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Financial Planner
Job Description
A small financial services company in St. Louis, MO is seeking a motivated and adaptable Financial Planner to join their team! This is an amazing opportunity for someone who enjoys getting to know their clients in person and wants to grow their career in a small firm environment under the guidance of a strong and well-respected mentor. They are looking for someone with experience in financial planning who has worked at a wealth management firm who has or is working towards CFP, CPA or CFA certification who is motivated to build up to taking on a significant number of clients. If you’re interested in learning more about what type of growth this unique position has to offer you, submit your application today!
Pay Range: $60,000 - $90,000 DOE
Responsibilities:
- Conduct client review meetings with thorough preparation and effective execution.
- Facilitate the onboarding of new clients by creating financial plans, establishing relationships, and integrating them into the system
- Take detailed notes during meetings to ensure all key information and decisions are recorded
- Send summary emails after meetings to review discussions and outline next steps
- Manage necessary paperwork for client accounts, including application forms and transfer documents
- Track and oversee incoming transfers to ensure accurate allocation and reflection in client accounts
- Perform quarterly reviews to assess portfolio performance, make adjustments, and address client inquiries
- Assist in executing trades, balancing portfolios, and managing distribution requests according to client goals
Requirements:
- 1-5 years of experience as a Financial Planner or in a similar role within the financial industry
- Bachelor's degree in finance or a related field
- Certification or working towards CFP, CPA, or CFA
- Proficiency in basic Word and Excel; experience with CRM (Wealthbox), Financial Planning (eMoney), Custodial Platforms (Fidelity), and Performance Reporting (Tamarac) software is preferred
- Demonstrated integrity, motivation, and adaptability in professional settings
- Comfortable and effective in communicating with clients, showcasing excellent interpersonal skills
Benefits:
- Medical stipend
- Group life and disability insurance
- 401K with safe harbor
- PTO + sick days
- Small office environment
If a small firm vibe, with strong mentorship and a close relationship with your clients, is what you’ve been looking for, this position might be it! Apply now!
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