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Financial Advisor - Investments

Financial Advisor - Investments

ThisWaySt. Louis, MO, US
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Our partner, a well-established financial services firm, is seeking an Investment Advisor Representative to support clients in developing and implementing personalized retirement strategies.

Please note : This position is listed in St. Louis, MO to attract applicants from that area. The role, however, is fully on-site and requires relocation to the Kirkland or Lynwood, Washington area. A relocation allowance is provided to assist with the move.

This position eliminates the need for prospecting, as qualified client appointments are set by the in-house team. The role focuses on delivering tailored solutions to help clients achieve long-term financial security.

Responsibilities

  • Prepare, present, and implement customized retirement plans
  • Assist clients with annuities, life insurance, long-term care, and managed portfolios
  • Provide financial planning advice across investments, insurance, and retirement planning
  • Develop, manage, and maintain strong client relationships
  • Follow established processes and procedures to achieve individual and team goals
  • Participate in public seminars to share financial information or introduce the firm
  • Attend weekly virtual meetings

Requirements

  • Bachelor’s degree required
  • Minimum of 5 years of financial services experience
  • State Insurance License (required)
  • Series 65 License (or Series 7 / 66 combination) (required)
  • Proficiency with Microsoft Excel, Word, and database management; basic understanding of Windows and MacOS
  • Strong mathematical, analytical, organizational, and communication skills (verbal and written)
  • Ability to work effectively in a team environment and maintain client focus

    • Benefits

  • Location : Relocation Required (Kirkland or Lynwood, Washington)
  • Salary : $75,000 – $90,000
  • Additional Compensation : Commission 10% in year one (option to move from base pay to 25% commission), up to 30% thereafter; Quarterly & Annual Incentives
  • Health Insurance
  • 401(k) Retirement Match
  • Licensing Reimbursement
  • Relocation Allowance (mandatory relocation required)
  • Paid Time Off : 10 company holidays and 30 vacation days
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