More jobs:
Wealth Advisor
Job in
California, Moniteau County, Missouri, 65018, USA
Listed on 2026-08-17
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-17
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management, Financial Sales
Job Description & How to Apply Below
- Develop and maintain long-term client relationships
- Conduct comprehensive financial reviews
- Identify planning opportunities
- Deliver customized financial recommendations
- Build referral networks
- Develop centers of influence
- Create enterprise value
- Mentor future advisors
- Active Life & Health Insurance License preferred
- FINRA registrations (SIE, Series 6, Series 7, Series 63, Series 65, Series 66, or other) preferred
- 1+ years of experience in financial services, wealth management, insurance, or financial planning
- Relationship-focused
- Entrepreneurial spirit
- Growth-minded approach
Demonstrates expertise in developing and maintaining client relationships while delivering customized financial recommendations. Possesses a strong entrepreneurial spirit and a growth-minded approach to identify planning opportunities and create enterprise value.
Highest-signal resume keywords- Active Life & Health Insurance License
- FINRA Registrations
- Financial Services Experience
- Wealth Management Experience
- Financial Planning Experience
- Financial Reviews
- Customized Financial Recommendations
- Planning Opportunities Identification
- Referral Network Building
- Centers of Influence Development
- Relationship-Focused
- Mentoring Future Advisors
- Entrepreneurial Spirit
- Growth-Minded Approach
- SIE
- Series 6
- Series 7
- Series 63
- Series 65
- Series 66
- Financial Services
- Wealth Management
- Insurance
- Financial Planning
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