Financial Advisor
Location: US, MO, St Louis
Employment type: Full-time
Required experience: Not Applicable
Required education: Unspecified
Industry: Financial Services
Function: Finance
Description: Ground Floor Opportunity With A Growing Firm For Experienced Financial Advisors! Our growing firm is an all-inclusive financial services firm that is committed to assisting our clients in the pursuit of their financial goals through first-class, personalized service. Our clients count on us to help them achieve their financial goals and help them fulfill their dreams. Our team is comprised of some of the top financial services professionals in the area, and our culture of success is second to none. If you’re interested in taking your career further than you ever imagined, with a chance to become an integral part of a growing company, now is your chance. We are currently expanding and seeking experienced Financial Advisors and Financial Planners to join our winning organization. Our Financial Advisors / Planners are the driving force behind our mission to provide our clients with the highest quality, financial planning services to help them achieve and exceed their financial goals. This is a high visibility, high impact spot, where your efforts will help improve the company and where you have the opportunity to get in at the ground level of a growing company. We’re looking for Financial Advisors and Financial Planners with a current book of business and an established client base. While you probably have a total of 2 to 5+ years of experience working in financial services with a focus on financial planning, we’re more interested in what you can accomplish and what you can do.If you’d like to be considered for this position, send us your resume and a quick summary of your current business and volume. If you are looking for your one true career opportunity of a lifetime, go to the first step and complete our unique new application process, or give us a call. It is like no other company. Let’s talk whether you’re ready to move now, want to join our talent community or simply want to explore your options. We’re looking forward to meeting you!
Requirements: 3 to 5+ years industry experience as a registered representative with client service responsibilities. Series 7 FINRA licensed in good standing with no complaints required, Series 63 and 65 or 66 preferred.Clean U4Applicable state insurance licenseLatest 12 months verifiable trailing production of a minimum of $100,000 with managed account business that is transferable of $5 million plusUnderstanding of financial planning process and implementationNo non-compete complicationsStrong background in finance or economics; and a high sense of urgency.The ability to explain sophisticated investment concepts to a variety of audiences.A thorough understanding of equity and fixed income markets.  Exceptional presentation and communication skills.Initiate contacts for new business from several resources including existing clients and personal connections.Provide solutions and services to our customers to include:Asset managementInsurance (life, disability, and long term care)Estate, retirement, and financial planningInvestment management and retirement planningProficiency in Microsoft products; Word, Excel, and PowerPoint
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