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Lead Advisor — Equity-Eligible, Scalable Wealth & Tax
Job in
Chesterfield, St. Louis city, Missouri, 63005, USA
Listed on 2026-03-12
Listing for:
Cardone Ventures
Full Time
position Listed on 2026-03-12
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant
Job Description & How to Apply Below
A professional wealth management firm is seeking an experienced Lead Advisor in Chesterfield, MO. The role offers partnership opportunities with a team integrating wealth management and tax strategies. Ideal candidates should have over 3 years as a Financial Advisor with portable AUM between $50M–$100M. Responsibilities include client relationship growth, business development, and executing tailored implementations. Enjoy uncapped compensation with potential for real equity ownership after Year 1.
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