Financial Advisor

Job overview

The Financial Advisor role is onsite in Saint Louis, MO, with client meetings held both in person and virtually. Compensation is not specified. The position supports Compass Retirement Solutions’ client-centric wealth management practice. The advisor helps qualified prospects and clients make informed financial decisions through holistic planning and ongoing relationship management. The role contributes to client growth and retention by presenting recommendations, following up consistently, and coordinating with operations, planning support, and marketing.

What you'll do

• Meet with firm-generated qualified prospects in person and virtually
• understand client needs, educate prospects, and present planning recommendations
• provide advice across investments, insurance, retirement income planning, and tax-aware strategies
• recommend assets-under-management and insurance-based solutions, including annuities and life insurance, when appropriate
• maintain client relationships through reviews, check-ins, and follow-up
• use CRM and planning tools to document meetings and manage pipeline
• collaborate with operations, planning support, and marketing
• participate in training, coaching, and role-plays.

What we're looking for

Skills & competencies

financial advisor

saint louis mo

compass retirement solutions

wealth management

holistic financial planning

investments

insurance

retirement income planning

tax-aware strategies

client relationships

crm

series 65 or 66

Work arrangement

• Weekend coverage required

Why this role

The posting seeks a mid-level advisor with 3–7 years of client-facing experience and an active Series 65 or 66, or willingness to obtain one within a defined timeframe.

About the employer

Compass Retirement Solutions is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.