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Adecco · 5 days ago

Financial Advisor, Registered Investment Advisor Representative -

Webster Groves, MO

Full-time

Onsite

Senior Level

$100K/yr - $140K/yr

7+ years exp

Adecco is a company that provides fiduciary financial planning and wealth management services. They are seeking a highly motivated Financial Advisor who will deliver objective, client-first financial guidance while managing client relationships and creating comprehensive financial plans.

EmploymentHuman ResourcesRecruitingStaffing Agency

Responsibilities

Deliver knowledgeable, empathetic, patient, and proactive service to pre-retiree and retiree clients

Manage onboarding, custodial processes, and complex account servicing

Support our advisors with accuracy, communication clarity, and fiduciary integrity

Handle sensitive financial situations involving retirement income, RMDs, transfers, estates, and cash flow needs

Serve as the primary advisor for a dedicated group of client households

Build deep, trusting relationships with retirees, near-retirees, and multigenerational families

Conduct financial planning and investment review meetings independently

Provide guidance on retirement planning, tax strategies, estate planning, cash flow, charitable giving, and risk management

Create and maintain comprehensive financial plans using firm-approved planning software

Develop customized retirement income strategies, including Social Security and withdrawal planning

Oversee investment portfolios aligned with the firm's philosophy and risk management framework

Present investment strategies and recommendations in a clear, client-friendly manner

Cultivate new client relationships through referrals, networking, and professional engagement

Transition (if applicable) an existing book of business to the firm, adhering to regulatory and ethical standards

Participate in firm marketing initiatives, educational events, and thought leadership efforts

Operate with strict adherence to fiduciary duty, firm policies, and regulatory guidelines

Maintain accurate documentation, meeting notes, and client records within CRM and custodial systems

Hold and maintain active Series 65 licensing (or equivalent)

Work closely with client service teams to ensure exceptional operational support

Contribute to internal discussions around planning strategies, investment philosophy, and client experience improvements

Mentor junior team members as needed

Qualification

CFP certificationRegistered Investment AdvisorSeries 65 licensingFinancial planning softwareRetirement planningInvestment managementClient relationship managementEthical standardsAnalytical skillsCommunication