Top 27 Finance associate Jobs in St. Louis, Mo

Financial Planning Associate
Stifel —St. Louis, MO
- Full-time
- Microsoft Outlook
- Basic math
- Office
- Health insurance
- Dental insurance
MBA/CPA Finance Leadership Development Program Associate
The Cigna Group —St. Louis, MO
- $100,800 - $168,000 a year
- Online Application
- Hybrid work
- CPA
- Mid-level
- Office
- Paid holidays
- Relocation assistance
Business Valuation - Associate Financial Analyst
Health Capital Consultants (HCC) —St. Louis, MO
- Full-time
- CPA
- Mid-level
- Office
Associate Fixed Income Analyst
Moneta Group —St. Louis, MO
- Full-time
- Mid-level
- Office
- Finance
- Profit sharing
- Paid parental leave
Finance Associate
City of Collinsville —Collinsville, IL
- $46,779.20 - $51,625.60 a year
- Overtime
- Bilingual
- Writing skills
- Research
- Paid holidays
- Health insurance
Quick Apply
16h
Associate Trader II
Edward Jones —St. Louis, MO
- $55,000 - $90,600 a year
- Full-time
- Hybrid work
- Bachelor of Science
- Research
- Mid-level
- Profit sharing
- Health savings account
Associate - Client Service
Matter Family Office —St. Louis, MO
- CPA
- Bachelor of Science
- Research
- Health savings account
- Paid holidays
Systems Engineering Support Analyst (Associate & Mid-Level)
Boeing —Hazelwood, MO
- $81,600 - $134,550 a year
- Mid-level
- Office
- Trade school
- Health savings account
- Disability insurance
Senior Associate - Client Service
Matter Family Office —St. Louis, MO
- CPA
- Bachelor of Science
- Research
- Health savings account
- Paid holidays
Associate Fixed Income Analyst
Moneta Group Investment Advisors LLC —Clayton, MO
- Full-time
- Mid-level
- Office
- Finance
- Profit sharing
- Paid parental leave
Quick Apply
Associate Portfolio Manager
Moneta Group —Clayton, MO
- Full-time
- Mid-level
- Office
- 3 years
- Profit sharing
- Paid parental leave
Associate Relationship Banker - Chesterfield Branch - Chesterfield, MO
JPMorganChase —Chesterfield, MO
- Weekends as needed
- Office
- High school diploma or GED
- Experience equivalent to degree accepted
- Health insurance
- Tuition reimbursement
6d
Traveling Sales Associate
Treasures Rediscovered —St. Louis, MO
- $60,000 - $110,000 a year
- Full-time
- Up to 50% travel
- Research
- Mid-level
- Health insurance
- 401(k)
Quick Apply
Community Impact Capital Fund Investments Associate
Huntington Bank —Clayton, MO
- $70,000 - $140,000 a year
- Full-time
- Office
- Finance
- Bachelor's degree
- Wellness program
- Paid holidays
CoVentures Deal Associate - Innovation_Delivery_Transformation
Deloitte —St. Louis, MO
- $134,500 - $265,100 a year
- Full-time
- Mid-level
- Finance
- Travel
14d
Senior Associate - Federal Financial Analyst
Blake Willson Group —St. Louis, MO
- CPA
- Mid-level
- Office
Quick Apply
Associate Relationship Banker - Plaza Frontenac Branch - Frontenac, MO
JPMorganChase —St. Louis, MO
- Weekends as needed
- Office
- High school diploma or GED
- Experience equivalent to degree accepted
- Health insurance
- Tuition reimbursement
12h
Part Time (30 Hours) Associate Banker, Creve Coeur Branch, Saint Louis, MO
JPMorganChase —St. Louis, MO
- Part-time
- High school diploma or GED
- Leadership
- Entry level
- Health insurance
- Tuition reimbursement
3d
Part Time (30 Hours) Associate Banker, St Charles Branch, St Charles, MO
JPMorganChase —Saint Charles, MO
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
3d
Associate Portfolio Manager
Moneta Group Investment Advisors LLC —Clayton, MO
- Full-time
- Mid-level
- Office
- 3 years
- Profit sharing
- Paid parental leave
Quick Apply

