Senior Home Office Transitional Financial Advisor

Support transitional client coverage across multiple branch offices by maintaining relationships, resolving open service items, and coordinating with internal teams.

Key Responsibilities

• Preserve and restore customer relationships when a former Financial Advisor is unable to meet obligations
• Deliver excellent client service and provide suitable investment advice during the transition period
• Serve as the primary point of contact with initial outreach and ongoing guidance for assigned clients
• Research and resolve service issues or unfinished tasks for clients
• Partner with Business Office Administrators to maintain a high standard of customer service
• Keep the department informed of any Compliance or Field Service concerns

Required Qualifications

• 2+ years of experience as a Financial Advisor
• Series 7 and 66 licenses (required)
• Insurance licenses required: life, health, and variable annuity
• Ability to travel 1–2 weeks per trimester
• Strong flexibility, reliability, and decision-making skills
• Strong communication and organizational skills
• Strong telephone and customer-service skills
• Demonstrated client service focus and ability to manage changing priorities and assignments
• Ability and willingness to travel extensively to support branch coverage needs
• Bachelor’s degree in a business-related field is preferred

Tools and Technologies

• Salesforce
• MoneyGuide

Office Hours and Work Schedule

• Client availability: Monday–Friday, 8 am–6 pm CST
• Work hours are based on your time zone and will be discussed during the interview process

Location and Travel

• St. Louis, MO (onsite)
• Travel expected: 1–2 weeks per trimester
• Supports 4–6 branch offices remotely

Compensation

• Salary range: USD 72,700–119,800 per year

Benefits

• Medical and prescription drug coverage
• Dental
• Vision
• Voluntary benefits (including accident, hospital indemnity, and critical illness)
• Short- and long-term disability
• Basic life
• Basic AD&D coverage
• 401(k) retirement plan
• Tax-advantaged accounts: health savings account and flexible spending account
• 10 paid holidays
• 15 days of vacation for new associates starting January 1 each year
• Sick time
• Personal days
• Paid day for volunteerism
• Bonuses and profit sharing (associates may be eligible)
• Employee Assistance Program

Additional Notes from the Role

• HQ Transitional Financial Advisor role supporting branch coverage when a former Financial Advisor is unable to meet obligations
• Professional financial services designations are noted as a differentiator
• Demonstrated success building and maintaining client relationships during periods of change or transition
• Experience collaborating with branch teams to deliver exceptional client outcomes
• Familiarity with financial planning and relationship management tools, including Salesforce and MoneyGuide