Senior Wealth Advisor

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Company: Synectics Inc.

Location: Saint Louis, MO 63129

Description:

Job Description:

Growing fee-only financial planning firm who is seeking a Wealth Advisor who is passionate about financial planning and would like to be an equity partner.
As a Wealth Advisor, you will assist in all facets of serving our younger medical professional client base along with being mentored on how to run a financial advisory practice.
Assist with the process of closing all new Prospects and subsequently onboarding them as Clients: Actively participate in the prospecting process, review and present the financial plans we create for these prospects and then assist with opening and transferring in all of their accounts.
Client Review meetings: Review and monitor the preparation of all client review meeting agendas along with presenting these agendas to clients.
Investment/Portfolio Management: Take an active role in determining the allocations within our ETF model portfolios and monitor all trades completed by Client Planning's staff.
Client Services: Promptly respond to client needs by delegating and answering any client questions and/or account maintenance requests.
Managing and mentoring junior team members: Communicate, collaborate and coach creative problem solving techniques to junior staff members.
Team Participation: We are a small organization and encourage open dialogue and brainstorming so you must enjoy working and being creative in a team environment.

Qualifications:

Entrepreneurial-minded individual attracted to future ownership opportunities within 3 years
One or more of the following credentials required: CFP, CPA, CFA or MBA
5 Years in the financial advisory industry including significant client-facing experience
Comfortable using various softwares including Microsoft Word and Excel, a CRM (Wealthbox), Financial Planning (eMoney), Custodial Platforms (Fidelity), Performance Reporting (Tamarac), etc
Ensure prospects and clients experience first class client service and feel confident that you have their best interest at heart
Unquestioned integrity in personal and professional activities
Great at prioritizing tasks and demonstrating an enthusiasm and passion towards financial planning
Highly motivated, creative, adaptable and intellectually stimulated
Comfortable interacting with clients in person and via phone/email/video
Team oriented and comfortable wearing many hats in a growing organization

Benefits:

Opportunity to grow into an equity partner within 3 years
Work from home flexibility after probationary period is over
401(k) with a 4% company match
Group Life and Disability coverage
Financial assistance with securing Health Insurance coverage
Company paid professional dues and continuing education
Mentorship both from a professional and a community/volunteer involvement standpoint