NewFinancial Planner Larson Financial Group, LLCFinancial PlannerSaint Louis, MOFrom preparing and conducting client meetings to developing tailored financial plans, you’ll be a key player in delivering a high-touch, concierge-style experience. 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.
US Experienced Financial Advisor Edward JonesUS Experienced Financial AdvisorColumbia, MOEdward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements).
Financial Planner & Investment Adviser - USA Skybound Wealth Management LtdFinancial Planner & Investment Adviser - USAKansas City, MOAbout Skybound Wealth Management USA: Skybound Wealth Management USA is a distinguished Registered Investment Adviser (RIA) firm, dedicated to delivering holistic financial planning and investment management services. As part of the global Skybound Wealth Management Group, with entities across the UK, Switzerland, Cyprus, the Middle East and Malaysia, we leverage our international presence to provide unparalleled expertise in cross-border wealth management.
Financial Planner WealthBridge Financial GroupFinancial PlannerNorth Kansas City, MOJoin WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Entry-Level Financial Strategy Planner (Remote) - KC (Remote) Traction Forge FinancialEntry-Level Financial Strategy Planner (Remote) - KC (Remote)Kansas City, MORemoteAt Traction Forge Financial, leveraging the strength of GFI, we are committed to helping individuals, families, and small business owners across Missouri build stronger financial futures through education, personalized guidance, and long-term financial strategies. Whether you are looking to transition into a new full-time career, earn supplemental income on a flexible schedule, or build valuable financial and leadership experience, Traction Forge Financial provides ongoing mentorship, professional development, and opportunities for long-term growth.
NewWealth Planner Gatewood Wealth SolutionsWealth PlannerBrentwood, MissouriRemoteConduct in-depth analysis and scenario planning to identify opportunities and gaps, covering various financial aspects such as retirement planning, cash flow management, risk management, investment management, tax efficiency and estate planning. You will partner with one of our Client Care team of professionals to care for client relationships by actively participating and leading the financial planning process to address retirement, risk management, investment, estate, and tax considerations.
Senior Planner- Generations Private Wealth Edward D Jones & Co LPSenior Planner- Generations Private WealthSt. Louis, MOThe Edward Jones Generations team provides an end-to-end, high net worth (HNW) client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support. Act as an advanced subject matter expert in Financial Planning, Discovery, and a broad range of other areas of client specific emphasis, understand broad market opportunities and how they translate to strategic initiatives within various business areas to identify, create, and develop the most advanced client focused business building ideas to meet the most complex needs.
Financial Advisor Northwestern MutualFinancial AdvisorSpringfield, Missouri$61,000–$250,000 / yearFull timeNorthwestern 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.
Personal Financial Counselor, Assignment Ready Counselor, Pfc, Missouri Magellan Health ServicesPersonal Financial Counselor, Assignment Ready Counselor, Pfc, MissouriWhiteman Air Force Base, MOServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor; Whiteman Afb, MO Magellan Health ServicesPersonal Financial Counselor; Whiteman Afb, MOWhiteman Air Force Base, MOServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor; Whiteman AFB, MO Magellan Health Services, Inc.Personal Financial Counselor; Whiteman AFB, MOWhiteman AFB, MOFull timeServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor; Whiteman AFB, MO Magellan Health IncPersonal Financial Counselor; Whiteman AFB, MOWhiteman AFB, MOServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor, Assignment Ready Counselor, PFC, Missouri Magellan Health IncPersonal Financial Counselor, Assignment Ready Counselor, PFC, MissouriWhiteman AFB, MOServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Assistant or Associate Teaching Professor, Personal Financial Planning (Dual posted with JOB ID 59923) University of MissouriAssistant or Associate Teaching Professor, Personal Financial Planning (Dual posted with JOB ID 59923)Columbia, MOThis position will have primary responsibility for teaching upper-division courses that comprise the CFP Core curriculum, including Employee Benefits and Retirement Planning, Estate and Gift Planning, Tax Planning, Risk Management, Investment Management, and the Financial Planning Capstone. For additional information on University benefits, please visit the Faculty & Staff Benefits website at https://www.umsystem.edu/totalrewards/benefits .
Instructor, Personal Financial Planning (Dual posted with JOB ID 59921) University of MissouriInstructor, Personal Financial Planning (Dual posted with JOB ID 59921)Columbia, MOThis position will have primary responsibility for teaching upper-division courses that comprise the CFP Core curriculum, including Employee Benefits and Retirement Planning, Estate and Gift Planning, Tax Planning, Risk Management, Investment Management, and the Financial Planning Capstone. For additional information on University benefits, please visit the Faculty & Staff Benefits website at https://www.umsystem.edu/totalrewards/benefits .
Financial Planning Specialist II First Busey CorpFinancial Planning Specialist IIKansas City, MO$64,000–$80,000 / yearResponsible for all aspects of financial planning services, including meeting with client and Wealth Advisor to gather information, input of data into financial planning software, analyzing the data, and reviewing the resulting financial plan with the Wealth Advisor and the client. Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement").
Financial Solutions Advisor - Ballwin - Greater St. Louis Market Bank of AmericaFinancial Solutions Advisor - Ballwin - Greater St. Louis MarketBallwin, MissouriKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Merrill Financial Solutions Advisor (Partially Licensed) - Greater Kansas City Market Bank of America CorpMerrill Financial Solutions Advisor (Partially Licensed) - Greater Kansas City MarketSpringfield, MOJob expectations include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business and providing opportunities for advisors to pursue a career within the bank. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Facilities Space Planner StifelFacilities Space PlannerSaint Louis, MissouriFull timeStifel 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. • Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.
Clinical Assistant Professor of Financial Planning -9 month appt Missouri State UniversityClinical Assistant Professor of Financial Planning -9 month apptSpringfield, MOPrimary duties include teaching undergraduate and graduate courses in our financial planning program, such as introduction to financial planning and estate planning; providing administrative support to the CFP Board Registered Financial Planning Program; developing and maintaining relationships with employers in the financial planning industry; supporting experiential learning opportunities for students; and contributing service to Missouri State University, the profession, and the broader community. Minimum acceptable qualifications include: 1) a master's degree in business administration, finance, financial planning, or a closely related field, and 2) the Certified Financial Planner designation (CFP certification) or the ability to successfully obtain the CFP designation in one year from the hire date.