07/28/2025
We're Hiring – Retirement Plan Advisor
We’re looking to add a talented, service-minded advisor to our team to help support our group retirement plan clients. This is an in-person role based in St. Peters, with time split between our office and meeting participants at plan sponsor locations.
The Role
You’ll work closely with retirement plan participants—primarily in 403(b), 457(b), and 401(k) plans—to help them understand their options and make sound decisions as they plan for retirement. Your day-to-day will involve:
• One-on-one meetings with participants
• Helping employees understand their retirement plans and investment options
• Providing basic financial planning guidance
• Supporting the relationship with plan sponsors and assisting with group education sessions
Qualifications
• Required: Series 7 and Series 66 (or 65 & 63) licenses
• Preferred: CFP®, CPA, or other relevant designation
• Excellent communication skills and a genuine interest in helping others
• Service-minded, thoughtful, and dependable, with a focus on doing what’s best for the client
• Ability to work independently while being part of a collaborative team
We’re a small, independent firm that values long-term relationships—both with our clients and within our team. This position has the potential to evolve significantly over time for the right person.
If you or someone you know is interested in making a meaningful impact through retirement planning and financial education, I’d love to connect.
Feel free to message me directly or apply via [email protected].
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