Correct Capital is growing again! We are a dynamic and independent Registered Investment Advisor (RIA) firm in Clayton, MO. We are passionate about empowering our clients across the US to achieve financial peace through comprehensive financial planning and wealth management. Our collaborative and supportive office culture celebrates team wins and fosters professional growth.

We seek a motivated and experienced Financial Advisor ready to advance their career. This role offers a unique opportunity to build your network and business in a supportive environment, guided by seasoned advisors and utilizing cutting-edge technology. You will play a vital role in developing meaningful client relationships and delivering tailored financial solutions.

Responsibilities:

Leading Key Client Relationships: You will manage and nurture relationships with some of the firm’s most significant and complex clients, serving as the primary point of contact and strategic partner.

Developing Sophisticated Financial Plans: You'll create and implement intricate financial plans tailored to high-net-worth individuals, families, or institutions, often involving advanced estate planning, tax optimization, and philanthropic strategies.

Identifying and Cultivating New High-Value Clients: Actively participating in business development efforts to attract and secure new clients who align with the firm's growth objectives.

Mentoring and Guiding Junior Advisors: You will provide guidance, coaching, and mentorship to less experienced advisors, sharing your expertise and helping them develop their skills and client relationships.

Contributing to Team Strategy and Goals: Participating in team meetings and contributing to developing strategies for client service, business growth, and overall team success.

Fostering a Collaborative Environment: You'll champion a positive and collaborative team culture, encouraging knowledge sharing and mutual support.

Building External Relationships: Networking with other professionals (e.g., attorneys, accountants) to build referral sources and expand the firm's reach

Representing the Firm: Attending industry events and community engagements to enhance the firm's reputation and visibility.

Qualifications:

Strong interpersonal and relationship-building skills, with a genuine curiosity about people
Natural problem-solving aptitude
Ability to manage schedules and work independently
Proven ability to work effectively and respectfully within a team
Exceptional attention to detail
Excellent verbal and written communication skills
Adaptability, changing priorities, and the ability to manage expectations

Requirements:

A Bachelor's degree in a relevant field such as Finance, Accounting, Business Administration, or Economics
Minimum of 3+ years of experience in a client-facing role within the financial services industry. This experience should involve working directly with clients on their financial needs.
Series 65, or an equivalent combination of Series 7 and 66
CFP designation
Experience with CRM (Redtail), financial planning software (Right Capital), and Fidelity Wealthscape, as well as Schwab Advisor Center, is a plus.

Compensation:

Base salary in the range of $105,000 -135,000 annually, covering day-to-day expectations and tenure
Business Development Incentive: 40% of new revenue (in the first year billed), paid semi-annually in July and January
Team-Based Incentive: Participation in the growth pool funded by 30% of the firm's revenue growth from all sources, paid out in June and December, with individual contributions determining allocation
Group benefits: Medical, disability. life insurance and voluntary dental, vision, and additional life insurance
Retirement Plan: 401K participation with a profit-sharing plan, including a 6% company match

APPLY BY SENDING YOUR COVER LETTER AND RESUME TO MARY@CORRECTCAP.COM

Correct Capital Wealth Management jobs

Senior Financial Advisor