Senior Financial Relationship Manager
3 weeks ago
The Client Relations Financial Representative is a critical role in supporting the firm's unique business model. As a Senior Financial Relationship Manager, you will be responsible for serving as the first point of contact for clients when their Financial Advisor is unavailable.
You will play a significant role in providing advice, service, and support to clients, ensuring a consistent experience by delivering tailored solutions and exceptional service while fulfilling regulatory requirements.
This role requires complex problem-solving skills, strong conflict management abilities, and the ability to analyze risks while successfully resolving client situations with world-class service.
Key Responsibilities:- Understand client financial situations and needs
- Evaluate appropriate solutions utilizing firm policies, tools, resources, and guidance
- Present solutions based on advice and recommendations to clients
- Align and partner with branch teams to support clients
To succeed in this role, you must have excellent verbal and written communication skills, as well as the ability to understand and communicate rationale for solutions-based advice.
A bachelor's degree is preferred, and you should have at least 3 years of industry experience, including 1 year of registered experience. Prior experience in a Financial Advisor position is strongly preferred.
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Financial Service Relationship Manager
4 weeks ago
St Louis, Missouri, United States Edward Jones Full timeAbout the RoleWe are seeking a highly motivated and skilled Financial Service Relationship Manager to join our team. In this role, you will be responsible for building and maintaining strong relationships with clients, providing exceptional customer service, and helping them achieve their financial goals.
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Senior Financial Strategist
3 weeks ago
St Louis, Missouri, United States Larson Financial Group, LLC Full timeLarson Financial Group, LLC is a leading provider of financial planning and wealth management services. We are seeking a highly skilled and experienced Senior Financial Strategist to join our team in the St. Louis, MO area.The ideal candidate will have at least 8 years of experience in the financial planning industry and hold licenses such as Series 7 & 66...
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Client Relationship Manager Senior
2 weeks ago
St Louis, Missouri, United States AlienVault Full timeThis is a fantastic opportunity for a motivated and experienced professional to take on a leadership role within our organization. As a Client Relationship Manager Senior, you will be responsible for managing client relationships and driving business growth.Key Responsibilities:P R E - S A L E S / S A L E S C Y C L E Quote/Proposal (Service and Equipment)AC...
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Financial Advisor
1 day ago
St Louis, Missouri, United States Edward Jones Full timeAt Edward Jones, we're dedicated to providing exceptional client service by partnering with clients and branch teams to deliver tailored financial solutions. Our Senior Financial Advisors play a vital role in driving positive results in the core profit center of the firm and gaining critical insights that shape our business.About the RoleWe're seeking...
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Client Relationship Manager
4 days ago
St Louis, Missouri, United States Central Bancompany Full timeJob Description: Client Relationship ManagerWe are seeking a highly skilled and results-driven Client Relationship Manager to join our team at Central Bancompany. In this role, you will be responsible for building and maintaining strong relationships with our clients, working closely with our Financial Advisors to deliver exceptional investment...
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Senior Treasury Manager
2 weeks ago
St Louis, Missouri, United States Build-A-Bear Full timeAbout the RoleBuild-A-Bear is seeking an experienced Senior Treasury Manager to join its dynamic team in St. Louis, MO.The ideal candidate will have a strong background in treasury management, with a focus on optimizing cash flow, minimizing costs, and providing financial insights. This role plays a critical part in the company's global strategic success by...
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Senior Financial Analyst
24 hours ago
St Louis, Missouri, United States Advantage Solutions Full timeAdvantage Solutions is a leading sales and marketing agency specializing in outsourced sales, merchandising, category management, and marketing services. We bridge the gap between manufacturers and retailers, providing consumers access to the best products available in the marketplace today.Job DescriptionThe Senior Accountant plays a critical role in...
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Financial Management Specialist
3 weeks ago
St Louis, Missouri, United States CTR Corporation Full timeAbout the RoleWe are looking for a seasoned Senior Accountant to lead our financial management team in St. Louis, MO. The ideal candidate will have a strong background in accounting principles and experience in managing complex financial processes.This position offers a challenging and rewarding opportunity to work with a full-service employment & recruiting...
