Remote or Onsite

A values-driven financial services firm in St. Louis is seeking a dedicated Financial Advisor to provide expert investment guidance and build long-term client relationships. This role is ideal for someone passionate about faith-based investing, offering a unique opportunity to manage and grow a book of business while also engaging in business development. The firm provides strong private equity backing, allowing for career advancement and significant earning potential. This is a great fit for an advisor looking for a collaborative, mission-driven environment where relationship-building and high-impact financial planning take center stage.

Financial Advisor Responsibilities:

• Provide tailored investment strategies that align with client goals and values
• Conduct portfolio analysis, risk assessment, and asset allocation to optimize financial outcomes
• Attend industry events and client meetings, including occasional overnight domestic travel
• Collaborate with internal teams on financial planning, compliance, and investment strategy execution
• Maintain active engagement in firm-wide initiatives, integrating faith-based principles into financial services

Financial Advisor Requirements:

• An existing and portable book of business
• BA degree required
• Minimum 3+ years of experience in financial advising or wealth management
• Series 65 certification required
• CFP or CFA designation required
• Strong interpersonal skills with a client-first approach

Benefits:

• Health insurance coverage
• 401(k) with employer match
• 3 weeks PTO plus NYSE holidays off

Join a mission-driven financial services firm specializing in values-based investing, seeking a passionate Financial Advisor to manage client portfolios, foster relationships, and contribute to an exciting phase of growth!

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