689 Cpp Advisor jobs in Saint Louis,MO

Bachelor's degree required; degree in Finance, Business, Economics, or related field preferred.
7–10 years of professional experience in financial services, investment management, wholesaling, or advisor distribution.
Demonstrated track record in a wholesaling or internal distribution role, with measurable contribution to capital raise outcomes.
Deep knowledge of private real estate, alternative investments, fund structures, and private placements.
Proven ability to communicate complex investment concepts clearly and persuasively to advisor and client audiences.
Experience sitting in client-facing or advisor-facing meetings in a product specialist or subject matter expert capacity.
Proficiency with Salesforce CRM or equivalent platform.
Willingness to travel regularly to support advisor relationships and business development activities.
Series 65 license required.
FINRA Series 7 license preferred.

First Mid Bank & Trust

Clayton, MO 63105

First Bank

Saint Louis, MO 63146

Larson Financial Group, LLC

Saint Louis, MO 63101

Busey Bank

Edwardsville, IL 62025

DiFilippo & Associates

St Peters, MO 63376

Larson Capital Management LLC

Chesterfield, MO 63017

Bachelor's degree required; degree in Finance, Business, Economics, or related field preferred.
7–10 years of external-facing capital raising or RIA distribution experience, with a demonstrated track record of closing new allocator relationships.
Existing network of RIA relationships with the ability to activate quickly upon joining LCM.
Deep understanding of how independent RIAs evaluate, approve, and allocate to alternative investments, including private real estate.
Strong knowledge of private real estate fund structures, alternative investment vehicles, and private placements.
Experience navigating RIA custodian platforms, due diligence processes, and aggregator relationships preferred.
Proficiency with Salesforce CRM or equivalent platform.
Willingness and ability to travel extensively in support of RIA relationship development.
FINRA Series 7 license preferred.
Series 65 license preferred.
Travel extensively to RIA offices, conferences, and industry events as required by the distribution mandate.