41 Results for

Financial Advisory Jobs in O Fallon, IL

Jobs

New!

Saint Louis, Missouri4 days ago

What You'll Be Doing: The Advisory Marketing Senior Specialist leads strategic Advisory Program Marketing initiatives within the Investment Products & Services Group, supporting Financial Advisors across the firm. 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.

New!

Saint Louis, Missouri4 days ago

What You'll Be Doing: The Operations Assistant Manager-Advisory Services will provide oversight and day-to-day management of associates who are responsible for the completion of all requests related to the establishment and maintenance of Advisory Accounts at Stifel. 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.

New!

Saint Louis, MOToday

$120,000–$204,000 Per Year

Requirements include a Bachelor's in Accounting, Finance, or Economics, 5+ years of experience in strategy or financial services, and familiarity with Wealth Management practices. Seeking a Senior Consultant for a Strategic Advisory team to support high-impact enterprise initiatives and growth strategies.

St. Louis, MO30+ days ago

Full-time

Assists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors in account acceptance process, discretionary request analysis and process, compliance management and annual account review process; ensures appropriate documentation is collected and imaged; ensures systems information is up-to-date; ensures accurate set up and review of fees; documents services provided, specialized procedures, and ongoing written communications with client as appropriate in managing daily activity. 3. Receives service requests from clients and partners, and communicates to service partners; obtains appropriate information from partners and clients to facilitate service changes or transactions.

New!

St. Louis, MO2 days ago

Our team delivers comprehensive wealth management services with a personalized touch, and we’re looking for a dedicated Financial Advisor to join our growing St. From preparing and conducting client meetings to developing tailored financial plans, you’ll be a key player in delivering a high-touch, concierge-style experience.

Creve Coeur, MO30+ days ago

Build relationships with regional leaders and segment leaders, establishing a meeting cadence to understand Regional/Subregional strategy in response to changing market/client needs. + Sales and BD Acumen (Proven ability break into new accounts and expand service offerings; develop a sales lead from start to finish including opportunity development and contract negotiation; client mgmt).

Town And Country, MO18 days ago

Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve. ©2026 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc.

Fairview Hts, Illinois17 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

New!

St. Louis, MO2 days ago

Description:The Chief Financial Officer (CFO) is a strategic financial leader responsible for overseeing all financial operations, capital strategy, and performance management across a diversified platform including advisory services, capital management, fund management, real estate and other company entities and operations. This role goes beyond traditional accounting—serving as a key business partner to the CEO and Executive Leadership Team (ELT) to drive profitability, optimize capital allocation, support investment strategies, and build scalable financial infrastructure across all entities.

St. Louis, MO30+ days ago

Our team delivers comprehensive wealth management services with a personalized touch, and we’re looking for a dedicated Financial Planner to join our growing St. From preparing and conducting client meetings to developing tailored financial plans, you’ll be a key player in delivering a high-touch, concierge-style experience.

New!

St. Louis, MO2 days ago

Our team delivers comprehensive wealth management services with a personalized touch, and we’re looking for a dedicated Senior Financial Planner to join our growing St. From preparing and conducting client meetings to developing tailored financial plans, you’ll be a key player in delivering a high-touch, concierge-style experience.

Maryland Heights, MO30+ days ago

$40–$47 Per Hour

Please be advised- If anyone reaches out to you about an open position connected with Eliassen Group, please confirm that they have an Eliassen.com email address and never provide personal or financial information to anyone who is not clearly associated with Eliassen Group. The ideal candidate will have hands-on experience managing both CapEx and OpEx IT budgets and be comfortable working in a high-speed, confidential, and detail-oriented setting.

Clayton, Missouri30+ days ago

Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. In this role, you will serve as the primary point of contact for construction clients, delivering accurate financial reporting, reviewing work‑in‑progress schedules, and offering strategic guidance to improve processes, internal controls, and operational efficiency.

Clayton, Missouri30+ days ago

Remote

Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. You’ll collaborate closely with a supportive, high‑performing team that lives the Wipfli Way — grounded in integrity, caring, excellence, and teamwork — while contributing to the growth and impact of our practice.

New!

Clayton, Missouri6 days ago

Remote

Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D.

Clayton, Missouri30+ days ago

Wipfli’s accounting advisory practice is seeking a Manager with strong healthcare and post‑acute care experience to serve as an outsourced controller and support our skilled nursing industry clients. In this role, you will provide controller‑level advisory by delivering strategic financial insights, guiding clients through budgeting, forecasting, and operational improvements, and supporting long‑term financial stability.

Clayton, Missouri30+ days ago

Remote

Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. You’ll collaborate closely with a supportive, high‑performing team that lives the Wipfli Way — grounded in integrity, caring, excellence, and teamwork — while contributing to the growth and impact of our practice.

