Top 162 Financial planner Jobs in Saint Charles, Mo

Financial Services Representative - St. Louis - Ladue, MO
Fidelity Investments —St. Louis, MO
- Full-time
- Office
- Entry level
- Paid training
Financial Consultant - St. Louis, MO
Fidelity Investments —St. Louis, MO
- Full-time
- Mid-level
- Mentoring
- Experience equivalent to degree accepted
- Tuition reimbursement
Planning Consultant - Chesterfield, MO
Fidelity Investments —Chesterfield, MO
- Full-time
- Mid-level
- Office
- Mentoring
13d
Wealth Advior
WealthBridge Financial Group —Saint Charles, MO
- $125,000 - $175,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor - St. Louis Counties and surrounding counties
Thrivent —St. Louis, MO
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Tailored Licensed Support Financial Advisor
Edward Jones —St. Louis, MO
- $74,600 - $122,800 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Health savings account
Financial Planner
Larson Financial Group, LLC —St. Louis, MO
- Full-time
- Microsoft Outlook
- Writing skills
- Mid-level
- Profit sharing
- Paid training
Quick Apply
Virtual Financial Advisor - St Louis
Thrivent —St. Louis, MO
- $21.64 - $24.04 an hour
- Full-time
- Background check
- Bachelor's degree
- Military encouraged
- Health insurance
- Dental insurance
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 Advisor - Edward Jones Connections
Edward Jones —St. Louis, MO
- $63,200 - $104,200 a year
- Extended hours
- Remote
- 5 years
- Mid-level
- Office
- Profit sharing
- Health savings account
13d
Sr. Financial Advisor - Edward Jones Connection
Edward Jones —St. Louis, MO
- $74,600 - $122,800 a year
- Extended hours
- Remote
- 5 years
- Bachelor's degree
- Fair chance
- Profit sharing
- Health savings account
13d
Financial Advisor - AI Trainer
DataAnnotation —St. Louis, MO
- $50 - $100 an hour
- Part-time
- Remote
- English
- Mid-level
- Master's degree
Quick Apply
Financial Planning Associate
Stifel —St. Louis, MO
- Full-time
- Microsoft Outlook
- Basic math
- Office
- Health insurance
- Dental insurance
8d
Financial Advisor
First Command Financial Services, Inc. —Town and Country, MO
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Inexperienced Financial Advisor
Synergy Wealth Solutions —Chesterfield, MO
- Full-time
- Business development
- Bachelor's degree
- Recruiting
- Paid training
Quick Apply
Wealth Management Advisor - St Louis, MO
TIAA —St. Louis, MO
- Online Application
- 5 years
- Business development
- Continuous improvement
- Tuition reimbursement
- Retirement plan
Wealth Advisor Sr
UMB Financial Corporation —St. Louis, MO
- $98,208 - $144,705 a year
- Email
- 5 years
- Office
- Business development
- Paid holidays
- Health insurance
Financial Advisor
Larson Financial Group, LLC —St. Louis, MO
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Profit sharing
- Paid training
Quick Apply
Advising Specialist II
Edward Jones —St. Louis, MO
- $120,000 - $204,300 a year
- Full-time
- Hybrid work
- CPA
- Office
- 3 years
- Profit sharing
- Health savings account
11d
Wealth Advisor
WealthBridge Financial Group —Chesterfield, MO
- $125,000 - $175,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply

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Financial Services Representative - St. Louis - Ladue, MO

Fidelity Investments -
St. Louis, MO

Apply Now

Job Details

Full-time

Benefits

Paid training

Qualifications

Financial services customer support
Trade execution in financial markets
Serving clients
Financial transaction processing
Investment account customer support
Experience practicing in the securities industry
Withdrawals
Entry level

Full Job Description

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Have a passion for helping people? Join our team as a Financial Services Representative where you’ll support Fidelity’s customers while building a great foundation for a career in financial planning and advice. Supercharge your early planning and advice career at Fidelity and prepare for a future as the face of our Investor Centers, with paid training to help you:

Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) by earning your SIE, Series 7 Top Off, and Series 66 licenses—fully sponsored by Fidelity. You’ll receive paid study time 4 days a week, licensing coaches, structured study plans, and dedicated support to help you succeed. This role requires successful completion of all exams.
Build and Solidify Skills: You’ll continue working 4 days remotely and 1 day on-site, supporting customers with increasing complexity to strengthen your skills. You’ll also have dedicated weekly time for development, networking, and training. After completing the program, you’ll transition to a fully on-site Investor Center role, with the possibility of spending additional time remotely supporting inbound customers based on business needs before that move.
Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.

During your onboarding experience, you’ll support Fidelity customers over the phone, answering questions about account balances, processing withdrawals and transfers, identifying resources, and placing trades while working from home with one day per week in the Investor Center. After completing onboarding, you’ll transition to working on-site in the Investor Center each day.

The Expertise and Skills You Bring

High energy and enthusiasm with a demonstrated passion for helping people
Flexibility and self-motivation
Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment
Eagerness to learn and build a profession in financial services
Ability to deliver an outstanding customer experience
Superb interpersonal skills, attention to detail, and ability to handle multiple tasks at once
Coachability, collaboration, and curiosity fuels success in the role

The Team

We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams. You don’t need a finance background or college degree to succeed in this role. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion. You can count on support and structure to plan for your future at Fidelity. The career coaching you receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Series 07 - FINRA, Series 66 - FINRA

Category:

Customer Service

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Apply Now

Refine Your Search

financial planner jobs in saint charles, mo

Financial Services Representative - St. Louis - Ladue, MO

Financial Consultant - St. Louis, MO

Planning Consultant - Chesterfield, MO

Wealth Advior

Financial Advisor - St. Louis Counties and surrounding counties

Tailored Licensed Support Financial Advisor

Financial Planner

Virtual Financial Advisor - St Louis

Financial Representative (Sales Focused - Training Provided)

Financial Advisor - Edward Jones Connections

Sr. Financial Advisor - Edward Jones Connection

Financial Advisor - AI Trainer

Financial Planning Associate

Financial Advisor

Inexperienced Financial Advisor

Wealth Management Advisor - St Louis, MO

Wealth Advisor Sr

Financial Advisor

Advising Specialist II

Wealth Advisor

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