135 Results for

Investment Advisor Jobs in Missouri

Jobs

New!

Saint Louis, MO3 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.

New!

St. Louis, MO3 days ago

The network includes our affiliate Broker Dealer, Larson Financial Securities, LLC (“LFS”) and two Registered Investment Advisors, Larson Financial Group, LLC (“LFG”), Larson Wealth Partners, LLC (“LWP”) and Larson Capital Management, LLC (“LCM”) (collectively the “Firm”). In addition to other duties as assigned, COs help maintain regulatory compliance by researching and communicating requirements, reviewing and approving applications and advertising materials, testing policies and procedures and supporting internal and external audits.

Saint Louis, MO10 days ago

$85,000–$100,000

Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. By clicking “Apply Today” you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers.

New!

St. Louis, MO3 days ago

The Tax Strategist will embody this spirit — providing clear direction to clients, tax expertise, and confidence in our service. Provide thought leadership by speaking to groups, contributing to publications, or engaging in professional organizations.

Saint Louis, MO30+ days ago

This role drives innovation in payment solutions, enhances service quality, ensures regulatory compliance, manages operational risk across payments and deposit platforms, and recruits, develops, and maintains top talent to support deposit growth and maintain regulatory compliance. 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, MO3 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.

clayton, MO30+ days ago

Responsibilities include, but are not limited to: Manage a client book of business by helping them plan for what's important to them, recommending services and solutions that are most appropriate to meet their client's needs, and providing ongoing guidance and monitoring to develop a long-lasting relationship. We are currently looking for experienced financial advisors looking to grow their career, who share similar values and are eager to make a difference in our client's financial lives.

Saint Louis, MO28 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, Missouri29 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.

Chesterfield, MO30+ days ago

This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP®) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

Springfield, MO30+ days ago

kansas city, MO30+ days ago

O Fallon, MO30+ days ago

Full-time

Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Fenton, MO30+ days ago

Full-time

Chesterfield, MO30+ days ago

Full-time

Clayton, MO30+ days ago

Full-time

Springfield, MO30+ days ago

Full-time

Kansas City, MO30+ days ago

Full-time

Webster Groves, MO30+ days ago

Full-time

Town And Country, MO30+ days ago

First Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces, or any other third-party mentioned on this site. What We Offer We have a specialized licensing and comprehensive training program designed for veterans transitioning service members and military spouses to start and grow a successful Financial Advisor career.

New!

Saint Louis, Missouri3 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. The Trust Investment Analyst is part of the portfolio management team and works closely with Financial Advisors and manager selection and research teams to implement fiduciary appropriate investment ideas.

kansas city, MO30+ days ago

Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.

Chesterfield, MO24 days ago

Full-time

Associates will excel in this role through multi-tasking, demonstrating an understanding of portfolio theory and asset allocation, and expressing curiosity about investments, the economy, and financial planning. Case PrepEach of the below will need to be learned and mastered as quickly as possible – note that Illustrations and PXs are created via proprietary softwareIllustrations.

Kansas City, MO30+ days ago

Excellent oral and written communication skills; Sales oriented and ability to interact with clients understand their goals and financial needs and recommend solutions; Assertive, competitive, self-starter, goal-oriented and results-driven with an entrepreneurial spirit; Highly self-motivated, creative, decisive. Financial Advisors have access to a full range of wealth building, managing and preserving services through the Broker/Dealer, including mutual funds, stocks, bonds, managed accounts, ETFs, REITs, annuities, insurance and estate planning.

columbia, MO30+ days ago

$50,000–$70,000 Per Year

This position will offer:The ability to service an existing book of business upon hire The ability to build a strong client base with the Bank's exceptional referral systemSeveral branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goalsThe opportunity to find new clients via the bank's client baseThe opportunity to create client solutions without proprietary productsThe ability to grow your business with LPL's combination of tools, technology, and supportThe benefit of LPL's experience helping financial institutions grow and maximize their investment programsThe opportunity to capitalize on the bank's reputation and community standingAs an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:Access to our proprietary technology and a suite of customized servicesAn open architecture platform with access to thousands of investment products from leading third-party product sponsorsResources and expertise across the firm to help you create client solutionsThe freedom to create solutions specific to your client's goalsWhatever your vision of success, we're with you every step of the way.

St. Louis, MO28 days ago

Responsibility Summary: Support active investment risk research and portfolio construction analysis to ensure Advisory multi‑asset class models, Bridge Builder mutual funds, asset allocation models, and SMA equity portfolios align with stated investment objectives and the firm's investment risk framework. Partner with Investment Risk Managers to provide independent risk oversight of portfolio construction, optimization, and ongoing risk monitoring across Advisory model portfolios, Bridge Builder mutual funds, strategic and tactical asset allocation models, and SMA equity portfolios.

