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Elite Financial Advisor High-Net-Worth Athletes
Job in
Clayton, St. Louis County, Missouri, USA
Listed on 2026-03-12
Listing for:
Moneta
Full Time
position Listed on 2026-03-12
Job specializations:
-
Finance & Banking
Financial Consultant -
Sales
Job Description & How to Apply Below
A financial advisory firm is seeking a Financial Advisor to work closely with clients, providing tailored financial advice and investment strategies. The ideal candidate must possess a CFP or CPA designation and demonstrate strong interpersonal and analytical skills. Responsibilities include developing personalized financial plans and managing client relationships. The position is focused on serving high-net-worth and ultra-high-net-worth individuals, ensuring compliance with ethical and regulatory standards.
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