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Experienced Financial Professional Jobs in Missouri

Experienced Financial Advisor Recruiter
By Edward Jones At St Louis, MO, United States
Utilize contact management system to persistently follow up with prospective candidate.
Make significant outbound calls and contacts to reach passive candidate pools of Experienced Financial Advisors.
Partner closely with Practice Acquisition Consultants to ensure alignment of candidates' skillsets and transferrable business products.
5 + years' experience in proactively sourcing, recruiting, and interviewing candidates in financial service or similar industry.
In depth knowledge of the industry and the ability to articulate how the Edward Jones value proposition compares to other firms.
Create and implement recruiting strategies, generate leads, and grow referral network.
Financial Professional Jobs
By Wolpack Financial Group At California, United States
Teaching experience: Former teachers bring strong communication skills, the ability to simplify complex concepts, and a passion for educating others.
Customer service experience: Experience in delivering exceptional customer service fosters strong client relationships, empathy, and effective problem-solving skills.
Personal development programs: Access to personal development programs and resources to enhance skills, knowledge, and career growth.
To apply, please submit your resume, along with a cover letter outlining your relevant experience and qualifications.
Serve as a trusted fiduciary financial advisor, offering expert guidance and advice to clients on all aspects of their financial well-being.
Military background: Military experience instills discipline, adaptability, and a results-oriented mindset, which are valuable traits in the financial advisory field.

Are you an experienced financial professional looking for a new challenge? We are looking for a motivated individual to join our team and help us reach our financial goals. With a competitive salary and excellent benefits, this is an opportunity you won't want to miss!

Overview An Experienced Financial Professional is a highly-skilled individual who is responsible for providing financial advice and services to clients. They are knowledgeable in a variety of financial areas, including investments, taxes, retirement planning, and estate planning. They are also responsible for helping clients make sound financial decisions and providing them with the necessary resources to achieve their financial goals. Detailed Job Description An Experienced Financial Professional is responsible for providing financial advice and services to clients. They must be knowledgeable in a variety of financial areas, including investments, taxes, retirement planning, and estate planning. They must be able to analyze financial data and provide clients with sound financial advice. They must also be able to explain complex financial concepts in a way that clients can understand. Additionally, they must be able to develop and implement financial plans that meet the needs of their clients. Job Skills Required
• Knowledge of financial markets and investments
• Knowledge of tax laws and regulations
• Knowledge of retirement planning
• Knowledge of estate planning
• Ability to analyze financial data
• Ability to explain complex financial concepts
• Ability to develop and implement financial plans
• Excellent communication and interpersonal skills
• Excellent problem-solving and decision-making skills
• Ability to work independently and as part of a team
Job Qualifications
• Bachelor’s degree in finance, accounting, or a related field
• Master’s degree in finance, accounting, or a related field (preferred)
• Professional certification, such as a Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) (preferred)
• At least 5 years of experience in a financial role
Job Knowledge
• Knowledge of financial markets and investments
• Knowledge of tax laws and regulations
• Knowledge of retirement planning
• Knowledge of estate planning
• Knowledge of financial planning software
Job Experience
• At least 5 years of experience in a financial role
• Experience in providing financial advice and services to clients
• Experience in developing and implementing financial plans
Job Responsibilities
• Analyze financial data and provide clients with sound financial advice
• Develop and implement financial plans that meet the clients’ needs
• Explain complex financial concepts in a way that clients can understand
• Monitor clients’ financial progress and make adjustments as needed
• Provide clients with resources to help them achieve their financial goals
• Stay up-to-date on financial markets and