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Investment Advisory Division

Investment Advisory

Location - St. Louis, Mo., Tempe, Ariz.

What we do

The division's associates manage our advisory programs and affiliated mutual funds and provide advice and guidance to our clients and branches. We also identify and consider advisory-program market opportunities and risks in order to help our clients achieve their financial goals. In addition we provide one-on-one consultation for portfolio construction or selection, especially in high net worth cases as well as foundations and business entities.  

Departments include:

  • Investment Advisory - Program Management
  • Investment Advisory - Advice and Guidance
  • Bridge Builder Mutual Funds - Fund Administration

Where we are headed

Investment Advisory directly supports the firm's asset under management objectives by providing investment solutions that clients seek. This includes building out new Investment Advisory Programs as the industry evolves to more advisory platforms.

What we need

Most common roles and qualifications within the department:

Advisory Business Specialists (I, II and Senior):         

  • Project management skills
  • Advisory program management and support
  • Relationship management skills
  • Series 7 and 66 licenses

Investment Advice Specialist (I, II and Senior)           

  • Chartered Financial Analyst (CFA) designation
  • Project management skills
  • Portfolio consulting
  • Presentation skills
  • Case management abilities
  • Series 7 and 66 licenses

Fund Administration Analyst (Analyst and Senior Analyst)

  • Security Pricing and Valuation
  • Investment Restriction Monitoring
  • Project management skills
  • Risk Management

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