Wealth Management Planner St Louis

Morrison Family Financial; St. Louis (MO); On-site; USD 30,000 - 42,000; Full time

Job summary

A financial services firm located in Missouri is seeking an entry-level financial professional. This position requires no prior experience and offers comprehensive training to assist individuals and families in achieving their financial goals. Responsibilities include discussing financial aspirations and creating tailored plans. The firm values hard work and communication skills, providing a flexible schedule to accommodate new career developments or part-time income opportunities.

Qualifications

• Minimum 18 years of age.
• Legal U.S. Resident, Citizen, or Work Permit with SSN.
• Soft background check required.
• Able to complete licensing requirements within 14 days.

Responsibilities

• Help create a roadmap for financial goals.
• Provide education on financial products and services.
• Assist clients with financial solutions.
• Develop into management and leadership positions through the training program.

Skills

Communication skills

Customer service

Hard-working

Job description

Here at Morrison Family Financial, an affiliate of GFI, we strive to put the needs of your family in the forefront of every decision made. Our company believes in taking on an educational approach to finances and to deliver our expertise to people from all backgrounds. Partnering with over 25 of the top 100, Fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help in order achieve their goals.

This is an opportunity for those who are hard‑working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry‑level financial professional and potentially develop into management and leadership positions.

There is no experience needed for this position. Through our in‑depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short‑term and long‑term financial goals through our financial solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full‑time, or you are looking to develop a new skill or obtain part‑time income during these turbulent times, a flexible schedule is available.

Qualifications

Minimum 18 years of age

Legal U.S. Resident, Citizen, or Work Permit with SSN

Soft background check required

Able to complete licensing requirements within 14 days