Clayton, Missouri30+ days ago

Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Preferred proficiency in industry accounting software, e.g., QuickBooks Online, Netsuite, Sage Intacct, Microsoft Dynamics Business Central, and a demonstrated ability to embrace new technologies.

Clayton, Missouri30+ days ago

Remote

As a Controller in Healthcare with our Outsourced Controller team, you will oversee and manage multiple client teams engaged with our healthcare clients, provide training to and promote development of staff, have direct client contact providing superior client consulting services. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients.

Clayton, Missouri30+ days ago

Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Preferred proficiency in industry accounting software, e.g., QuickBooks Online, Netsuite, Sage Intacct, Microsoft Dynamics Business Central, and a demonstrated ability to embrace new technologies.

St. Louis, MO30+ days ago

Gonzalez Companies is a partner managed firm that provides comprehensive Planning, Design, and Construction Management Services to large and small Water, Sewer and Utility Districts; Departments of Transportation; and municipalities. The Financial Analyst plays a key role in supporting the financial success of construction and project-based work by providing analytical, financial, and administrative support to Project Managers and leadership.

Columbia, IL30+ days ago

Full-time

This role works closely with senior management and cross-functional teams to analyze market opportunities, support investment decisions, ensure data integrity, while building skills in financial modeling, market research, and business management. Highly proficient in Excel with a focus on financial modeling skills to analyze investment opportunities including IRR, MOIC, ROI, NPV, etc.

St. Louis, MO30+ days ago

$57,760–$124,170 Per Year

UMB’s Capital Markets Division works with financial institutions, institutional investment clients, municipalities, public and not-for-profit organizations to deliver a full range of innovative capital solutions, including fixed income sales and trading, underwriting, and more. The Financial Analyst II in our Financial Services Group will conduct highly complex accounting-based research and analysis projects to provide top management with definitive financial data & advice for their use in setting and realizing profit objectives.

St Louis, Missouri19 days ago

Renowned for its best-in-class client service and litigation excellence, UBG was named "2025 Ohio and Missouri Firm of the Year" by Benchmark Litigation and consistently earns top-tier accolades from Chambers and Partners. Established in 2024 through the merger of Ulmer & Berne LLP and Greensfelder, Hemker & Gale, P.C., UB Greensfelder has quickly emerged as a super-regional powerhouse firm in the Midwest and in top-tier business centers.

St. Louis, MO29 days ago

Over time, this person will grow into a cross-functional business partner — participating directly in pricing conversations, cost reviews, and operational discussions alongside the FP&A Director. Support the build-out of EFC’s margin forecasting process, including developing the analytical framework and tools that will drive forward-looking margin visibility.

St. Louis, MO30+ days ago

Full-time

Ultimately help to continue servicing existing clients, helping to attract new clients, and impacting sales goals. Aid in client meetings by making presentations, taking notes, completing dictation, and building client relationships.

Hazelwood, MO30+ days ago

$87,550–$118,450 Per Year

The Boeing Company also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health insurance, flexible spending accounts, health savings accounts, retirement savings plans, life and disability insurance programs, and a number of programs that provide for both paid and unpaid time away from work. The selected analyst will be responsible for developing Estimates at Completion (EACs), managing program budgets and funding logs for a portfolio of cost-plus contracts, and preparing and delivering monthly contractual deliverables.

Town and Country, MO30+ days ago

A responsive Employee fulfills all obligations effectively and timely to our current and future clients, while maintaining effectiveness and staying aware of evolving business needs or circumstances. Flexible Spending Options: Take advantage of flexible spending accounts (FSA/HSA) to cover out-of-pocket medical, dental, and childcare expenses with pre-tax dollars.

Alton, Illinois18 days ago

We’ve grown to become the leading provider of integrated entertainment, sports content, and casino gaming experiences thanks to our 43 destinations across North America, online sports betting and iCasino via theScore Bet Sportsbook and Casino®. Excellent written and verbal communication skills, with specific ability to translate complex financial information into an organized and presentable format.

St. Louis, Missouri30+ days ago

Experienced CFO (or equivalent) with success in improving cash flow, obtaining bank loans, helping companies grow profitably, increasing company value, strategic planning and (with proper training) preparing a business to sell. B2B CFO offers a dynamic platform for seasoned financial professionals like you to excel in strategic business advisory and sell/buy services for privately held companies.

Scott AFB, IL30+ days ago

ThinkTek was formed with the specific purpose of providing its clients a tailored solution around Program & Project Management, Strategic Planning, and IT Operations. We specialize in providing management and technology consulting services to support the business and technology modernization efforts of the Federal Government.

Clayton, Missouri30+ days ago

Bridgeton, Missouri18 days ago

Responsible for other general accounting responsibilities, including but not limited to, journal entries and reconciliations related to taxes, audit fees, rebates, fixed assets and miscellaneous accruals. For over a century, Hussmann Corporation has been a global leader in commercial refrigeration equipment — delivering solutions that meet the demands of the modern food retailing industry.

