Financial Advisor
On-siteSt. Louis, Missouri, United States
Job Summary
Build and maintain trusted client relationships through customized wealth management, investment recommendations, and financial planning for high-net-worth individuals, families, and business owners. Grow new business via proactive outreach, referral networks, and community engagement while managing portfolios aligned with client goals, risk tolerance, and legacy desires. Collaborate with internal specialists and firm support to deliver scalable, high-quality advice, leveraging the integrated technology platform to optimize productivity. Requires a Bachelor's degree, active FINRA Series 7 + 66 licenses, and 3+ years of advisory experience. Join a 100% employee-owned firm focused on the full lifecycle of wealth.
Required Qualifications
- Bachelor's degree in Finance, Economics, Business, or related discipline
- Active FINRA Series 7 + 66 (or 63 + 65) licenses
- 3+ years of financial advisory, brokerage, or wealth management experience managing client relationships and assets under management
- Proven track record of business development, referrals, and client growth
- Entrepreneurial mindset and client-first orientation in alignment with firm culture
- Ability to embrace and leverage technology, firm infrastructure, and collaborative planning process
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