Top 126 Financial Advisor Training Program Jobs in Missouri

Lead Planner [HT-1017768]
The Chamberlin Group —St. Louis, MO
- $100,000 - $150,000 a year
- Full-time
- 5 years
- Public speaking
- Mid-level
- AD&D insurance
- Paid holidays
Quick Apply
10d
Financial Advisor (Career Changers Welcome/Training Provided)
Northwestern Mutual —Cape Girardeau, MO
- $75,000 - $175,000 a year
- Full-time
- Background check
- Bachelor's degree
- US work authorization
- Disability insurance
- Health insurance
Quick Apply
Wealth Management Trainee (MO)
Bankers Life —St. Louis, MO
- $50,000 - $80,000 a year
- Full-time
- Customer service
- No experience needed
- Entry level
Quick Apply
Client Service Advisor [HT-1019684]
The Chamberlin Group —St. Louis, MO
- $75,000 - $95,000 a year
- Full-time
- Mid-level
- Office
- Administrative experience
- AD&D insurance
- Paid holidays
Quick Apply
3d
Virtual Financial Advisor - St Louis
Thrivent —St. Louis, MO
- $21.64 - $24.04 an hour
- Full-time
- Remote
- Background check
- Mid-level
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Wealth Management Trainee (MO)
Bankers Life —Cape Girardeau, MO
- $50,000 - $80,000 a year
- Full-time
- Customer service
- No experience needed
- Entry level
Quick Apply
Financial Services Professional - Hybrid Remote (MO)
Bankers Life —Branson, MO
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Financial Services Professional - Hybrid Remote (MO)
Bankers Life —Lee's Summit, MO
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Financial Services Professional - Hybrid Remote (MO)
Bankers Life —St. Louis, MO
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Entry Level – Financial Advisor
Equitable Advisors —Kansas City, MO
- $31,500 - $125,000 a year
- Full-time
- Background check
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Quick Apply
Wealth Management Trainee (MO)
Bankers Life —Columbia, MO
- $50,000 - $80,000 a year
- Full-time
- Business development experience
- Leadership
- Communication skills
- Referral program
Quick Apply
Financial Advisor - Edward Jones Connections
Edward Jones —St. Louis, MO
- $74,600 - $122,800 a year
- Extended hours
- Hybrid work
- 5 years
- Mid-level
- Office
- Profit sharing
- Health savings account
3d
Financial Advisor Career Changer Opportunity
KMO - Northwestern Mutual —Kansas City, MO
- $62,000 - $83,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Business development experience
- Health insurance
- Dental insurance
Quick Apply
11d
Financial Advisor - Sales Career
Northwestern Mutual - Downtown Kansas City —Kansas City, MO
- $75,000 - $200,000 a year
- Full-time
- Military
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
Wealth Management Trainee (MO)
Bankers Life —Lake Ozark, MO
- $50,000 - $80,000 a year
- Full-time
- Business development experience
- Leadership
- Communication skills
- Referral program
Quick Apply
Financial Planner
Larson Financial Group, LLC —St. Louis, MO
- Full-time
- Microsoft Outlook
- Writing skills
- Mid-level
- Profit sharing
- Paid training
Quick Apply
Financial Representative
Northwestern Mutual —Springfield, MO
- $52,000 - $162,000 a year
- Full-time
- Hospitality
- Sales
- Office
- Paid training
- Health savings account
Quick Apply
Financial Advisor with Athletic Experience
The Zara Group - Northwestern Mutual —Chesterfield, MO
- $70,000 - $95,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Business development experience
- Health insurance
- Dental insurance
Quick Apply
11d
Financial Services Professional - Hybrid Remote (MO)
Bankers Life —Saint Joseph, MO
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Financial Planner
Larson Financial Group, LLC —St. Louis, MO
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Profit sharing
- Paid training
Quick Apply

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Lead Planner [HT-1017768]

The Chamberlin Group
St. Louis, MO

Quick Apply

Job Details

Full-time
$100,000 - $150,000 a year
10 days ago

Benefits

AD&D insurance
Paid holidays
Health insurance
Dental insurance
401(k)
Paid time off
Employee assistance program
Vision insurance
Life insurance

Qualifications

Deal closing
Life Insurance License
Financial sales
Insurance sales
Experience practicing in the securities industry
Closing sales leads

Full Job Description

THE CHAMBERLIN GROUP

LEAD PLANNER

Do you thrive in high-performance environments where your ability to connect with people directly drives results? Are you energized by leading conversations, educating clients, and guiding them toward confident financial decisions? Do you enjoy being in front of others, simplifying complex ideas, and creating momentum in every interaction? If you are someone who takes ownership of your outcomes and shows up ready to perform every day, we want to talk to you!

