Financial Advisor
On-site · St. Louis, Missouri, United States
St. Louis, Missouri, United StatesOn-siteFull TimeMid LevelBachelors DegreeUnknown
Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Unknown
Job Summary
Lead client meetings to develop customized financial plans; create insurance illustrations and financial planning scenarios; communicate investment recommendations in collaboration with advisory teams; manage onboarding, service needs, and ongoing relationship management; maintain accurate CRM records; respond to inquiries and cultivate client relationships and referrals with a high-touch, compliant, client-focused approach.
Required Qualifications
- Minimum 2 years of experience in financial planning or a related field
- Series 7 and Series 66 licenses required
- CFP designation preferred
- Bachelor’s degree or equivalent work experience
- Familiarity with the financial services and insurance industries
- Experience with CRM and financial planning software (Salesforce, eMoney, MoneyGuidePro, or similar)
- Strong interpersonal, communication, and relationship-building skills
- High attention to detail and organizational abilities
- Proficiency in Microsoft Office and Outlook
- Professional, adaptable, and client-focused approach
- Commitment to maintaining confidentiality and regulatory compliance
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