Adecco Permanent Recruitment
Financial Advisor (Webster Groves)
Adecco Permanent Recruitment, Webster Groves, Missouri, United States
We are seeking an experienced
Financial Advisor / RIA Representative
who is deeply committed to fiduciary standards and excels at building long-term client relationships. The ideal candidate is a seasoned advisor with strong planning and investment expertise and, ideally, an existing book of business that may be transitioned to the firm over time. This role blends independent client management with close collaboration across our internal team to deliver a seamless, high-touch client experience. Key Responsibilities Client Relationship Management Serve as the primary advisor for a dedicated group of client households Build and maintain trusted relationships with retirees, near-retirees, and multigenerational families Conduct financial planning and investment review meetings independently Provide guidance on retirement income, tax strategies, estate planning, cash flow, charitable giving, and risk management Financial Planning & Investment Management Develop and maintain comprehensive financial plans using firm-approved software Design customized retirement income and withdrawal strategies, including Social Security planning Manage client portfolios in alignment with the firms investment philosophy and risk framework Present strategies and recommendations in a clear, client-friendly manner Business Development & Growth Cultivate new client relationships through referrals, networking, and professional engagement Transition an existing book of business (if applicable) in accordance with regulatory and ethical standards Participate in firm marketing initiatives, educational events, and thought leadership efforts Compliance & Fiduciary Standards Operate with strict adherence to fiduciary duty, firm policies, and regulatory requirements Maintain accurate documentation within CRM and custodial systems Ensure compliance with all RIA and licensing standards Collaboration & Leadership Work closely with client service and operations teams Contribute to planning strategy discussions and client experience enhancements Mentor junior team members as needed Required Qualifications CFP certification (active and in good standing) 710+ years of experience advising clients in a fee-only RIA environment Active Series 65 license (or ability to obtain prior to start date) Proven ability to independently manage and deepen client relationships Strong expertise in retirement planning, investment management, and holistic financial planning Excellent communication skills with the ability to simplify complex concepts Proficiency with financial planning software (e.g., eMoney, MoneyGuidePro) and CRM systems Demonstrated commitment to fiduciary ethics and client-first service Experience working with Schwab, Fidelity, or other major custodians Additional professional designations (CFA, CIMA, EA, CPWA, etc.) Experience serving retirement-focused client populations
Salary/Benfits: $100K+ base (dependent on experience) and commission Full benefits package
This position is 100% onsite with the exception of client meetings
Financial Advisor / RIA Representative
who is deeply committed to fiduciary standards and excels at building long-term client relationships. The ideal candidate is a seasoned advisor with strong planning and investment expertise and, ideally, an existing book of business that may be transitioned to the firm over time. This role blends independent client management with close collaboration across our internal team to deliver a seamless, high-touch client experience. Key Responsibilities Client Relationship Management Serve as the primary advisor for a dedicated group of client households Build and maintain trusted relationships with retirees, near-retirees, and multigenerational families Conduct financial planning and investment review meetings independently Provide guidance on retirement income, tax strategies, estate planning, cash flow, charitable giving, and risk management Financial Planning & Investment Management Develop and maintain comprehensive financial plans using firm-approved software Design customized retirement income and withdrawal strategies, including Social Security planning Manage client portfolios in alignment with the firms investment philosophy and risk framework Present strategies and recommendations in a clear, client-friendly manner Business Development & Growth Cultivate new client relationships through referrals, networking, and professional engagement Transition an existing book of business (if applicable) in accordance with regulatory and ethical standards Participate in firm marketing initiatives, educational events, and thought leadership efforts Compliance & Fiduciary Standards Operate with strict adherence to fiduciary duty, firm policies, and regulatory requirements Maintain accurate documentation within CRM and custodial systems Ensure compliance with all RIA and licensing standards Collaboration & Leadership Work closely with client service and operations teams Contribute to planning strategy discussions and client experience enhancements Mentor junior team members as needed Required Qualifications CFP certification (active and in good standing) 710+ years of experience advising clients in a fee-only RIA environment Active Series 65 license (or ability to obtain prior to start date) Proven ability to independently manage and deepen client relationships Strong expertise in retirement planning, investment management, and holistic financial planning Excellent communication skills with the ability to simplify complex concepts Proficiency with financial planning software (e.g., eMoney, MoneyGuidePro) and CRM systems Demonstrated commitment to fiduciary ethics and client-first service Experience working with Schwab, Fidelity, or other major custodians Additional professional designations (CFA, CIMA, EA, CPWA, etc.) Experience serving retirement-focused client populations
Salary/Benfits: $100K+ base (dependent on experience) and commission Full benefits package
This position is 100% onsite with the exception of client meetings