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Hybrid Lead Advisor - Financial Planning & Strategy
Remote / Online - Candidates ideally in
Clayton, St. Louis County, Missouri, USA
Listed on 2026-07-01
Clayton, St. Louis County, Missouri, USA
Listing for:
Phase Financial
Full Time, Remote/Work from Home
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Phase Financial in Clayton, MO, is seeking a dedicated Lead Advisor to guide clients through personalized financial planning and investment strategies. This full-time hybrid role offers flexibility for remote work while emphasizing the need for strong financial planning skills and client engagement.
Ideal candidates will possess a Bachelor's degree in Finance or a related field and relevant certifications like CFP®. Responsibilities include maintaining client relationships, conducting financial analysis, and ensuring compliance with regulatory standards.
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