Joining Vantage Point Financial as a Senior Financial Advisor offers the rare opportunity to work with a firm that blends innovative, trademarked financial planning methods with a deeply personal and client-focused approach. Our "Elevated Retirement Plan" is not just a process; it's a promise to help clients achieve clarity and confidence in their financial futures. As part of a fast-growing team in St. Louis, you'll receive comprehensive mentorship, professional development opportunities, and a supportive work environment that values both your career growth and your contributions to clients' success. This is more than a job — it's a chance to make a meaningful impact on people’s lives while advancing your own career in a dynamic and rewarding setting.
What We Offer
- Comprehensive training and mentorship programs.
- Opportunities for professional growth and advancement.
- A supportive and dynamic work environment.
Compensation: $60,000 - $80,000 yearly
Desired Skills and Experience
Qualifications
- Bachelor's degree in Finance, Economics, Business, or a related field.
- At least 3+ years of experience in roles such as Associate Financial Advisor, Financial Consultant, or similar in the financial services sector.
- Current Series 65 or Series 7 Certification
- Strong analytical skills and attention to detail.
- Excellent communication and interpersonal abilities.
- A passion for helping clients achieve their financial goals.
- Ability to work collaboratively in a team-oriented environment.
- Prior experience or internships in financial services is a plus.
Responsibilities
- Assist in developing and implementing personalized financial plans for clients, utilizing "The Elevated Retirement Plan" methodology.
- Conduct thorough analyses of clients' financial situations to provide tailored recommendations.
- Stay informed about the latest financial products, industry trends, and regulatory requirements.
- Build and maintain strong relationships with clients, ensuring their financial goals are met with clarity and confidence.
- Collaborate with senior advisors and team members to deliver comprehensive financial solutions.
