Branch Manager, Financial Advisors AmeripriseBranch Manager, Financial AdvisorsSt. Louis, MOKey responsibilities include growth of existing advisor practices through business plan coaching on key revenue drivers, bringing new talent to the organization through successful recruiting and acquiring of external practices, leading with integrity, and developing a strong culture to optimize relationships and resources within the office. Inspect results regularly and provide systematic coaching to advisors in the branch on ongoing business planning, client acquisition, advice, investment solutions, external practice acquisition, and more.
Associate General Counsel II - Investment Advisory Edward D Jones & Co LPAssociate General Counsel II - Investment AdvisorySt. Louis, MOEdward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). As an Associate General Counsel II - Investment Advisory Attorney, you will provide legal advice and counsel related to the Firm's investment advisory platform and programs.
Associate General Counsel III, LGL Investment Advisory Attorney Edward D Jones & Co LPAssociate General Counsel III, LGL Investment Advisory AttorneySaint Louis, MOEdward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Senior Wealth Advisor Beacon Pointe Advisors LLCSenior Wealth AdvisorSaint Louis, MOThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.
Senior Advisor Moneta Group LLCSenior AdvisorClayton, MOThis position requires a Certified Financial Planner (CFP) designation and will work with partners to assess clients' financial situations, develop personalized financial plans, and recommend appropriate investment strategies, insurance products, and retirement planning solutions. The Senior Financial Advisor will work closely with the Partner and other Advisors on the client team to provide comprehensive financial advice to our clientele of high-net-worth and ultra-high-net-worth individuals, families, and institutions.
Advisor, CFP Moneta Group LLCAdvisor, CFPClayton, MOBachelors degree required Minimum 3-5 years working as a client service advisor or related role CFP, CFA, CPA/PFS with tax expertise, or JD with estate planning experience is a plus A Series 65 or combination of a Series 7 and Series 66 licensing are required within 60 days of hire if a CFP or CFA designation is not previously held CFP or CFA designation is required within 3 years of hire if not previously held Must be authorized to work in the United States. Customized Financial Reports and Presentations Utilizing firm platforms including Orion and MoneyGuidePro, generate detailed reports and presentations tailored to each clients technical requirements, providing clear explanations of complex financial concepts.
Financial Advisor Northwestern MutualFinancial AdvisorClayton, Missouri$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Senior Wealth Advisor Beacon Pointe AdvisorsSenior Wealth AdvisorMOThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and…" /> Senior Wealth Advisor @ Beacon Pointe Advisors LLC. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth.
Investment Compliance Manager NISA Investment Advisors LLCInvestment Compliance ManagerSt. Louis, MOEmployees at NISA are provided with a wide range of benefits, including health, dental, vision and life insurance options, paid time off, a competitive retirement plan, onsite cafeteria, fitness center, a health and wellness program and an educational assistance program. Candidates with a high degree of independent thinking, strong analytical and quantitative skills, and team-playing abilities who desire to make a difference are encouraged to apply.
Financial Solutions Advisor Registration Candidate - Greater St. Louis Market Bank of America CorpFinancial Solutions Advisor Registration Candidate - Greater St. Louis MarketMOMerrill Lynch, Pierce, Fenner & Smith Incorporated, also referred to as "MLPF&S" or "Merrill," makes available certain investment products sponsored, managed, distributed, or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills youve learned by growing and deepening relationships within a portfolio of clients.
NewJ.P. Morgan Wealth Management - Private Client Advisor - St Louis, MO (Tesson Ferry Township area) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - St Louis, MO (Tesson Ferry Township area)St Louis, MOUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Eastern Suburbs of St Louis, MO (including Illinois area) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Eastern Suburbs of St Louis, MO (including Illinois area)Webster Groves, MOUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Central St Louis, MO (including surrounding areas) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Central St Louis, MO (including surrounding areas)Richmond Heights, MOUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Saint Louis, MO (West County Area) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Saint Louis, MO (West County Area)MOUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Edwardsville, IL (including surrounding areas) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Edwardsville, IL (including surrounding areas)Edwardsville, ILUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Chesterfield JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - ChesterfieldChesterfield, MOFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - O'Fallon, MO JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - O'Fallon, MOO Fallon, MOFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Edwardsville, IL JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Edwardsville, ILEdwardsville, ILFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Webster Grove, MO JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Webster Grove, MOWebster Groves, MOFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Fenton, MO JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Fenton, MOFenton, MOFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Clayton, MO JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Clayton, MOClayton, MOFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Fairview Heights, IL JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Fairview Heights, ILFairview Heights, ILFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
NewPWM Analyst Investment U.S. BancorpPWM Analyst InvestmentClayton, MO$75,820–$89,200 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Will be responsible for retention, development and growth of high net worth relationships by creating prospecting strategies and research, pipeline management, and identifying new business opportunities that may be acted on with the general oversight of an Advisor.
