UNKNOWN

FEED

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.

YEAR

<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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The Senior AI and Emerging Tech Engagement Manager is a senior advisor and delivery leader who partners directly with business owners and enterprise leaders to shape and execute high‑impact AI, emerging technology, and analytics initiatives. Key Responsibilities: Partner with business owners and enterprise leaders to define desired business outcomes and shape AI, emerging technology, and analytics solutions that directly support those outcomes.

Edward D Jones & Co LP

Senior Manager - Engagement Management Consultant

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The Chief Administration Officer leads the resolution of complex business, control, service, and partner issues that may affect trust quality, regulatory readiness, operational resilience, or client experience, and sponsors improvements that strengthen documentation, process scalability, governance evidence, and cross-functional coordination. Edward 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).

Director, Trust Management CAO

The Director, Practice Management Measurement, Reporting & Analysis is responsible for establishing and leading the measurement, analytics, and performance management capabilities that inform which strategies, practice models & interventions create meaningful business outcomes across Practice Management. The role serves as the primary steward of Practice Management performance measurement, overseeing the development of diagnostic frameworks, KPI architecture, benchmarking methodologies, and reporting ecosystems that evaluate the effectiveness of key business initiatives and advisor outcomes.

Director, Practice Management Measurement, Reporting & Analysis

This structured, cohort-based development program is designed to build the next generation of Associate Wealth Advisors through dedicated financial-planning curriculum, applied learning, advisor-team experience, coaching, licensing support, and progressive readiness assessments. 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.

The Colony Group, LLC

Advisory Team Associate (Full-Time Cohort Program)

FULL_TIME

Own the design, build, and ongoing maintenance of our Microsoft Fabric medallion architecture (Bronze Silver Gold), ensuring data flows optimally from raw ingestion through conformed, analytics-ready models. Partner with the platform architect, analytics, clinical, and product teams to align the technical roadmap with business and client priorities, and translate ambiguous requirements into concrete data solutions.

NFP Corp

Manager of Data Engineering

[AW]-iCims

Principal Duties and Responsibilities / Essential Functions: Lead the platform architecture and build Own the design, build, and ongoing maintenance of our Microsoft Fabric medallion architecture (Bronze Silver Gold), ensuring data flows optimally from raw ingestion through conformed, analytics-ready models. Collaborate with cross-functional leaders to prioritize initiatives and allocate resources Minimum Requirements for Education, Experience, and Certifications/Licenses: 7+ years in data engineering, including 2+ years leading, mentoring, or acting as tech lead for other engineers.

Aon Plc

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. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

Stifel Financial Corp

IT Analyst ITSM Platform Support

The Platform Strategy Specialist participates in successful business requirements definition, project management, and implementation of projects critical to the strategic development of the Firm and Stifel's Investment Products and Services platform. 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.

Platform Strategy Specialist

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. Strong working knowledge of federal and state income tax, fiduciary income tax, gift and estate tax concepts, charitable planning, stock compensation, and multi-state compliance matters.

Focus Partners Wealth

Tax Manager

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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. Job Description Summary: The Tax Manager is responsible for providing tax compliance, planning, and advisory services for high-net-worth individuals, families, trusts, estates, and closely held businesses.

What You'll Be Doing: The Platform Strategy Specialist participates in successful business requirements definition, project management, and implementation of projects critical to the strategic development of the Firm and Stifel’s Investment Products and Services platform. 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

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. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

IT Analyst-ITSM Platform Support

The Tax Specialist III is responsible for coordinating various aspects of tax reporting, the preparation of trust, individual and charitable tax returns, interacting with Wealth Advisors on tax related matters, and for the maintenance of the tax preparation systems. Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement").

First Busey Corporation

Tax Specialist III

Maintain client paper files and electronic data files in a timely manner; compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees. Build and maintain client relationships aimed at client retention; manage new client implementation process, coordinate, and direct client activities with other team members and assist as necessary.

Mariner

Client Service Associate

Responsible for all aspects of financial planning services, including meeting with client and Wealth Advisor to gather information, input of data into financial planning software, analyzing the data, and reviewing the resulting financial plan with the Wealth Advisor and the client. Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement").

First Busey Corp

Financial Planning Specialist II

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.

Portfolio Trader

Provide personalized education, advice, guidance and solutions using an integrated delivery approach to include investment management, fiduciary advice, specialized asset management, full service financial planning, business succession planning, and credit and depository services. Develop and maintain long-term trusted advisor relationships with UHNW clients through exceptional service, proactive communication and deep understanding of their financial needs.

First National Bank of Omaha

Director, Private Client Services

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.

Osaic

Senior Estate Planning Strategist

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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.

Wealth Management Advisor Jobs in Missouri

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

Senior Manager - Engagement Management Consultant Edward D Jones & Co LP

Director, Trust Management CAO Edward D Jones & Co LP

Director, Practice Management Measurement, Reporting & Analysis Edward D Jones & Co LP

Advisory Team Associate (Full-Time Cohort Program) The Colony Group, LLC

Manager of Data Engineering NFP Corp

Manager of Data Engineering Aon Plc

IT Analyst ITSM Platform Support Stifel Financial Corp

Platform Strategy Specialist Stifel Financial Corp

Tax Manager Focus Partners Wealth

Tax Manager The Colony Group, LLC

Platform Strategy Specialist Stifel

IT Analyst-ITSM Platform Support Stifel

Tax Specialist III First Busey Corporation

Client Service Associate Mariner

Financial Planning Specialist II First Busey Corp

Portfolio Trader The Colony Group, LLC

Director, Private Client Services First National Bank of Omaha

Senior Estate Planning Strategist Osaic

General Counsel and Chief Compliance Officer Moneta Group LLC

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