Wealth Advisor Sr
$98,208–$144,705 year
HybridSt. Louis, Missouri, United States
Job Summary
Lead the delivery of comprehensive advice and customized wealth management services to lower value clients within the practice. Develop a deep understanding of client wealth planning goals and objectives. Deliver wealth, financial planning, insurance, investment, and estate planning advice to clients, leveraging financial planners, trust officers and portfolio managers assigned to the practice. Partner with Private Banking team to deliver clients lending, credit, and banking advice. Proactively understand and act upon trends, attrition risks, and opportunities with clients and prospects. Opportunistically engage in business development activities, managing a personal new business pipeline of client prospects. Adopt new platforms and technologies to drive operational efficiency and enhance the client experience. Ensure all minimum standards of care are met across all client relationships. This role is hybrid (Tues/Wed/Thur on-site).
Required Qualifications
- Bachelor's degree in relevant field
- 5+ years of applicable experience within Financial Services
- A combination of education and experience that provides an equivalent background
- The Series 65 registration within 120 days of employment
- Systems thinking and complex problem solving skills
- Highly organized and can effectively multi-task
- Great communicator with exceptional written communication and presentation skills
- Strong wealth advisor sales skills with acumen to close new business
- Knowledge of client service, advice delivery and operational best practices
- Knowledge of investment, tax, estate planning and transfer of wealth strategies
- Proficiency with eMoney client portal and financial planning software
- Hybrid schedule (Tues/Wed/Thur on-site)
Desired Qualifications
- Advanced degree or professional certification such as CFP or CFA
- Demonstrated experience with a wide range of client advice and service needs, particularly for the ultra-high net worth segment
- Knowledge of banking products, including lending, credit, and deposit solutions
- Proficiency in Salesforce CRM software, and familiarity in other front office software used by wealth advisors
- Proficiency in UMB custody and clearing platforms such as SEI and Fidelity Wealthscape
- Proficiency in Workday, Peoplesoft, Archer, Skillport and Hyperion
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