Job Description
Join Wealth Growth Partners, St. Louis' premier wealth management firm, and transform your career in finance. We're seeking dynamic Senior Financial Advisors to join our growing team and deliver exceptional client experiences in the heart of America's financial hub. With competitive compensation, industry-leading training, and a culture built on integrity and growth, this is your opportunity to thrive in one of Missouri's most vibrant economic centers.
Responsibilities
- Develop personalized financial strategies for high-net-worth individuals and families
- Build and maintain robust client relationships through regular portfolio reviews and financial planning sessions
- Conduct comprehensive market analysis to optimize investment portfolios
- Collaborate with internal teams to execute complex wealth management solutions
- Drive business development through strategic networking and referral cultivation
- Maintain strict compliance with FINRA regulations and firm policies
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFA preferred)
- Series 7, 66, and state insurance licenses (or ability to obtain within 90 days)
- Minimum 5 years of financial planning/advisory experience
- Proven track record of client relationship management and sales achievement
- Exceptional analytical and presentation skills with proficiency in financial planning software
- Strong local market knowledge of St. Louis' business landscape
- FINRA registrations in good standing