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Financial Advisor

The Meyer Group Saint Louis, MO
  • Posted: over a month ago
  • $30,000 Annually (plus commission)
  • Full-Time
  • Benefits: Vision, Medical, Life Insurance, 401k, Dental

We are seeking a Financial Advisor to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals. We work with a local credit union with over 15,000 members and are looking for a representative to meet with the members and review their financial needs.

Responsibilities:

  • Advise clients on investment strategies and other financial decisions
  • Assess clients' assets, liabilities and overall financial conditions
  • Prepare presentations that recommend various financial products
  • Review and communicate portfolio performances to clients
  • Network and build relationships with new and existing client base

ā€‹Qualifications:

  • Previous experience in banking, financing, or other related fields
  • Series 7 and 66 or (63/65) required
  • Familiarity with investment products and services
  • Ability to build rapport with clients
  • Strong analytical and critical thinking skills
  • Excellent written and verbal communication skills

The Meyer Group

Why Work Here?

We are looking to disrupt the benefits industry by providing our clients access to quality care. We will change how insurance is viewed.

Address

9201 Watson Rd St Louis MO 63126
Saint Louis, MO
USA

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