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Associate Financial Advisor
2 months ago
Job Type
Full-time
Description
RFG Advisory is seeking motivated and dedicated Associate/Junior Financial Advisors to join our team in St. Louis. This role involves working closely with an established Senior Advisor to service an existing book of business while also focusing on prospecting and developing next-generation leads. The goal is for the Junior Advisor to learn and develop under the guidance of the Senior Advisor, with the potential for succession planning in the future.
Location :
This role is in-office in St. Louis, MO (Creve Coeur)
Key Responsibilities
- Assist the Senior Advisor in servicing the existing book of business, including client meetings, portfolio reviews, and financial planning.
- Develop new business through prospecting and cultivating next-generation leads.
- Support financial planning efforts using tools such as MoneyGuidePro or eMoney.
- Maintain accurate and up-to-date client records in Salesforce and manage portfolio data in Orion.
- Collaborate with Fidelity and Schwab for account management and client service needs.
- Participate in client meetings, taking notes and following up on action items.
- Provide clients with timely and accurate information and guidance regarding their financial plans and investment portfolios.
- Continuously enhance knowledge and skills through professional development and training.
RFG Advisory is an innovator in the wealth-management industry. Recognized by Forbes/Shook Research as a Top 100 RIA in America, by Investment News as a 2021, 2022 and 2024 Best Places to Work for Financial Advisers, and by Wealth Management.com as Top Non-Custodial RIA Support Platform of the Year in 2022, our team of A-players have a servant heart and a warrior mindset. Our success is driven by a team of professionals from a diverse spectrum of industries who work together to foster the independence of Financial Advisors across the country. Disclosure: www.rfgadvisory.com/awards
This is a great opportunity to be a part of a growing team in a fast-paced and changing industry. Our most recent Net Promoter Score among our corporate team is a 93 with 100% participation and with our Advisor NPS is 85 versus an industry average of 44. Our team members consistently comment about our culture, teamwork, support of leadership and executive team, and the collaboration that happens amongst our functional teams. So, if you are looking for a fun group of people to work within an ever-changing, never-a-dull-moment organization, please apply
Requirements
Qualifications
- Series 65 license required.
- 3-5 years of experience in a financial servicing role, with a small book of business preferred.
- Desire to become a full-fledged Financial Advisor.
- Some financial planning experience required; proficiency with MoneyGuidePro or eMoney preferred.
- Experience with Salesforce, Orion, Fidelity, and Schwab is highly desirable.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- High level of integrity and professionalism.
- Ability to work independently and as part of a team.
- Strong organizational skills and attention to detail.
