Sr. Wealth Advisor - Financial Planning

Saint Louis, MO

Full-time $125,000.00 - $150,000.00

Posted 03/07/2025

Sr. Wealth Advisor

Job Location: St. Louis, MO
Job Salary: $125-150k + Bonus Potential (No group health insurance available, but can provide financial assistance for health insurance coverage)

Position Overview
The Sr. Wealth Advisor is responsible for providing comprehensive financial planning and investment advice to high-net-worth clients. This role involves building strong client relationships, assessing their financial needs, and developing tailored strategies for asset allocation and risk management. The advisor will also ensure compliance with regulatory standards while optimizing tax and estate planning solutions.

Key Responsibilities

Develop and implement personalized financial plans for clients.
Manage and oversee client investment portfolios, ensuring alignment with financial goals.
Conduct regular reviews and performance reporting of client investments.
Assist clients with retirement planning and asset allocation strategies.
Provide expert advice on tax optimization and estate planning.
Assess and manage investment risks in client portfolios.
Maintain strong client relationships through effective communication and support.
Stay informed on market trends and regulatory changes that may impact clients' financial strategies.
Utilize financial planning software tools such as Wealthbox, eMoney, and Tamarac.

Qualifications

Bachelor's degree in Finance, Business Administration, or a related field.
Minimum of 5 years of experience in wealth management or financial advisory roles.
Certification as a CFP (Certified Financial Planner) or similar designation is preferred.
Strong knowledge of portfolio management, tax optimization, and estate planning.
Excellent client relationship management and communication skills.
Proficient in financial analysis and market analysis.
Experience with custodial platforms and performance reporting tools.
Ability to work independently and as part of a team in a fast-paced environment.

Benefits

Competitive salary with bonus potential
Opportunity for growth into an Equity Partner over the next few years
WFH flexibility after probationary period
401k with 4% match
Group Life and Disability
Financial assistance for health insurance
Paid professional dues and continued education
Mentorship opportunities

For this position you must be currently authorized to work in the United States. We do not sponsor for this position.

Additional ways to apply

Preferred Skills

Conor Mooney is recruiting for this position and the positions below.
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Job ID: CM14-1843879

Employees will receive paid leave to the extent required by state or local law. This job was first posted by CyberCoders on 03/07/2025 and applications will be accepted on an ongoing basis until the position is filled or closed.

CyberCoders, Inc is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.

Your Right to Work – In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.