Financial Advisor

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

Benefits

• Join a 100% employee‑owned advisory firm with over a century of service and a strong reputation for client‑first culture.
• Work in an environment where your book is your book and your clients are your clients — the firm supports your autonomy and growth.
• Take advantage of best‑in‑class infrastructure: integrated technology platform, strong operations support, and exceptional onboarding/transition process.
• Firm’s approach focuses on the full lifecycle of wealth: accumulation → distribution → legacy, aligning with advisors who deliver holistic planning.
• Competitive compensation and benefits including transition bonuses, profit sharing, employee ownership opportunities, and robust benefits.

Job Description

As a Financial Advisor, you will help high‑net worth individuals, families, and business owners navigate their financial lives across all phases, including accumulation, distribution, and legacy planning. You’ll develop and manage client relationships, craft customized wealth strategies, partner with specialists (tax, estate, risk), and leverage firm resources to deliver exceptional service.

Key Responsibilities

• Build and maintain trusted client relationships through customized wealth management, investment recommendations, financial planning, and service excellence.
• Grow new business through proactive outreach, referral networks, and community engagement.
• Manage portfolios and financial plans in accordance with client goals, risk tolerance, stage of life, and legacy desires.
• Collaborate with internal specialists and firm support (compliance, operations, tech) to deliver scalable, high‑quality advice and service.
• Leverage the firm’s technology platform and operational infrastructure to optimize advisor productivity and client experience.

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or related discipline.
• Active FINRA Series 7 + 66 (or 63 + 65) licenses required.
• 3+ years of financial advisory, brokerage, or wealth management experience managing client relationships and assets under management.
• Proven track record of business development, referrals, and client growth.
• Entrepreneurial mindset and client‑first orientation in alignment with firm culture.
• Ability to embrace and leverage technology, firm infrastructure, and collaborative planning process.