NewDirector, Business Development — Advisor Channel Larson Capital Management LLCDirector, Business Development — Advisor ChannelChesterfield, MOThe Director is expected to sit alongside advisor teams in client-facing meetings, serve as the authoritative voice on LCM’s real estate strategies, and translate complex fund structures into clear, compelling narratives for advisors and their clients. Description:At Larson Capital Management LLC we are seeking a Director of Business Development — Advisor Channel to serve as LCM’s dedicated internal wholesaler and real estate product specialist, embedded within the firm’s advisor distribution network.
NewDirector, Business Development — RIA Distribution Larson Capital Management LLCDirector, Business Development — RIA DistributionChesterfield, MOThis is a high-impact, commercially driven role tasked with prospecting, cultivating, and closing relationships with independent registered investment advisors (RIAs) across the country, with the goal of establishing LCM’s private real estate offerings as a core alternative allocation for RIA clients. The ideal candidate brings an existing network of RIA relationships they can activate quickly, a deep understanding of how independent advisors evaluate and allocate to alternative investments, and a proven track record of raising capital in a competitive external distribution environment.
NewFinancial Advisor Larson Financial Group, LLCFinancial AdvisorSt. Louis, MOOur 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.
NewWealth Management & Investment Advisor First Mid Bancshares, Inc.Wealth Management & Investment AdvisorClayton, MissouriResponsibilities 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.
NewAssociate General Counsel II - Investment Advisory Edward D Jones & Co LPAssociate General Counsel II - Investment AdvisorySaint Louis, 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). As an Associate General Counsel II - Investment Advisory Attorney, you will provide legal advice and counsel related to the Firm's investment advisory platform and programs.
Associate General Counsel III, LGL Investment Advisory Attorney Edward D Jones & Co LPAssociate General Counsel III, LGL Investment Advisory AttorneySt. Louis, 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). Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Senior Wealth Advisor Beacon Pointe Advisors LLCSenior Wealth AdvisorSaint Louis, MOThe 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.
Senior Advisor Moneta Group LLCSenior AdvisorClayton, MOThis position requires a Certified Financial Planner (CFP) designation and will work with partners to assess clients' financial situations, develop personalized financial plans, and recommend appropriate investment strategies, insurance products, and retirement planning solutions. The Senior Financial Advisor will work closely with the Partner and other Advisors on the client team to provide comprehensive financial advice to our clientele of high-net-worth and ultra-high-net-worth individuals, families, and institutions.
Advisor, CFP Moneta Group LLCAdvisor, CFPClayton, MOBachelors degree required Minimum 3-5 years working as a client service advisor or related role CFP, CFA, CPA/PFS with tax expertise, or JD with estate planning experience is a plus A Series 65 or combination of a Series 7 and Series 66 licensing are required within 60 days of hire if a CFP or CFA designation is not previously held CFP or CFA designation is required within 3 years of hire if not previously held Must be authorized to work in the United States. Customized Financial Reports and Presentations Utilizing firm platforms including Orion and MoneyGuidePro, generate detailed reports and presentations tailored to each clients technical requirements, providing clear explanations of complex financial concepts.
Financial Advisor Northwestern MutualFinancial AdvisorChesterfield, 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.
Senior Wealth Advisor Beacon Pointe AdvisorsSenior Wealth AdvisorMOThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and…" /> Senior Wealth Advisor @ Beacon Pointe Advisors LLC. 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.
Investment Compliance Manager NISA Investment Advisors, LLCInvestment Compliance ManagerSt. Louis, MissouriWith $462 billion assets under management ($295 billion in physical assets and $167 billion in derivatives notional value), NISA actively manages risk for institutional investors, providing clarity to complicated challenges and stability in ever-evolving markets. Overview: NISA Investment Advisors, LLC (NISA) partners with world-leading organizations to design, develop, and manage highly customized, risk-controlled investment strategies across fixed income, equities, and derivatives.
Financial Solutions Advisor Registration Candidate - Greater St. Louis Market Bank of America CorpFinancial Solutions Advisor Registration Candidate - Greater St. Louis MarketMOMerrill Lynch, Pierce, Fenner & Smith Incorporated, also referred to as "MLPF&S" or "Merrill," makes available certain investment products sponsored, managed, distributed, or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills youve learned by growing and deepening relationships within a portfolio of clients.
