Forsythe Findley Wealth Advisors Financial Advisor ~ St. Louis, Missouri
At Forsythe Findley Wealth Advisors, we are committed to delivering innovative financial strategies that enable our clients to take charge of their lives and create a clear roadmap to their financial future. As an agency of The Guardian Life Insurance Company of America®, we offer access to a broad range of financial products. Our dedicated macro-management approach, informed financial education, and expert asset servicing solutions empower our clients to envision and achieve their financial goals.
Role Description This is a full-time role for a Financial Advisor at Forsythe Findley Wealth Advisors. As a Financial Advisor, you will be responsible for marketing and building a strong client base, providing financial planning, retirement planning, insurance and investment advisory services to clients. You will analyze financial information, develop customized strategies, and provide guidance on a range of financial topics.
This role is located in St. Louis, MO
Qualifications • Financial Planning and Financial Advisory skills • Experience in retirement planning and investment advisory • Knowledge of finance and investment principles • Proper licenses including life, health, series 7, 66, etc. Strong analytical and problem-solving skills • Excellent communication and interpersonal skills • Ability to build and maintain client relationships • Detail-oriented and organized • Bachelor’s degree in Finance, Economics, or related field (or equivalent experience) • Professional certifications (such as CFP, CFA) are a plus
