UNKNOWN

FEED

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.

YEAR

Financial Engines

Client Service Associate

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Edelman Financial Engines LLC

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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. 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

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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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. 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

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.

Client Service Manager

Own the availability, resiliency and performance of mission-critical systems by applying site reliability engineering practices, including defining, building and tracking service-level objectives, error budgets and observability metrics, alongside capacity planning, disaster recovery, and incident and problem management. With $462 billion assets under management ($295 billion in physical assets and $167 billion in derivatives notional value), NISA actively manages risk for institutional investors, providing clarity to complicated challenges and stability in ever-evolving markets.

NISA Investment Advisors LLC

Senior Manager, Infrastructure Operations, Information Technology

Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. Focus Partners uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states.

The Colony Group, LLC

Portfolio Trader

Reporting jointly to the Chief Executive Officer and Chief Operating Officer, this role provides authoritative legal counsel on securities law, regulatory matters, contracts, and business risk, and serves as the firm's Chief Compliance Officer of record before the SEC and applicable state regulators. The General Counsel & Chief Compliance Officer (GC/CCO) serves as Moneta's senior-most legal and compliance executive, establishing and leading the firm's in-house legal function while maintaining direct accountability for enterprise-wide compliance program leadership.

General Counsel and Chief Compliance Officer

Key roles and responsibilities include: (i) partnering with WCIB Business Units (BUs) and other Risk, Compliance, and Audit Professionals to help create, implement, maintain, review, and oversee an effective risk management framework, (ii) completing projects and/or activities that confirm compliance with fiduciary/trust requirements and applicable federal, state and local laws and regulations, (iii) identifying control and process weaknesses through testing activities, (iv) partnering with BUs and Risk Management groups to recommend and influence solutions to mitigate compliance risks, and (v) effectively communicating testing results to the Manager, including well written draft reports, and for responding to and/or escalating significant risks as appropriate. Experience supporting or overseeing fiduciary and investment-related businesses, including Personal Trust, Institutional Trust, Corporate Trust, Asset Management, Registered Investment Adviser (RIA), or Fund Services activities.

US Bank

Compliance Quality Assurance Lead Testing Analyst - Fiduciary Oversight and Testing

IRecruitee

Treasury is a global function within Bunge that manages Company's capital structure design, ensures the Company has adequate amount of appropriately priced capital, manages currency and interest rate risk, support Company's strategic transformation as well as day to day smooth commercial operation. Overview: Bunge is seeking highly motivated entry-level corporate finance professionals who are excited to work in a high-paced environment, applying corporate finance theory to real business challenges within Bunge's global Treasury team.

Bunge Global SA

Treasury Trainee

Bunge LTD

OTHER

Our portfolio includes Vehicle Service Contracts (VSC), Appearance Protection, Tire & Wheel Protection, Key Replacement, GAP, and Theft Deterrent products, all backed by highly rated insurance carriers (A-rated or better). The Reinsurance Specialist is a high-visibility role that supports the Director of Profit Participation Programs in managing and expanding Wise F&I's growing portfolio of reinsurance and profit-sharing programs.

Reinsurance Associate Inc.

Reinsurance Specialist

Talent Acquisition

Guggenheim Partners is a diversified financial services firm that delivers value to its clients through two primary businesses: Guggenheim Investments, a premier global asset manager and investment advisor, and Guggenheim Securities, a leading investment banking and capital markets business. We provide guidance and perspective to help our clients sift through the many complex investment issues they are faced with, and work with them to develop and monitor comprehensive investment strategies in the most effective, efficient way possible.

Guggenheim Partners

Performance Analyst - Asset Consulting Group

They 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. US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration.

<p>We believe in our vision and values just as strongly today as we did the first time we put them on paper more than 20 years ago. Staying true to them will guide us toward continued growth and success for decades to come. As you read more about our vision and values, you will learn about who we are, where we’re headed and how every Wells Fargo team member can help us get there.</p>

Wells Fargo & Co

Senior Registered Client Associate

Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, 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. The Registered Wealth Service Associate is a Client Service and Sales support position, fully 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 Citi's Investment and/or Banking clients.

Citigroup Inc

Registered Wealth Service Associate

With $483 billion assets under management ($299 billion in physical assets and $184 billion in derivatives notional value), NISA actively manages risk for institutional investors, providing clarity to complicated challenges and stability in ever-evolving markets. NISA Investment Advisors, LLC (NISA) partners with world-leading organizations to design, develop, and manage highly customized, risk-controlled investment strategies across fixed income, equities, and derivatives.

Actuarial & Pension Strategies Manager

With $483 billion assets under management ($299 billion in physical assets and $184 billion in derivatives notional value), NISA actively manages risk for institutional investors, providing clarity to complicated challenges and stability in ever-evolving markets. As a member of NISA's Derivatives Portfolio Management team, the Derivatives Quantitative Trading Analyst plays a key role in constructing and managing customized portfolios for some of the world's largest institutional investors.

Senior Derivatives Trading Analyst, Portfolio Management

Responsibilities:Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offeringsEnsures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requestsAssists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage riskIdentifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FASupports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindsetRequired Qualifications:Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66) If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

Investment Advisor Jobs in St. Louis, MO

Client Service Associate Financial Engines

Client Service Associate Edelman Financial Engines LLC

Retirement Plan Client Service Manager Moneta Group LLC

Client Service Associate Edelman Financial Engines

Executive Assistant Moneta Group LLC

Client Service Administrator Moneta Group LLC

Client Service Manager Moneta Group LLC

Senior Manager, Infrastructure Operations, Information Technology NISA Investment Advisors LLC

Portfolio Trader The Colony Group, LLC

General Counsel and Chief Compliance Officer Moneta Group LLC

Compliance Quality Assurance Lead Testing Analyst - Fiduciary Oversight and Testing US Bank

Treasury Trainee Bunge Global SA

Treasury Trainee Bunge LTD

Reinsurance Specialist Reinsurance Associate Inc.

Performance Analyst - Asset Consulting Group Guggenheim Partners

Senior Registered Client Associate Wells Fargo & Co

Registered Wealth Service Associate Citigroup Inc

Actuarial & Pension Strategies Manager NISA Investment Advisors LLC

Senior Derivatives Trading Analyst, Portfolio Management NISA Investment Advisors LLC

Registered Wealth Management Client Associate Bank of America Corp

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