PEG Staffing & Recruiting · 23 hours ago
Financial Advisor
Greater St. Louis
Full-time
Hybrid
Mid Level
$100K/yr - $150K/yrPEG Staffing & Recruiting is seeking a Financial Advisor who excels in high-touch client relationships, strategic thinking, and long-term business stewardship. This role focuses on developing comprehensive financial strategies and advising clients on various financial matters while maintaining strong, trust-based relationships.
ConsultingHuman Resources
Hiring Manager
Audrey Clay
Responsibilities
Serve as a primary advisor to clients, building long-term relationships grounded in trust, clarity, and proactive guidance
Develop comprehensive financial strategies spanning investments, retirement, tax planning, estate considerations, and risk management
Deliver thoughtful, tax-efficient recommendations aligned with client goals, life stages, and business interests
Advise clients on retirement income planning, pension decisions, and long-term wealth preservation
Collaborate closely with CPAs, attorneys, and estate planning professionals to provide fully integrated solutions
Support business owners with succession planning and continuity strategies
Prepare and present clear, polished financial analyses and client-ready reports
Stay current on regulatory requirements and ensure strict adherence to compliance standards
Maintain and grow existing client relationships through consistent communication and high-quality service
Pursue ongoing professional development and advanced certifications
Qualification
Required
Bachelor's degree required
Series 65 (or Series 7 + 66) required within 60 days if not already licensed
CFP or CFA required within 3 years if not currently held
Strong client-facing presence with the ability to communicate confidently and professionally
Background in public accounting, tax, legal, or advisory services highly valued
A mindset geared toward maintaining and growing an existing book of business, not transactional selling
Intellectual curiosity, business maturity, and the ability to earn trust quickly
Preferred
CFP®, CFA®, CPA/PFS, or JD (estate or tax-focused) strongly preferred
Benefits
PTO
Paid holidays
Medical/dental
Disability & life insurance
Retirement match
Parental leave
Profit-sharing bonus
Professional development support
Volunteer time
More
Company
PEG Staffing & Recruiting
PEG is a woman-owned, international staffing and recruiting agency based in St.
Founded in 1984
1001-5000 employees
Funding
Current Stage
Late StageCompany data provided by crunchbase