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ADAPTED_NOW

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.

YEAR

Osaic

Senior Estate Planning Strategist

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FEED

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.

Moneta Group LLC

General Counsel and Chief Compliance Officer

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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. 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

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

Senior Investment Strategist

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. Experience leading product strategy, roadmap development, and delivery for CRM, advisor desktop , planning, proposal and trading tools, client onboarding, leads and referral management, workflowmanagement, or contact management platforms within large financial services organizations.

<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 Bank

Executive Director Senior Lead Product Manager Client Management Salesforce CRM

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Attend prospect meetings (in-person and virtually) to articulate Stifel and SCM's value add and available services.• Attend client meetings (in-person and virtually) to provide portfolio and performance reviews, discussions relating to an IPS and/or investment objectives, and utilize Stifel materials to provide market and macroeconomic summaries.• Partner with internal stakeholders to ensure a seamless client experience.• Develop and maintain strong partnerships with Venture Banking, Public Finance, Fixed Income, and other Stifel business units to ensure effective referral management and exceptional client service.•

Stifel Financial Corp

Vice President Institutional Asset Management

The Agriculture Business Banking Relationship Manager (AgRM) serves as the primary financial advisor and relationship manager for agricultural business clients, developing new business relationships, deepening existing client relationships, and delivering tailored financial solutions that help clients achieve their financial goals and long-term success. AgRMs take a holistic approach to relationship management, leveraging partnerships across the bank to provide customized lending, treasury management, payments, deposit, credit card, and wealth solutions that support both business and personal needs.

U.S. Bancorp

Business Banking Relationship Manager - Agriculture

The Product Owner is responsible for guiding the team to create and deliver software applications that meet client, business, and firm goals by breaking down and defining small workable tasks (user stories) and prioritizing the team backlog to streamline the execution of priorities. 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.

Product Owner

US Bank

Support and enhance the firm''s cash management products and banking services, including cash management accounts, bank sweep programs, bank deposit accounts, credit card programs, Stifel proprietary cash products, and the firm''s digital payments strategy. 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.

Cash Prod Banking Services Specialist

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. Minimum Required: Advanced Microsoft Excel skills (e.g., pivot tables, formulas, data modeling), Strong SQL and data querying experience, Proficiency in business intelligence tools (e.g., Power BI, Tableau, or similar).

Treasury Management Analytics Analyst II

Working as the Client Service Specialist II, you will partner with assigned Financial Advisor(s) acting as the point of contact for all sales and service related activities including client development and prospecting, on boarding, new account openings, and general maintenance activities playing a critical role in transitioning business opportunities. The 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.

UMB Bank

Client Service Specialist Sr

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Knowledgeable about the nuances of the Financial Services industry broadly, and insurance specifically, as well as front-line sales and commerce organizations, and are ready to apply your knowledge to help clients optimize and transform their sales and service solutions. Originate, qualify, and close new opportunities for Accenture with our Insurance industry clients, including sales (advisor) enablement, go-to-market strategies, direct to consumer growth, lead management, and sales operating model design.

Accenture Plc

Senior Manager | Sales Reinvention | Insurance

An excellent Customer Service Rep must have strong communication skills, be service oriented and an active listener, as well as support-focused to advisors to ensure that clients servicing needs are met and have a top-notch wealth management experience. First State Financial Management is looking for dynamic, highly organized and detail-oriented individual for a Customer Service Rep to serve as the first point of contact for our wealth management clients and advisors.

First State Community Bank

Customer Service Rep (58785)

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Systems & Technology: Minimum Required: Advanced Microsoft Excel skills (e.g., pivot tables, formulas, data modeling), Strong SQL and data querying experience, Proficiency in business intelligence tools (e.g., Power BI, Tableau, or similar). 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.

Stifel

[AW]-iCims

Today, we’re an independent partner for successful families and privately held businesses, bringing together banking, commercial lending, trust, and family office services in one place. A high school diploma or equivalent along with 3 years of administrative experience required and experience supporting a Trust, Family Office and/or Wealth Management team is preferred.

Parkside Financial Bank & Trust

Trust & Family Office Coordinator

Central Trust Company provides world class "fee-only" wealth management solutions, including: investment management, fiduciary services, financial, estate and tax planning services; all free from conflicts of interest. A successful Portfolio Manager will be an attentive listener, driven to grow personally and professionally, an experienced investment manager, and will be clear and concise in presenting the services offered by Central Trust Company.

<p>Central Bank has been serving the St. Louis metropolitan area for over 115 years. Since our inception we have been a conservative financial institution and have always focused on the basic business of making loans in and attracting deposits from the communities we serve. Today we still take the same approach to our business throughout the metropolitan area.</p>
<p>We offer local management, long-term stability and a full range of deposit and lending products and services coupled with a very personalized approach to providing financial services.</p>
<p>We are one of the top mortgage lending providers in the St Louis area with a knowledgeable and experienced group of loan officers and mortgage staff. Our commercial lending team has a long history of working with businesses to finance their needs today and as they grow in the future.</p>
<p>Central Bank offers a full range of online banking services including online bill pay, mobile check deposit, e-statements and a full complement of checking and savings products</p>
<p>Central Bank is a wonderful place to grow and develop your talent! We are more than a place to work, we encourage teamwork, community involvement, and a family environment rooted in respect and pride for each person who contributes to our success and the success of our customers.</p>
<p>Central Bank is family-owned. We refer to our team as our “Central Bank family.” This comes from a genuine appreciation for the people who dedicate their talent to our company’s success. Providing outstanding benefits is one of the primary ways we strive to be an employer-of-choice. Our overall compensation philosophy is based on pay for performance and ensures our employees are paid competitively. Our employees also have access to a comprehensive package of benefits, rewards and recognition.</p>
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Central Bancompany Inc

Portfolio Manager

What We're Looking For: Support and enhance the firm's cash management products and banking services, including cash management accounts, bank sweep programs, bank deposit accounts, credit card programs, Stifel proprietary cash products, and the firm's digital payments strategy. 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.

In this role, youll combine your client relationship skills, securities knowledge, and attention to detail to help create an outstanding wealth management experience. Ability to hear and understand spoken communication, including customer (internal and external) inquiries and phone conversations.

Wealth Advisor Jobs in Missouri

Senior Estate Planning Strategist Osaic

General Counsel and Chief Compliance Officer Moneta Group LLC

Client Service Manager Moneta Group LLC

Senior Investment Strategist The Colony Group, LLC

Executive Director Senior Lead Product Manager Client Management Salesforce CRM Wells Fargo Bank

Vice President Institutional Asset Management Stifel Financial Corp

Business Banking Relationship Manager - Agriculture U.S. Bancorp

Product Owner Stifel Financial Corp

Business Banking Relationship Manager - Agriculture US Bank

Cash Prod Banking Services Specialist Stifel Financial Corp

Treasury Management Analytics Analyst II Stifel Financial Corp

Client Service Specialist Sr UMB Bank

Senior Manager | Sales Reinvention | Insurance Accenture Plc

Customer Service Rep (58785) First State Community Bank

Treasury Management Analytics Analyst II Stifel

Trust & Family Office Coordinator Parkside Financial Bank & Trust

Product Owner Stifel

Portfolio Manager Central Bancompany Inc

Cash Prod Banking Services Specialist Stifel

Licensed Customer Service Rep (60182) First State Community Bank

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