Top 923 client advisor Jobs in st. louis, mo

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
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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
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4d
Wealth Management Trainee (MO)
Bankers Life —St. Louis, MO
- $50,000 - $80,000 a year
- Full-time
- Customer service
- No experience needed
- Entry level
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Entry Level – Financial Advisor
Equitable Advisors —St. Louis, MO
- $31,500 - $125,000 a year
- Full-time
- Background check
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
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REO Agent
Vylla —St. Louis, MO
- $80,000 - $160,000 a year
- Full-time
- Remote
- Sales
- Real Estate License
- Entry level
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Tax Advisory Leader
Hottenrott & Associates, LLC —Edwardsville, IL
- $95,000 - $110,000 a year
- Full-time
- CPA
- Microsoft Office
- Analysis skills
- 401(k)
- Paid time off
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Licensed Commercial Lines Account Manager
MGI Risk Advisors —St. Louis, MO
- $65,000 - $80,000 a year
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- Disability insurance
- Health insurance
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Licensed Personal Lines Account Manager
MGI Risk Advisors —St. Louis, MO
- $65,000 - $75,000 a year
- Full-time
- Background check
- Mid-level
- Office
- AD&D insurance
- Paid holidays
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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
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Financial Advisor - St. Louis Counties and surrounding counties
Thrivent —St. Louis, MO
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
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Agronomist
Munie Greencare Professionals —Caseyville, IL
- $50,000 - $65,000 a year
- Full-time
- Spanish
- Clean driving record
- English
- Health insurance
- Dental insurance
Quick Apply
Insurance Agent – Join Our Independent P&C Team
Thomas Insurance Advisors —Chesterfield, MO
- Full-time
- US work authorization
- In-person
- Leadership
- Disability insurance
- Health insurance
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Financial Advisor (Career Changers Welcome/Training Provided)
Northwestern Mutual —Fairview Heights, IL
- $75,000 - $175,000 a year
- Full-time
- Bachelor's degree
- US work authorization
- Experience equivalent to degree accepted
- Disability insurance
- Health insurance
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Experienced Tax Professional (CPA or EA)
Block Advisors —Shiloh, IL
- $25 - $30 an hour
- Part-time
- Background check
- CPA
- Customer service
- Paid training
- Continuing education credits
Quick Apply
Automotive Journeyman Service Technician
Clement CDJR FLORISSANT —Florissant, MO
- $32 - $50 an hour
- 8 hour shift
- ASE Certification
- Background check
- Dealership
- Health insurance
- Dental insurance
Quick Apply
Relationship Banker II
Simmons Bank —St. Louis, MO
- Full-time
- Computer literacy
- Research
- Mid-level
Quick Apply
Advisor
Socium Advisors —St. Louis, MO
- From $90,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
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Join Our Expanding Sales Team! (Career Changers Wanted) - St. Louis, MO
Northwestern Mutual —St. Louis, MO
- $70,000 - $250,000 a year
- Full-time
- Background check
- Business development
- US work authorization
- Disability insurance
- Health insurance
Quick Apply
8d
Financial Advisor
The Zara Group - Northwestern Mutual —Chesterfield, MO
- $135,000 - $157,000 a year
- Full-time
- Hybrid work
- Mid-level
- Children
- Organizational skills
- Health insurance
- Dental insurance
Quick Apply
4d
Corrugated Packaging Sales Representative
Arrow Box Company —St. Louis, MO
- Full-time
- 5 years
- Business development
- Senior level
- Health savings account
- Paid holidays
Quick Apply

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client advisor jobs near st. louis, mo

Client Service Advisor [HT-1019684]

The Chamberlin Group
St. Louis, MO

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Job Details

Full-time
$75,000 - $95,000 a year

Benefits

AD&D insurance
Paid holidays
401(k) 3% Match
Health insurance
Dental insurance
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Life insurance

Qualifications

Financial planning software
Managing customer accounts
Financial services customer support
Customer relationship building
Administrative experience
Managing clients in a customer support role
Sales management systems proficiency
CRM system proficiency
Series 65
Life & Health Insurance License
Account management

Full Job Description

THE CHAMBERLIN GROUP

CLIENT SERVICE ADVISOR

Do you take pride in helping clients navigate their financial future with clarity and confidence while becoming the trusted point of contact they rely on every day? Do you thrive in a fast-paced, detail-driven environment where strong organization, responsiveness, and follow-through ensure nothing falls through the cracks? This is a highly administrative role at its core—you’ll be the engine behind the client experience, managing details, tracking progress, and keeping everything aligned. If you’re a proactive self-starter who enjoys being part of a collaborative team while bringing a competitive edge to continuously improve and deliver exceptional service, we want to talk to you.

