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63188, Saint Louis, MO
Financial Advisor

Financial Advisor

Compass Retirement Solutions

Posted 2 months ago, valid for 25 days

Saint Louis, MO 63188, US

Competitive

Full Time

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Sonic Summary

The ideal candidate will deliver personalized investment solutions to help clients achieve their long-term financial goals.
They will be responsible for providing financial planning support and ensuring the accuracy of financial plans.
Candidates must have a Bachelor's degree in Finance or a related field and at least 5 years of industry experience.
Strong interpersonal skills and a solid understanding of the investment business are essential for this role.
This full-time position is located in St. Louis, Missouri, with a mid-level experience requirement.

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

Responsibilities

Provide financial planning support to clients
Support investment professionals to cultivate client relationships
Prepare financial plans and check their accuracy

Qualifications

Bachelor's degree in Finance or related field
5+ years' of industry experience
Strong understanding of the investment business
Excellent interpersonal skills

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By applying, a Sonicjobs account will be created for you. Sonicjobs's Privacy Policy and Terms & Conditions will apply.

SonicJobs' Terms & Conditions and Privacy Policy also apply.