Financial Advisor | Saint Louis, Missouri

Reference Number: HRJ7147
Location: Saint Louis, Missouri

Judson Group has partnered with a growing financial services firm in the search for a Financial Advisor. Due to firm growth as well as the impending retirement of two Senior Advisors, our client firm is looking to add capacity by associating with an experienced Advisor. This position is tasked to support the firm’s Senior Advisors with financial planning responsibilities while taking on lead client responsibilities as appropriate. The ideal candidate will have experience handling complex client transactions, implementing investment and financial planning recommendations, and participating in or conducting client meetings. Although experience is required, there is NOT a need to bring an existing book of business.

Responsibilities:

  • Build and maintain client relationships.
  • Attend meetings held by Senior Advisors with clients and prospects; conduct solo meetings with clients as appropriate.
  • Work with clients to ensure action items are thoroughly executed and documented.
  • Manage account administration, cashiering, and forms for assigned clients.
  • Conduct financial planning reviews, implementing as necessary.
  • Work with client service team to ensure the best client experience.

Requirements:

  • BA/BS degree required.
  • Series 7 License; 65 or 66 licenses; CFP, CIMA, CPA highly preferred.
  • 5+ years experiences as a financial advisor.
  • Strong financial planning experience.
  • Experience with CRM, financial planning software, and portfolio accounting software.
  • Organized and detail oriented while managing and prioritizing multiple tasks simultaneously.
  • Able to work under pressure and meet deadlines in a fast-paced, demanding environment.

Compensation & Benefits:
Competitive compensation, bonus, and benefits package.

Location:
Saint Louis, Missouri

Reference Number: HRJ7147

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