Financial Advisor, Registered Investment Advisor Representative -
$100,000–$140,000 year
Hybrid · Webster Groves, Missouri, United States
Webster Groves, Missouri, United StatesHybridFull Time$100,000–$140,000 yearSenior LevelLicense Or CertificationEnterprise
Type
Full Time
Level
Senior Level
Education
License Or Certification
Company size
Enterprise
Job Summary
This role focuses on delivering fiduciary financial planning and wealth management services, particularly targeted at pre-retiree and retiree clients. The position requires an active CFP certification and considerable experience in client advisory within a fee-only RIA environment. The Financial Advisor will work closely with client households, managing their financial and investment needs, while adhering strictly to fiduciary standards.
Required Qualifications
- CFP certification (active and in good standing).
- 7–10+ years of experience directly advising clients in a fee-only RIA environment.
- Series 65 (active) or the ability to obtain before start date.
- Demonstrated ability to independently manage and deepen client relationships.
- Strong knowledge of retirement planning, investment management, and holistic financial planning.
- Excellent communication skills - able to explain complex topics in simple, client-friendly terms.
- Proficiency with financial planning software (eMoney, MoneyGuidePro) and CRM systems.
- Strong ethical standards and commitment to fiduciary service.
Desired Qualifications
- An existing book of business that could eventually be transitioned to the firm.
- Experience with Schwab, Fidelity, or other major custodians.
- Additional professional designations (CFA, CIMA, EA, CPWA, etc.).
- Experience serving retirement-focused clients.
Additional Requirements
- The company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws.
- Military connected talent encouraged to apply.
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