Associate Financial Advisor - Strong + Comp, No Prospecting

Means Financial Group is a well-established financial services company headquartered in Saint Peters, Missouri. The firm specializes in providing personalized financial planning and investment solutions to clients. Means Financial Group is dedicated to guiding individuals and businesses toward achieving their financial goals. The company prides itself on customer-centric services and fostering trusted relationships with its clients.

We are seeking an Associate Financial Advisor for a full-time, on-site position based in St. Peters, MO. The Associate Financial Advisor will work closely with clients to develop and implement comprehensive financial plans. Responsibilities include assessing client financial goals, offering tailored investment and retirement planning advice, supporting ongoing portfolio management, and maintaining strong client relationships. This is an excellent opportunity for a motivated individual to grow within a client-focused financial team.

• Must hold an active securities license (Series 65, 66, or equivalent) and be qualified to provide investment and advisory services as needed.
• Experience in Retirement Planning and providing tailored solutions
• Excellent relationship-building and communication skills
• Relevant certifications such as CFP or CFA are a plus
• Bachelor's degree in Finance, Business Administration, or a related field
• Commitment to providing exceptional client service and ethical financial advice