UNKNOWN

FEED

The Senior Consultant serves as an internal advisor and thought partner to enterprise leaders, providing strategic analysis, structured problem solving, and consultative support to advance the firm's highest-priority transformation initiatives. The role operates across multiple workstreams and governance forums, helping leaders evaluate options, align stakeholders, manage enterprise dependencies, and drive execution against critical business outcomes.

Edward D Jones & Co LP

Senior Consultant

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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.

YEAR

UMB Financial Corp

Client Service Specialist Sr

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. 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.

Associate Analyst II - Product Review

Key Deliverables: The Vice President of Regional Distribution drives sales of Apollo DC private assets and Vitera guaranteed income to retirement advisors in an assigned territory and carries an annual sales target across both capabilities. Our go-to-market efforts are combined in delivering Apollo private assets and Vitera guaranteed income, with distribution by a single team including coverage of wealth/intermediary, institutional and consultant markets.

Apollo Global Management Inc

VP Sales, Defined Contribution

FULL_TIME

Previous experience: Began as a college intern while attending Northwest Missouri State University and transitioned into a full-time financial advisor in 2018, building his career in Northwestern Mutual’s Kansas City office and advancing into leadership through growth and development roles. Passionate about: Developing future leaders, building strong client relationships, serving the Kansas City community, mentoring emerging advisors, and creating long-term impact through thoughtful, holistic financial planning.

<h1>Who We Are</h1>
 What we believe. 
 We believe relationships are built on trust. That our lives and our work matter. And that doing what’s right is good for everyone — our clients, our employees, our financial representatives and our communities. 
 These beliefs launched our company nearly 160 years ago. Today, they’re just a few of the reasons why people choose to build careers at Northwestern Mutual.
 
 
 We’re known for our financial strength. 
 That means we’ll be here for the millions of people who are counting on us—our clients, our employees, our financial representatives and our communities. 
 
 We care.
 We make a positive difference in our communities. Nationally, thousands have benefited from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they’re passionate about. 
 

<h1>Why Work Here</h1>
 We’re strong and growing. 
 In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We’re strong, innovative and growing. And we want you to grow with us.
 
 
 We invest in our people. 
 We provide opportunities for employees to grow themselves, their careers, and, in turn, our business. Movement around the company is encouraged and we help our people build meaningful, long-term careers.
 
 Be part of building our future.
 We’re expanding our campus in downtown Milwaukee overlooking Lake Michigan. The Northwestern Mutual Tower and Commons will include a state-of-the-art employee Learning Institute, and will feature a natural light-filled, 21st century work environment. This signature development reinforces our commitment to job growth, attracting top talent and drawing new business to Milwaukee. 
 
 Enjoy Milwaukee. 
 Located on beautiful Lake Michigan, Milwaukee offers a perfect balance of big city and small town living. Home to Summerfest, the world’s largest music festival, Milwaukee has a thriving music scene, a celebrated annual film festival and vibrant performing arts community. Professional sports teams include the Milwaukee Brewers, Milwaukee Bucks and other major teams. And outdoor family fun is easy here. An extensive urban bike path network links our lakefront parks, beaches and other recreational hotspots. 
 
 <h1>Our Culture</h1>
 We are always evolving. 
 At Northwestern Mutual, our employees, and our business, are always evolving. We are agile and continuously learning and improving. We have a work environment that empowers problem solving and encourages innovation—you will make an impact here.
 
 
 We do what’s right. 
 Our “do-what’s-right” value is pervasive. We ask ourselves: “Is this in the best interest of our clients? Our employees? Our financial representatives?” Acting on this value improves our clients’ experience, and makes Northwestern Mutual a better place to work. 
 
 We recognize and develop possibilities in our people.
 Onsite training and leadership development programs help employees succeed and grow. We also sponsor learning opportunities outside the company to help employees stay current in their fields, network with peers and gain external perspective. 
 
 Diversity makes us better. 
 We believe diversity and inclusion cultivate creativity, innovation and a better experience for our clients. That’s why we recruit and grow people who bring unique perspectives, ideas, beliefs and cultural backgrounds.

KMO - Northwestern Mutual

Financial Representative - Training Provided

Accountable for risk management of assigned accounts in adherence to all applicable regulations, as well as all applicable state laws to ensure FNBO is meeting all fiduciary duties to current and remainder beneficiaries in relation to all facets of administration, investments and asset allocations including managing regulatory risk and addressing the needs of the assigned accounts, in coordination with Advisor RMs where applicable. Demonstrate sound decision-making skills, including balancing business risk to FNBO with client interests, including all exercise of discretion in fiduciary accounts such as approval of disbursements of fiduciary funds according to conditions of the trust and needs of the beneficiaries, resolve client issues and collaborate with clients to articulate and achieve goals, in collaboration with Advisor RMs where applicable.

First National Bank of Omaha

Trust Officer

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A successful candidate will possess the following skills: Client service: Builds trusted relationships with high-net-worth clients and their advisors through responsive service, clear communication, and a strong understanding of client needs. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.

Deloitte

Tax Delivery Manager, Japanese Services (Global Employer Tax)

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Athene Holding Ltd

At Synergy Wealth Solutions , we do more than deliver financial products—we help people build real financial confidence through holistic planning, exceptional service, and a culture that is competitive, supportive, and deeply relationship-driven. We are seeking a high-performing Leadership Director who has built a successful financial advisory practice and is ready to lead others to the same level of achievement.

