UNKNOWN

FEED

Proficient sales techniques; makes connections, facilitates meetings, reads the room, asks probing questions, overcomes objections, gains trust, maintains composure under pressure, positions solutions, and assists in finalization of sale. Effectively work with multiple client personas across the security team, as well as other relevant personas, to develop a security strategy and define roadmaps to execute on the security strategy aligned with business goals, budgetary spend, and metrics based on return of investment.

YEAR

Optiv Security Inc

Cybersecurity Advisor - Threat Management | Remote, MN, TX, TN, MO

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FULL_TIME

Your Role: Acts as a Personal CFO for existing clients (where applicable) and new clients; leads the client relationship, delivers an exceptional experience, and designs, implements and manages the wealth management plan that supports their passions and purpose - their “Life Plan”. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact.

Brighton Jones

Lead Advisor - New Market - St. Louis

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The Senior Director, Advisor Segmentation leads the firm's advisor segmentation capability, transforming advisor insights into targeted strategies, experiences, and interventions that improve advisor outcomes and advance firm priorities. This leader is accountable for developing and evolving the segmentation framework, identifying the highest-impact opportunities across advisor populations, and ensuring enterprise resources are aligned to the advisors who will benefit most.

Edward D Jones & Co LP

Senior Director, Advisor Segmentation

Provides personalized education, advice, guidance and solutions using the integrated delivery of investment management, fiduciary advice, specialized asset management, full service financial planning, business succession planning, and credit and depository services. About This Role: Job Specific Responsibilities/Accountabilities: Leverages specialty resources in a team led approach to advise, guide and deliver long term planning and investment advice and solutions to customers to effectively manage and preserve their overall wealth.

First National Bank of Omaha

Private Wealth Advisor

You Are: You own the full process transformation design cycle for HR - from assessing how market forces, regulatory shifts, and technology changes are reshaping the function, through specifying the future-state process, to defining how people will adopt new ways of working. For CHROs and Chief People Officers looking to deliver concrete business outcomes, HR Reinvention shifts the performance frontier of HR on two dimensions: supporting growth and productivity in the business, and transforming how the HR function operates.

Accenture Plc

HR Reinvention Industry & Process Advisor Manager, Life Sciences

HR Reinvention Industry & Process Advisor Manager, Banking

HR Reinvention Industry & Process Advisor Manager/Sr Mgr, Chemical & Natural Resources

Our customers enjoy transparent, market-based pricing, and our sales consultants can focus on what really matters: building relationships, providing exceptional service, and helping customers find the right vehicle. We maintain a drug-free workplace and conduct applicable pre-employment screening, which may include substance testing, motor vehicle reports, criminal background checks, and credit background checks where legally permitted and relevant to the position.

Leo Payne Honda

Sales - Product Specialist - Client Advisor

Talent Acquisition

Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.

WealthBridge Financial Group

Wealth Advisor

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Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.

Financial Engines

Client Service Associate

Edelman Financial Engines LLC

We are one firm with many solutions and we provide a full spectrum of financial advisory services, but our true purpose is centered on building relationships and providing exceptional service to our clients around the globe. They coordinate tasks, manage client data, and contribute to meeting preparations and documentation, all while maintaining strong relationships with clients, service providers, and financial institutions.

Moneta Group LLC

Retirement Plan Client Service Manager

Candidate will be responsible for performing credit assessments and setting limits for a portfolio of Investment Advisors, Broker Dealers, Banks, Insurance companies and other financial institutions, and support the Credit Risk team in the development and implementation of reporting and system projects to guide risk decisions and drive efficiencies throughout the organization. Primary duties will include: Independently assess the financial strength and credit risk of institutional clients by conducting financial statement analysis, assigning ratings through quantitative and qualitative analysis, and understanding the customer's business, industry, and products and services offered by StoneX.

StoneX Group Inc

Senior Analyst, Credit Risk

ADAPTED_NOW

Credit Risk Analyst will be responsible for performing credit assessments and setting limits for a portfolio of Investment Advisors, Broker Dealers, Banks, Insurance companies and other financial institutions, and support the Credit Risk team in the development and implementation of reporting and system projects to guide risk decisions and drive efficiencies throughout the organization. With 4,300 employees and over 400,000 retail and institutional clients from more than 80 offices spread across five continents, we’re a Fortune-100, Nasdaq-listed provider, connecting clients to the global markets – focusing on innovation, human connection, and providing world-class products and services to all types of investors.

Stonex Group

Credit Risk Analyst

Ivy Exec

If you are passionate about designing the future of human-AI interaction, thrive in rapidly evolving environments, and believe exceptional experiences should be measured not only by usability but by the outcomes they create, this is an opportunity to make a lasting impact on the future of AI at Edelman Financial Engines. This role is responsible for defining and driving a human-centered AI experience strategy that combines behavioral science, design thinking, and data-driven decision making to create intuitive, trusted, and outcome-oriented AI solutions.

Director Of AI Experience Design

The ideal candidate will have extensive experience practicing law in the trusts and estates field and the ability to analyze complex estate planning documents, identify planning opportunities and gaps, and communicate sophisticated concepts in a practical and actionable manner to financial advisors. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Osaic

Senior Estate Planning Strategist

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Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30) 1 , we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2 . That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.

Edelman Financial Engines

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We are one firm with many solutions and we provide a full spectrum of financial advisory services, but our true purpose is centered on building relationships and providing exceptional service to our clients around the globe. Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the well-being of employees and their families: This is a full-time, non-exempt salary position.

Client Service Administrator

Moneta is an independent Registered Investment Advisor focused on building lasting relationships and delivering exceptional client service. Our Partner-led teams are empowered to serve clients in their best interests, supported by a collaborative and entrepreneurial culture.

Executive Assistant

We are one firm with many solutions and we provide a full spectrum of financial advisory services, but our true purpose is centered on building relationships and providing exceptional service to our clients around the globe. As a Client Service Manager, you will work alongside the team's Advisors and Partners on a wide range of projects focused on clients' needs.

Investment Advisor Jobs in Missouri

Cybersecurity Advisor - Threat Management | Remote, MN, TX, TN, MO Optiv Security Inc

Lead Advisor - New Market - St. Louis Brighton Jones

Senior Director, Advisor Segmentation Edward D Jones & Co LP

Private Wealth Advisor First National Bank of Omaha

HR Reinvention Industry & Process Advisor Manager, Life Sciences Accenture Plc

HR Reinvention Industry & Process Advisor Manager, Banking Accenture Plc

HR Reinvention Industry & Process Advisor Manager/Sr Mgr, Chemical & Natural Resources Accenture Plc

Sales - Product Specialist - Client Advisor Leo Payne Honda

Wealth Advisor WealthBridge Financial Group

Client Service Associate Financial Engines

Client Service Associate Edelman Financial Engines LLC

Retirement Plan Client Service Manager Moneta Group LLC

Senior Analyst, Credit Risk StoneX Group Inc

Credit Risk Analyst Stonex Group

Director Of AI Experience Design Financial Engines

Senior Estate Planning Strategist Osaic

Client Service Associate Edelman Financial Engines

Client Service Administrator Moneta Group LLC

Executive Assistant Moneta Group LLC

Client Service Manager Moneta Group LLC

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