Chesterfield, MO11 days ago

$175,000–$350,000 Per Year

Home Office Support: Having access to high-level resources under our Fortune 100 umbrella along with local staff to make the day-to-day of growing your business easier. Why Experienced Advisors Choose Synergy: -- Sophisticated Offerings: Synergy offers a wide range of non-proprietary investment and insurance solutions to give your clients the unbiased advice they deserve.

St. Louis, MO30+ days ago

If you’re a proactive self-starter who enjoys being part of a collaborative team while bringing a competitive edge to continuously improve and deliver exceptional service, we want to talk to you. By maintaining strong communication, detailed follow-through, and a service-first mindset, this role helps create the long-term relationships that define the firm’s success.

St. Charles, MO30+ days ago

$50,000–$75,000 Per Year

This position will offer: • The ability to service an existing book of business upon hire • The ability to build a strong client base with the Bank's exceptional referral system • Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals • The opportunity to find new clients via the bank's client base • The opportunity to create client solutions without proprietary products • The ability to grow your business with LPL's combination of tools, technology, and support • The benefit of LPL's experience helping financial institutions grow and maximize their investment programs • The opportunity to capitalize on the bank's reputation and community standing. Your partnership includes: • Access to our proprietary technology and a suite of customized services • An open architecture platform with access to thousands of investment products from leading third-party product sponsors • Resources and expertise across the firm to help you create client solutions • The freedom to create solutions specific to your client's goals.

Fenton, MO30+ days ago

Ability to speak effectively, present information, and respond to questions from groups of clients, customers, employees, managers, top management, boards of directors, and the general public. Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies, and SFIG written procedures related to the securities industry, including completion of required compliance training.

Columbia, MO8 days ago

$48,000–$70,000 Per Year

About the Role: Synergy Wealth Solutions is seeking a highly organized, detail-oriented Insurance and Investment Implementation Specialist to support the operational execution of client financial strategies in our Columbia, Missouri office. Rather than serving strictly in an assistant capacity, this position plays a central role in coordinating operations, managing implementation tasks, and helping keep the business running efficiently.

New!

Kansas City, MO2 days ago

Remote

A family-owned insurance agency in the United States is seeking a Retirement Advisor to establish and enhance relationships with educational institutions and non-profits. The position requires relevant licenses and experience with mutual funds, annuities, and life insurance, along with strong communication skills.#J-18808-Ljbffr.

Kansas City, MO30+ days ago

The company has followed a planned course of diversification and expansion, combining growth and financial stability with ongoing investment in our people, and a willingness to pioneer new business opportunities and directions. Black & McDonald is an integrated, multi-trade contractor providing electrical, mechanical, utility and maintenance services to government, industrial, commercial and institutional markets.

St. Louis, MO30+ days ago

$94,400–$157,400 Per Year

The Business Product Owner serves as the interface to the Technical Product Owners (TPO) for business applications, product or client requests to: + Contribute to business requirements for new and existing systems from ideation through production and project oversight. These states include: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Ohio, Pennsylvania, Texas, Utah, Vermont, and Washington State._.

St. Louis, MO30+ days ago

Through partnerships with leading Fortune 500 companies and nationally recognized financial institutions, we provide complimentary financial consultations designed to help clients better understand their options and create strategies aligned with their financial goals. Traction Forge Financial, leveraging the strength of GFI, is expanding throughout Missouri and seeking motivated individuals who are passionate about helping others while building a rewarding career in financial services.

New!

Saint Louis, MO2 days ago

$96,500–$160,900 Per Year

The Business Product Owner also serves as the interface to the Technical Product Owners (TPO) for business applications, product or client requests to: Contribute to business requirements for new and existing systems from ideation through production and project oversight . The PBM Operations Business Product Owner serves as the key interface and liaison between the business sponsor or client and technology counterparts to advance high ROI/efficiency, division-wide and enterprise-wide initiatives.

Sedalia, MO30+ days ago

$125,000–$175,000

Join 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.

Chesterfield, MO30+ days ago

We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. Key Responsibilities: As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals.

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.

New!

Columbia, MO2 days ago

You will play a key role in helping our leadership team build strategic partnerships by identifying and engaging "centers of influence" (COIs) and ensuring a steady pipeline of scheduled meetings. Bevel Financial is revamping the lending world through innovation and technology providing customers simplifiedand accelerated lending opportunities across a marketplace of lenders.

Clayton, MO30+ days ago

We are one firm with many solutions and we provide a full spectrum of financial advisory services, but our true purpose is centered on building relationships and providing exceptional service to our clients around the globe. Bachelor's degree in finance, personal financial planning, accounting, or a related field preferred 2-3 years of work experience preferred Must be authorized to work in the United States.

New!

Clayton, MO2 days ago

Oversee account opening process for existing clients, including completing forms, reviewing documentation, resolving discrepancies, and tracking status updates. Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the well-being of employees and their families: Paid holidays.

Saint Louis, Missouri30+ days ago

What You'll Be Doing: The CRE Construction Disbursement & Loan Closing Manager supports the Commercial Real Estate (CRE) Lending group by managing loan closings and construction disbursement activity for complex CRE transactions. Participate in and support pre-closing discussions with Relationship Managers, Credit Officers, internal stakeholders, outside counsel, Borrowers, and title companies to ensure alignment with approved credit structures.

