Top 64 Wealth management Jobs in St. Louis, Mo

Wealth Management-Investment Portfolio Manager
U.S. Bank National Association —St. Louis, MO
- $111,605 - $131,300 a year
- Full-time
- Office
- Bachelor's degree
- US work authorization
- Paid holidays
- Disability insurance
7d
Wealth Management Consultant
Royal Bank of Canada —St. Louis, MO
- $90,000 - $160,000 a year
- Full-time
- 7 years
- Microsoft Outlook
- Office
- Disability insurance
- Health insurance
Financial Services Representative - St. Louis - Ladue, MO
Fidelity Investments —St. Louis, MO
- Full-time
- Office
- Entry level
- Paid training
Financial Planning Associate
Stifel —St. Louis, MO
- Full-time
- Microsoft Outlook
- Basic math
- Office
- Health insurance
- Dental insurance
11d
Personal Trust Administration Assistant Manager- Remote Offices
Stifel —St. Louis, MO
- Full-time
- Remote
- Microsoft Outlook
- Management
- Bachelor's degree
- Health insurance
- Dental insurance
Business Development Officer, Wealth & Asset Management- St. Louis Area
Charles Schwab —St. Louis, MO
- $150,000 - $225,000 a year
- Hybrid work
- Business development
- Bachelor's degree
- Senior level
- Paid parental leave
- Employee stock purchase plan
10d
Wealth Management Client Associate
Bank of America —Swansea, IL
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Private Wealth Management Team Administrator
Morgan Stanley —Chesterfield, MO
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
PWM Portfolio Management Analyst
U.S. Bank National Association —Clayton, MO
- $75,820 - $89,200 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Paid holidays
- Disability insurance
7d
Fund Banking Analyst
Stifel —St. Louis, MO
- Full-time
- Office
- Finance
- Analysis skills
- Health insurance
- Dental insurance
J.P. Morgan Wealth Management - Private Client Advisor - Central St Louis, MO (including surrounding areas)
JPMorganChase —St. Louis, MO
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
Senior Wealth Advisor
Beacon Pointe Advisors LLC —St. Louis, MO
- $125,000 - $175,000 a year
- 5 years
- Finance
- Bachelor's degree
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
J.P. Morgan Wealth Management - Private Client Advisor - Eastern Suburbs of St Louis, MO (including Illinois area)
JPMorganChase —St. Louis, MO
- $47,520 a year
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
Financial Representative / Wealth Management Advisor (Career Changers Welcome to Apply!)
Precision Planning Group —Clayton, MO
- $75,000 - $175,000 a year
- Full-time
- Business development
- US work authorization
- In-person
- Disability insurance
- Health insurance
Quick Apply
11d
Senior Wealth Manager
Plancorp —St. Louis, MO
- Full-time
- Bachelor of Science
- Office
- Business development
Lead Advisor
Infinity Wealth Group —Chesterfield, MO
- $160,000 - $496,000 a year
- Full-time
- Office
- Business development
- Mentoring
- Health insurance
- 401(k)
Quick Apply
Financial Planner
Larson Financial Group, LLC —St. Louis, MO
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Profit sharing
- Paid training
Quick Apply
Financial Representative (Sales Focused - Training Provided)
Northwestern Mutual —St. Louis, MO
- $87,000 - $193,000 a year
- Full-time
- Military
- Business development
- Bachelor's degree
- Disability insurance
- Health insurance
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

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wealth management jobs near st. louis, mo

Wealth Management-Investment Portfolio Manager

U.S. Bank National Association -
St. Louis, MO

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Job Details

Full-time
$111,605 - $131,300 a year
7 days ago

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Adoption assistance
Parental leave
Vision insurance
Life insurance

Qualifications

Customer communication

Full Job Description

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description

The Wealth Management Investment Portfolio Manager manages individual and trust account assets and investment relationships in line with client and company investment objectives. The role supports client retention and business growth, partnering closely with a Trust Officer to help grow, expand, and retain Wealth Management relationships. Although not always the primary relationship manager, the Portfolio Manager may serve in a co-relationship capacity. The role requires effective use of technology and digital tools to improve efficiency, scale the business, and create more time for meaningful client engagement.

THREE KEY COMPONENTS OF THE ROLE:

The role is centered on three key components that work together to deliver a comprehensive client experience and support business growth, while leveraging technology to increase efficiency, scale service delivery, and allow for more time in direct client engagement:

Investment Management – Oversees client portfolios and trust assets in alignment with established investment objectives, risk parameters, and company guidelines, while making sound and timely investment decisions and using technology to improve analytical efficiency, streamline workflows, and support scalable portfolio oversight.

Relationship Management – Grows, expands, and retains client relationships through responsive service and proactive outreach that enhances the client experience. This includes identifying opportunities to connect clients with relevant people, products, and services that add value, strengthen relationships, and support responsible business growth, while using technology to improve responsiveness and create more time for meaningful client interaction.

Financial Planning – Partners with clients and internal teams to align investment strategies with broader financial goals, helping ensure recommendations support each client’s overall wealth planning needs, while using planning tools and technology to increase consistency, efficiency, and scalability.

Basic Qualifications

Bachelor's degree, or equivalent work experience
10 or more years of investment experience

Preferred Skills/Experience

Thorough understanding of investment management
Strong knowledge of finance, economics, and general business
Effective sales and relationship management/client services skills
Ability to effectively present investment strategies to clients
Ability to make critical decisions independently
Excellent interpersonal and verbal and written communication skills

CFP, CFA, ChFC preferred

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits:

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $111,605.00 - $131,300.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.

Apply Now

Refine Your Search

wealth management jobs in st. louis, mo

Wealth Management-Investment Portfolio Manager

Wealth Management Consultant

Financial Services Representative - St. Louis - Ladue, MO

Financial Planning Associate

Personal Trust Administration Assistant Manager- Remote Offices

Business Development Officer, Wealth & Asset Management- St. Louis Area

Wealth Management Client Associate

Private Wealth Management Team Administrator

PWM Portfolio Management Analyst

Fund Banking Analyst

J.P. Morgan Wealth Management - Private Client Advisor - Central St Louis, MO (including surrounding areas)

Senior Wealth Advisor

Wealth Management Trainee (MO)

J.P. Morgan Wealth Management - Private Client Advisor - Eastern Suburbs of St Louis, MO (including Illinois area)

Financial Representative / Wealth Management Advisor (Career Changers Welcome to Apply!)

Senior Wealth Manager

Lead Advisor

Financial Planner

Financial Representative (Sales Focused - Training Provided)

Financial Planner

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