Associate Financial Advisor | Retirement Planning, Clear Career Track jobs in United States
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Magellan Financial & Insurance Services, Inc. · 13 hours ago

Associate Financial Advisor | Retirement Planning, Clear Career Track

positionGreater St. Louis
timeFull-time
remoteOnsite
seniorityEntry, Mid Level
money$60K/yr - $70K/yr
date2+ years exp

Magellan Financial & Insurance Services, Inc. is a growing, client-first retirement planning firm focused on helping pre-retirees and retirees. They are seeking an Associate Financial Advisor who will prepare retirement plans, assist in client meetings, and work closely with the Lead Advisor to deliver exceptional planning services.

Financial ServicesInsuranceService Industry
Hiring Manager
Isaiah Williams
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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 modelingPlanning software proficiencyCoachableProactive outreachProblem-solving

Required

2–5 years into the business
Desire to become a true Lead Advisor
Interest in real planning work —strategy, problem-solving, and translating complexity into clear next steps for clients
Coach-able and hungry for feedback and mentorship
Value relationships over transactions
Motivated by measurable progression (Associate → Lead → Senior) with increasing responsibility, compensation, and influence

Company

Magellan Financial & Insurance Services, Inc.

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The intersection of fierce independence, disruptive annuity & asset growth, and unstoppable marketing horsepower—this is Magellan Financial.
dateFounded in 2002
location
Topeka, Kansas, USA
people-size51-200 employees
web-link
https://www.magellanfinancial.com/

Funding

Current Stage
Growth Stage

Leadership Team

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Austin Nachbar
Director of Strategic Partnerships
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Brendon Reed
Director of Strategic Partnerships
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Company data provided by crunchbase