Elite Financial Advisor for High-Net-Worth Athletes

Moneta; Clayton (MO); On-site; USD 70,000 - 100,000; Full time

Job summary

A financial advisory firm is seeking a Financial Advisor to work closely with clients, providing tailored financial advice and investment strategies. The ideal candidate must possess a CFP or CPA designation and demonstrate strong interpersonal and analytical skills. Responsibilities include developing personalized financial plans and managing client relationships. The position is focused on serving high-net-worth and ultra-high-net-worth individuals, ensuring compliance with ethical and regulatory standards.

Qualifications

• Minimum of 3-5 years as a client service advisor.
• Proficiency in financial products and markets.
• Ability to develop personalized financial strategies.

Responsibilities

• Work closely with the Partner in financial planning.
• Participate in client meetings to assess financial goals.
• Develop personalized financial plans and investment strategies.
• Build and maintain strong client relationships.

Skills

Interpersonal skills

Financial analysis

Regulatory compliance

Ethical standards

Education

Bachelor's degree

Certified Financial Planner® (CFP)

Certified Public Accountant® (CPA)

Juris Doctor (JD)

Tools

Investment portfolio management

Job description

A financial advisory firm is seeking a Financial Advisor to work closely with clients, providing tailored financial advice and investment strategies. The ideal candidate must possess a CFP or CPA designation and demonstrate strong interpersonal and analytical skills. Responsibilities include developing personalized financial plans and managing client relationships. The position is focused on serving high-net-worth and ultra-high-net-worth individuals, ensuring compliance with ethical and regulatory standards.