Senior Financial Strategist
1 week ago
We are seeking a highly skilled Senior Financial Strategist to join our team at Moneta, a national independent Registered Investment Advisor. This role involves providing personalized financial strategies, investment advice, and comprehensive planning to clients. As a trusted guide, you will empower individuals to achieve their financial goals and navigate complex financial situations.
The ideal candidate will have a Bachelor's degree and relevant certifications such as CFP, CFA, or CPA/PFS. A Series 65 or combination of Series 7 and Series 66 licensing is required within 60 days of hire. CFP or CFA designation is also required within 3 years of hire if not previously held.
Our company offers a competitive salary range of $80,000 - $120,000 per year, depending on experience. Benefits include paid holidays, PTO, employer cost-shared medical and dental insurance, and more.
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Senior Financial Strategist
2 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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Senior Financial Strategist
7 days 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 Strategist
4 weeks ago
Saint-Pierre-le-Bost, Nouvelle-Aquitaine, United States Sparks Group Full timeJob OverviewSparks Group has partnered with a non-profit organization seeking a Senior Financial Strategist. As the Senior Financial Strategist, you will be responsible for overseeing the financial and contract administration of the organization to include overall financial reporting and compliance, serving as liaison with Board of Directors, finance...
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Senior Practice Management Strategist
4 weeks ago
Saint Louis, United States Edward Jones Full timeWant a meaningful career where you can make a difference? Edward Jones sounds perfect for you.Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is...
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Senior Practice Management Strategist
4 weeks ago
Saint Louis, United States Edward Jones Full timeWant a meaningful career where you can make a difference? Edward Jones sounds perfect for you.Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is...
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Tax Planning Expert
1 month ago
St Louis, Missouri, United States Edward Jones Full timeAbout the RoleWe are seeking a skilled Tax Planning Expert to join our team as a Senior Financial Strategist. In this role, you will leverage your extensive resources to support financial advisors in serving clients with complex needs, particularly related to tax planning.Key Responsibilities:Develop goals-based strategies for clients with complex needs...
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Financial Planning Strategist
4 weeks ago
St Louis, Missouri, United States Edward Jones Full timeAt Edward Jones, we are seeking a highly skilled Financial Planning Strategist to join our team in Tempe, AZ and St. Louis, MO. As a Senior Wealth Strategist, you will be responsible for developing goals-based strategies for clients with complex needs using a team approach.The ideal candidate will have 9+ years' experience in the Financial Services Industry,...
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Senior Practice Management Strategist
2 weeks ago
Saint Louis, United States Edward Jones Full timeWant a meaningful career where you can make a difference? Edward Jones sounds perfect for you.Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is...
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Senior Practice Management Strategist
2 weeks ago
Saint Louis, United States Edward Jones Full timeWant a meaningful career where you can make a difference? Edward Jones sounds perfect for you.Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is...
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Senior Practice Management Strategist
2 weeks ago
Saint Louis, United States Edward Jones Full timeWant a meaningful career where you can make a difference? Edward Jones sounds perfect for you.Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is...
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Senior Practice Management Strategist
3 weeks ago
Saint Louis, United States Edward Jones Full timeWant a meaningful career where you can make a difference? Edward Jones sounds perfect for you.Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is...
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Senior Practice Management Strategist
1 month ago
Saint Louis, United States Edward Jones Full timeWant a meaningful career where you can make a difference? Edward Jones sounds perfect for you.Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is...
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Senior Practice Management Strategist
1 month ago
Saint Louis, United States Edward Jones Full timeWant a meaningful career where you can make a difference? Edward Jones sounds perfect for you.Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is...
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Senior Practice Management Strategist
3 weeks ago
Saint Louis, United States Edward Jones Full timeWant a meaningful career where you can make a difference? Edward Jones sounds perfect for you.Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is...
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Senior Practice Management Strategist
1 month ago
Saint Louis, United States Edward Jones Full timeWant a meaningful career where you can make a difference? Edward Jones sounds perfect for you.Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is...
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Senior Practice Management Strategist
4 weeks ago
Saint Louis, United States Edward Jones Full timeWant a meaningful career where you can make a difference? Edward Jones sounds perfect for you.Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is...
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Senior Practice Management Strategist
1 month ago
Saint Louis, United States Edward Jones Full timeWant a meaningful career where you can make a difference? Edward Jones sounds perfect for you.Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is...
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Senior Financial Advisor, Lead Wealth Strategist
1 month ago
St Louis, Missouri, United States Vantage Point Financial Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Financial Advisor to join our team at Vantage Point Financial. This is an excellent opportunity for a motivated professional to work with a fast-growing holistic financial planning firm that provides comprehensive financial planning services.As a Senior Financial Advisor, you will be...
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Senior Practice Management Strategist
2 weeks ago
Saint Louis, United States Edward Jones Full timeWant a meaningful career where you can make a difference? Edward Jones sounds perfect for you.Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is...
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Senior Practice Management Strategist
2 weeks ago
Saint Louis, United States Edward Jones Full timeWant a meaningful career where you can make a difference? Edward Jones sounds perfect for you.Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is...