Financial Advisor

Job Description

Job Description

• The opportunity: Join Toberman Becker Wealth, a fast-growing, fee-only registered investment advisor, as a Financial Advisor serving successful professionals transitioning into retirement.

• Career development: The TBW Advisor Training Program combines experienced mentorship with an initial training period. Gradually progress from a firm support role to focusing fully on the new client relationships you lead, with dedicated support staff offered over time as the number of clients you serve grows.

• Client growth: Build a list of client relationships from scratch within TBW, primarily through the firm’s marketing and referral pipeline rather than cold outreach. There are no lead-generation quotas.

• Compensation: Starting base salary is $95,000–$110,000 annually from day one. Earn the greater of your base salary or revenue-sharing compensation tied to the client relationships you build and lead.

• 401(k) plan: Receive an employer-funded 3% annual Safe Harbor contribution, fully vested immediately upon contribution. Eligibility begins after 3 months of employment.

• Health coverage: The firm does not currently offer employer-sponsored health insurance. Compensation is structured with this in mind.

• Work setting: Work in a flexible hybrid arrangement, or primarily in-office, based on what works best for you and clients.

Compensation:

$95,000 - $110,000

Responsibilities:

• Learn TBW’s systems, planning process, investment philosophy, and service standards through hands-on support and client service work, Lead Advisor-led meetings, and feedback.

• Support client service requests, meeting preparation, planning research, and firm operations, including billing reviews and compliance documentation as needed.

• Develop prospective client relationships and progressively lead client meetings, communications, and ongoing advice.

• Create, update, and present comprehensive financial plans covering retirement, taxes, estate planning, risk management, and investments.

• Tailor investment plans and asset allocations to client goals and risk profiles; explain recommendations and collaborate on portfolio implementation, trading recommendations, and tax-loss harvesting.

• Document client communications and planning information in the CRM, and ensure timely follow-through on requests and meeting action items.

• Collaborate with colleagues and support staff to improve processes and deliver consistent, personalized client service.

Qualifications:

• Hold CFP certification and have a clean U4. Recently certified professionals are welcome.

• Have 2–5 years of client service, advisor support, or junior advisor experience. No prior Lead Financial Advisor experience or existing book of business is required.

• Bring a strong desire to become a world-class Lead Advisor, openness to feedback, and willingness to perform support work while developing your skills.

• Hold a bachelor’s degree in Finance, Accounting, Economics or a related field.

• Demonstrate financial planning and investment knowledge, proficiency with financial planning software, and strong organization and attention to detail.

• Explain complex financial topics clearly, demonstrate emotional intelligence, and commit to honest, client-first advice.

About Company

Toberman Becker Wealth is a modern, fee-only, fiduciary wealth management firm based in St. Louis, committed to helping clients live their best retirement through purpose-driven planning and long-term partnerships. We serve over 100 families spanning more than $200 million in assets under management.

Our team works in an atmosphere of transparency and innovation where everyone understands the "why" behind our decisions and has a voice in how we evolve. We value professionals who take ownership, anticipate client needs, and continuously seek ways to improve the way we serve clients and operate as a firm.