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Solutions Division


Location - St. Louis, Mo.

What we do

Solutions consolidates packages and delivers to branch teams the firm's advice and guidance and market risks and opportunities to help clients meet their individual financial needs and achieve their goals. We also help branch teams create and deepen client relationships, and deliver an ideal client experience.

Departments include:

• Client Segments
• Client Depth
• Training & Support
• System & Tools
• Development & Resources

Where we are headed

Solutions will support the firm's 2020 Vision to become the first choice of the serious long-term individual investor. We will achieve this by:

• Packaging advice, guidance and actionable insights into solutions-based strategies and business-building ideas for branch teams to implement
• Lead the agile response to one-time or ongoing market opportunities
• Communicate solutions-based strategies, business- building ideas and timely opportunities to branches
• Influence, create and support the delivery of firm training to assist branches
• Develop, implement and maintain tools supporting client solutions
• Align product partner messaging in partnership with Products & Services

What we need

Typical roles include Client Consultation Specialists and Solutions Specialists

Qualifications include:

Solutions Specialists

• Series 7 and 66 within six months of hire
• Chartered Financial Planner (CFP) (required for some positions in Solutions such as Development & Resources)
• Ability to clearly articulate the client needs, client groupings and product combinations used to create solutions for the needs identified
• Understanding of how the branch and client arrive at the comprehensive solutions to include all relevant processes and tools
• Strong written, verbal, communication, and presentation skills

Client Consultation Specialists:

• Series 7 and 66 within six months of hire
• Chartered Financial Planner (CFP) (required for some positions in Solutions such as Development & Resources)
• Understanding of branch processes including the implementation of the 5-step Asset Management process
• Must have broad knowledge of financial planning and the 5-step asset management process
• In-depth knowledge of at least one of the financial planning concepts

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