Our ideal Client Service Advisor is/has:

A natural born leader – You step up when needed, helping others stay organized and aligned. Your example helps elevate the team’s overall performance.
A transparent and effective communicator – You communicate clearly, professionally, and with purpose. Clients and teammates always know where things stand and what comes next.
Experience-based confidence – You rely on your professional experience to guide conversations and decisions. You remain composed and thoughtful when addressing client needs or solving problems.
High integrity – You operate with honesty and strong ethics in every interaction. Clients and colleagues trust your judgment and reliability.
A relationship builder – You enjoy connecting with people and creating trust over time. Clients feel comfortable, heard, and supported when working with you.

Our ideal Client Service Advisor plays a key role in ensuring every client experience reflects the Chamberlin Group’s commitment to trust, clarity, and care. This person brings structure to client relationships, helping ensure every financial plan stays on track and every client interaction feels thoughtful and professional. By maintaining strong communication, detailed follow-through, and a service-first mindset, this role helps create the long-term relationships that define the firm’s success.

RESPONSIBILITIES

Client Support and Service

Manage and track all aspects of the client onboarding process, including: client paperwork, transferring and tracking client funds, answering questions, and providing support.
Once new clients are onboarded, serve as primary point of contact for clients, coordinating communications and resolving issues that arise.
Conduct annual client review meetings and provide updates and progress reports to clients throughout the relationship at routine intervals.
Deliver and explain tax returns to clients, prepared by Enrolled Agents.
Maintain a strong, consistent, advisor-client relationship for long-term plan success, focused on client retention and referral generation.
Source and close new business opportunities with existing clients, as opportunity arises.

Lead Advisor Support

Maintain ongoing communication with Lead Advisors regarding client accounts and relationship status.
Serve as the primary point of contact for many client inquiries, coordinating communications and resolving issues when they arise.
Occasionally attend client appointments alongside Lead Advisors to support the transition to the service team.
Deliver and explain tax returns to clients prepared by Enrolled Agents.

Administrative

Maintain accurate records and notes in HubSpot, Right Capital, Schwab, and Fidelity.
Manage transactions and other client issues.
Assist with ad hoc trades and distributions on client accounts.
Review, research, and correct paperwork, as needed.
Ensure accounts are in good order, along with transfers and investments, in a timely and accurate manner.
Effectively communicate our fundamental investment strategies and company policies to clients.
Attend internal training opportunities and company off-site events.

** This is a full-time, in-person position based in St. Louis, Missouri. **

QUALIFICATIONS

Required

3+ years of face-to-face, direct client management experience.
Series 65 license (or obtain within 90 days of employment.)
Life and Health Insurance licenses (or obtain within 90 days of employment.)
Demonstrated success supporting financial advisors in an administrative capacity.
Proficiency using financial planning software.
CRM system fluency.

Preferred

Sales or referral-based relationship experience.
Familiarity with Schwab, Fidelity, or other custodian platforms.
Experience working with RightCapital financial planning software.
HubSpot CRM experience.
College degree.

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: $75,000 to $95,000 plus 20% bonus potential

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

If you believe exceptional service is the foundation of long-term client relationships, then apply now!

Pay: $75,000.00 - $95,000.00 per year

Benefits:

401(k) 3% Match
Dental insurance
Employee assistance program
Health insurance
Life insurance
Paid time off
Vision insurance

Application Question(s):

1. How many years of face-to-face client management experience do you have? Briefly describe the type of clients you managed and the nature of those interactions.
2. Do you currently hold your Series 65 license? If not, are you willing and able to obtain one within 90 days of employment?
3. Do you currently hold Life and Health Insurance licenses? If not, are you willing and able to obtain one within 90 days of employment?
4. Have you previously supported financial advisors in an administrative or client service capacity? Please describe your responsibilities supporting financial advisors.
5. Which financial planning software platforms have you used? Describe how you used this software in your role.
6. Which CRM systems have you used in a professional setting? Briefly describe how you used CRM tools to manage client relationships or workflows.
7. What are your base salary requirements? Please provide a specific number.

Work Location: In person

Quick Apply

Refine Your Search

client advisor jobs in st. louis, mo

Client Service Advisor [HT-1019684]

Financial Representative (Sales Focused - Training Provided)

Wealth Management Trainee (MO)

Entry Level – Financial Advisor

REO Agent

Tax Advisory Leader

Licensed Commercial Lines Account Manager

Licensed Personal Lines Account Manager

Lead Planner [HT-1017768]

Financial Advisor - St. Louis Counties and surrounding counties

Agronomist

Insurance Agent – Join Our Independent P&C Team

Financial Advisor (Career Changers Welcome/Training Provided)

Experienced Tax Professional (CPA or EA)

Automotive Journeyman Service Technician

Relationship Banker II

Advisor

Join Our Expanding Sales Team! (Career Changers Wanted) - St. Louis, MO

Financial Advisor

Corrugated Packaging Sales Representative

I want to receive the latest job alert for client advisor in st. louis, mo

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