Holistic Wealth Advisor: Growth, Systems & Client Impact

Compass Retirement Solutions, LLC; St. Louis (MO); On-site; USD 70,000 - 110,000; Full time

Job summary

Compass Retirement Solutions, LLC in St. Louis is seeking a mid-level Financial Advisor who is confident in front of clients, skilled at closing qualified opportunities, and eager for better systems, marketing, and operational support to scale income and impact.

This role suits someone who enjoys holistic planning, values long-term client relationships, and thrives in a structured, high-support environment to accelerate growth.

Qualifications

• 3–7 years of client-facing financial advisor or planning experience.
• Active Series 65 or 66, or willingness to obtain within defined timeframe.
• Demonstrated success with firm-provided or qualified leads.
• Historical closing ratio of roughly 30%+ preferred.
• Evidence of revenue or production growth over time.
• Experience using a structured sales or planning process.
• CRM experience required.

Responsibilities

• Meet with qualified, firm-generated prospects, both in-person and virtual.
• Understand client needs, educate prospects, and present clear planning recommendations.
• Maintain a 30%+ closing ratio on qualified appointments over time.
• Provide holistic advice across investments, insurance, retirement income planning, and tax-aware strategies.
• Recommend AUM and insurance-based solutions, including annuities and life insurance, when appropriate.
• Build and maintain long-term client relationships through reviews, proactive check-ins, and timely follow-up.
• Use CRM and planning tools to document meetings, track pipeline, and manage next steps.
• Collaborate with operations, planning support, and marketing to ensure a high-quality client experience.
• Participate in regular training, coaching, and role-plays.

Skills

Client-facing sales

Structured sales process

Revenue growth

Communication

Tools

CRM system

Planning tools

Job description

Compass Retirement Solutions, LLC in St. Louis is seeking a mid-level Financial Advisor who is confident in front of clients, skilled at closing qualified opportunities, and eager for better systems, marketing, and operational support to scale income and impact.

This role suits someone who enjoys holistic planning, values long-term client relationships, and thrives in a structured, high-support environment to accelerate growth.