Wealth Relationship Advisor: Assets & Retain Clients
Job in
St. Louis, Saint Louis, St. Louis city, Missouri, 63105, USA
Listed on 2026-02-16
Listing for:
Rockstar
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor, Financial Consultant
Job Description & How to Apply Below
Location: St. Louis
A leading independent wealth management firm in St. Louis is seeking a Relationship Advisor to manage and deepen client relationships. This role focuses on maintaining a 95% retention rate and generating an average of $1.5 million in new assets monthly. Responsibilities include executing the R.O.U.T.E. plan and collaborating with producing advisors. Competitive salary and incentive pay based on performance metrics are offered.
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