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Financial Planning Consultant: Retirement & Estate Strategy
Job in
St. Louis, Saint Louis, St. Louis city, Missouri, 63105, USA
Listed on 2026-01-12
Listing for:
Raymond James
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Services, Regulatory Compliance Specialist, Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial services firm located in St. Louis, Missouri is seeking an entry-level Financial Advisor to assist clients in designing portfolios and conducting in-depth financial analyses. This role involves researching retirement planning options, preparing client presentations, and ensuring compliance with regulations. To qualify, candidates need a Bachelor’s degree in a relevant field and must obtain necessary licenses within six months.
A client-first approach and strong communication skills are vital for success in this role.
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