Talent.com
Financial Advisor

Financial Advisor

Accounting Career ConsultantsSt Louis, MO, United States
1 day ago
Job type
  • Full-time
Job description

Job Description

Why This Is a Great Opportunity

  • Join a 100% employee-owned advisory firm with over a century of service and a strong reputation for client-first culture.
  • Work in an environment where your book is your book and your clients are your clients - the firm supports your autonomy and growth.
  • Take advantage of best-in-class infrastructure : integrated technology platform, strong operations support, and exceptional onboarding / transition process.
  • Firm's approach focuses on the full lifecycle of wealth : accumulation → distribution → legacy, aligning with advisors who deliver holistic planning.
  • Competitive compensation and benefits including transition bonuses, profit sharing, employee ownership opportunities, and robust benefits.

Job Description

As a Financial Advisor, you will help high-net worth individuals, families, and business owners navigate their financial lives across all phases, including accumulation, distribution, and legacy planning. You'll develop and manage client relationships, craft customized wealth strategies, partner with specialists (tax, estate, risk), and leverage firm resources to deliver exceptional service.

Key Responsibilities :

  • Build and maintain trusted client relationships through customized wealth management, investment recommendations, financial planning, and service excellence.
  • Grow new business through proactive outreach, referral networks, and community engagement.
  • Manage portfolios and financial plans in accordance with client goals, risk tolerance, stage of life, and legacy desires.
  • Collaborate with internal specialists and firm support (compliance, operations, tech) to deliver scalable, high-quality advice and service.
  • Leverage the firm's technology platform and operational infrastructure to optimize advisor productivity and client experience.

    • Qualifications

  • Bachelor's degree in Finance, Economics, Business, or related discipline.
  • Active FINRA Series 7 + 66 (or 63 + 65) licenses required.
  • 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.

    • Additional Details

    Company : Confidential independent, employee-owned wealth management firm serving clients across accumulation, distribution, and legacy stages.

    #ACCNOR

    Create a job alert for this search

    Financial Advisor • St Louis, MO, United States

    Related jobs
    • Promoted
    Financial Advisor

    Financial Advisor

    Compass Retirement SolutionsSaint Louis, MO, US
    Full-time
    Salary : Base Salary + Commission.Compass Retirement Solutions is a growing financial firm dedicated to helping retirees and pre-retirees protect and grow their wealth. We provide qualified leads, ma...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Advisor

    Financial Advisor

    1ST MIDAMERICA CREDITWood River, IL, US
    Full-time
    Financial Advisor - 1st MidAmerica Credit Union.This position is posted directly through TruStage.To apply please use the link below. River-IL / Financial-Advisor 1st-MidAmerica-Credit-Union_R-03139...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Advisor

    Financial Advisor

    Commerce BankSt Ann, MO, United States
    Full-time
    Building a career here is more than just steps on a ladder.It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken c...Show moreLast updated: 1 day ago
    • Promoted
    Financial Advisor

    Financial Advisor

    Synergy Wealth SolutionsChesterfield, MO, United States
    Full-time
    At Synergy Wealth Solutions, we believe that true financial success is achieved through a holistic approach that transcends traditional boundaries. By embracing this philosophy, we empower you to na...Show moreLast updated: 1 day ago
    • Promoted
    Associate Financial Advisor

    Associate Financial Advisor

    Edward JonesSaint Louis, MO, United States
    Full-time
    Does that describe you? If so, we need you on our team.At Edward Jones, we're all about making a difference.In the lives of our clients - and our people. Our licensed branch associates are highly vi...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Advisor - St. Charles County and surrounding cities

    Financial Advisor - St. Charles County and surrounding cities

    Thrivent FinancialSt Charles, MO, United States
    Full-time
    Make an impact providing expert financial advice with heart.Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing.Here, you’ll make...Show moreLast updated: 1 day ago
    • Promoted
    Financial Advisor

    Financial Advisor

    Larson Financial GroupSt Louis, MO, United States
    Full-time
    Description : About Us At Larson Financial Group, we are committed to helping our clients build a secure financial future. Our team delivers comprehensive wealth management services with a personaliz...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Advisor, CFP

    Financial Advisor, CFP

    MonetaSaint Louis, MO, US
    Full-time
    Registered Investment Advisor (RIA) wholly focused on going further for our clients.We are one firm with many solutions and we provide a full spectrum of financial advisory services, but our true p...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Advisor - St. Louis Counties and surrounding counties

    Financial Advisor - St. Louis Counties and surrounding counties

    Thrivent FinancialSt Louis, MO, United States
    Full-time
    Make an impact providing expert financial advice with heart.Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing.Here, you'll make...Show moreLast updated: 1 day ago
    • Promoted
    Financial Aid Advisor

    Financial Aid Advisor

    Lindenwood UniversitySt Charles, MO, United States
    Full-time
    Welcome to Career Opportunities at Lindenwood University.PLEASE READ : For all applications, please include your resume and cover letter. Next" at the bottom of the page.When you arrive at the "Exper...Show moreLast updated: 9 days ago
    • Promoted
    Financial Advisor

    Financial Advisor

    Larson Financial Group, LLCSaint Louis, MO, US
    Full-time
    At Larson Financial Group, we are committed to helping our clients build a secure financial future.Our team delivers comprehensive wealth management services with a personalized touch, and we&rsquo...Show moreLast updated: 30+ days ago
    • Promoted
    Wealth Management & Investment Advisor

    Wealth Management & Investment Advisor

    First Mid Bank & TrustClayton, MO, United States
    Full-time
    Wealth Management & Investment Advisor .At First Mid, base salary is one component of our Total Rewards program.Exact compensation is dete...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Advisor - Together Credit Union

    Financial Advisor - Together Credit Union

    LPL Financial Holdings, Inc.St Louis, MO, United States
    Full-time
    Your career path should lead to real opportunity.LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage ...Show moreLast updated: 1 day ago
    • Promoted
    Financial Advisor

    Financial Advisor

    Northwestern MutualClayton, MO, United States
    Full-time
    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...Show moreLast updated: 1 day ago
    • Promoted
    Financial Advisor - Together Credit Union

    Financial Advisor - Together Credit Union

    LPL FinancialSaint Louis, MO, US
    Full-time
    Your career path should lead to real opportunity.LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage ...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Advisor Associate

    Financial Advisor Associate

    Ameriprise FinancialSaint Louis, MO, US
    Full-time
    Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing cli...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Advisor with Training

    Financial Advisor with Training

    SO-IL General AgencyBelleville, IL, United States
    Full-time
    Up to $12,000 in Training Grant.Join the Award-Winning SO-IL General Agency!.As a top Insurance and Financial Services Agency in Illinois for over a decade, we proudly serve families across most of...Show moreLast updated: 1 day ago
    • Promoted
    Producing Financial Advisor

    Producing Financial Advisor

    RockstarSt Louis, MO, United States
    Full-time
    Rockstar is recruiting for a fast-growing, client-focused retirement planning firm that specializes in guiding pre-retirees and retirees through a proven, consultative process.The client is dedicat...Show moreLast updated: 1 day ago