Associate Advisor

Overview

and the job listing Expires on February 27, 2026

Full-Time Job Accounting, Data Analytics, Economics & Finance

At Millenia, we’re an independent financial firm focused on building relationships that last. Our mission is to help everyday people pursue their dreams by creating financial longevity and legacy. We’re not just advisors—we’re partners in our clients’ lives. Our culture is built around three core values:

• We’re All In – We’re accountable, proactive, and committed to showing up fully
• We’re Good Vibes – We celebrate wins (big and small) and genuinely look forward to Mondays
• We’re Driven to Win, Win, Win – We do what’s right, not what’s easy—and we do it with purpose

One of our core strengths is serving as a succession partner for retiring financial advisors. When an advisor is ready to step back, we purchase their practice and thoughtfully transition their clients to Millenia. This is our primary driver of growth, which is why having a strong team of advisors and service professionals in place is essential.

About the Position

As an Associate Advisor, you’ll assist senior advisors by managing client communications, handling administrative and servicing tasks, supporting trades and reallocations, and attending client meetings as a secondary advisor—all while building strong client relationships and exceeding expectations. As you grow in this role, you take lead on transitioned client relationships as their primary advisor.

Client Services

• Create opportunities to build rapport with clients including calling on their birthday, checking in during market fluctuations, and more.
• Identify opportunities to strengthen the client relationship by exceeding established expectations
• Complete servicing tasks as requested by client

Operational Support

• Prepare and process servicing requests (beneficiary changes, distributions, address updates, etc.)
• Complete trade and reallocation needs as requested by client or senior advisors
• Attend clients meetings and serve as secondary advisor and assistant
• Confirm task completion and update client records accordingly
• Communicate progress with advisors and clients

Other Duties

• Handle confidential information with discretion
• Adhere to regulatory and compliance standards

• Subject to background check per industry regulations
• Must have passed or are able to pass SIE, Series 7, Series 66, and Life and Health exams within first 6 months of employment (on the job study time available, 4 hours per day)
• Degree in finance or with an emphasis in finance preferred

• Engaging with clients: Naturally builds rapport with clients; comfortable reaching out proactively to maintain strong connections.
• Strong Communicator: You actively listen and communicate with clarity and confidence while having the ability to explain complex concepts and investment matters in a simple fashion.
• Confidential: Handles sensitive client information with the utmost professionalism.
• Organized: Efficiently manages client requests, follow-ups, and administrative tasks for multiple advisors.
• Collaborative: Works well within a team environment, supporting both clients and colleagues.
• Tech Savvy: You’re comfortable with Microsoft Outlook & Excel and can quickly learn tools like Redtail and Click Up
• Career Growth Oriented: Interest in pursuing or maintaining relevant licenses (e.g., Series 7, 66, or insurance) to advance career growth.
• A Problem Solver: You stay calm under pressure and think critically when challenges arise
• Adaptable: You’re open to change and flexible as processes evolve.
• Reliable: You follow through, follow up, and never leave tasks unfinished
• Paid team lunches and surprise treats
• Fun, collaborative environment with strong support
• Opportunities for growth and development

• Health Insurance: Employer covers 50% of employee premiums
• Dental Insurance: Employee covers 100% of premium
• Paid Time Off: 10 days (prorated first year), 15 days beginning first full calendar year Retirement: Simple IRA with 3% employer match
• Short-Term Disability: 60% salary coverage, employer paid

• Chesterfield, MO

• Full Time Monday-Friday
• Standard hours of 8:30AM – 5PM

• Starting at $50,000/yr for entry level with no licensing or credentials. Salary increases as licenses are earned.
• Minimum $55,000/yr for candidates with licensing (in good standing and active).

Ready to bring your strengths to a firm that values people and purpose?

Apply today and join a team where we win together.