Planning Advisor: Retain Clients & Grow Net Worth

FEFA Financial LLC; Valley Park (MO); On-site; USD 60,000 - 175,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Dental insurance

Health insurance

Paid time off

Vision insurance

Job summary

FEFA Financial LLC in Missouri is hiring Planning Advisors focused on retaining clients through exceptional service and financial planning. No prior license required at entry; we provide training, licensing cost coverage, and support as you build a lasting advisory career.

You will onboard new clients, conduct strategic reviews with existing clients, and work with our Planning Team to increase clients’ net worth.

Qualifications

• Detail-oriented and problem-solving mindset.
• Strong client communication and teamwork.
• Comfort with flexible hours during growth phase.

Responsibilities

• Onboard new Clients and assist in the licensing process.
• Run Strategic Reviews with existing Clients to optimize outcomes.
• Explain financial planning actions to Clients and ensure retention.

Skills

Detail-oriented

Problem solving

Client communication

Team collaboration

Work ethic

Think on your feet

Education

Licensing support (Series 65 & life license)

Job description

FEFA Financial LLC in Missouri is hiring Planning Advisors focused on retaining clients through exceptional service and financial planning. No prior license required at entry; we provide training, licensing cost coverage, and support as you build a lasting advisory career.

You will onboard new clients, conduct strategic reviews with existing clients, and work with our Planning Team to increase clients’ net worth.