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Financial Advisor
Job in
St. Louis, Saint Louis, St. Louis city, Missouri, 63105, USA
Listed on 2026-09-13
Listing for:
Muriel Consulting
Full Time
position Listed on 2026-09-13
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
The ideal candidate will be eager to deliver client-centric wealth management services for a fast growing St. Louis based firm. They should be growth-oriented, an excellent closer and an new asset gatherer.
Responsibilities- Meet with qualified, firm-generated prospects (in-person and virtual) to understand their situation, educate them and present clear, actionable planning recommendations.
- Deliver holistic advise across investments, insurance, retirement income planning and tax-aware strategies using both AUM and insurance-based tools (annuities, life insurance, etc.) when appropriate.
- Maintain a minimum 20%+ closing ratio on qualified appointments over time.
- Use CRM and planning tools to document meetings, track pipeline, manage follow-ups and coordinate with team.
- Provide comprehensive financial and planning advice to clients.
- Work with autonomy to achieve goals.
- Active Series 65 or 66 (or willingness to obtain within an identified timeframe)
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