Financial Advisor

PEG Staffing & Recruiting; St. Louis (MO); Hybrid; USD 80,000 - 110,000; Full time

Benefits offered by this job

PTO

Paid holidays

Medical/dental

Disability insurance

Life insurance

Retirement match

Parental leave

Profit-sharing bonus

Professional development

Volunteer time

Job summary

PEG Staffing & Recruiting seeks a Financial Advisor who excels in high-touch client relationships, strategic thinking, and long-term stewardship. This role translates complex financial matters into clear strategies and serves as a trusted advisor over the long haul.

The position emphasizes building durable client relationships, delivering integrated financial plans across investments, retirement, tax planning, estate considerations, and risk management, with strong collaboration among CPAs and

Qualifications

• Series 65 required within 60 days (or Series 7 + 66)
• CFP or CFA required within 3 years if not currently held
• Strong client-facing presence with professional communication
• Background in public accounting, tax, legal, or advisory services valued
• Mindset geared toward growing an existing book of business, not transactional selling
• Intellectual curiosity, business maturity, and ability to earn trust quickly

Responsibilities

• Serve as a primary advisor to clients, building long-term relationships grounded in trust and proactive guidance
• Develop comprehensive financial strategies spanning investments, retirement, tax planning, estate considerations, and risk management
• Deliver tax-efficient recommendations aligned with client goals and life stages
• Advise clients on retirement income planning, pensions, and long-term wealth preservation
• Collaborate with CPAs, attorneys, and estate planning professionals for integrated solutions
• Support business owners with succession planning and continuity strategies
• Prepare and present clear, client-ready financial analyses and reports
• Stay current on regulatory requirements and ensure compliance
• Maintain and grow existing client relationships through consistent communication and high-quality service

Skills

Series 65

Series 7/66

CFP

CFA

Client-facing

Communication

Advisory background

Public accounting

Tax advisory

Job description

We’re seeking a Financial Advisor who excels in high-touch client relationships, strategic thinking, and long-term business stewardship. This role is ideal for a professional who enjoys sitting across the table from clients, translating complex financial matters into clear strategies, and serving as a trusted advisor over the long haul.

If your background includes public accounting, Big 4 consulting, tax, or legal advisory work—and you’re looking to apply that expertise in a client-facing, relationship-driven environment—this is a strong next step. You don’t need to bring a book of business.

What You’ll Do

• Serve as a primary advisor to clients, building long-term relationships grounded in trust, clarity, and proactive guidance
• Develop comprehensive financial strategies spanning investments, retirement, tax planning, estate considerations, and risk management
• Deliver thoughtful, tax-efficient recommendations aligned with client goals, life stages, and business interests
• Advise clients on retirement income planning, pension decisions, and long-term wealth preservation
• Collaborate closely with CPAs, attorneys, and estate planning professionals to provide fully integrated solutions
• Support business owners with succession planning and continuity strategies
• Prepare and present clear, polished financial analyses and client-ready reports
• Stay current on regulatory requirements and ensure strict adherence to compliance standards
• Maintain and grow existing client relationships through consistent communication and high-quality service

What You Bring

• Series 65 (or Series 7 + 66) required within 60 days if not already licensed
• CFP or CFA required within 3 years if not currently held
• Strong client-facing presence with the ability to communicate confidently and professionally
• Background in public accounting, tax, legal, or advisory services highly valued
• A mindset geared toward maintaining and growing an existing book of business, not transactional selling
• Intellectual curiosity, business maturity, and the ability to earn trust quickly

Why This Role Stands Out

• Opportunity to join a high-performing advisory team with strong mentorship.
• Ongoing training and certification support.
• Flexible location with periodic travel for key meetings.
• Competitive benefits including PTO, paid holidays, medical/dental, disability & life insurance, retirement match, parental leave, profit-sharing bonus, professional development support, volunteer time, and more.