Saint Louis, Missouri24 days ago

Strong understanding of AWS services related to data engineering, such as Amazon S3, Amazon Redshift, Amazon Aurora Postgres, AWS Glue, AWS Lambda, AWS Step Function, AWS Lake Formation, Amazon Data Zone, Amazon Kinesis, MSK, and Amazon EMR. 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, MO2 days ago

Private Banking Operations Specialist supports the operational lifecycle of private banking loans and accounts, including onboarding, servicing, documentation, and post‑closing activities. 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, Missouri8 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. What You'll Be Doing: The Advisory Marketing Specialist has responsibility for supporting the Advisory Program Marketing initiatives offered through the Investment Products & Services Group to Stifel Financial Advisors across the Firm.

kansas city, MO30+ days ago

$65,000–$125,000 Per Year

Essential FunctionsDevelop strategic alliances with third party broker/dealers, administrators, correspondent banks, as well as their home offices and other potential delivery channels to increase the exposure of Commerce FundsProvide sales support for Commerce Investment Advisors, Commerce Trust Company (CTC), and Commerce FundsResearch new opportunities for distribution of the Commerce FundsProvide wholesaling support to third party distribution channelsAssist in new product developmentManage customer service requests from existing relationships. This compensation range is for the Commerce Mutual Funds Wholesaler job and contemplates a wide range of factors that are considered in making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs.

New!

Saint Louis, Missouri3 days ago

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.

Chesterfield, MO24 days ago

Full-time

Working hours: M-F - 8:00am-5:00pmWe help clients build a financial plan aligned with their financial goals and values and help them stick to and amend this plan through regular client reviews and dedicated, excellent service. The Associate Financial Representative (AFR) specializes in client service and supporting the financial advisor as they focus on building their practice and client relationships.

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Investment Advisor Jobs in Missouri

Financial Advisor Larson Financial Group, LLC

Compliance Officer Larson Network Services, LLC

Finance Accounting Analyst Kforce Inc.

Tax Strategist Larson Financial Group, LLC

Senior Vice President, Bank Payments & Deposit Operations Manager Stifel

Chief Financial Officer Larson Financial Group, LLC

Wealth Management & Investment Advisor First Mid Bancshares, Inc.

Senior Wealth Advisor Beacon Pointe Advisors LLC

Financial Advisor Northwestern Mutual

J.P. Morgan Wealth Management - Private Client Advisor - Chesterfield JPMorgan Chase & Co

J.P. Morgan Wealth Management - Private Client Advisor - Wichita, Missouri JPMorgan Chase & Co

J.P. Morgan Wealth Management - Private Client Advisor - Kansas City, Missouri JPMorgan Chase & Co

J.P. Morgan Wealth Management - Private Client Advisor - O'Fallon, MO JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Fenton, MO JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Chesterfield JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Clayton, MO JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Springfield, MO JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Kansas City, Missouri JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Webster Grove, MO JPMorgan Chase Bank, N.A.

Financial Advisor First Command Financial Services, Inc.

Trust Investment Analyst Stifel

Financial Advisor - Kansas City Metro Thrivent Financial for Lutherans

Investment Planning Analyst Northwestern Mutual - Clayton

Financial Advisor Southern Missouri Bancorp Inc

Financial Advisor - Central Bank LPL Financial Holdings Inc

Associate Analyst II - Investment Risk Edward D Jones & Co LP

Financial Advisor Synergy Wealth Solutions

Client Service Advisor [HT-1019684] VisionSpark

Financial Advisor - Commerce Bank LPL Financial Holdings Inc

Wealth Advisor Simmons Bank

Insurance and Investment Implementation Specialist Synergy Wealth Solutions

Remote Retirement Planning Advisor (403(b)/457) Forrest T. Jones

HSE Advisor Black & McDonald Limited

Business Product Owner Advisor - Express Scripts - Hybrid The Cigna Group

Wealth Management Advisor - St. Louis Traction Forge Financial

Business Product Owner Advisor, PBM Operations - Express Scripts - Hybrid CarepathRx

Wealth Advisor WealthBridge Financial Group

Financial Advisor with Athletic Background The Zara Group - Northwestern Mutual

Lead Associate Financial Advisor Northwestern Mutual - Clayton

Business Development Intern Bevel Financial

Client Service Manager Moneta Group LLC

Client Support Specialist Moneta Group LLC

CRE Construction Disbursement & Loan Closing Manager Stifel

Data Engineer III Stifel

Sr. Private Banking Operations Specialist Stifel Financial Corp

Advisory Marketing Specialist Stifel

Commerce Funds Wholesaler Commerce Bancshares Inc

Sr. Private Banking Operations Specialist Stifel

Senior Estate & Tax Associate Stifel

Associate Financial Representative Northwestern Mutual - Clayton

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