What are the responsibilities and job description for the Financial & Investment Advisor (Client Retention) position at Fruition Financial?

Fruition Financial is a boutique financial services firm committed to delivering exceptional client experiences and personalized financial solutions. With a small team of dedicated professionals, we pride ourselves on our close-knit, collaborative environment and our unwavering commitment to our clients' financial success. As we continue to grow, we are seeking a dynamic Financial Advisor who is service oriented to foster meaningful, long-term relationships and deliver exceptional value to the individuals and families we serve.

Position Overview

We are seeking a Financial & Investment Advisor to join our team and service an established book of clients. This is a unique opportunity for a passionate and detail-oriented professional to provide comprehensive planning without the pressure of sales. Our Advisors focus solely on delivering holistic financial planning and ensuring our clients’ financial success.

Responsibilities

As an Advisor at Fruition Financial, you will :

Build and maintain strong, trust-based relationships with an existing book of clients.
Conduct financial planning sessions focused on cash flow, investment strategies, tax planning, estate planning, retirement planning, and insurance solutions.
Review and analyze clients’ financial situations to provide tailored advice and recommendations.
Collaborate with senior advisors and other team members to ensure seamless client service.
Stay updated on financial regulations, market trends, and best practices to provide informed advice.
Proactively monitor client accounts and plans, making adjustments as necessary to align with their goals.

Qualifications

Bachelor’s degree in Finance, Business, Economics, or a related field.

CFP® certification (or working toward it) is highly preferred.

Series 66 Certification

5-7 years of experience in financial planning, wealth management, or a related role.

Strong knowledge of cash flow management, investment strategies, and financial planning principles.

Excellent communication and interpersonal skills, with a passion for client service.

Proficient in financial planning software and Google Suite

Detail-oriented, organized, and committed to continuous learning and professional growth.

Why Join Fruition Financial?

Service an established and loyal client base.

Focus on holistic financial planning without the need for sales or business development.

Collaborative and supportive team environment.

Competitive salary between $75-95k discretionary bonuses and benefits package.

Opportunities for ongoing professional development and career growth

Salary : $75,000 - $95,000

Apply for this job

Receive alerts for other Financial & Investment Advisor (Client Retention) job openings

Not the job you're looking for? Here are some other Financial & Investment Advisor (Client Retention) jobs in the Chesterfield, MO area that may be a better fit.

Financial Advisor

First Financial Group, Columbia, MO

Financial & Investment Advisor (Client Retention)

What are the responsibilities and job description for the Financial & Investment Advisor (Client Retention) position at Fruition Financial?

What is the career path for a Financial & Investment Advisor (Client Retention)?

Not the job you're looking for? Here are some other Financial & Investment Advisor (Client Retention) jobs in the Chesterfield, MO area that may be a better fit.

We don't have any other Financial & Investment Advisor (Client Retention) jobs in the Chesterfield, MO area right now.

AI Assistant is available now!