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| Job Category : | Business |
| Company Name: | Private Client of Claire Myers Consulting |
| Position Name: | Associate Advisor – St. Louis |
| Location : | St. Louis, MO |
| Job Description : | Our client is a top Wealth Management firm who builds true partnership with their clients. Through outcome-based planning and focus on the long-term goals of our clients, they carve a path together and hold one another accountable along the way.Job DescriptionAs an Associate Advisor, you will work closely with the Senior Wealth Advisors and clients to deliver financial planning solutions and maintain & build client relationships. The Associate Advisor is involved throughout the process of onboarding new clients but does not have direct sales responsibilities. Instead the value that Associate Advisor brings is understanding the recommendations of the Senior Wealth Advisor, being able to document & implement the plans, and acting as a liaison for the senior Wealth Advisors in fielding calls and proactively communicating with clients on any and all issues of concern.Additionally, the Associate Advisor oversees the execution of all tasks related to her or his client base across the team ensuring a timely and consistent experience.This is a role with a high level of client interaction, primarily over the phone and email. The ideal candidate is an effective communicator with deep financial planning knowledge. In this role, you will assist the team in servicing existing client relationships by becoming intimately familiar with each client’s financial circumstances, needs, and objectives. You’ll develop a deep understanding of the firm’s planning philosophy, be able to make recommendations for planning solutions, and become a key person both for clients and the team.Desired Skills and Experience5+ years financial planning experienceSecurities licensing: Series 7 (obtain within 5 months of start date) and Series 6 or 63 (obtain within 90 days of start date)Insurance licensing: Missouri Life & Health licensed (obtain within 30 day of start date)Entrepreneurial spirit – passionate, optimistic, and willing to executeExtremely strong communication and presentation skills with the ability to explain complex information clearly and simplyAbility to work with limited guidance and demonstrate problem solving capabilitiesHigh attention to detail, strong organizational skills, and thrives in a fast paced, high volume environmentAbility to work under pressure in a dynamic and professional business settingPassion for learningComfort and ability working in a collaborative, cross functional, team-based environmentThis is a full-time position with substantial opportunity for personal and professional growth. Competitive benefits package includes insurance (medical, dental, vision, and disability), paid time off, retirement savings plan with employer match, and paid sabbatical.Compensation: $75-85kJob Type: Full-timePay: $75,000.00 – $85,000.00 per yearSchedule:Monday to FridayWork Location: One location |
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