Financial Advisor
Compass Retirement Solutions, LLC
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities Provide financial planning support to client Support investment professionals to cultivate client relationship Prepare financial plans and check their accuracy Qualifications Bachelor's degree in Finance or related field 3–7 years of Financial Advisor experience FINRA Series 65 and/or Series 66 license holder Strong understanding of the investment business Excellent interpersonal skills Located within the Greater St. Louis area #J-18808-Ljbffr Compass Retirement Solutions, LLC
Vacancy posted 4 days ago
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