Autonomous Wealth Advisor — Employee-Owned Firm

Accounting Career Consultants, ACC Legal & HR Career Consultants; St. Louis (MO); On-site; USD 75,000 - 120,000; Full time

Benefits offered by this job

Competitive compensation

Profit sharing

Employee ownership opportunities

Transition bonuses

Job summary

A confidential independent wealth management firm in St. Louis is seeking a strong Financial Advisor. The role involves managing client relationships, providing personalized financial planning, and leveraging technology to enhance productivity. Candidates should have a relevant Bachelor's degree and Series 7 + 66 licenses, along with at least three years of experience in financial advisory. This is a full-time role with competitive benefits and a client-first culture.

Qualifications

• 3+ years of financial advisory, brokerage, or wealth management experience managing client relationships and assets.
• Proven track record of business development and client growth.
• Ability to leverage technology and collaborative planning.

Responsibilities

• Build and maintain trusted client relationships through customized wealth management.
• Grow new business through proactive outreach and community engagement.
• Manage portfolios according to client goals and risk tolerance.
• Collaborate with internal specialists to deliver high-quality advice.

Skills

Client relationship management

Business development

Investment recommendations

Financial planning

Education

Bachelor’s degree in Finance, Economics, Business

Tools

FINRA Series 7

FINRA Series 66

Job description

A confidential independent wealth management firm in St. Louis is seeking a strong Financial Advisor. The role involves managing client relationships, providing personalized financial planning, and leveraging technology to enhance productivity. Candidates should have a relevant Bachelor's degree and Series 7 + 66 licenses, along with at least three years of experience in financial advisory. This is a full-time role with competitive benefits and a client-first culture.