NewJ.P. Morgan Wealth Management - Private Client Advisor - Eastern Suburbs of St Louis, MO (including Illinois area) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Eastern Suburbs of St Louis, MO (including Illinois area)Webster Groves, MOUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor - Springfield, MO (Including surrounding areas) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Springfield, MO (Including surrounding areas)Springfield, MOUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor - Kansas City, MO (including surrounding areas) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Kansas City, MO (including surrounding areas)Kansas City, MOUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor - Saint Louis, MO (West County Area) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Saint Louis, MO (West County Area)MOUsing 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.
NewJ.P. Morgan Wealth Management - Private Client Advisor - Central St Louis, MO (including surrounding areas) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Central St Louis, MO (including surrounding areas)Brentwood, MOUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor - O'Fallon, MO JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - O'Fallon, MOO Fallon, MOFull timeUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor - Fenton, MO JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Fenton, MOFenton, MOFull timeUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor - Chesterfield JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - ChesterfieldChesterfield, MOFull timeUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor - Clayton, MO JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Clayton, MOClayton, MOFull timeUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor - Springfield, MO JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Springfield, MOSpringfield, MOFull timeUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor - Kansas City, Missouri JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Kansas City, MissouriKansas City, MOFull timeUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor - Webster Grove, MO JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Webster Grove, MOWebster Groves, MOFull timeUsing 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.
Trust Investment Analyst StifelTrust Investment AnalystSaint 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. 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.
Investment Planning Analyst Northwestern Mutual - ClaytonInvestment Planning AnalystChesterfield, MOFull timeAssociates 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.
Client Service Consultant | Retirement and Investment CBIZ IncClient Service Consultant | Retirement and InvestmentKansas City, MOWith industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ strives to be our team members'' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Investment Planning Analyst - Northwestern Mutual ClaytonInvestment Planning Analyst - Northwestern MutualChesterfield, MissouriAssociates 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.
Call Center Associate - Investment & Retirement Services SGA Inc.Call Center Associate - Investment & Retirement ServicesO Fallon, MOAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding our firm, its clients, and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Responsibilities:Responsible for servicing and supporting internal and/or external clients primarily through inbound and outbound phone calls and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for our Investment and/or Banking clients.
Product Manager, Alternative Investments Edward D Jones & Co LPProduct Manager, Alternative InvestmentsMOThis highly visible team supports advisors serving high‑net‑worth clients by building and maintaining access to alternative investment offerings, including private equity, private credit, and private real estate. The Alternative Investments team within Edward Jones' Wealth Management Advice and Solutions (WMAS) division is expanding to meet growing client demand and increased firm focus on private market solutions.
Senior Investment Strategist - Private Wealth UMB Financial CorpSenior Investment Strategist - Private WealthKansas City, MO$120,750–$189,000 / yearFrom both a top-down and bottom-up perspective --- from the global macro-economic environment down to individual security selections and concluding with Strategic and Policy oversight --- teams of experts develop and implement the guiding investment themes and the fulfillment strategies to optimally leverage the division's outlook for the upcoming cycle, in the manner best suited to the clients' goals and objectives. The posted compensation range on this listing represents UMB's good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors.
Investment Banking Manager Accenture PlcInvestment Banking ManagerSt. Louis, MOSynthesize client business and technology needs by evaluating a broad range of solutions, architectures, and operating models, selecting the most appropriate approaches to meet specific client requirements. You'll get to work with an amazing mix of world-class experts with access to the most robust portfolio of capabilities and ecosystem relationships in the industry, all while having unrestricted client access.
NewSolutions Engineer - Investment Management Technology Edward D Jones & Co LPSolutions Engineer - Investment Management TechnologySt. Louis, MOWe are focused on many efforts including deepening use of optimization investment platforms, improving user interfaces used several hundred thousand times per day, and expanding/enabling our systems with deeper AI features and integrated functions. Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Call Center Associate - Investment & Retirement Services Software Guidance & AssistanceCall Center Associate - Investment & Retirement ServicesO Fallon, MOAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding our firm, its clients, and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Responsibilities:Responsible for servicing and supporting internal and/or external clients primarily through inbound and outbound phone calls and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for our Investment and/or Banking clients.
