&Partners · 16 hours ago
Communications Review Specialist
St Louis, MO
Full-time
Onsite
Senior Level
5+ years exp&Partners is a company focused on redefining wealth management for advisors and their clients. The Communications Review Specialist will be responsible for reviewing emails and business communications to ensure they comply with firm policies and regulatory standards.
AdviceFinancial ServicesWealth Management
Responsibilities
Review electronic communications (email, messages, and more) for compliance with internal policies
Work closely with internal departments to address escalations or required changes
Maintain accurate records and follow established review procedures
Provide timely feedback and collaborate with team members to promote best practices
Qualification
Required
FINRA Series 7 and 99 OR 5+ years of relevant industry experience
Strong written and verbal communication skills
Proficiency in Microsoft Office (Word, Excel, Outlook)
Ability to work independently with a high degree of accuracy and accountability
Preferred
Previous experience in communications review or supervisory/compliance roles is a plus
Company
&Partners
&Partners offers financial advisory services to help clients achieve financial freedom.
201-500 employees
Funding
Current Stage
Growth StageRecent News
GlobeNewswire
2026-01-16
2025-10-28
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