Magellan Investment Partners · 1 day ago
Associate Financial Advisor
Chesterfield, MO
Full-time
Onsite
Entry, Mid Level
$60K/yr - $70K/yr
2+ years expMagellan Financial is a client-first retirement planning firm focused on helping pre-retirees and retirees. They are seeking an Associate Financial Advisor who will prepare retirement plans, engage with clients, and work closely with a Lead Advisor to deliver exceptional service.
Financial Services
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
Ability to prepare and refine comprehensive retirement plans (income, tax strategy, legacy, allocation)
Experience in client meetings, capturing key notes, executing follow-ups, and leading portions of meetings
Research and model planning scenarios (Roth conversions, Social Security, withdrawal sequencing, risk alignment)
High-touch service standard: proactive outreach, fast response times, clean execution
Ability to learn and operate workflows, planning software, CRM, and client service cadence
Ability to build trust with clients and earn the right to become their primary advisor over time
Desire to become a true Lead Advisor, not stay stuck in support forever
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 and want to build trust with clients for the long haul
Motivated by measurable progression (Associate → Lead → Senior) with increasing responsibility, compensation, and influence
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