Magellan Financial & Insurance Services, Inc. · 6 days ago
Associate Financial Advisor
Greater St. Louis
Full-time
Onsite
Entry, Mid Level
$80K/yr - $150K/yr
2+ years expMagellan Financial & Insurance Services, Inc. is a client-first retirement planning firm focused on helping pre-retirees and retirees with their financial decisions. They are seeking an Associate Financial Advisor who will prepare comprehensive retirement plans, assist in client meetings, and build relationships to eventually become a Lead Advisor.
Financial ServicesInsuranceService Industry
Hiring Manager
Isaiah Williams
Responsibilities
Prepare and refine comprehensive retirement plans (income, tax strategy, legacy, allocation) alongside the Lead Advisor
Sit in on client meetings, capture key notes, execute follow-ups, and gradually lead portions of meetings as you progress
Research and model planning scenarios (Roth conversions, Social Security, withdrawal sequencing, risk alignment)
Own a high-touch service standard: proactive outreach, fast response times, clean execution
Learn and operate our workflows, planning software, CRM, and client service cadence
Build trust with clients and earn the right to become their primary advisor over time
Qualification
Required
2–5 years into the business
Desire to become a true Lead Advisor
Interest in real planning work —strategy, problem-solving, and translating complexity into clear next steps for clients
Coach-able and hungry for feedback and mentorship
Value relationships over transactions
Motivated by measurable progression (Associate → Lead → Senior) with increasing responsibility, comp, and influence
Company
Magellan Financial & Insurance Services, Inc.
The intersection of fierce independence, disruptive annuity & asset growth, and unstoppable marketing horsepower—this is Magellan Financial.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Austin Nachbar
Director of Strategic Partnerships
Brendon Reed
Director of Strategic Partnerships
Company data provided by crunchbase