Wealth Advisor

2 weeks ago

Saint Louis, United States Kerber, Eck & Braeckel LLP Full time
Job DescriptionJob Description

The Wealth Advisor position is a unique opportunity to collaborate with a growing team of experienced, innovative wealth advisors. Our goal is to deeply understand each client’s definition of financial well-being and work as a team to implement plans that achieve peace of mind. The advisor’s role is to be able to listen empathetically, obtain the knowledge to provide solutions, communicate solutions effectively and implement plans with the rest of the team to achieve the client’s desired outcomes. Solutions typically involve multiple areas of financial planning including – investments, estate, tax, and retirement planning. The advisor is not required to be an expert in each of these areas but needs to be able to both understand the recommendation and have the ability to communicate well with the experts, and most importantly, the client.

Advisor Responsibilities

Client Relationship

  • Exhibit a fiduciary mentality, always doing what is best for the client and maintaining confidentiality.
  • Develop a deep understanding of clients’ personal objectives and collaborate with our team and the clients’ outside professional team members to help them reach their goals.
  • Conducts all on-going client meetings and initial planning meetings with prospective clients.

Planning

  • Identify complicated financial planning, estate, tax, and retirement issues.
  • Create, draft, and implement a financial plan on behalf of the client using Money Guide software.
  • Create a personalized Investment Policy Statement for each assigned client.

Operations

  • Serve day-to-day client needs and partner with team members to ensure the highest level of service.
  • Approve & execute trade recommendations with the Portfolio Management team.
  • Diligent recording of client communications within the client relationship management platform.
  • Monitor clients’ ongoing investment progress including asset allocation, portfolio rebalancing, cash balances, and tax loss harvesting needs.
  • Assist with client billing reviews and client quarterly reporting.

Business Development

  • Provide excellent service to be top of mind for client referrals.
  • Develop multiple Centers of Influences both within and outside of the organization.

Organization

  • Lead by example, maintaining the highest levels of fiduciary care for those within the organization as well as our clients - carrying forth the core values of the firm.
  • Take ownership and accountability for client issues that arise.
  • Provide feedback for the development of Associate Wealth Advisors and other team members.
  • Become involved in key community events, organizations, and/or boards.

Desired Skills and Experience

Qualifications

  • High personal ethical standards and sound judgement.
  • Well-developed interpersonal skills - able to build trusting relationships.
  • Ability to think critically and to effectively present complex financial scenarios.
  • Written and oral communication skills which clearly and accurately convey intended message.
  • Strong attention to detail and problem-solving skills.
  • Knowledge of Microsoft Office, especially Word, Excel, and Outlook.
  • Open and receptive to feedback and coaching.
  • Self-motivated, energetic, and outgoing, with an entrepreneurial spirit.
  • Dedicated to a career as a Registered Investment Advisor.
  • Willing and able to work outside of traditional business hours to attend events as needed.
  • Enjoy working with a team and independently.

Education and Work Experience

  • Bachelor of Science degree.
  • Series 65 License within 90 days of employment.
  • Clean U4.

Preferred Experience and Skills

  • 5+ years direct client-facing Financial Services experience preferred.
  • Advanced degree and/or certifications such as CFP® or CPA/ PFS preferred.
  • Proven Business development skillset.

This is a salaried position with an opportunity for an annual bonus. It also comes with a competitive benefits package. KEB Wealth Advisors, LLC offers Health, Vision, and Dental Insurance, along with generous paid time off and the ability to participate in the firm’s 401(k) plan, offering a company match with profit sharing.

Firm Overview

Founded in 1999, KEB Wealth Advisors, LLC helps clients achieve their most important goals by creating customized, comprehensive, evidence-based financial plans. The firm’s investment approach centers on modern portfolio theory implemented through evidence-based investment strategies. As a registered investment advisory firm, KEB Wealth Advisors, LLC operates under a fiduciary obligation to its clients.

Our clients are families, individuals, and business owners who entrust their wealth management and investment portfolios to us for our expert advice and personalized attention. Our trusted client relationships result from our dedication to transparency, fiduciary standards, and a great team culture.

KEB Wealth Advisors, LLC employs 15 individuals across offices in Springfield, IL and St. Louis, MO. KEB Wealth Advisors, LLC is a division within KEB (Kerber, Eck & Braeckel, LLP), a regional public accounting firm. Visit us at www.kebcpa.com.

KEB is an Equal Opportunity Employer.

Powered by JazzHR

ThyiqtD4Zf

  • Wealth Advisor

    2 weeks ago

    St. Louis, United States KEB Wealth Advisors Full time

    The Wealth Advisor position is a unique opportunity to collaborate with a growing team of experienced, innovative wealth advisors. Our goal is to deeply understand each client’s definition of financial well-being and work as a team to implement plans that achieve peace of mind. The advisor’s role is to be able to listen empathetically, obtain the...

