Saint Louis, MO
2/19/2025
We have an opportunity for a Senior Wealth Advisor to guide emerging investors through the foundational stages of wealth building. This role blends financial planning, relationship management, and leadership in a collaborative environment where your voice matters and your work makes a lasting impact.

DUTIES & RESPONSIBILITIES

  • Serve as the primary advisor to clients to deliver personalized financial plans and build long-term trust.

  • Guide clients through budgeting, saving, investing, and debt management strategies.

  • Educate on investment principles like diversification, compounding, and risk tolerance.

  • Monitor and adjust financial plans as client needs evolve.

  • Proactively engage clients to identify life changes and offer timely solutions.

  • Maintain all necessary licenses and certifications, staying current on industry trends and financial tools.

  • Create and execute a personal growth plan aligned with broader marketing goals.

  • Expand the client base through strategic outreach, networking, and referrals.

  • Represent the firm in professional communities and external events to build brand visibility.

  • Contribute to internal initiatives that enhance client experience, improve operational efficiency, and foster an inclusive team culture.

  • Participate in committees or lead innovation projects related to training, process improvement, or client service enhancements.

  • Leverage firm-wide resources and support to deliver an exceptional client experience.

QUALIFICATIONS

  • Bachelor’s degree required; Master’s preferred.
  • CFP®, CFA®, or similar credential.
  • Series 65 (or ability to obtain).
  • 5+ years of experience in financial advising or client relationship management.

  • Strong foundation in financial planning for individuals in the early stages of wealth building.

  • Excellent emotional intelligence and communication skills.

  • Analytical mindset with the ability to explain complex topics in simple terms.

  • Deep commitment to fiduciary principles and client confidentiality.

  • Experience working with young professionals, entrepreneurs, or first-time investors.

  • Familiarity with behavioral finance and the psychology of early investing.