Financial Services Professional

1 day ago


St Louis, Missouri, United States RFG Advisory Full time
Job Title: Associate Financial Advisor

RFG Advisory is seeking a motivated and dedicated Associate Financial Advisor to join our team in St. Louis.

Job Summary:

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.

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.
About RFG Advisory:

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 as Top Non-Custodial RIA Support Platform of the Year in 2022.

Our team of professionals from a diverse spectrum of industries work together to foster the independence of Financial Advisors across the country.

Requirements:
  • 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.


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