Employee-Owned Wealth Advisor - Autonomy & Growth

Accounting Career Consultants; St. Louis (MO); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Transition bonuses

Profit sharing

Employee ownership opportunities

Robust benefits

Job summary

Accounting Career Consultants is seeking a Financial Advisor in St. Louis, Missouri, to support high-net worth individuals in their financial journeys. This includes building client relationships, managing portfolios, and developing personalized wealth strategies.

The firm fosters a client-first culture and offers competitive compensation and robust support infrastructure, promoting your growth and autonomy in a collaborative environment.

Qualifications

• 3+ years of financial advisory, brokerage, or wealth management experience managing client relationships and assets.
• Active FINRA Series 7 + 66 (or 63 + 65) licenses required.
• Proven track record of business development and client growth.

Responsibilities

• Build and maintain trusted client relationships through customized wealth management and planning.
• Grow new business through outreach, referral networks, and community engagement.
• Collaborate with internal specialists to deliver high-quality advice.

Skills

Client Relationship Management

Financial Planning

Business Development

Investment Recommendations

Education

Bachelor’s degree in Finance, Economics, Business, or related discipline

Job description

Accounting Career Consultants is seeking a Financial Advisor in St. Louis, Missouri, to support high-net worth individuals in their financial journeys. This includes building client relationships, managing portfolios, and developing personalized wealth strategies.

The firm fosters a client-first culture and offers competitive compensation and robust support infrastructure, promoting your growth and autonomy in a collaborative environment.