CAREERS
Join a high-capacity team with a passion to make the most of our clients’ time and money. Enjoy great benefits, competitive pay, paid time off and more in a visually stunning work environment designed to give our team and clients the best experience possible.
FULL TIME POSITIONS
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Portfolio Manager
Salary: $120-$200k/year
Job Type: full time, employee
Schedule: 8:00-5:00, 1 hr. lunch
Additional Comp/Benefits: 401(k), PTO, Health Insurance, Dental, Vision, Holidays, Educational Resources
Location: 214 N. Clay Ave, Suite 210
St. Louis, Mo 63122
Description: 25 Financial is seeking to fill an in-office portfolio manager position in Kirkwood, MO. Applicants seeking remote employment will not be considered. This position contributes to running our traditional investments department and supporting our group of financial advisors in their investment philosophy and practice management. Responsibilities will include items such as initial and routine client portfolio rebalancing, handling trade requests, investment policy committee meetings, model construction, investment research and recommendations, compliance oversight.
Requirements: Series 66, SIE, and Series 7 licensed, intermediate computer skills, proficiency in excel, finance background, 2+ years of prior experience in portfolio management, proficiency in Tamarac or Orion preferred.
Soft Skills: leadership, analytical, communication, mathematic
Portfolio Support
Salary: $50-$70k/year
Job Type: full time, employee
Schedule: 8:00-5:00, 1 hr. lunch
Additional Comp/Benefits: 401(k), PTO, Health Insurance, Dental, Vision, Holidays, Educational Resources
Location: 214 N. Clay Ave, Suite 210
St. Louis, Mo 63122
Description: 25 Financial is seeking to fill a portfolio support position in Kirkwood, MO. This position exists to support the portfolio manager in daily tasks and workflows related to managing client portfolios and supporting the practice management of our advisors. Responsibilities may include items such as data management, reporting, fee calculation, trading, client onboarding, platform support.
Requirements: Series 66, SIE and Series 7 licensed (currently or within 90 days of hire), proficiency in Excel, intermediate computer skills, finance background preferred
Soft Skills: process/workflow organization, analytical, task-oriented
Office Administrator
Salary: $35k-$45k/year
Job Type: full time, employee
Schedule: 8:00-5:00, 1 hr. lunch
Additional Comp/Benefits: 401(k), PTO, Health Insurance, Dental, Vision, Holidays, Educational Resources
Location: 214 N. Clay Ave, Suite 210
St. Louis, Mo 63122
Description: 25 Financial is seeking to fill an operations support position in Kirkwood, MO. This position exists to support the operations manager in daily tasks and workflows related to running our branch office and supporting our group of financial advisors. Responsibilities may include items such as office reception, running errands, data entry, event support, etc.
Requirements: basic computer skills
Soft Skills: warm personality, positive energy, multi-task, take initiative