Our client, a PE backed Insurance Brokers is seeking a driven and relationship-oriented Financial Advisor in both St. Louis, MO and Tulsa, OK. This is an exceptional opportunity for an experienced advisor to step into a client-facing role with significant growth potential, including inheriting a large, established book of business.
In this role, you will collaborate directly with senior leaders to deliver personalized financial planning and investment guidance to high-net-worth households, while stepping into a client base that is already deep, active, and highly engaged. You will also support broader business development efforts, helping expand the client base while strengthening existing relationships.
Why This Opportunity Stands Out
- Immediate succession opportunity: inherit a substantial, long-standing book of high-net-worth client relationships.
- Existing referral from Insurance Sector
Role Responsibilities
Client Advisory & Planning
- Serve as the primary point of contact for an existing base of high-net-worth clients, delivering a best-in-class advisory experience.
- Lead and support client meetings, create planning materials, analyze financial data, and implement recommendations.
- Develop tailored investment, tax, and financial planning strategies in collaboration with senior advisors.
- Conduct portfolio reviews, financial projections, and cash flow analyses to proactively guide client decisions.
Succession Planning & Transition Management
- Seamlessly assume responsibility for a large, established book of business
- Build trust quickly with legacy clients through proactive communication and high-touch advisory support.
- Maintain continuity of service while introducing updated planning frameworks, technology, and processes as appropriate.
Business Development & Relationship Growth
- Engage warm referrals and new leads to expand the client base beyond the inherited relationships.
- Identify new planning opportunities within existing households to deepen relationships and drive organic growth.
- Develop new relationships through personal and professional networks.
What We Are Looking For
- 5–10 years of client-facing advisory experience within an RIA, wealth management environment or insurance brokerage environment
- CFP® designation strongly preferred.
- Series 7/66 or Series 65 required.
- Strong technical background in financial planning, portfolio implementation, and HNW client servicing.
- Bachelor’s degree required; advanced degree preferred.
- Proficiency with CRM systems, planning software, and investment platforms.
- Excellent communication skills with a proactive, client-first mindset.
- Strong organizational skills and ability to manage multiple priorities in a fast-paced environment.
For additional information contact Ryan Rogan, rrogan@rogangroup.com or call 443-913-6397.
The Rogan Group, Inc. – is an Executive Search firm that specializes in the Insurance, Legal and Wealth Management Industries. With our headquarters in Maryland and remote recruiters around the country we can conduct projects on a Local, Regional & National basis.
To review all our insurance job openings, please visit our website at www.rogangroup.com.
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