Forsythe Findley Wealth Strategies · 5 days ago
Financial Representative
St Louis, MO
Full-time
Onsite
Mid LevelForsythe Findley Wealth Strategies is a proud member of The Guardian Network®, dedicated to empowering individuals to achieve financial security. As a Financial Representative, you'll guide clients in making confident financial decisions, helping them protect what matters most and plan for the future.
Financial ServicesRetirementWealth Management
No H1B
U.S. Citizen OnlyHiring Manager
Michelle Mitchell
Responsibilities
Partner with clients to clarify goals, assess their financial landscape, and provide long-term planning strategies
Offer thoughtful guidance and education on protection, investments, and tax-efficient strategies
Build deep, trust-based relationships with a network of individuals and families
Leverage best-in-class tools and support to scale your practice with confidence
Qualification
Required
Prior experience as a Financial Representative, or in financial planning/sales/consulting
Entrepreneurial mindset and personal drive
Strong communication skills and a passion for helping others
Integrity and professionalism that earns long-term trust
Bachelor's degree
Must be a U.S. citizen or permanent resident
Must have or obtain appropriate insurance licensing
Must have or obtain FINRA licensing
High standards of integrity, ethics, and professionalism
Benefits
Defined Benefit Pension
401(k) with Match
Health & Dental
Life
Company
Forsythe Findley Wealth Strategies
At Forsythe Findley, our curated team of Advisors unite with a shared goal – growing and protecting your financial well-being.
Founded in 1890
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase