Wealth Management Advisor - St Louis, MO TIAAWealth Management Advisor - St Louis, MOSaint Louis, MissouriRelated SkillsBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management Anticipated Posting End Date: TIAA offers an industry-leading benefits package including a top-tier retirement plan, tuition reimbursement, hybrid-flex work arrangements, and robust professional development resources — because taking care of our people is just as important as taking care of our clients.
NewTrust Advisor II- New Business Edward Jones InvestmentsTrust Advisor II- New BusinessSt. Louis, MOBeyond onboarding, the New Business Trust Advisor II plays a critical role in the overall client experience by maintaining strong relationships with branch teams, collaborating closely with the Edward Jones Trust Company Client Service Team, and providing informal leadership and guidance within the organization. • At least 5+ years trust, estate management, or related legal or financial services experience required; • Knowledge of advanced fiduciary, gifting, trust management principles, estate planning principles, taxes, insurance, and investment principles and techniques required.
Senior Advisor Development Manager Focus Financial PartnersSenior Advisor Development ManagerSaint Louis, Missouri$100,000–$125,000 / yearThe Senior Advisor Development Manager is a key member of the Advisor Development team, responsible for designing, facilitating, and continuously enhancing learning experiences that help advisors build the knowledge, skills, and confidence needed to deliver exceptional client and advisor experiences. This role serves as a lead instructor, facilitator, and learning partner, working closely with Advisory Leadership and subject matter experts to identify development needs, create impactful training programs, and support the professional growth of advisors across the firm.
Manager, Client & Advisor Experience Focus Financial PartnersManager, Client & Advisor ExperienceSaint Louis, MissouriThe Manager, Client & Advisor Experience role is a people leader on the Focus Client & Advisor Experience team responsible for leading a team and overseeing the deployment, adoption, success, and ongoing improvement of advisor-facing wealth technology. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs.
Lead Client & Advisor Experience Manager Focus Financial PartnersLead Client & Advisor Experience ManagerSaint Louis, MissouriBlending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. The Lead Client & Advisor Experience Manager will partner with internal stakeholders and vendors to ensure the toolset is secure, accessible, well-permissioned, fully functional and connected via reliable data integrations.
Executive Vice Chancellor for Finance and Chief Financial Officer - Office of the Chancellor Washington University in St LouisExecutive Vice Chancellor for Finance and Chief Financial Officer - Office of the ChancellorClayton, MissouriCommunication, Decision Making, Finance Tools, Financial Acumen, Financial Analysis, Financial Management Reporting, Financial Management System (FMS), Financial Modeling, Financial Principles, Financial Systems, Leadership, Operating Principles, Performance Measurement, Policy Development, Quality Control (QC), Risk Analysis, Risk Management Principles, Strategic Advisory, Support Management, Systems Development, Workday HCM Grade . As a member of the university's senior leadership team, the CFO translates financial strategy into institutional decision-making, partners with operational, medical and academic leadership to align resources with strategic priorities, and represents the university's financial interests with the rigor and credibility the role demands — before the Board, in the external financial community, and across the enterprise.
Financial Representative Empire Growth Partners / Northwestern MutualFinancial RepresentativeSaint Louis, Missouri$70,000–$250,000 / year257 billion retail investment client assets held or managed by Northwestern Mutual 4. 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. With additional access to nationwide mentors and leaders, we will surround you with resources to help you gain financial expertise, including but not limited to: Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis.
Educational Advisor II - Trio Upward Bound Programs Saint Louis UniversityEducational Advisor II - Trio Upward Bound ProgramsSLU Saint Louis, MOAssures that the programs for participants (Upward Bound students, parents, families, schools, community, etc.) are organized, monitored, and managed to meet goals and objectives by designing, developing and directing all facets of the Upward Bound Program and Student Support Services programs under policies and procedures which ensure they are conducted in compliance with the U.S. Department of Education program guidelines and the specific requirements contained in the Saint Louis University grant proposals, reporting data as needed and required, tracking expenditures and keeping financial records in accordance with federal guidelines, ensuring that all student records are complete, current, and confidential, reviewing TRIO Upward Bound Program materials, monitoring programming content, schedules, and budgets against program criteria, preparing federal reports, preparing the continuation proposal, and attending meetings with the U.S. Department of Education Office at the request of the Vice President. Remains competent and current through self-directed professional reading, developing professional contacts with colleagues, attending professional development courses, and attending training and/or courses as required by the Assistant Vice President for Enrollment & Retention Management & Director of Pre-College, TRIO & Access Programs.
Wealth Advisor Simmons BankWealth AdvisorSaint Louis, MissouriAbility 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.
NewInformation Security Sr. Advisor, PAM Elevance Health IncInformation Security Sr. Advisor, PAMSt. Louis, MOMinimum Requirements: Requires BS/BA in information Technology or related field of study and a minimum of 8 years' experience in systems administration and security aspects of information systems, access management and network security technologies, network communications, computer networking, telecommunications, systems development and management, hardware, software, data, and people; experience with multiple technical and business disciplines required; or any combination of education and experience, which would provide an equivalent background. Must be capable of providing top-tier support for 5 or more of the information security technology common body of knowledge skill sets: 1) Access Control, 2) Application Security, 3) Business Continuity and Disaster Recovery Planning, 4) Cryptography, 5) Information Security and Risk Management 6) Legal, Regulations, 7) Compliance and Investigations, 8) Operations Security, 9) Physical (Environmental) Security, 10) Security Architecture and Design, 11) Telecommunications and Network Security.
NewCredit Solutions Advisor - Chesterfield Bank of America CorpCredit Solutions Advisor - ChesterfieldChesterfield, MOResponsibilities:Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life planBuilds and deepens relationships with new and existing clients by leveraging the full capabilities of the bankAnalyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's unique prioritiesPresents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messagingConnects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needsResponds to client requests and makes referrals to appropriate internal partners based on client needsPartners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates regarding delivery of an exceptional client experience Required Qualifications: Minimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutions Actively listens to the client to determine their needs and goals and has a desire to interact with clients proactively. Experience in a loan origination role in a retail environment and knowledge ofMortgage Products (Conventional, Jumbo and HELOC, Government)Structuring, Processing, underwriting and closing proceduresFederal regulations governing real estate lendingFHA and HUD guidelinesOther Lending Products (Credit Card, Vehicle Loans)Strong computer skills including MS applications and previous experience utilizing laptop technology.
Academic Advisor - 81313 St. Charles Community CollegeAcademic Advisor - 81313Cottleville, MOWe are seeking a full-time Academic Advisor who will clarify student educational goals, explain and recommend appropriate course work and academic pathways based on those goals, identify the programs at the College that meet goals, build short term and long term academic plans to reach goals; and develop, assist, support and facilitate student success at the College. In the advising setting, clarifies student educational goals, instructs students on the appropriate pathway to reach those goals, works in collaboration with the student to build a course pathway plan to complete those goals, and assist with the navigation process to complete those goals which includes all aspects of registration.
Senior Home Lending Advisor - St Louis MO - Greater Metro Area JPMorgan Chase Bank, N.A.Senior Home Lending Advisor - St Louis MO - Greater Metro AreaSt Louis, MOFull timeJob Profile: Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Business Project Sr. Advisor - Strategy & Operations (Eni) CignaBusiness Project Sr. Advisor - Strategy & Operations (Eni)Saint Louis, MO$112,100–$186,800 / yearThis highly visible leadership role offers the opportunity to partner with executives across Finance, Operations, Technology, Legal, Compliance, HR, and Business Development to drive strategic initiatives, strengthen governance, and support international growth. 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.
Senior Advisor, Drug Pipeline Strategy - Evernorth CignaSenior Advisor, Drug Pipeline Strategy - EvernorthSaint Louis, MO$119,600–$199,300 / yearThe Senior Advisor will leverage analytical and clinical expertise, along with strong healthcare industry knowledge, to conduct strategic analyses, contribute to enterprise planning, and collaborate across clinical, product, operations, analytics, actuarial, and finance teams to identify new opportunities, expand capabilities, and strengthen competitive positioning, and support long-term strategic priorities. 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.
Client Service Advisor The Chamberlin GroupClient Service AdvisorSt. Louis, MOClient Service Advisor St. Louis, MO | $70K-$90K base + 20% bonus potential| Full-timeThe Chamberlin Group is seeking a financial services professional with a focus on developing and maintaining strong, consistent, advisor-client relationships. Key Responsibilities Client Support and Service Manage and track all aspects of the client onboarding process, including client paperwork, answering questions, and providing support.
Financial Representative Career Changer Opportunity The Zara Group - Northwestern MutualFinancial Representative Career Changer OpportunityChesterfield, MOFull timePrior Experience: Before joining NM, Jess held leadership roles in various departments within the casino industry, working as a hotel manager, casino floor supervisor, slot supervisor, and marketing manager. Guided by our core values—Faith, Personal Responsibility, Personal & Professional Growth, Feedback Rich, and Generosity—we're passionate about making an impact both inside and outside the office through organizations like Alex's Lemonade Stand and the Mizzou School of Business.
NewWealth Management Advisor - Lake Saint Louis, MO U.S. BankWealth Management Advisor - Lake Saint Louis, MOLake Saint Louis, MissouriWMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Wealth Management Advisor - St. Louis, MO U.S. BankWealth Management Advisor - St. Louis, MOChesterfield, MissouriWMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
NewWealth Management Advisor - Lake Saint Louis, MO U.S. BancorpWealth Management Advisor - Lake Saint Louis, MOMO$65,000–$80,200 / yearWMAs advise clients using U.S. Bank''s Asset Management Group (AMG) or U.S. Bancorp Investment''s open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client''s unique situation. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.