Wealth Management Advisor

***Relocation to St. Louis provided for top talent***

We are partnering with a highly respected financial institution seeking a relationship-driven Trust and Wealth professional to join their growing team. This is a fantastic opportunity to work w/ high-net-worth clients, manage complex fiduciary relationships, and play a key role in delivering thoughtful estate and wealth planning solutions.

This is a key, client-facing role working with high-net-worth clients on comprehensive planning and investment strategy.

****Day to day - 80% client relationship management, 20% new business growth.

Experience

• 7–10 years in portfolio construction, wealth management or financial services (client-facing)
• HIGHLY Preferred: CFA, CFP
• Strong investment management experience
• Ability to simplify complex strategies for clients

The Role

This individual will work directly with clients and internal team of advisors, trust officers, to deliver tailored investment, financial, tax, and estate planning solutions. Strong focus on client retention, investment advisory, portfolio management, and supporting new business gro wth.

• Manage client portfolios and build long-term trusted relationships
• Lead client meetings and present complex investment strategies
• Partner with advisors on comprehensive wealth planning
• Play a role in growing market share in your region

We’re expediting the process and beginning interviews. Please apply and reach out directly Text/call 314-949-2007 https://calendly.com/christie-recruiter007