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Associate Wealth Advisor

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Anders Minkler Huber & Helm LLP

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Location:
United States , St. Louis

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Category:
Finance

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Contract Type:
Not provided

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Salary:

70000.00 - 80000.00 USD / Year
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Job Description:

Claris Advisors (Anders Affiliate) is seeking an Associate Wealth Advisor who is motivated to learn, excited to collaborate and passionate about delivering outstanding results. This individual will have a direct impact on our firm’s mission of serving as a catalyst for those striving to achieve their highest potential.

Job Responsibility:

  • Manage and execute both direct portfolio trading and indirect third-party portfolio trading
  • Develop and implement new client portfolios, assisting Senior Advisors where necessary
  • Facilitate and conduct cash management reviews, including report generation, meeting coordination, and trade execution
  • Conduct client reviews and build strong client relationships through the delivery of exceptional service and advice
  • Assist Senior Advisors with the daily management of client portfolios, wealth analysis, new client onboarding, and client/prospect review preparation
  • Conduct comprehensive financial assessments and analysis for clients to understand their financial goals, risk tolerance, and investment objectives
  • Develop personalized wealth management plans tailored to each client's individual needs, considering factors such as income, expenses, assets, liabilities, and time horizon
  • Provide strategic advice on investment opportunities, asset allocation, portfolio diversification, and wealth preservation strategies
  • Develops mastery of Claris Advisors investment philosophy
  • Mastery of technology stack offered, including CRM system and custodian websites

Requirements:

  • Bachelor’s degree
  • 2+ years of financial services experience
  • Obtain Series 65 license or equivalent within 120 days of employment if not already obtained
  • A clean U4
  • Excellent written and verbal communication skills
  • Expert attention to detail
  • Strong organizational and time-management skills
  • Ability to work independently or as a team
  • Knowledge of financial industry, financial products, and financial planning concepts
  • Ability to work efficiently in a fast-paced environment, meet deadlines and adapt to team needs
  • Ability to empathize with clients' financial situations and goals to help build trust and rapport
  • Strong problem-solving skills to analyze financial data, identify challenges or opportunities, and develop creative solutions to meet clients' objectives
  • Ability to display ethical integrity to prioritize clients' interests, disclose potential conflicts of interest, and adhere to regulatory compliance requirements
What we offer:
  • Professional development opportunities
  • Benefits that directly impact mental, physical and financial wellness
  • Work Flex program which gives you the opportunity to work at our Chesterfield office, our Downtown St. Louis office, remotely, adopt a hybrid approach or even switch between these options as you prefer

Additional Information:

Job Posted:
February 08, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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