Senior Credit Underwriter - Custom Lending - Global Wealth & Investment Management Bank of America CorpSenior Credit Underwriter - Custom Lending - Global Wealth & Investment ManagementMOEvaluates credit worthiness and provides analysis and decisioning on whether a client should receive a credit facility • Partners with Credit Officers, Relationship Management, and Risk teammates to assess and deliver credit solutions • Monitors the clients operating performance and financial condition proactively identifying issues and opportunities • Delivers financial modeling, loan structure, industry, economic, and other analysis to team members to support the loan decision-making process • Ensures adherence to credit policies, guidelines, procedures, and applicable regulatory requirements. • Strong financial analysis, accounting skills, and deal structuring for borrowers with complex balance sheets and income streams • 10 years of commercial and/or private wealth management credit experience • Strong negotiation and communication skills • Proficiency in Word, Excel, and PowerPoint • Excellent interpersonal skills and the ability to build business partnerships with risk services and client teams who may not be co-located.
Senior Investment Strategist - Private Wealth UMB BankSenior Investment Strategist - Private WealthKansas City, MissouriFrom both a top-down and bottom-up perspective --- from the global macro-economic environment down to individual security selections and concluding with Strategic and Policy oversight --- teams of experts develop and implement the guiding investment themes and the fulfillment strategies to optimally leverage the division’s outlook for the upcoming cycle, in the manner best suited to the clients’ goals and objectives. The posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors.
Corporate Development & Strategic Investments Associate Garney ConstructionCorporate Development & Strategic Investments AssociateNorth Kansas City, MOSupport development, evaluation, and funding of P3 and privately financed projects; build and maintain project finance models incorporating construction draws, debt service (DSCR, LLCR), and capital structure scenarios; assess equity, mezzanine, and debt structures. Build and maintain financial models across transaction types, including valuation, accretion/dilution, synergy quantification, and entry-multiple sensitivity analysis; underwrite expected return profiles (IRR, MOIC) and downside scenarios for all investment opportunities.
Trust Investment Analyst Stifel Financial CorpTrust Investment AnalystMOStifel 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.
Investment Management - Business Strategy Manager Deloitte Touche Tohmatsu LtdInvestment Management - Business Strategy ManagerMO$155,600–$306,800 / yearAs a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.
Virtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemoteMORemote$24.03–$26.44 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. 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.
Virtual Financial Advisor - St Louis Thrivent Financial for LutheransVirtual Financial Advisor - St LouisMORemote$21.64–$24.04 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. 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.
Associate Analyst II - Investment Risk Edward D Jones & Co LPAssociate Analyst II - Investment RiskMOResponsibility 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.
Financial Solutions Advisor Registration Candidate - Wentzville Parkway, MO Bank of AmericaFinancial Solutions Advisor Registration Candidate - Wentzville Parkway, MOWentzville, MissouriOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Director of Investment Management Plancorp LLCDirector of Investment ManagementSt. Louis, MOThe role works closely with the investment team and key internal partners to improve workflows, strengthen governance, and ensure the investment platform evolves in a disciplined, scalable way. This role owns the execution and follow-through of investment-related initiatives, including investment committee operations, cross-functional project leadership, and the translation of research and decisions into implementation.
NewFinancial Solutions Advisor - Ballwin - Greater St. Louis Market Bank of America CorpFinancial Solutions Advisor - Ballwin - Greater St. Louis MarketBallwin, MOKey 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. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Merrill Advisor Development Program- Financial Advisor: Greater Kansas City Market Bank of America CorpMerrill Advisor Development Program- Financial Advisor: Greater Kansas City MarketSpringfield, MOEffectively prioritizing sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. 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.
Merrill Advisor Development Program - Financial Advisor: St Louis Metro Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: St Louis Metro MarketChesterfield, MO$80,000–$90,000 / yearEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists and executing highly customized solutions to meet client needs. 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.
Associate Financial Relationship Advisor Wells Fargo & CoAssociate Financial Relationship AdvisorMOThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. FINRA Series 7 and 66 (or 63 and 65) examinations, or equivalent must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire.
Investment Advisory Operations Associate Renaissance FinancialInvestment Advisory Operations AssociateSt Louis, MissouriBuild trusted, collaborative relationships with our custodian’s operations teams to execute cashiering, deposits, journaling, withdrawals, and other transactions properly and accurately. Eager to learn about the industry and our firm and enjoy working in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.