Top 20 Wealth manager Jobs in Jefferson City, Mo

Wealth Advisor
WealthBridge Financial Group —Jefferson City, MO
- $125,000 - $175,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
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Wealth Management Trainee (MO)
Bankers Life —Columbia, MO
- $50,000 - $80,000 a year
- Full-time
- Business development
- Leadership
- Communication skills
- Referral program
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Wealth Management Client Associate
Missouri Hills Wealth Management —Jefferson City, MO
- $40,000 - $42,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Paid time off
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1d
Financial Advisor
First State Community Bank —Columbia, MO
- Full-time
- Mid-level
- Bachelor's degree
- 401(k) matching
Trust Associate
Central Bancompany —Jefferson City, MO
- Research
- Office
- Organizational skills
Portfolio Manager
Central Bancompany —Jefferson City, MO
- Finance
- Business development
- Bachelor's degree
Relationship Manager
Central Bancompany —Jefferson City, MO
- CPA
- 5 years
- Finance
Wealth Management & Investment Advisor
First Mid —Columbia, MO
- $49,000 - $61,300 a year
- Mid-level
- Master's degree
- Business development
- Employee stock purchase plan
- Health insurance
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Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
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Portfolio Manager - Fixed Income
Shelter Insurance —Columbia, MO
Identify fixed income investment opportunities consistent with portfolio strategies for core insurance accounts; conduct due diligence, market research and…
From $100,000 a year
2d
Real Estate Portfolio & Space Strategy Manager
State of Missouri —Jefferson City, MO
Knowledgeable of statutes, regulations, policies, and procedures governing state government real estate transactions and leases.
$95,000 - $105,000 a year

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Associate Financial Advisor
Transcend Practice Management —Columbus, OH
Provide outstanding service by responding to incoming calls from clients and addressing their concerns in a timely manner. Status: Full time, in office.
$110,000 - $130,000 a year
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Wealth Management Trainee (OH)
Bankers Life —Columbus, OH
Note: Applicants must reside in the state of position to be considered. Continuous support with tech tools, marketing leads, and team collaboration.
$50,000 - $80,000 a year
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wealth manager jobs near jefferson city, mo

Wealth Advisor

WealthBridge Financial Group -
Jefferson City, MO

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Job Details

Full-time
$125,000 - $175,000 a year

Benefits

Disability insurance
Health insurance
Dental insurance
Vision insurance
401(k) matching
Opportunities for advancement

Qualifications

Customer relationship building
Bachelor's degree
Client retention
Data interpretation

Full Job Description

Description

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies.

As a Financial Consultant at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.

Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear from you.

Requirements

Bachelor's degree in finance, accounting, or a related field.
Experience in financial consulting or a similar role is preferred.
Strong analytical and problem-solving skills.
Excellent communication and interpersonal skills to effectively connect with clients.
Demonstrated ability to build and maintain client relationships.
Licenses or certifications in financial planning are a plus.

Benefits

Top-tier health coverage including medical, dental, and vision plans for you and your dependents
401(k) retirement plan with company match to help you build long-term security
Life and disability insurance for added peace of mind
Employee wellness programs and mental health resources
Career growth opportunities and ongoing training support

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wealth manager jobs in jefferson city, mo

Wealth Advisor

Wealth Management Trainee (MO)

Wealth Management Client Associate

Financial Advisor

Trust Associate

Portfolio Manager

Relationship Manager

Wealth Management & Investment Advisor

Relationship Manager – Private Wealth & Tax Solutions

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