Saint Louis, MO16 days ago

The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.

Saint Louis, MO30+ days ago

This position will work closely with the Senior Director in setting and tracking KPIs to support the HNW (High Net Worth) segment as well as creating and implementing development programs for financial advisors focused on HNW business owner clients. Edward Jones Advisory Partner Network team, providing world-class advisory services for our business owner clients, specifically focuses on helping clients navigate acquisitions and exit strategies for their businesses.

Saint Louis, Missouri30+ days ago

Provide risk management support by utilizing Stifel Nicolaus's systems and partnering with the Stifel Nicolaus Risk Management Department to determine and monitor daily credit availability, issue margin calls, and coordinate receipt and delivery of additional collateral or sale of securities. 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.

Saint Louis, MO30+ days ago

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. 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.

Creve Coeur, MO30+ days ago

$65,000–$70,000 Per Year

At RFG Advisory, we help independent financial advisors deliver exceptional client experiences—and we’re looking for a Client Service Associate who cares deeply about getting the details right and making things better over time. This role is ideal for someone who combines empathy for clients with a natural instinct to streamline processes, leverage technology, and operate with precision in a highly regulated environment.

Saint Louis, Missouri30+ days ago

Collaborate with the Wealth Strategist Manager, Senior Wealth Strategists, Wealth Strategists, other Estate & Tax Specialists, and Estate & Tax Associates to continue developing and directing Stifel's Estate & Tax Planning Services. 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.

Saint Louis, MO30+ days ago

The Corporate Bond Trading Department within Edward Jones is primarily responsible for providing our Financial Advisors with a broad supply of highly diversified and fairly priced corporate bonds that are used to fulfill the unique needs of every one of our more than 8 million clients. View our Purpose, Inclusion and Citizenship Report (https://careers.edwardjones.com/blog/edward-jones-releases-annual-purpose-inclusion-and-citizenship-report/?codes=DIRECT&utm_source=DIRECT) .

St. Louis, MO30+ days ago

This role is highly collaborative, focused on executing client work plans, coordinating across internal teams, and delivering high-quality financial planning and investment support. Matter Family Office is seeking an Associate – Client Service to support the delivery of comprehensive wealth management services to client families.

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Financial Advisory Jobs in O Fallon, IL

Advisory Marketing Specialist Sr Stifel

Operations Assistant Manager-Advisory Services Stifel

Senior Consultant - Strategic Advisory Edward Jones

Sr Account Manager, Wealth Management Advisory Northern Trust

Financial Advisor Larson Financial Group, LLC

Client Advisory Partner - Water/Wastewater Utilities - East Region Job Details | Black & Veatch Family of Companies Black & Veatch

Financial Advisor First Command Financial Services, Inc.

Financial Advisor Northwestern Mutual

Chief Financial Officer Larson Financial Group, LLC

Financial Planner Larson Financial Group, LLC

Senior Financial Planner Larson Financial Group, LLC

Financial Analyst Eliassen Group

Manager, Accounting Advisory - Construction Industry Clients Wipfli Advisory LLC

Senior Manager, Accounting Advisory - Nonprofit Industry Clients Wipfli Advisory LLC

Manager, Accounting Advisory - Manufacturing Industry Clients Wipfli Advisory LLC

Manager, Accounting Advisory - Skilled Nursing Industry Clients Wipfli Advisory LLC

Manager, Accounting Advisory Services - Nonprofit Industry Clients Wipfli Advisory LLC

Senior Manager, Accounting Advisory - Technology Clients Wipfli Advisory LLC

Manager, Accounting Advisory - Physician Practices Wipfli Advisory LLC

Manager, Accounting Advisory - Technology Industry Clients Wipfli Advisory LLC

Financial Analyst Gonzalez Companies

Financial Analyst Naturion Management Services LLC

Financial Analyst II - FSG UMB Bank

Financial Analyst UB Greensfelder LLP

Senior Financial Analyst EFC International

Lead Associate Financial Advisor Northwestern Mutual - Clayton

Experienced Financial Analyst The Boeing Company

Financial Analyst Lexicon Services

Sr. Financial Analyst Argosy Casino Alton

Fractional CFO B2Bcfo

Financial Analyst ThinkTek

Senior Auditor - Financial Services (Insurance) Wipfli Advisory LLC

Financial Analyst Hussmann Corporation

Senior Wealth Advisor Beacon Pointe Advisors LLC

Strategic Initiatives Analyst- Mergers and Acquisitions Edward Jones

Securities Based Analyst I Stifel

Public Finance Analyst Stifel

Client Service Associate - Wealth Management RFG Advisory

Senior Estate & Tax Associate Stifel

Trader III- Corporate Bond Trading Edward Jones

Associate - Client Service Matter Family Office

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