- Exhibit a fiduciary mentality, always doing what is best for the client and maintaining confidentiality.
- Develop a deep understanding of clients' personal objectives and collaborate with our team and the clients' outside professional team members to help them reach their goals.
- Conducts all on-going client meetings and initial planning meetings with prospective clients.
- Identify complicated financial planning, estate, tax, and retirement issues.
- Create, draft, and implement a financial plan on behalf of the client using Money Guide software.
- Create a personalized Investment Policy Statement for each assigned client.
- Serve day-to-day client needs and partner with team members to ensure the highest level of service.
- Approve & execute trade recommendations with the Portfolio Management team.
- Diligent recording of client communications within the client relationship management platform.
- Monitor clients' ongoing investment progress including asset allocation, portfolio rebalancing, cash balances, and tax loss harvesting needs.
- Assist with client billing reviews and client quarterly reporting.
- Provide excellent service to be top of mind for client referrals.
- Develop multiple Centers of Influences both within and outside of the organization.
- Lead by example, maintaining the highest levels of fiduciary care for those within the organization as well as our clients - carrying forth the core values of the firm.
- Take ownership and accountability for client issues that arise.
- Provide feedback for the development of Associate Wealth Advisors and other team members.
- Become involved in key community events, organizations, and/or boards.
- High personal ethical standards and sound judgement.
- Well-developed interpersonal skills - able to build trusting relationships.
- Ability to think critically and to effectively present complex financial scenarios.
- Written and oral communication skills which clearly and accurately convey intended message.
- Strong attention to detail and problem-solving skills.
- Knowledge of Microsoft Office, especially Word, Excel, and Outlook.
- Open and receptive to feedback and coaching.
- Self-motivated, energetic, and outgoing, with an entrepreneurial spirit.
- Dedicated to a career as a Registered Investment Advisor.
- Willing and able to work outside of traditional business hours to attend events as needed.
- Enjoy working with a team and independently.
- Bachelor of Science degree.
- Series 65 License within 90 days of employment.
- Clean U4.
- 5+ years direct client-facing Financial Services experience preferred.
- Advanced degree and/or certifications such as CFP or CPA/ PFS preferred.
- Proven Business development skillset.
-
Wealth Advisor
1 week ago
Kerber, Eck & Braeckel Llp St Louis, United StatesJob Description · Job Description · The · Wealth Advisor · position is a unique opportunity to collaborate with a growing team of experienced, innovative wealth advisors. Our goal is to deeply understand each client's definition of financial well-being and work as a team to i ...
-
Wealth Advisor
5 days ago
KEB Wealth Advisors St Louis, United StatesThe Wealth Advisor position is a unique opportunity to collaborate with a growing team of experienced, innovative wealth advisors. Our goal is to deeply understand each client's definition of financial well-being and work as a team to implement plans that achieve peace of mind. T ...
-
Wealth Advisor
4 days ago
KEB Wealth Advisors St Louis, United StatesThe · Wealth Advisor · position is a unique opportunity to collaborate with a growing team of experienced, innovative wealth advisors. Our goal is to deeply understand each client's definition of financial well-being and work as a team to implement plans that achieve peace of m ...
-
Wealth Advisor
4 days ago
Kerber, Eck & Braeckel LLP Saint Louis, United StatesJob Description · Job DescriptionThe Wealth Advisor position is a unique opportunity to collaborate with a growing team of experienced, innovative wealth advisors. Our goal is to deeply understand each client's definition of financial well-being and work as a team to implement pl ...
-
Associate Wealth Advisor
1 week ago
Buckingham Strategic Wealth St Louis, United StatesJob Description · Job Description · The · Associate Wealth Advisor · is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. This individual will partner with a Wealth Advisor to care fo ...
-
Retirement Solutions Advisor
1 week ago
Buckingham Strategic Wealth St Louis, United StatesJob Description · Job Description · The Buckingham Retirement Solutions Advisor position offers a unique opportunity to help grow the retirement solutions platform for the larger community of advisors. This offering has been created as an enhanced 401(k) service to meet the nee ...
-
Tax Associate
6 days ago
Buckingham Strategic Wealth St Louis, United StatesJob Description · Job Description · The · Tax Associate · position is an exciting opportunity to help drive and shape the tax preparation and filing service offering at Buckingham. This team member will work with Buckingham Integrated Tax Solutions team to assist in the imple ...
-
Wealth Advisory Support Associate
1 week ago
Busey St Louis, United StatesWHAT YOU'LL DO · The Wealth Management Advisory Support Associate will enhance the client experience by servicing clients and providing operational and administrative support to the Wealth Management Team. The Wealth Advisory Support Manager may determine a need for a Team Lead ...
-
Wealth and Investment Management Finance Leader
16 hours ago
Wells Fargo St Louis, United StatesManage and develop team in support of financial advisory services for Independent Advisor Group on matters related to business performance, operating and strategic reviews. Engage and influence financial analysis that may have critical impact on the Leader, Advisor, Management, I ...
-
Client Reporting Services Specialist
1 week ago
Stifel St. Louis, United States Full timeSummary · The Client Report Services Specialist is responsible for assisting with the day-to-day support and on-going development of large-scale reporting platforms within Stifel's Investment Products and Services (IP&S) Group. The Specialist will perform daily tasks related to ...
