Now Hiring - Financial & Tax Architects, Inc. - Professional Services Financial Planner in Saint Louis, MO

As a Financial Planner with Financial & Tax Architects, you are in the business of building relationships and educating clients on what really matters to them - Financial stability and freedom! You take great pride and satisfaction knowing that you’ve helped families with their financial needs, and that is conveyed in every interaction you have with our clients.

Financial & Tax Architects was founded with the goal of assisting its clients in every aspect of their financial lives. Our customized programs are designed to grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise.

Benefits

• 401k with Employer Match!
• Great work-life balance!
• Hands-on training and development!

Compensation Range

• OTE $250k+ annually!

More About You

• You must be fully licensed in Life and Health and Series 63 (Series 65 is a plus!)
• You have previous experience in Financial Planning, Advising, or Life Insurance Sales.
• Every day, you will rely on your strengths in relationship building. You will be a strong communicator, possessing professional enthusiasm, strong communications skills, and compassion for each and every client you serve. Their best interests are your main focus!
• You will be leading seminars, so strong public speaking is a must.
• You understand and appreciate the fact that a team environment is both productive and efficient, and have the ability to compromise, show respect to others and listen to the needs of your teammates and prospective clients.
• You’re a self-driven planner; Naturally punctual, organized, and structured with your day, allowing you to schedule plenty of evening seminars.
• Organization and attention to detail are two of your strong suits! Nothing gets by you, and your focus and drive keep you on track all the time.
• You are extremely self-aware, with an innate ability to “read the room” and understand your client’s needs.

What You Will Do as a Financial Planner

• Lead seminars with potential new clients to advise on our services and offerings
• Your public speaking ability allows you to effortlessly educate the client as to which of our services are the best option(s) for them.
• Work closely with the Paraplanner to create and implement these custom financial services and solutions for clients to suit their needs and close new business opportunities.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation, its clients and assets, by driving compliance with applicable laws, rules and regulations, and adhering to Policy.

Candidates with experience in these roles are great fits for this job:

Financial Advisor, Life Insurance Sales, Planner, Fiduciary, IAR Representative, Annuity Salesperson, Financial or Insurance Wholesaler, Internal Financial or Insurance Wholesaler, Pharmaceutical sales

We hire talented and passionate people from a variety of backgrounds because we want our employee base to represent the wide diversity of our customers. If you’re excited about a role but your past experience doesn’t align perfectly with every bullet point listed in the job description, we still encourage you to apply. If you share our company values and are enthusiastic about our industry, we want to hear from you.

Financial & Tax Architects, LLC is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex (including pregnancy, childbirth, or related medical conditions), marital status, ancestry, physical or mental disability, genetic information, veteran status, gender identity or expression, sexual orientation, or other applicable legally protected characteristic.

Financial & Tax Architects, LLC considers qualified applicants with criminal histories, consistent with applicable federal, state, and local law. Financial & Tax Architects, LLC is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, please let your recruiter know.

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