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Wealth Management Planning Consultant (St. Louis)
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Full-time
- FINRA Series 7 & 63 licensed; Series 65 or 66 licensed (OR ability to acquire series 65/66 upon hire) and Life Insurance license
- Degree and/or other professional certifications such as CFP are helpful
- Responding to a range of customer needs, to include mutual fund inquiries, asset allocation discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning, as well as income and retirement planning
- Seeing opportunities for asset consolidation and/or High Net Worth product development, and other more sophisticated product offerings
- Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA
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