-
Asset Advisor Banking
1 week ago
Omega Ventures Black Jack, United StatesBlack Jack Wealth Advisor Banking (m/f/d) Mülheim Full-time/Part-time · Online Application · TARGOBANK as an employer BANK.REAL.DIFFERENT. That is our claim as an employer. Become part of our sales team and bring your personality and your power. We at TARGOBANK are looking for ...
-
Senior Marketing Manager
3 days ago
Wells Fargo St Louis, United StatesAbout this role: · Wealth and Investment Management (WIM) Marketing plays a key role as a thought leader improving business growth through enhanced client experiences, recommendations on the effective investment of advisor marketing dollars, and delivering measurable business out ...
-
Lead Retail Investment Research Analyst
1 week ago
CFA Institute St Louis, United StatesAbout this role: · Wells Fargo is seeking a Lead Retail Investment Research Analyst in Global Securities Research (GSR) as part of Wells Fargo Investment Institute (WIFI) in Wealth & Investment Management (WIM). This role will support investment research for equities where you w ...
-
Wealth Coordinator
2 weeks ago
Gatewood Wealth Solutions St Louis, United StatesAre you passionate about helping clients achieve their financial dreams? Gatewood Wealth Solutions, a leading comprehensive wealth management firm, is seeking a detail-oriented and collaborative individual to join our team in St. Louis as a Wealth Coordinator. · The Wealth Coord ...
-
Wealth Coordinator
1 week ago
Gatewood Wealth Solutions St Louis, United StatesAre you passionate about helping clients achieve their financial dreams? Gatewood Wealth Solutions, a leading comprehensive wealth management firm, is seeking a detail-oriented and collaborative individual to join our team in St. Louis as a Wealth Coordinator. · The Wealth Coord ...
-
Business Analyst- Cash Product
4 days ago
Stifel St Louis, United StatesSummary · This role is a member of the Cash Management and Banking Services team, which is responsible for Brokerage Cash Management Accounts, the Bank Sweeps Program, Stifel Bank Deposit Accounts, Credit Cards programs and the Firm's payments strategy. This will require partne ...
-
Fiduciary Advisor
1 day ago
Busey Bank St Louis, United StatesPosition Summary · The Fiduciary Advisor (FA) is responsible for the administration of fiduciary accounts where Busey is acting as trustee, executor, administrator, conservator, guardian, or agent for Busey Wealth Management clients. The Fiduciary Advisor manages fiduciary relat ...
-
Advisor, CPA
2 weeks ago
Accounting Career Consultants Saint Louis, MO, United StatesIf you are a CPA with tax planning and strategy experience looking for a positive change, this could be a tremendous opportunity for you. No previous wealth management experience required, just a strong tax planning background and CPA with a desire to serve at a very high level. ...
-
Stifel Saint Louis, United StatesSummary · The Mutual Funds Trade Support Operations Associate is responsible for a variety of the department's administrative functions while having gained a solid understanding of the firm's mutual fund offerings, the systems used to trade them and how they relate to the overall ...
-
Registered Client Associate
1 week ago
WELLS FARGO BANK St. Louis, United States Full timeJob Description: · About this role: · Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of business at . · In this role you will:Assist Financial Advisor(s) with s ...
Wealth Advisor - St. Louis, United States - KEB Wealth Advisors
Description
The Wealth Advisor position is a unique opportunity to collaborate with a growing team of experienced, innovative wealth advisors. Our goal is to deeply understand each client's definition of financial well-being and work as a team to implement plans that achieve peace of mind. The advisor's role is to be able to listen empathetically, obtain the knowledge to provide solutions, communicate solutions effectively and implement plans with the rest of the team to achieve the client's desired outcomes. Solutions typically involve multiple areas of financial planning including – investments, estate, tax, and retirement planning. The advisor is not required to be an expert in each of these areas but needs to be able to both understand the recommendation and have the ability to communicate well with the experts, and most importantly, the client.
Advisor Responsibilities
Client Relationship
Planning
Operations
Business Development
Organization
Desired Skills and Experience
Qualifications
Education and Work Experience
Preferred Experience and Skills
This is a salaried position with an opportunity for an annual bonus. It also comes with a competitive benefits package. KEB Wealth Advisors, LLC offers Health, Vision, and Dental Insurance, along with generous paid time off and the ability to participate in the firm's 401(k) plan, offering a company match with profit sharing.
Firm Overview
Founded in 1999, KEB Wealth Advisors, LLC helps clients achieve their most important goals by creating customized, comprehensive, evidence-based financial plans. The firm's investment approach centers on modern portfolio theory implemented through evidence-based investment strategies. As a registered investment advisory firm, KEB Wealth Advisors, LLC operates under a fiduciary obligation to its clients.
Our clients are families, individuals, and business owners who entrust their wealth management and investment portfolios to us for our expert advice and personalized attention. Our trusted client relationships result from our dedication to transparency, fiduciary standards, and a great team culture.
KEB Wealth Advisors, LLC employs 15 individuals across offices in Springfield, IL and St. Louis, MO. KEB Wealth Advisors, LLC is a division within KEB (Kerber, Eck & Braeckel, LLP), a regional public accounting firm. Visit us at
KEB is an Equal Opportunity Employer.