Financial Advisor
Job in
St. Louis, Saint Louis, St. Louis city, Missouri, 63105, USA
Listed on 2025-12-23
Listing for:
Mindlance
Full Time
position Listed on 2025-12-23
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Services, Banking & Finance
Job Description & How to Apply Below
Job Title: Financial Advisor (Escalations & Client Services)
Location: St. Louis, MO (Hybrid)
Duration: 6+ Months Contract with possibility of extension / conversion
Licenses
Required:
Active Series 7
$30.00/hr - $34.00/hr
Job Responsibilities- Handle client escalations and provide accurate resolution to inquiries.
- Ensure compliance with firm policies, procedures, and regulatory requirements in all client interactions.
- Build and maintain strong client relationships by providing personalized financial guidance and solutions.
- Assess client needs, financial goals, and risk tolerance to recommend suitable investment and financial strategies.
- Present recommendations to resolve moderately complex financial situations while exercising sound judgment.
- Educate clients on investment options, retirement planning, and wealth management strategies.
- Serve as a trusted advisor and advocate, delivering an exceptional client experience.
- 2+ years of experience in Financial Services, Wealth Management, Client Service roles.
- Active Series 7 (required).
- Strong communication, consultative, and problem-solving skills.
- Ability to translate financial concepts into clear recommendations for clients.
Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans.
Seniority levelNot Applicable
Employment typeContract
Job functionFinance
Industries:
Banking, Investment Banking, and Investment Advice
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