Senior Financial Planner
On-site · St. Louis, Missouri, United States
St. Louis, Missouri, United StatesOn-siteFull TimeSenior LevelBachelors DegreeUnknown
Type
Full Time
Level
Senior Level
Education
Bachelors Degree
Company size
Unknown
Job Summary
Lead client meetings and develop customized financial plans, insurance illustrations, and financial scenarios; communicate investment recommendations in collaboration with advisory teams; manage onboarding and ongoing client relationships; maintain CRM and planning-system records; deliver proactive, high-touch client service with confidentiality and regulatory compliance; cultivate relationships and referral development.
Required Qualifications
- Series 7 license
- Series 66 license
- Bachelor's degree or equivalent experience
- Minimum 2 years in financial planning or related experience
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