend strategic investment opportunities
- Collaborate with internal teams to ensure seamless client service delivery
- Stay current on financial regulations and product offerings
- Lead financial literacy workshops for community outreach
- Meet or exceed annual revenue and client acquisition targets
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7 and Series 66/63 licenses (or ability to obtain within 90 days)
- 3+ years of financial advisory experience preferred
- Exceptional communication and presentation skills
- Proven track record of client relationship management
- Strong analytical abilities with attention to detail
- Self-motivated with entrepreneurial mindset
- Experience with CRM platforms (e.g., Salesforce, Redtail)