Job Description
Are you passionate about helping individuals and families secure their financial future? Riverfront Wealth Management is seeking a driven and client-focused Financial Advisor to join our thriving team in St. Louis, MO.
We are a locally-owned firm dedicated to building long-term relationships and delivering tailored financial solutions. If you have a knack for numbers and a genuine desire to make a difference, we want to meet you.
Why Join Us?
- Competitive base salary plus performance-based bonuses.
- Comprehensive health, dental, and vision insurance.
- Continuous training and mentorship programs.
- Modern technology stack to streamline your workflow.
Responsibilities
- Client Consultation: Meet with new and existing clients to understand their financial goals, risk tolerance, and life circumstances.
- Strategic Planning: Develop and implement comprehensive financial plans, including retirement, estate, and tax strategies.
- Asset Management: Manage investment portfolios and recommend appropriate asset allocation strategies.
- Product Knowledge: Stay current on financial products, market trends, and regulatory changes to provide informed advice.
- Relationship Building: Cultivate strong, trust-based relationships with clients through regular communication and reviews.
Qualifications
- Education: Bachelor’s degree in Finance, Economics, or related field (or equivalent experience).
- Licensing: Series 7 and Series 66 (or Series 63) licenses required; willing to obtain.
- Experience: 1-3 years of experience in financial services or a related field.
- Skills: Strong analytical skills and proficiency with financial planning software and CRM systems.
- Communication: Excellent verbal and written communication skills with the ability to explain complex concepts simply.