Investment Planning Analyst Northwestern Mutual - ClaytonInvestment Planning AnalystChesterfield, MOFull timeAssociates will excel in this role through multi-tasking, demonstrating an understanding of portfolio theory and asset allocation, and expressing curiosity about investments, the economy, and financial planning. Case Prep Each of the below will need to be learned and mastered as quickly as possible – note that Illustrations and PXs are created via proprietary software Illustrations.
Trust Investment Associate StifelTrust Investment AssociateSaint Louis, MissouriFull timeWhat You'll Be Doing: The Trust Investment Associate provides administrative and analytical investment support to portfolio managers, including completing required paperwork, updating databases, maintaining records, conducting limited research projects, and providing administrative coordination with trading, operations, and client service areas. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Trust Investment Analyst StifelTrust Investment AnalystSaint Louis, MissouriFull timeStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. The Trust Investment Analyst is part of the portfolio management team and works closely with Financial Advisors and manager selection and research teams to implement fiduciary appropriate investment ideas.
NewInvestment Optimization Analyst Edward D Jones & Co LPInvestment Optimization AnalystSt. Louis, MOTeam Overview: The Portfolio Optimization Group within Investment Management (WMAS) is responsible for personalized and tax-aware investment solutions at scale through the utilization of client data, portfolio construction guidance, investment and risk analytics, and optimization algorithms. Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Call Center Associate - Investment & Retirement Services SGA Inc.Call Center Associate - Investment & Retirement ServicesO Fallon, MOAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding our firm, its clients, and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Responsibilities:Responsible for servicing and supporting internal and/or external clients primarily through inbound and outbound phone calls and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for our Investment and/or Banking clients.
NewInvestment Banking Senior Manager Accenture PlcInvestment Banking Senior ManagerSt. Louis, MOKey responsibilities of the Investment Banking Consulting Senior Manager may include: Lead the design, execution, and governance of large-scale, complex transformation programs for global investment banks, spanning business, operational, regulatory, and digital operating model change. Provide senior leadership across dynamic consulting engagements with significant client interaction throughout the end-to-end trading lifecycle, including Front, Middle, Back Office, and Technology & Operations.
Senior Credit Underwriter - Custom Lending - Global Wealth & Investment Management Bank of America CorpSenior Credit Underwriter - Custom Lending - Global Wealth & Investment ManagementMOEvaluates credit worthiness and provides analysis and decisioning on whether a client should receive a credit facility • Partners with Credit Officers, Relationship Management, and Risk teammates to assess and deliver credit solutions • Monitors the clients operating performance and financial condition proactively identifying issues and opportunities • Delivers financial modeling, loan structure, industry, economic, and other analysis to team members to support the loan decision-making process • Ensures adherence to credit policies, guidelines, procedures, and applicable regulatory requirements. • Strong financial analysis, accounting skills, and deal structuring for borrowers with complex balance sheets and income streams • 10 years of commercial and/or private wealth management credit experience • Strong negotiation and communication skills • Proficiency in Word, Excel, and PowerPoint • Excellent interpersonal skills and the ability to build business partnerships with risk services and client teams who may not be co-located.
Call Center Associate - Investment & Retirement Services Software Guidance & AssistanceCall Center Associate - Investment & Retirement ServicesO Fallon, MOAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding our firm, its clients, and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Responsibilities:Responsible for servicing and supporting internal and/or external clients primarily through inbound and outbound phone calls and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for our Investment and/or Banking clients.
Trust Investment Analyst Stifel Financial CorpTrust Investment AnalystMOStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. The Trust Investment Analyst is part of the portfolio management team and works closely with Financial Advisors and manager selection and research teams to implement fiduciary appropriate investment ideas.
Investment Management - Business Strategy Manager Deloitte Touche Tohmatsu LtdInvestment Management - Business Strategy ManagerMO$155,600–$306,800 / yearAs a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.
Trust Investment Associate Stifel Financial CorpTrust Investment AssociateSaint Louis, MOThe Trust Investment Associate provides administrative and analytical investment support to portfolio managers, including completing required paperwork, updating databases, maintaining records, conducting limited research projects, and providing administrative coordination with trading, operations, and client service areas. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
NewPWM Analyst Investment U.S. BankPWM Analyst InvestmentClayton, MissouriIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Will be responsible for retention, development and growth of high net worth relationships by creating prospecting strategies and research, pipeline management, and identifying new business opportunities that may be acted on with the general oversight of an Advisor.
Virtual Financial Advisor - St Louis Thrivent Financial for LutheransVirtual Financial Advisor - St LouisMORemote$21.64–$24.04 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Financial Solutions Advisor - Ballwin - Greater St. Louis Market Bank of America CorpFinancial Solutions Advisor - Ballwin - Greater St. Louis MarketBallwin, MOKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Financial Solutions Advisor - Ballwin, MO Bank of America CorpFinancial Solutions Advisor - Ballwin, MOBallwin, MOKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Senior Corporate Counsel - Wealth Management - Personal Trust and Investments Attorney U.S. BancorpSenior Corporate Counsel - Wealth Management - Personal Trust and Investments AttorneySaint Louis, MO$133,365–$156,900 / yearThis posting is for an in-house attorney who will serve as a trusted advisor, providing legal support related to fiduciary administration and investment management services offered by a national bank, sitting at the intersection of fiduciary law, banking regulation, and business strategy. The Law Division has received several awards for its pro bono contributions, including the Minnesota Corporate Pro Bono Council's "Excellence in Pro Bono Award," and we encourage our legal professionals to contribute time and expertise to pro bono work as part of their role.