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Senior Financial Planning Director
3 days ago
St Louis, Missouri, United States Edward Jones Full timeOverviewEdward Jones is a leading financial services firm that provides comprehensive wealth management solutions to high net worth individuals. Our team of experienced financial advisors works closely with clients to understand their unique needs and goals, and develops tailored strategies to help them achieve financial success.Job DescriptionThe Director...
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Senior Construction Manager
2 weeks ago
St Louis, Missouri, United States CRB Full timeWe are seeking an experienced Senior Construction Manager to join our team at CRB. In this role, you will be responsible for overseeing and managing construction projects, ensuring they are completed on time, within budget, and to the required quality standards.The estimated salary for this position is around $130,000 per year, based on qualifications and...
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St Louis, Missouri, United States Empower Full timeWe are seeking a seasoned leader to join our team as Senior Director, Executive Financial Planning and Stock Plan Services at Empower. This role involves developing and executing comprehensive financial planning strategies that include executive engagement and stock plan services.The ideal candidate will be responsible for leading a team to enhance customer...
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Senior Client Relationship Manager
3 days ago
St Louis, Missouri, United States Moneta Full timeKey ResponsibilitiesAssisting Advisors and Partners in daily operations and developing a comprehensive understanding of team processes and proceduresImplementing Advisor investment recommendations via trading through Financial Custodial SystemsCoordinating account transfers and confirming cost basis information for incoming assetsPollinating and maintaining...
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Senior Financial Strategist
2 weeks ago
St Louis, Missouri, United States Edward Jones Full timeUnlock Your Potential as a Senior Financial Strategist at Edward JonesAs a Senior Financial Strategist with Edward Jones, you will have the opportunity to leverage your expertise in complex tax planning strategies to support high net worth clients. With a strong background in financial planning and experience working with High Net Worth client-facing...
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Senior Financial Analyst
2 weeks ago
St Louis, Missouri, United States Above All Personnel Full timeJob Summary:As a Senior Financial Analyst at Above All Personnel, you will play a critical role in analyzing financial data, preparing reports, and providing insights to support business decisions.Key Responsibilities:Analyze financial data and prepare reports to support business decisions.Develop and implement financial models to forecast revenue and...
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Financial Service Representative
4 weeks ago
St Louis, Missouri, United States Bank of America Full timeJob SummaryThis role is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources. Key responsibilities include accurately processing cash transactions, having deep conversations with clients to gain knowledge of their financial and life priorities, and connecting clients to solutions that...
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Financial Operations Manager
4 weeks ago
St Louis, Missouri, United States KIPP St. Louis Public Schools Full timeAbout the Role:KIPP St. Louis Public Schools is seeking a Financial Operations Manager to join our team. As a key member of our finance department, you will play a critical role in ensuring the effective management of our financial operations.Key Responsibilities:Develop and deliver training programs on procurement, budgeting, and contract management for...
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International Tax Manager
3 weeks ago
St Louis, Missouri, United States Jobot Full timeAbout UsWe are a leading professional services firm that offers a range of expertise, including tax management, accounting, assurance, and advisory services. Our team is committed to delivering exceptional results and building strong relationships with our clients.We are currently seeking an experienced International Tax Manager - Financial Advisory to join...
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Senior Analyst, Financial Controls
4 weeks ago
St Louis, Missouri, United States SPECTRUM Full timeThe Senior Analyst, Financial Controls position at Spectrum is an exciting opportunity for a detail-oriented individual to join our Business Process and Controls team. As a key member of this team, you will be responsible for ensuring the accuracy and reliability of financial information through effective internal controls.You will consult and advise...
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Financial Services Coordinator
2 weeks ago
St Louis, Missouri, United States LAC COURTE OREILLES FINANCIAL SERVICES Full timeAbout UsLac Courte Oreilles Financial Services is a leading financial institution that provides a range of financial services to individuals and businesses. We are committed to delivering exceptional customer service and building long-term relationships with our clients.Our team is dedicated to helping our customers achieve their financial goals, whether...
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Financial Management Specialist
3 days ago
St Louis, Missouri, United States KIPP St. Louis Public Schools Full timeJob Title: Financial Management Specialist">About Us:KIPP St. Louis Public Schools is a leading educational institution dedicated to providing high-quality education to students in the city of St. Louis. Our mission is to create joyful, academically excellent schools that prepare students for success in college, career, and beyond.Salary: $62,500 -...