Associate Financial Advisor | Retirement Planning, Clear Career Track jobs in United States
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Magellan Investment Partners · 1 day ago

Associate Financial Advisor | Retirement Planning, Clear Career Track

positionChesterfield, MO
timeFull-time
remoteOnsite
seniorityEntry, Mid Level
money$60K/yr - $70K/yr
date2+ years exp

Magellan Financial is a client-first retirement planning firm focused on helping pre-retirees and retirees with their financial decisions. They are seeking an Associate Financial Advisor to prepare comprehensive retirement plans, support the Lead Advisor, and build client relationships while progressing towards a Lead Advisor role.

Financial Services

Responsibilities

Prepare and refine comprehensive retirement plans (income, tax strategy, legacy, allocation) alongside the Lead Advisor
Sit in on client meetings, capture key notes, execute follow-ups, and gradually lead portions of meetings as you progress
Research and model planning scenarios (Roth conversions, Social Security, withdrawal sequencing, risk alignment)
Own a high-touch service standard: proactive outreach, fast response times, clean execution
Learn and operate our workflows, planning software, CRM, and client service cadence
Build trust with clients and earn the right to become their primary advisor over time

Qualification

Retirement planningTax strategyClient relationship managementFinancial modelingCoachabilityProblem-solvingCommunication skills

Required

2–5 years into the business
Ability to prepare and refine comprehensive retirement plans (income, tax strategy, legacy, allocation)
Experience sitting in on client meetings and capturing key notes
Ability to execute follow-ups and gradually lead portions of meetings
Experience researching and modeling planning scenarios (Roth conversions, Social Security, withdrawal sequencing, risk alignment)
Ability to own a high-touch service standard: proactive outreach, fast response times, clean execution
Willingness to learn and operate workflows, planning software, CRM, and client service cadence
Ability to build trust with clients and earn the right to become their primary advisor over time
Desire for mentorship and feedback
Value relationships over transactions
Motivated by measurable progression (Associate → Lead → Senior) with increasing responsibility, compensation, and influence

Benefits

401(k)
Dental insurance
Health insurance

Company

Magellan Investment Partners

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We are dedicated partners, driven by a focus on understanding client needs and providing specialist investment solutions.
dateFounded in 2006
location
Sydney, New South Wales, AUS
people-size51-200 employees
web-link
https://www.magellangroup.com.au/

Funding

Current Stage
Growth Stage

Recent News

Reuters
Macquarie raises PT on Australia's Magellan Financial Group
2025-10-09
Company data provided by crunchbase