Wealth Management Professional

3 days ago


St Louis, Missouri, United States Claire Myers Consulting Full time
About Us

Claire Myers Consulting is a boutique wealth management firm dedicated to providing exceptional financial services to our clients.

Job Overview

We are seeking a Wealth Management Professional to join our team. As a key member of our team, you will be responsible for engaging with clients, developing long-term relationships, and providing personalized financial planning and advisory services.

Responsibilities
  1. Engage with clients from our CRM, offering tailored financial planning and advisory services
  2. Develop and maintain long-term relationships with clients, ensuring their financial needs are met
  3. Diligently follow up with clients in the existing book, addressing needs and ensuring regular communication
  4. Confidently ask for referrals and leverage existing relationships to expand the client base
  5. Collaborate with clients to create and adjust comprehensive financial plans
  6. Provide education and guidance to clients on financial strategies and products
  7. Stay current on industry trends, regulations, and investment opportunities
  8. Monitor client accounts and ensure appropriate recommendations are made
Requirements
  • Proven experience as a Financial Advisor or client-facing Associate
  • Series 7 license required within the first year
  • Strong knowledge of financial planning, investment strategies, and retirement planning
  • Excellent communication and interpersonal skills
  • Ability to build and maintain strong client relationships
  • Sales-oriented mindset, with the ability to identify opportunities within the book of business
  • Comfort working with CRM software to manage and track client relationships
Benefits
  • Competitive base salary: $60,000-70,000
  • Total compensation: $90,000 depending on experience and performance


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