Advisor Planning Support

The purpose of this role is to provide superior client service and to assist advisors with investment and financial planning reports and preparation. This person must be committed to gaining a broad base of knowledge across all client-related functions of the business, including investments, insurance, retirement analysis, taxation, and financial planning. This person is comfortable interacting with clients and advisors, with an emphasis on accurately and promptly addressing client needs.

About the Role

The ideal candidate is an individual who

• Is detail-oriented.
• Is reliable.
• Seeks intellectual challenges.
• Has a strong work ethic.
• Aspires to transition into a leadership role within a successful wealth management team.

Responsibilities

• Manage the team's Planning platforms
• Support the advisor's case management and preparation activities
• Implement proactive ideas for team processes and procedures
• Support Client development and ongoing service

Qualifications

• Bachelor's Degree or working toward
• 3+ years of financial work experience

Required Skills

• Excellent written and verbal communication skills
• Works well in a team environment
• Knowledge of the financial services industry and good with numbers
• Professional appearance and demeanor
• Energetic, eager to learn, willing to grow
• Self-motivated with the ability to work well independently and under direction

Your Job Location, St. Louis, MO – Creve Coeur Area

Additional perks

• Company Summits/retreats to promote teamwork and professional growth.
• Flexible hours and work schedule

Equal Opportunity Statement

We are committed to diversity and inclusivity.