The Chamberlin Group Unique’s:

No prospecting
Qualified leads on your calendar each week
Proprietary sales process
2026 average closing ratio of 40%
Client service and onboarding provided by our team

Our ideal Lead Planner is:

Sales closer – You know how to ask for the business and guide prospects to decisions with confidence. You are comfortable turning opportunity into revenue.
Highly competitive – You hate losing more than you like winning. Goals matter, numbers matter, and you show up to perform.
Authentic – You build trust quickly because you are real, direct, and genuine. Clients believe you.
Self-starter – You own your pipeline, your activity, and your results. You don’t wait—you execute.
Sense of urgency – You move fast, follow up faster, and don’t let deals sit. You know speed wins.
Process oriented – You trust the system and execute it consistently. You know discipline drives results.

Our ideal Lead Planner is a revenue driver and brand ambassador for The Chamberlin Group. This individual plays a critical role in converting prospects into long-term clients while delivering an exceptional, education-first experience. They will operate within a proven sales process, build strong relationships, and consistently perform at a high level. This is a performance-based role with real upside for those who are motivated, disciplined, and committed to growth.

RESPONSIBILITIES

Serve as a steward of the Chamberlin Group brand in all client interactions.
Coach and mentor newer team members, allowing for shadowing and development opportunities.
Reinforce company standards, culture, and expectations through consistent behavior and performance.
Lead and present financial education classes and dinner seminars.
Work closely with Client Service Advisors to ensure a seamless client experience.
Review financial plans to ensure client needs are met and properly addressed.
Convert qualified prospects into new clients through effective sales conversations.
Meet and exceed individual sales goals and performance metrics.
Learn, follow, and execute the company’s defined sales process consistently.
Maintain strong follow-up and pipeline management to maximize conversion rates.

** This is an onsite, in-person position based in St. Louis, MO. Candidate MUST reside in the St. Louis, MO area.**

QUALIFICATIONS

Required

5+ years of sales experience in a service-based environment.
Securities license (Series 65 within 30 days) or CFP designation.
Life and health insurance license.
Experience selling insurance and/or annuities.
Proven track record as a strong sales closer.
Bachelor’s degree or relevant professional designation.

Preferred

Experience building financial plans.
Public speaking experience.
Sales training certifications or awards.

THE COMPANY – THE CHAMBERLIN GROUP

The Chamberlin Group is a mission-driven organization focused on educating and serving middle to low middle-market clients through holistic financial planning. The company blends innovation, technology, and human-first values to help people make confident decisions about their financial futures. With a strong belief in internal growth, transparency, and community impact, The Chamberlin Group is building something meaningful — and scalable.

WHY WORK WITH US

We tackle an underserved market with massive opportunity.
We invest deeply in our people’s professional and personal growth.
Fun, memorable offsites and a tight-knit team culture.
Open-book management and transparent leadership.
Strong focus on education and long-term client impact.
Technology-forward and AI-enabled approach.
We aim to become the first national virtual retirement planning company.

OUR CORE VALUES

Glass Always Half Full – We lead with optimism and enthusiasm.
We Say Thank You – Gratitude is part of how we operate every day.
Let’s Get It Done – We act with tenacity and follow-through.
Train on the Tracks – We stay aligned, focused, and process-driven.
Willing to Pivot – We adapt, innovate, and embrace change.
Work to Live – Family-first mindset rooted in inclusivity and balance.

SALARY: Targeted first year compensation of $100k - $150k. Bonus opportunities will be discussed during in-person interviews with The Chamberlin Group.

BENEFITS: Medical, dental, vision, Life & AD&D insurance, 15 days PTO, 10 sick days, 16 paid holidays, 401k (3% employer contribution), Employee assistance program

If you love turning conversations into clients, then apply now!

Pay: $100,000.00 - $150,000.00 per year

Benefits:

401(k)
Dental insurance
Employee assistance program
Health insurance
Life insurance
Paid time off
Vision insurance

Application Question(s):

1. Walk us through your last 2–3 sales roles. What were you selling, who was your target client, and how long were your typical sales cycles?
2. Do you currently hold any of the following licenses? Series 65, CFP, Life Insurance, or Health insurance?
3. What types of financial or insurance products have you sold? Life insurance, annuities, other retirement planning products? Approximately how many policies or contracts have you personally sold in the past 12 months?
4. What was your average close rate in your most recent role?
5. How comfortable are you asking for the business directly? Give an example of how you typically close a deal.

Work Location: In person

Quick Apply

Refine Your Search

Financial Advisor Training Program jobs in Missouri

Lead Planner [HT-1017768]

Financial Advisor (Career Changers Welcome/Training Provided)

Wealth Management Trainee (MO)

Client Service Advisor [HT-1019684]

Virtual Financial Advisor - St Louis

Wealth Management Trainee (MO)

Financial Services Professional - Hybrid Remote (MO)

Financial Services Professional - Hybrid Remote (MO)

Financial Services Professional - Hybrid Remote (MO)

Entry Level – Financial Advisor

Wealth Management Trainee (MO)

Financial Advisor - Edward Jones Connections

Financial Advisor Career Changer Opportunity

Financial Advisor - Sales Career

Wealth Management Trainee (MO)

Financial Planner

Financial Representative

Financial Advisor with Athletic Experience

Financial Services Professional - Hybrid Remote (MO)

Financial Planner

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