Top 161 Financial consultant Jobs in St. Louis Mo

Trust Officer
Midland States Bank —St. Louis, MO
- $89,950 - $119,950 a year
- Full-time
- 11+ years
- Office
- Bachelor's degree
- Employee stock purchase plan
- Health insurance
11d
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
J.P. Morgan Wealth Management - Private Client Advisor - Central St Louis, MO (including surrounding areas)
JPMorganChase —St. Louis, MO
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
Financial Planning Consultant
Raymond James Financial, Inc. —St. Louis, MO
- Full-time
- High school
- Research
- Mid-level
- Paid holidays
- Health insurance
Financial Planning Associate
Stifel —St. Louis, MO
- Full-time
- Microsoft Outlook
- Basic math
- Office
- Health insurance
- Dental insurance
8d
M&A Financial Due Diligence Data Analytics Senior Consultant
Deloitte —St. Louis, MO
- $110,700 - $218,300 a year
- Full-time
- CPA
- Finance
- Bachelor's degree
- Opportunities for advancement
Wealth Management Consultant
Royal Bank of Canada —St. Louis, MO
- $90,000 - $160,000 a year
- Full-time
- 7 years
- Microsoft Outlook
- Office
- Disability insurance
- Health insurance
Planning Consultant - Chesterfield, MO
Fidelity Investments —Chesterfield, MO
- Full-time
- Mid-level
- Office
- Mentoring
14d
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
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
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 Planner
Larson Financial Group, LLC —St. Louis, MO
- Full-time
- Microsoft Outlook
- Writing skills
- Mid-level
- Profit sharing
- Paid training
Quick Apply
Financial Planner
Larson Financial Group, LLC —St. Louis, MO
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Profit sharing
- Paid training
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
14d
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
14d
Financial Advisor - AI Trainer
DataAnnotation —St. Louis, MO
- $50 - $100 an hour
- Part-time
- Remote
- English
- Mid-level
- Master's degree
Quick Apply
Oracle Financial Accounting Hub Consultant
Accenture —St. Louis, MO
- Full-time
- Oracle
- Team management
- US work authorization
- Paid holidays
- Disability insurance
Trader II
Edward Jones —St. Louis, MO
- $86,300 - $146,700 a year
- Full-time
- Hybrid work
- CPA
- Bachelor of Science
- Mid-level
- Profit sharing
- Health savings account

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Trust Officer

Midland States Bank -
St. Louis, MO

Apply Now

Job Details

Full-time
$89,950 - $119,950 a year
11 days ago

Benefits

Employee stock purchase plan
Health insurance
Paid time off
Family leave
401(k) matching

Qualifications

Customer communication
Bachelor's degree
Estate planning

Full Job Description

Trust Officer

At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements.

Trust Officer

Salary Range: $89,950 - $119,950+ annually

Position Summary

The Trust Officer is responsible to develop, deepen, and maintain relationships with investment management clients, trust clients, beneficiaries, and other interested parties for an assigned book of business and is expected to maintain and expand the network of centers of influence. The Trust Officer is responsible for assuring compliance with all Bank policies and procedures, as well as applicable regulations. This position is an individual contributor role.

Primary Accountabilities

Performs responsibilities related to creating and administering personal trusts, investment agency, IRA (Individual Retirement Accounts) and guardianship accounts, serving as the primary contact for customers.
Conducts comprehensive needs assessment with current and potential customers and provides on-going advice and counsel tailored to clients financial goals.
Recommends appropriate products and services to meet needs, based on objectives, tax and estate needs, risk tolerance and proper asset allocations.
Meets with clients to ascertain their needs; also works with clients families, beneficiaries, accountants, and/or attorneys.
Proactively reaches out to high-value prospects and clients to market trust and investment management services.
Cultivates business relationships with centers of influence to expand clientele.
Manages documentation of all sales activities to establish a record for performance tracking, facilitating targeted analysis for future sales initiatives.
Develops and maintains a referral network of internal and external sources for additional sales opportunities.
Maintains contact with existing clients, beneficiaries, and referral sources to identify and pursue additional sales opportunities.
Identifies and refers business to other areas within the Bank as appropriate.
Stays abreast of developments in probate and fiduciary law, actively pursuing professional development opportunities.
Strictly adheres to compliance and operational risk controls in accordance with Bank and regulatory standards.
Works with outside legal counsel and other professionals to help establish legal and regulatory compliance in the administration of personal trusts, investment agency, IRA and guardianship accounts.
Represents the Bank in community organizations and activities to enhance the Banks image.
Provides quality service in meeting customer needs, inquiries and problems.
The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within market as needed.
May require work in a Midland office to ensure collaboration and support of internal and external customers.
Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA).
Other duties as assigned.

Position Qualifications

Education/Experience:

Bachelor's degree, with advanced degree JD or MBA preferred.
CFP (Certified Financial Planner) or JD. If not holding a JD then CTFA (Certified Trust and Fiduciary Advisor) certification, or CTFA pending with 20 years industry experience.
3-5 years experience in financial services, preferably in a bank trust environment or, advanced designations and / or preparatory work or guidance may sometimes be assessed in lieu of experience.
Knowledge of financial planning and estate planning techniques.
Demonstrated success working in team environment.
Ability to meet time constraints without constant supervision.
Sales oriented, friendly and persuasive personality.
Professionalism and courtesy in dealing with customers and colleagues.
High degree of accuracy with attention to detail required.
Strong oral, written, and interpersonal communication skills.
Strong organization and time management skills.
Ability to work independently and as part of a team.

Competencies:

Business insight
Cultivates innovation
Drives results
Makes sound decisions
Being a brand champion
Collaborates
Communicates effectively
Customer focus
Being Authentic
Emotional Intelligence
Self development
Being flexible and adaptable

If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at [email protected].

THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT

At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. Were proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here.

Midland States Bank may use automated tools and artificial intelligence (AI) to assist with recruiting, screening, and hiring decisions. In accordance with the Illinois Human Rights Act (effective January 1, 2026), these tools are designed and monitored to be neutral and job-related, and must not be used in a way that discriminates against applicants or employees based on any protected characteristic.

THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT

Compensation details: 89950-119950 Yearly Salary

PIa8277f7a8b68-25404-40960153

Apply Now

Refine Your Search

financial consultant jobs in st. louis mo

Trust Officer

Financial Services Representative - St. Louis - Ladue, MO

Financial Consultant - St. Louis, MO

J.P. Morgan Wealth Management - Private Client Advisor - Central St Louis, MO (including surrounding areas)

Financial Planning Consultant

Financial Planning Associate

M&A Financial Due Diligence Data Analytics Senior Consultant

Wealth Management Consultant

Planning Consultant - Chesterfield, MO

Wealth Advior

Tailored Licensed Support Financial Advisor

Virtual Financial Advisor - St Louis

Financial Representative (Sales Focused - Training Provided)

Financial Planner

Financial Planner

Financial Advisor - Edward Jones Connections

Sr. Financial Advisor - Edward Jones Connection

Financial Advisor - AI Trainer

Oracle Financial Accounting Hub Consultant

Trader II

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