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finance associate jobs near st. louis, mo

Financial Planning Associate

Stifel -
St. Louis, MO

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Job Details

Full-time

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Life insurance

Qualifications

Experience at securities companies

Full Job Description

What You'll Be Doing:

Under close supervision, works with the Financial Advisors to gather all applicable data and prepare simple to moderate financial plans for clients and prospective clients. May assist branch offices in the use of MoneyGuide (Stifel’s online Financial Planning platform).

What We're Looking For:

Responds to in-bound calls from Financial Advisor and members of their team.
Communicates with Financial Advisors to obtain all necessary information for financial plan preparation.
Creates various levels of financial plans ranging from basic analysis to comprehensive plans using the MoneyGuide financial planning software. Complexity of plans generally ranges from the simple to moderate level.
Works with Financial Planning Specialists to enter data needed to create financial plans.
Mails and emails completed financial plans to branch offices.
Provides detailed explanation of completed financial plans to Financial Advisors.
Assists Financial Advisors with information gathering while providing knowledge of the Wealth Planning Questionnaire(s).
Provides support to branches on how to properly use MoneyGuide as well as best practices.
Works independently to accomplish all activities required to meet plan preparation deadlines.
Develop spreadsheets, PowerPoint presentations and other project items as necessary.
Establishes knowledge of department and firm policies/procedures and industry regulations related to financial planning business.
Combines pieces of information to form general rules or conclusions and applies general rules to specific problems to produce answers that make sense.
Performs other related duties as assigned.

What You'll Bring:

Basic understanding of the securities industry in general and various securities products.
General understanding of financial planning products and techniques.
Solid and reliable mathematical skills.
Developed interpersonal skills. Able to interact and function as a member of a team; equally able to work independently on tasks or projects. Able to professionally converse with Financial Advisors and other personnel concerning financial planning subjects.
Communicates well in both written and verbal form; able to organize subject matter and data well and present/explain it clearly so that others understand complex issues.
Solid organizational skills with the ability to prioritize tasks in order to meet deadlines in a timely manner.
Attention to detail and proofreading skills.
Analytical problem solver who is generally able to tell when something is wrong or is likely to go wrong. Uses logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
High level of integrity.
Courteous and efficient telephone skills.

Education & Experience:

Minimum Required: Business Degree in a related field or equivalent work-related experience.
Minimum Required: 0-2 years securities industry or related experience

Systems & Technology:

Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.
Experience with financial planning software

About Stifel:

Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let’s talk about how you can find your place here at Stifel, where success meets success.

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

Stifel is an Equal Opportunity Employer.

Apply Now

Refine Your Search

finance associate jobs in st. louis, mo

Financial Planning Associate

MBA/CPA Finance Leadership Development Program Associate

Business Valuation - Associate Financial Analyst

Associate Fixed Income Analyst

Finance Associate

Associate Trader II

Associate - Client Service

Systems Engineering Support Analyst (Associate & Mid-Level)

Senior Associate - Client Service

Associate Fixed Income Analyst

Associate Portfolio Manager

Associate Relationship Banker - Chesterfield Branch - Chesterfield, MO

Traveling Sales Associate

Community Impact Capital Fund Investments Associate

CoVentures Deal Associate - Innovation_Delivery_Transformation

Senior Associate - Federal Financial Analyst

Associate Relationship Banker - Plaza Frontenac Branch - Frontenac, MO

Part Time (30 Hours) Associate Banker, Creve Coeur Branch, Saint Louis, MO

Part Time (30 Hours) Associate Banker, St Charles Branch, St Charles, MO

Associate Portfolio Manager

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