Accounting Career Consultants, ACC Construction, ACC Legal & HR Career Consultants · 3 hours ago
Aspiring Financial Advisors/Wealth Managers
St Louis, MO
Full-time
Onsite
New Grad, Entry LevelAccounting Career Consultants is offering an exceptional opportunity to launch a long-term career in wealth management. The Wealth Management Associate Program prepares motivated professionals for a career as a Financial Advisor, providing mentorship and hands-on experience in financial planning and client relationship management.
ConsultingEmploymentHuman ResourcesStaffing Agency
Hiring Manager
Jason Bode
Responsibilities
Provide direct client support and respond to service requests
Assist in preparing client meetings and maintain up-to-date client information
Support financial planning and investment analysis using industry tools
Develop and recommend investment product solutions tailored to client goals
Participate in client meetings and help manage ongoing relationships
Learn the operations, compliance, and business development aspects of financial advising
Qualification
Required
Bachelor's degree in Finance, Business, or related field
Strong communication, technology, and organizational skills
Ability to pass FINRA SIE, Series 7, and 66 exams within six months of hire
Self-motivated with a strong desire to learn and grow in financial services
Team-oriented with attention to detail and a positive attitude
Commitment to earning the CFP designation within three years
Company
Accounting Career Consultants, ACC Construction, ACC Legal & HR Career Consultants
ACC Recruiters (Accounting Career Consultants) has been providing direct-hire, consulting, and temporary placement services since 1985.
Founded in 1985
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase