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.

Vantage Point Financial LLC jobs

Senior Financial Advisor