Synergy Wealth Solutions

Leadership Director

JobScore

Pay Transparency Statement: Alight considers a variety of factors in determining whether to extend an offer of employment and in setting the appropriate compensation level, including, but not limited to, a candidate's experience, education, certification/credentials, market data, internal equity, and geography. Background checks may include some or all the following based on the nature of the position: SSN/SIN validation, education verification, employment verification, and criminal check, search against global sanctions and government watch lists, credit check, and/or drug test.

Alight Inc

Disability Case Manager (Temporary) - Virtual

Responsibilities include leading and participating in examinations of fiduciary activities of Eighth District financial organizations, and assessing fiduciary risk management, compliance, asset management, and operational risk. Five years’ relevant banking experience (e.g., lending, capital markets, Bank Secrecy Act, or related experience) Candidates with less experience may be considered at a lower job grade or salary.

Federal Reserve Bank of Philadelphia

Fiduciary Risk Specialist (Trust Examiner)

Develops and implements a range of talent management strategies and activities across the work program, such as evaluating and managing performance, building bench strength, providing formal and informal feedback, recruiting and staffing, employee learning and development, addressing complex employee relations risks and issues, workforce planning and compensation management, etc. This role is responsible for leading the execution of the enterprise investment management platform in partnership with the CIO, including capital allocation processes, portfolio oversight, investment governance and long-term value creation strategy across public and private investments, real estate, operating business and affiliated investment entities.

JEDunn

Vice President, Capital & Investments

This role sits at the intersection of talent strategy and business transformation - where your decisions directly impact the firm's ability to attract world-class talent, retain top performers, and build the leadership bench required for sustained growth and market leadership. By blending people-centric leadership with disciplined operational strategies and purpose-driven growth, Barry-Wehmiller has become a $3 billion organization with nearly 12,000 team members united by a common belief: to use the power of business to build a better world.

Barry-Wehmiller Companies Inc

Chief People Officer

You own the translation of firm-level investment guidance into client-specific policy: building Investment Policy Statements, keeping portfolios aligned with Matter's investment philosophy, and leading private markets execution, client communication, and advisor education. Founded in 1990 and privately held, Matter provides family operations, wealth planning, investment management, family learning, and project management services to clients nationwide from offices in St.

Matter Family Office

Managing Director, Investor Advisory

BreezyHR

Drives sales and revenue growth by expanding current client relationships and new client opportunities in the mid and large employer market space through RFP participation, onsite or video presentation and one on one consultation. Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services.

Hub International

Senior Regional Pharmacy Consultant

Maintain full awareness of status for all Schwab Wealth Advisory banking applications in pipeline and function as primary Schwab Bank liaison for all parties involved in bank account opening process, including service, credit, risk and third-party vendors. Take ownership of banking client experience from initial contact to loan funding or account establishment, working closely with partners and third-party providers to ensure a smooth process for Schwab Wealth Advisory clients.

The Charles Schwab Corporation is a leading provider of financial services, with more than 300 offices. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Named "Highest in Investor Satisfaction with Self-Directed Services" by J.D. Power and Associates in 2009, its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member <a href="http://www.sipc.org/" target="_blank">SIPC</a>) affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services. The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. To meet the needs of our clients, we are actively recruiting people with the desire, drive and creativity to find solutions that help meet our clients' needs; who want the chance to learn, grow with the company and explore their career opportunities; who will strive for excellence in achieving our clients' and our company's goals; who have the highest ethical standards - individuals who take pride in making a difference in people's lives.

The Charles Schwab Corp

Senior Banker

RubinBrown Advisors can help clients identify, prioritize, and achieve their financial goals and objectives by integrating income taxes, estate taxes, financial planning, risk management and investment management needs, all in one place, throughout their lifetimes. RubinBrown Corporate Finance is a client focused investment bank providing M&A, capital raising and strategic advisory services to middle-market privately held and family-owned companies.

RubinBrown Career

RubinBrown Team Member

In this role, you will serve as a trusted advisor to leadership and employees, championing talent initiatives, workforce planning, and cultural stewardship to support department goals. Always verify and apply to jobs on Federal Reserve System Careers ( https://rb.wd5.myworkdayjobs.com/FRS ) or through verified Federal Reserve Bank social media channels.

Senior HR Business Partner

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. The Corporate Legal team is UMB’s Corporate Legal support function and serves many lines of business throughout our footprint by providing legal education, counsel, and advice.

Wealth Management Advisor Jobs in Missouri

Senior Consultant Edward D Jones & Co LP

Client Service Specialist Sr UMB Financial Corp

Associate Analyst II - Product Review Edward D Jones & Co LP

VP Sales, Defined Contribution Apollo Global Management Inc

Financial Representative - Training Provided KMO - Northwestern Mutual

Trust Officer First National Bank of Omaha

Tax Delivery Manager, Japanese Services (Global Employer Tax) Deloitte

VP Sales, Defined Contribution Athene Holding Ltd

Leadership Director Synergy Wealth Solutions

Disability Case Manager (Temporary) - Virtual Alight Inc

Fiduciary Risk Specialist (Trust Examiner) Federal Reserve Bank of Philadelphia

Vice President, Capital & Investments JEDunn

Chief People Officer Barry-Wehmiller Companies Inc

Managing Director, Investor Advisory Matter Family Office

Senior Regional Pharmacy Consultant Hub International

Senior Banker The Charles Schwab Corp

RubinBrown Team Member RubinBrown Career

Senior HR Business Partner Federal Reserve Bank of Philadelphia

Corporate Legal Intern UMB Bank

Senior HR Business Partner Federal Reserve Bank (FRB)

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