Client-Centric Wealth Advisor

Muriel Consulting; St. Louis (MO); On-site; USD 90,000 - 130,000; Full time

Job summary

Muriel Consulting in St. Louis, MO seeks a growth-minded wealth advisor to deliver client-centric planning and close new assets. The role emphasizes in-person and virtual meetings, education, and actionable recommendations across investments, insurance, and retirement planning.

You will maintain a 20%+ closing ratio, use CRM and planning tools to manage the pipeline, and provide comprehensive financial guidance with autonomy to achieve goals.

Qualifications

• Must have active Series 65 or 66 (or willingness to obtain within identified timeframe).
• Demonstrated ability to deliver client-centric wealth management services.

Responsibilities

• Meet with qualified prospects (in-person and virtual) to understand their situation and present actionable planning recommendations.
• Deliver holistic advice across investments, insurance, retirement income planning and tax-aware strategies.
• Maintain a minimum 20%+ closing ratio on qualified appointments over time.
• Use CRM and planning tools to document meetings, track pipeline, manage follow-ups and coordinate with team.
• Provide comprehensive financial and planning advice to clients.
• Work with autonomy to achieve goals.

Education

Series 65/66 license

Tools

CRM software

Planning tools

Job description

Muriel Consulting in St. Louis, MO seeks a growth-minded wealth advisor to deliver client-centric planning and close new assets. The role emphasizes in-person and virtual meetings, education, and actionable recommendations across investments, insurance, and retirement planning.

You will maintain a 20%+ closing ratio, use CRM and planning tools to manage the pipeline, and provide comprehensive financial guidance with autonomy to achieve goals.