Associate Financial Advisor
The Associate Financial Advisor at Confidential Client supports senior advisors in servicing high-net-worth clients through detailed financial planning and client relationship management. This entry-level role focuses on developing technical expertise and client service skills without sales or asset-gathering quotas, offering a clear path toward lead-advisor responsibilities.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Wealth management (Registered Investment Advisor).
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
About the role
Confidential Client is a registered investment advisor serving high-net-worth families. We are hiring an entry-level Associate Financial Advisor to support an established book of clients. This is a service- and planning-focused role — not a sales quota position. You will receive a base salary plus an annual performance bonus, and you’ll develop technical advisory skills working directly with senior advisors from day one.
What You’ll Do
- Support senior advisors across a book of high-net-worth client relationships — meeting prep, agendas, follow-up items, and documentation.
- Build and maintain financial plans: retirement income, Social Security claiming, Roth conversion strategy, Medicare/IRMAA planning, and tax-aware withdrawal sequencing.
- Run analysis in proprietary planning software and translate outputs into clear, actionable recommendations clients can use.
- Sit in client meetings, own follow-through items, and progressively lead portions of client conversations.
- Handle service requests end-to-end: account openings and transfers, distributions, beneficiary updates, and custodian coordination.
- Maintain accurate client records and support compliance and documentation standards.
- Grow toward lead-advisor responsibility and manage your own client relationships over time.
What We’re Looking For
- Bachelor’s degree.
- Securities license required; Series 65 strongly preferred. If not licensed at hire, candidates must commit to passing the Series 65 within 30 days.
- Genuine interest in the CFP® designation; firm supports coursework and exam pursuit.
- Careful, detail-driven work habits — follow-through is critical in this role.
- Clear, plain-English writing and speaking; comfort meeting with successful clients who ask tough questions.
- Strong technology skills; Excel fluency required and curiosity about AI tools is a plus.
- 0–3 years of relevant experience — recent graduates and career changers encouraged to apply.
- Please note: we are not a broker-dealer and do not maintain Series 7 registrations. Candidates from broker-dealer environments should expect Series 7 to go inactive; Series 65 is the relevant license here.
Compensation & Benefits
- Base salary plus annual performance bonus — no commissions, no production quota.
- Firm support for Series 65, CFP® coursework, and continuing education.
- Health insurance and retirement plan with employer match.
- Clear, defined path toward lead-advisor responsibility and growth.
Location & Employment Type
- Saint Louis, MO — On-site (Full-time)
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind.
To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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