Four Seasons Wealth Management is seeking a quick start, high energy individual, that excels in a team environment. A highly skilled financial professional with quantifiable success operating on an independent platform through advisory and broker/dealer custodians. You must complement our commitment to teamwork and a holistic approach to servicing the client. You will be instrumental in nurturing client relationships and developing relationships with prospects. We offer a business casual environment with periodic seasons of smart casual attire and free covered parking. This opportunity offers a salary with a full benefits package and bonus potential based on performance of the individual and the practice.
Manage day to day operations for two experienced advisors and five-person team
Review all pre-meeting advisor materials and accompanying post work while ensuring timely completion
Monitor and ensure completion of all outstanding client related action items
Ensure completion of all assigned tasks to staff
Review and provide guidance on strategies and action plans for implementation of financial plans/annual reviews.
Ensure required coordination and/ or collaboration with strategic alliances, documents submitted early and followed up on in a timely manner (sufficient time to incorporate into proposed strategy).
Track processing of all insurance submissions
Prepare, coordinate, and follow through on any needed correspondence with new or existing clients
Handle client servicing issues in a timely manner
Maintain a strong commitment to teamwork and contribute to the overall success of the company.
Required attributes: motivated, self-starter, attention to detail, people oriented, strong leadership skills
Bachelor’s Degree from an accredited 4-year University
Must currently hold series 7, 63, and 65 or 7 and 66 licenses
Proficiency in current Microsoft Office software applications
Must be a current resident of Saint Louis, MO or be willing to relocate
Working knowledge of Financial Planning software such as Money Guide Pro
Managerial experience a plus
5+ years of industry experience
Strong Organizational Skills
This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary.
This is a full time position. Days and hours of work are Monday through Thursday, 8:00- 5:00 pm and Friday 8:00- 4:00 pm. Occasional evening and weekend work may be required as job duties demand.