The Financial Planner position is sales-oriented and client facing, allowing you to build rapport and strong relationships with our clients. The Financial Planner must communicate effectively to ensure excellent service is provided to our clients.


  • Office space at no cost
  • All marketing and leads at no cost
  • Proven Sales Process
  • Ongoing training and development


  • Create a relationship with our leads and yours to teach and convert prospects into clients.
  • Lead and facilitate group educational workshops.
  • Maximize relationships, create referrals and referral partnerships by providing exceptional customer service.
  • Meet with current clients 1-2 times minimal per year to review plans and make adjustments accordingly.
  • Enter and update client information in our CRM database.
  • Complete administrative paperwork to fulfill client needs.
  • Learn and follow our fee planning process, strategies, and philosophies, working collaboratively and respectfully with other Firm Planners and team members.
  • Will have access to a host of tools to develop and grow your client base while sharpening your skills.

This Company Describes Its Culture As:

  • People Oriented – supportive and relationship-focused.
  • Innovative and willing to take risks.
  • Confident and growth-oriented.
  • Results driven with a strong performance culture.
  • Most importantly, we like to have FUN!


  • Financial Services experience is required. Experience with insurance and/or annuities is a plus.
  • This position requires Insurance and series 65 licensing to be obtained within the first 90 days of hire, if not already licensed.
  • A college degree is a plus, but not as important as Financial Services experience.


  • Salary plus a lucrative Bonus Plan.
  • Comprehensive benefits package, including medical, dental, vision, HSA, FSA, Employer paid Group. Life Insurance and AD&D, Voluntary Group Life Insurance and AD&D, and short and long term disability.
  • 401k + 3% company contribution.
  • Paid time off (PTO).
  • Be a part of our FUN on-site and off-site company events and gatherings!


  • Flexible work schedule depending on clients’ needs
  • Some evenings and Saturdays
  • Work from our office in Des Peres, MO


If you are interested in this great opportunity, please click here to apply!