Wealth Management Advisor

Financial Recruiters International; Columbia Township (MO); On-site; USD 100,000 - 180,000; Full time

Job summary

Financial Recruiters International seeks a relationship-driven Trust and Wealth professional to serve high-net-worth clients, delivering tailored estate and wealth planning solutions.

You will work directly with clients and advisors to manage portfolios, present investment strategies, and grow market share in your region. CFA/CFP are highly preferred, with strong communication and client relationship skills essential.

Qualifications

• 7–10 years in portfolio construction, wealth management or financial services (client-facing).
• CFA or CFP strongly preferred.
• Excellent communication and relationship skills.
• Ability to simplify complex strategies for clients.

Responsibilities

• Manage client portfolios and build long-term trusted relationships.
• Lead client meetings and present complex investment strategies.
• Partner with advisors on comprehensive wealth planning.
• Help grow market share in your region.

Skills

Client-facing

Communication

Relationship building

Wealth management

Education

CFA

CFP

Job description

We are partnering with a highly respected financial institution seeking a relationship-driven Trust and Wealth professional to join their growing team. This is a fantastic opportunity to work with high-net-worth clients, manage complex fiduciary relationships, and play a key role in delivering thoughtful estate and wealth planning solutions.

This is a key, client-facing role working with high-net-worth clients on comprehensive planning and investment strategy.

Experience

• 7–10 years in portfolio construction, wealth management or financial services (client-facing)
• HIGHLY Preferred: CFA, CFP
• Excellent communication and relationship skills
• Ability to simplify complex strategies for clients

The Role

This individual will work directly with clients and advisors to deliver tailored investment, financial, tax, and estate planning solutions. Strong focus on client retention, portfolio management, and supporting new business growth.

• Manage client portfolios and build long-term trusted relationships
• Lead client meetings and present complex investment strategies
• Partner with advisors on comprehensive wealth planning
• Play a role in growing market share in your region

We’re expediting the process and beginning interviews. Please apply and reach out directly Text/call 314-949-2007 https://calendly.com/christie-recruiter007