Top 93 Wealth management Jobs in St. Louis Mo

Associate Wealth Advisor
Focus Financial Partners —St. Louis, MO
- $70,000 - $80,000 a year
- Remote
- Mid-level
- Office
- Analysis skills
- Health insurance
- Dental insurance
Financial Services Representative - St. Louis - Ladue, MO
Fidelity Investments —St. Louis, MO
- Full-time
- Office
- Entry level
- Paid training
Lead Advisor
Infinity Wealth Group —Chesterfield, MO
- $160,000 - $496,000 a year
- Full-time
- Office
- Business development
- Mentoring
- Health insurance
- 401(k)
Quick Apply
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
Quick Apply
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
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
Wealth Management Advisor - St Louis, MO
TIAA —St. Louis, MO
- Online Application
- 5 years
- Business development
- Continuous improvement
- Tuition reimbursement
- Retirement plan
5d
Senior System Administrator - Wealth Management
Commerce Bank —Clayton, MO
- $93,000 - $109,000 a year
- Full-time
- 5 years
- Salesforce
- Office
- Health insurance
- Dental insurance
3d
Private Wealth Management Trust Associate
U.S. Bank National Association —Clayton, MO
- $25.63 - $37.60 an hour
- Full-time
- Microsoft Excel
- 5 years
- Office
- Paid holidays
- Disability insurance
9d
Associate Wealth Advisor
Focus Partners Wealth —St. Louis, MO
- $70,000 - $80,000 a year
- Mid-level
- Office
- Analysis skills
- Health insurance
- Dental insurance
Premier Client Banker - PNC Wealth Management
PNC Financial Services Group —Saint Peters, MO
- Full-time
- Office
- 3 years
- Bachelor's degree
- Wellness program
- Health savings account
PWM Partner Portfolio Manager
U.S. Bank National Association —St. Louis, MO
- $98,175 - $115,500 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Paid holidays
- Disability insurance
Investment Operations Associate
Northwestern Mutual —Chesterfield, MO
- $60,000 - $70,000 a year
- Full-time
- Background check
- Research
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Senior Corporate Counsel – Wealth Management - Personal Trust and Investments Attorney
U.S. Bank National Association —St. Louis, MO
- $133,365 - $156,900 a year
- Full-time
- 5 years
- Office
- US work authorization
- Paid holidays
- Disability insurance
Wealth Strategist II
Edward Jones —St. Louis, MO
- $86,300 - $146,700 a year
- Full-time
- Hybrid work
- 7 years
- Research
- Mid-level
- Profit sharing
- Health savings account
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
Wealth Management Client Associate
Bank of America —Swansea, IL
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
12d
Associate Analyst I
Edward Jones —St. Louis, MO
- $74,600 - $122,800 a year
- Full-time
- Hybrid work
- Research
- Office
- Finance
- Profit sharing
- Health savings account
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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Associate Wealth Advisor

Focus Financial Partners
St. Louis, MO

Apply Now

Job Details

$70,000 - $80,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Vision insurance
Life insurance

Qualifications

Customer communication
Bachelor's degree
Financial product expertise
Experience practicing in the securities industry

Full Job Description

Position Summary

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.

Primary Responsibilities

Develop, revise, and present financial plans through planning software
Knowledge of tax, estate, and insurance planning
Develops a mastery of Focus Partners Wealth's (FPW) investment philosophy
Create holistic investment strategy for each client, monitor risk tolerance over time as needed
Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.
Mastery of technology stack offered, including CRM system and custodian websites
Resource and collaboration with other Associate Wealth Advisors (AWAs)
Ability to independently lead client communications and interactions
Diligent recording of client communication and information within client relationship management platform
Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service
Complete client billing reviews and ensure compliance for the advisory team
Engage in advisory team business planning efforts and actively support the firm's strategic priorities
The ability to meet with clients in person. Some travel may be required

Qualifications

Bachelor's Degree
Series 65 or equivalent within 120 days of employment
2+ years of financial service experience
Strong interpersonal skills; team-orientated approach
Knowledge of financial industry, financial products, and financial planning concepts
Excellent analytical skills and attention to detail
Clean U4

This position is an exempt position. The annualized base pay range for this role is expected to be between $70,000 - $80,000 per year base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate's experience and education.

#LI-KT1

About Focus Financial Partners

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate's skillset, and without regard to an employee or candidate's race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected].

The following language is for US based roles only

For California Applicants: Information on your California privacy rights can be found here

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

Apply Now

Refine Your Search

wealth management jobs in st. louis mo

Associate Wealth Advisor

Financial Services Representative - St. Louis - Ladue, MO

Lead Advisor

Entry Level – Financial Advisor

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

Financial Planner

Financial Planner

Wealth Management Advisor - St Louis, MO

Senior System Administrator - Wealth Management

Private Wealth Management Trust Associate

Associate Wealth Advisor

Premier Client Banker - PNC Wealth Management

PWM Partner Portfolio Manager

Investment Operations Associate

Senior Corporate Counsel – Wealth Management - Personal Trust and Investments Attorney

Wealth Strategist II

Wealth Advisor Sr

Wealth Management Client Associate

Associate Analyst I

Wealth Advisor

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