6 дней назад
Team-Based Financial Advisor - Gateway Financial
50 000 - 70 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Team-Based Financial Advisor - Gateway Financial (Financial Services): Building client relationships and developing financial advice, insurance, investment, and retirement-planning business with an accent on mentorship, licensing, and joint fieldwork. Focus on creating recommendations, servicing client accounts, growing a book of business, and addressing complex financial scenarios with Lead Advisors.
Location: Saint Louis, Missouri, United States; in-office five days per week. The practice serves Missouri clients.
Salary range: $50,000–$70,000, including bonus and incentives.
Company
is a Fortune 500, membership-owned financial services organization providing advice, insurance, investments, banking, and generosity products and programs.
What you will do
- Learn the full operation of the financial services practice through mentorship, coaching, training, and joint fieldwork.
- Meet with new and existing clients to build relationships and develop a book of business focused on financial clarity and retirement transitions.
- Recommend and sell appropriate products, complete applications, write recommendations, and service existing client contracts.
- Use advice tools and platforms such as Salesforce, Money Guide Pro, and What-If Tax.
- Participate in client events and community financial education initiatives.
- Research client inquiries, prepare and document meetings, and collaborate with Lead Advisors on complex scenarios.
Requirements
- Bachelor’s degree or equivalent experience; military veterans are encouraged to apply.
- Strong computer aptitude and familiarity with business tools such as Microsoft Word, Excel, PowerPoint, and Salesforce.
- Ability to manage multiple tasks, maintain high-quality work during frequent interruptions, and protect confidential information.
- Satisfactory background check, fingerprinting, and securities registration and/or insurance licensing verification, when applicable.
- Ability to work in the Saint Louis office five days per week.
Nice to have
- Previous financial services experience or experience as a career changer seeking entry into the industry.
Culture & Benefits
- Mentorship and support from experienced financial advisors and Lead Advisors.
- Initial licensing study and training over approximately 8–13 weeks, followed by an optional comprehensive six-week training program.
- Medical, dental, and vision insurance.
- Disability and accidental death and dismemberment insurance, plus 401(k) and pension opportunities.
- Ongoing professional development, well-being programs, gift matching, and volunteer support.
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