Financial Advisor

Correct Capital Wealth Management; St. Louis (MO); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

Medical benefits

Disability insurance

Life insurance

401K with 6% match

Business development incentives

Job summary

A wealth management firm in St. Louis is looking for a Financial Advisor to manage client relationships and drive business development. The ideal candidate will have strong interpersonal skills, 2+ years of financial services experience, and is open to learning in a collaborative environment. Compensation includes a competitive salary and incentives based on business growth.

Qualifications

• 2+ years of financial services experience.
• Series 65 or combination of Series 7 and 66 required.
• CFP designation or pursuit preferred.

Responsibilities

• Manage relationships for small and mid-sized clients.
• Business development for wealth management clients.
• Conduct participant education for 401K clients.
• Simplify complex financial concepts for clients.
• Transition clients to different investment strategies.

Skills

Interpersonal skills

Problem solving

Time management

Communication skills

Teamwork

Education

Bachelor's degree (preferred)

Tools

CRM (Redtail)

Financial planning software (Right Capital)

Fidelity Wealthscape

Schwab Advisor Center

Job description

Correct Capital, a dynamic wealth management firm located in Clayton MO, is seeking an experienced Financial Advisor who seeks to improve the lives of our clients through detailed financial planning relationships. We are seeking a go-getter who is interested in working in a collaborative office where we celebrate each other's wins and know we go farther as a team than as alone.

We are an independent Registered Investment Advisor practice that assists clients across the US with their concerns around investing, retirement planning, estate planning, and more. We work to give clients peace of mind when it comes to their financial decisions.

We are looking for someone ready for the next step in their financial advising career. You may not have built a book of business yet, but you're hoping to build your network in a supportive environment. We prefer a candidate that has front-line experience working with families on their financial needs and wants to build on your current knowledge. You'll learn from seasoned advisors on how to maintain and build your business and stand out in a crowded market. We will support you with powerful, state-of-the-industry technology and invaluable mentorship.

Job Description:

The Financial Advisor, with the support of the Correct Capital advisor team, will:

• Manage wealth management relationships for small and mid-sized clients
• Business development for wealth management and institutional clients
• Assist with participant education for our 401K clients.
• Manage projects and education campaigns by building effective presentations when required
• Simplify complex financial concepts while building rapport and credibility with highly valued clientele
• Thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
• For small and mid-sized clients, may handle the client relationship autonomously, and work with other team members for larger asset sized or more complex clients.
• Business development and encouraging new client relationships are vital and are compensated through our business development incentive.
• This individual is projected to grow into the role of Lead Advisor over time.

Qualifications:

• Strong interpersonal skills; a relationship builder; curiosity about people and their behaviors
• Natural desire to be a problem solver.
• Ability to maintain your own schedule and work independently at times
• Ability to work effectively and respectfully in a team environment
• Excellent verbal and written communication skills
• Ability to manage changing priorities in your day and set expectations with others

Requirements:

• Bachelor's degree is preferred.
• 2+ years of financial services experience
• Series 65, or combination of Series 7 and 66
• CFP designation or pursuit of CFP designation preferred
• Experience with CRM (Redtail), financial planning software (Right Capital) and Fidelity Wealthscape and Schwab Advisor Center is a plus.

Compensation:

• Base salary in the range of $100K-$130K covering day-to-day expectations and tenure. In addition, our compensation framework includes incentives designed to support and reward relationship transition efforts.
• Plus: Business Development Incentive: 40% of new revenue (in first year billed), paid semi-annually in July and January
• Plus: Team-Based Incentive, including participation in the growth pool funded by 30% of the firm's revenue growth from all sources, paid out in June and December. Each team member's participation in the pool is based on relative contribution to the team.
• Group benefits- Medical, disability. life insurance and voluntary dental, vision and additional life insurance
• Retirement Plan- participation in 401K Profit-Sharing Plan, with 6% match of contributions

We are an equal opportunities employer and welcome applications from all qualified candidates.