More jobs:
Financial Advisor
Job in
St. Louis, Saint Louis, St. Louis city, Missouri, 63105, USA
Listed on 2026-07-08
Listing for:
Compass Retirement Solutions, LLC
Full Time
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management, Financial Sales
Job Description & How to Apply Below
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
Responsibilities- Provide financial planning support to client
- Support investment professionals to cultivate client relationship
- Prepare financial plans and check their accuracy
- Bachelor's degree in Finance or related field
- 3–7 years of Financial Advisor experience
- FINRA Series 65 and/or Series 66 license holder
- Strong understanding of the investment business
- Excellent interpersonal skills
- Located within the Greater St. Louis area
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