  • Wealth Advisor

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago

    St Louis, United States KEB Wealth Advisors Full time

    The Wealth Advisor position is a unique opportunity to collaborate with a growing team of experienced, innovative wealth advisors. Our goal is to deeply understand each client’s definition of financial well-being and work as a team to implement plans that achieve peace of mind. The advisor’s role is to be able to listen empathetically, obtain the...

  • Wealth Advisor

    1 week ago

    St Louis, United States CareerBuilder Full time

    Job Description Job Description The Wealth Advisor position is a unique opportunity to collaborate with a growing team of experienced, innovative wealth advisors. Our goal is to deeply understand each clients definition of financial well-being and work as a team to implement plans that achieve peace of mind. The advisors role is to be able to listen...

  • Senior Advisor

    Found in: Jooble US O C2 - 23 hours ago

    Saint Louis, MO, United States Accounting Career Consultants Full time

    If you are a CPA with tax planning and strategy experience looking for a positive change, this could be a tremendous opportunity for you. No previous wealth management experience required, just a strong tax planning background and CPA with a desire to serve at a very high level. Work with Partnership group and Senior Advisors to learn, understand and...

  • Client Associate

    1 week ago

    Saint Louis, United States Precision Wealth Strategies LLC Full time

    Job DescriptionJob DescriptionClient Associate – Needed to Manage the Client ProcessAre you looking for a platform to show off your organizational and communication skills? Do you take pride in your work? If professional growth, being part of an exceptional team, and driving client goals motivates you, let’s talk.The motto you will live by is “Every...

  • Client Associate

    3 days ago

    Saint Louis, United States Precision Wealth Strategies LLC Full time

    Job DescriptionJob DescriptionClient Associate – Needed to Manage the Client ProcessAre you looking for a platform to show off your organizational and communication skills? Do you take pride in your work? If professional growth, being part of an exceptional team, and driving client goals motivates you, let’s talk.The motto you will live by is “Every...

  • Administrative Assistant

    1 week ago

    Saint Louis, United States WealthPlan Advisors Group Full time

    Job DescriptionJob DescriptionTo perform any duties necessary to conduct the business of WealthPlan Advisors Group. Process applications, maintain databases, and enter client information and all contact with clients in the Redtail CRM. Enhance the client experience by providing exceptional service and accurate and timely processing of administrative...

  • Lead Retail Investment Research Analyst

    Found in: beBee S US - 1 week ago

    Saint Louis, United States Wells Fargo Full time

    About this role: Wells Fargo is seeking a Lead Retail Investment Research Analyst in Global Securities Research (GSR) as part of Wells Fargo Investment Institute (WIFI) in Wealth & Investment Management (WIM). This role will support investment research for equities where you will be responsible for providing timely, well-supported advice on equities...

  • Regional Director, Alternatives

    1 week ago

    Saint Louis, United States Beacon Talent Full time

    Job DescriptionJob DescriptionAre you a seasoned financial sales professional with experience selling into RIA’s, Family Offices and Wealth Managers? Are you a proven fundraiser who thrives in a dynamic, growth-oriented and entrepreneurial environment with uncapped earning potential? If so, we have an exciting opportunity for you!Our Client:Rapidly growing...

  • Financial Advisor

    2 weeks ago

    Saint Louis, United States Edward Jones Full time

    Your passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...

  • Financial Advisor

    2 weeks ago

    Saint Louis, United States Edward Jones Full time

    Your passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...

  • Financial Advisor

    13 hours ago

    Saint Louis, United States Edward Jones Careers Full time

    Your passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...

  • Financial Advisor

    16 hours ago

    Saint Louis, United States Edward Jones Full time

    Your passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...

  • Financial Advisor

    2 weeks ago

    Saint Louis, United States Edward Jones Full time

    Your passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...

  • Financial Advisor

    2 weeks ago

    Saint Louis, MO, United States Edward Jones Full time

    Your passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...

  • Financial Advisor

    2 weeks ago

    Saint Louis, MO, United States Edward Jones Full time

    Your passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...

  • Client Associate/Registered Client Associate

    Found in: beBee jobs US - 1 day ago

    Saint Cloud, Minnesota, United States Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to...

  • Client Reporting Services Specialist

    Found in: Talent US C2 - 1 week ago

    St. Louis, United States Stifel Full time

    Summary The Client Report Services Specialist is responsible for assisting with the day-to-day support and on-going development of large-scale reporting platforms within Stifel's Investment Products and Services (IP&S) Group. The Specialist will perform daily tasks related to maintaining the reporting systems while also providing frontline support and...

  • Senior Analyst

    Found in: Jooble US O C2 - 1 week ago

    Saint Louis, MO, United States Edward Jones Full time

    Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative,...

  • Chief Philanthropy Officer

    1 week ago

    St Louis, United States Diversified Search Group Full time

    As one of the nation’s oldest and largest community foundations, The Chicago Community Trust unites donors, committed nonprofits, the public and private sectors, and caring residents to effect lasting change that makes the Chicago region better for all. The Trust offers multiple ways for donors and their professional advisors to connect their philanthropy...