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Financial Services Consultant: Portfolio Planning
Job in
Ballwin, St. Louis city, Missouri, 63021, USA
Listed on 2026-02-01
Listing for:
Burlingame Jay J OD
Full Time
position Listed on 2026-02-01
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Services
Job Description & How to Apply Below
Location: Ballwin
A financial services firm located in Ballwin, Missouri is seeking a Financial Services Representative to market financial products and assist customers with financial planning. The ideal candidate has over 3 years of experience in the field, strong analytical skills, and holds Series 6, 63, and 65 licenses. Responsibilities include consulting clients, managing portfolios, and ensuring compliance with regulatory standards. Competitive compensation and benefits included.
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