Director of Investment Management Plancorp LLCDirector of Investment ManagementSt. Louis, MOThe role works closely with the investment team and key internal partners to improve workflows, strengthen governance, and ensure the investment platform evolves in a disciplined, scalable way. This role owns the execution and follow-through of investment-related initiatives, including investment committee operations, cross-functional project leadership, and the translation of research and decisions into implementation.
Investment Advisory Operations Associate Renaissance FinancialInvestment Advisory Operations AssociateSt Louis, MissouriBuild trusted, collaborative relationships with our custodian’s operations teams to execute cashiering, deposits, journaling, withdrawals, and other transactions properly and accurately. Eager to learn about the industry and our firm and enjoy working in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
Counsel, AVP - WIM Financial Advisor Recruiting Wells Fargo & CoCounsel, AVP - WIM Financial Advisor RecruitingSaint Louis, MO$100,000–$196,000 / yearThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. The individual selected will be responsible for: (i) providing advice and guidance on financial advisor (FA) recruiting matters, (ii) analyzing and advising on legal questions concerning the Protocol for Broker Recruiting, (iii) advising on FINRA Form U5s, and (iv) supporting evolving WIM and Legal Department priorities.
Private Client Advisor and Trust Officer Commerce Bancshares IncPrivate Client Advisor and Trust OfficerClayton, MO$93,000–$163,000 / yearThe Private Client Advisor "PCA" and Trust Officer is accountable for the delivery of comprehensive advice and customized wealth management solutions for a portfolio of relationships comprised of fiduciary, investment management, and custody clients, and in their role as relationship manager is accountable for the overall client experience. This compensation range is for the Private Client Advisor II, III & Senior job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs.
Financial Advisor Southern Missouri Bancorp IncFinancial AdvisorMOExcellent oral and written communication skills; Sales oriented and ability to interact with clients understand their goals and financial needs and recommend solutions; Assertive, competitive, self-starter, goal-oriented and results-driven with an entrepreneurial spirit; Highly self-motivated, creative, decisive. Financial Advisors have access to a full range of wealth building, managing and preserving services through the Broker/Dealer, including mutual funds, stocks, bonds, managed accounts, ETFs, REITs, annuities, insurance and estate planning.
Experienced Financial Advisor Synergy Wealth SolutionsExperienced Financial AdvisorChesterfield, MOThis opportunity is ideal for an advisor who wants to expand within a firm that can support multiple practice models, including holistic planning, wealth management, or protection-focused business development. You will work with individuals, families, and business owners to deliver thoughtful advice, deepen client relationships, and continue growing your practice in a supportive, growth-oriented environment.
NewAssociate Wealth Advisor Focus Financial PartnersAssociate Wealth AdvisorSaint Louis, MO$70,000–$80,000 / yearMastery of technology stack offered, including CRM system and custodian websitesResource and collaboration with other Associate Wealth Advisors (AWAs)Ability to independently lead client communications and interactionsDiligent recording of client communication and information within client relationship management platformService as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client serviceComplete client billing reviews and ensure compliance for the advisory teamEngage in advisory team business planning efforts and actively support the firm's strategic prioritiesThe ability to meet with clients in person. Some travel may be requiredQualificationsBachelor's DegreeSeries 65 or equivalent within 120 days of employment2+ years of financial service experienceStrong interpersonal skills; team‑orientated approachKnowledge of financial industry, financial products, and financial planning conceptsExcellent analytical skills and attention to detailClean U4This position is an exempt position.
HQ Senior Transitional Financial Advisor Edward D Jones & Co LPHQ Senior Transitional Financial AdvisorMOEdward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism.
Client Service Advisor The Chamberlin GroupClient Service AdvisorSt. Louis, MOFull timeLouis, MO | $70K-$90K base + 20% bonus potential| Full-time The Chamberlin Group is seeking a financial services professional with a focus on developing and maintaining strong, consistent, advisor-client relationships. Key Responsibilities Client Support and Service • Manage and track all aspects of the client onboarding process, including client paperwork, answering questions, and providing support.
NewWealth Advisor Sr UMB Financial CorpWealth Advisor SrSt. Louis, MO$98,208–$144,705 / yearThe posted compensation range on this listing represents UMB's good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. Deliver wealth, financial planning, insurance, investment, and estate planning advice to clients, leveraging financial planners, trust officers and portfolio managers assigned to the practice.
Wealth Advisor - PNC Wealth Management The PNC Financial Services Group IncWealth Advisor - PNC Wealth ManagementSt. Louis, MO$75,000–$125,000 / yearIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.