Top 13 wealth management associate Jobs in clayton, mo

Wealth Management Client Services Associate
Busey Bank —Creve Coeur, MO
- $21.50 - $28.00 an hour
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Profit sharing
- Wellness program
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Wealth Management Client Services Associate
Busey Bank —Edwardsville, IL
- $21.50 - $28.00 an hour
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Profit sharing
- Wellness program
Quick Apply
Associate Wealth Advisor
Focus Partners Wealth —Clayton, MO
- $70,000 - $80,000 a year
- Hybrid work
- Mid-level
- Office
- Analysis skills
- Health insurance
- Dental insurance
Associate Wealth Advisor
Focus Financial Partners —Clayton, MO
- $70,000 - $80,000 a year
- Hybrid work
- Mid-level
- Office
- Analysis skills
- Health insurance
- Dental insurance
Associate Analyst I, Wealth Management
Edward Jones —St. Louis, MO
- $74,600 - $122,800 a year
- Full-time
- Hybrid work
- Office
- Finance
- Analysis skills
- Profit sharing
- Health savings account
5d
Private Client Advisor Associate
Commerce Bank —Clayton, MO
- $23.80 - $27.65 an hour
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Health insurance
- Dental insurance
Associate Investment Analyst
Northwestern Mutual —Chesterfield, MO
- $60,000 - $70,000 a year
- Full-time
- Background check
- Research
- Mid-level
- Paid holidays
- Health insurance
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Wealth Management Client Associate
Bank of America —Frontenac, MO
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Asset & Wealth Management - Renewable Energy Tax Senior Associate
PRICE WATERHOUSE COOPERS —St. Louis, MO
- $77,000 - $214,000 a year
- Mid-level
- Project management
- Bachelor's degree
- Paid holidays
- Health insurance
AVP/Trust & Family Office Financial Advisor Associate
Parkside Financial Bank & Trust —Clayton, MO
- Microsoft Excel
- CPA
- Writing skills
- Paid parental leave
- Health insurance
Quick Apply
Associate - Client Service
Matter Family Office —St. Louis, MO
- Full-time
- CPA
- Bachelor of Science
- Research
Quick Apply

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Wealth Management Client Services Associate
Busey Bank —Creve Coeur, MO
This role interacts with clients by fielding phone calls and email communications from clients acting as a main point of contact for daily service needs.
$21.50 - $28.00 an hour
Quick Apply
Wealth Management Client Services Associate
Busey Bank —Edwardsville, IL
This role interacts with clients by fielding phone calls and email communications from clients acting as a main point of contact for daily service needs.
$21.50 - $28.00 an hour
Quick Apply

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Merrill Advisor Development Program - Financial Advisor: Buckeye & Associates Market
Bank of America —Columbus, OH
Handles inbound inquiries from leads regarding Merrill offerings. Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel.
$80,000 - $90,000 a year
Asset & Wealth Management - Renewable Energy Tax Senior Associate
PRICE WATERHOUSE COOPERS —Columbus, OH
Work with clients to develop innovative tax strategies. Use reflection to develop self awareness, enhance strengths and address development areas.
$77,000 - $214,000 a year

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Wealth Management Client Services Associate

Busey Bank -
Creve Coeur, MO

Quick Apply

Job Details

Full-time
$21.50 - $28.00 an hour

Benefits

Profit sharing
Wellness program
Health savings account
Employee stock purchase plan
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Life insurance

Qualifications

Accounting systems
Microsoft Outlook
Bachelor's degree

Full Job Description

Position Summary

The Wealth Management Client Services Associate will enhance the client experience by servicing client needs and providing support to the Wealth Management Team.

Duties & Responsibilities

This position holds responsibilities in four primary categories: Sales Support, Compliance, Customer Service, and Teamwork.
Take part in formulating the appropriate actions necessary to aid clients and enhance their relationship with Busey.
Support advisors with the development of new sales opportunities by coordinating meetings, coordinating event attendance, participating in client events, and identifying clients for marketing material distribution.
This role interacts with clients by fielding phone calls and email communications from clients acting as a main point of contact for daily service needs.
Support the successful execution of our Proactive Client Engagement Model by supporting client onboarding/offboarding, preparing materials for client meetings with diligence and accuracy, coordinate any additional items needed for these events.
Establish recurring receipts and distributions, ensuring items are processed in accordance with account agreements and other governing documentation as well as policy and procedure guidelines.
Support the overall team by aiding in formulating solutions to compliance matters, this includes but is not limited to; accurate account reviews, adherence to policies and other controls in place, gathering required information from clients, and demonstrate competencies regarding regulations and procedures.
Participate in risk mitigation by adhering to Busey policies, appropriate client identification methods, and appropriate verification methods needed for an array of tasks.

Education & Experience

Knowledge of:
Strong oral and written communication skills with moderate to high customer contact via in person meetings, phone conversations, and other correspondence methods.
Strong organizational skills.
Ability to:
Multi-task and work independently.
Perform duties under frequent time pressures.
Education and Training:
Bachelor’s degree in business or finance required. Two or more years related experience
in the financial services industry with high net-worth client preferred.
Requires successful completion of the Wealth Management Specialist certification or
Certified Wealth Strategist designation within 1 year of hire. Additional certifications such
as a CFP, CFA, CTFA, or CPA are recommended to be started by the end of first year of
service.
Minimum of 6 hours of annual continuing education in courses related to the position’s
responsibilities. (Approved webinars, seminars, and courses will be credited at the CE
amount stated.)
Requires knowledge of standard business systems, including but not limited to, Trust
Accounting systems, Microsoft Office, and Outlook.

Compensation and Benefits

Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.

(Base Pay Range: $21.50/ hour - $28/ hour)

Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being—now and in the years to come—are important to us. Busey’s Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.

Equal Opportunity

Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey’s commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey’s Equal Opportunity Employment.

Unsolicited Resumes

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"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.

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Refine Your Search

wealth management associate jobs in clayton, mo

Wealth Management Client Services Associate

Wealth Management Client Services Associate

Associate Wealth Advisor

Associate Wealth Advisor

Associate Analyst I, Wealth Management

Private Client Advisor Associate

Associate Investment Analyst

Wealth Management Client Associate

Asset & Wealth Management - Renewable Energy Tax Senior Associate

AVP/Trust & Family Office Financial Advisor Associate

Associate - Client Service

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