Posted 01/09/2026
Job Number: 15203
Junior Advisor
St. Louis, MO • Onsite
Industry: Financial Services
Job Category: Wealth Management
Job Type: Direct Hire
Salary: $60,000 - $90,000/Annually
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Job Description
A purpose-driven wealth management and investment firm
Junior Advisor Responsibilities:
- Open new client accounts and process money movements accurately and efficiently
- Handle client paperwork, documentation, and operational workflows
- Interface directly with clients and support ongoing service needs
- Assist with portfolio implementation and ongoing account maintenance
- Support advisors in meetings and gradually take on client-facing responsibilities
- Learn and apply firm investment philosophy, ETFs, and money management strategies
- Collaborate across operations, advisory, and institutional teams
- Grow into an advisory or wholesaler-focused role based on strengths and performance
Junior Advisor Requirements:
- Bachelor’s degree
- Series 65 or 66
- Series 63 or 66; Series 7 required for wholesaler track
- 2+ years of experience in financial services or advisory support
- High attention to detail and strong organizational skills
- Comfortable with technology and learning new systems
- Values-aligned with a faith-centered client base and culture
- Curious, driven, and eager to grow into a long-term advisory role
Benefits:
- Bonus opportunity of ~$10K–$15K in year one
- Clear development path to full Advisor or Wholesaler roles
- Mentorship from CFPs and CFAs with support toward credentialing
- 20 days of PTO + NYSE holidays
- 401(k) with company match
- 70% employer-paid health insurance for employees and spouse
- High-integrity, partnership-minded culture with significant growth ahead
If you bring the right attitude, attention to detail, and hunger to learn, this firm will meet you with opportunity. Apply now! #LI-RB1
Job ID: a0CUm00003cUmALMA0
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