Magellan Investment Partners · 18 hours ago
Financial Advisor - Retirement Planning
Chesterfield, MO
Full-time
Onsite
Entry, Mid Level
$60K/yr - $70K/yr
1+ years expMagellan Financial is a client-first retirement planning firm helping pre-retirees and retirees build clarity around income, taxes, and legacy planning. They are seeking a planning-minded Associate Advisor who will work closely with the Lead Advisor to deliver exceptional planning and support to clients.
Financial Services
Responsibilities
Work directly with the Lead Advisor in client meetings as a planning and support advisor
Prepare and refine comprehensive retirement plans for firm clients, including income, tax, allocation, and legacy strategies
Model planning scenarios such as Roth conversions, Social Security timing, and withdrawal sequencing
Document meetings, execute follow-ups, and coordinate client service workflows
Learn and operate the firm’s planning software, CRM, and service standards
Assist with inbound prospect follow-up from firm marketing channels (radio, television, and workshops)
Qualification
Required
1–5 years of experience in financial services or financial planning
Comfortable communicating with clients and prospects in meetings and educational settings
Coachable, growth-oriented, and interested in long-term career development within one firm
Value mentorship, process, and professional development
Prefer relationship-based advising over cold prospecting
Licensing: Series 65, Life & Health
Preferred
CFP® track / coursework (or desire to pursue)
Experience with retirement-focused planning
Familiarity with eMoney/RightCapital/Holistiplan/Redtail/etc
Benefits
401(k)
Dental insurance
Health insurance
Company
Magellan Investment Partners
We are dedicated partners, driven by a focus on understanding client needs and providing specialist investment solutions.
51-200 employees
Funding
Current Stage
Growth StageRecent News
2025-10-09
Company data provided by crunchbase