Senior Wealth Management Consultant
7 days ago
We are seeking a highly skilled Senior Wealth Management Consultant to join our team. As a key member of our High Net Worth (HNW) client-facing professional team, you will be responsible for providing comprehensive wealth management services to our clients with complex financial needs.
In this role, you will work closely with our Financial Advisors and branch teams to deliver high-quality Advice, Planning, Products, and Services (APPS) that meet the unique needs of our HNW clients. You will leverage your deep understanding of financial planning concepts and estate planning strategies to develop customized solutions that help our clients achieve their financial goals.
This is an exciting opportunity to join a dynamic team and contribute to the growth and success of our organization. If you have a passion for helping others achieve financial freedom and a strong background in financial planning and estate law, we encourage you to apply.
The ideal candidate will have 11+ years of experience in the financial services industry, with direct client service experience as a member of a HNW client-facing professional team. A Bachelor's degree in Business, Finance, Accounting or Law is required, and a CFP certification is preferred.
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Wealth Management Consultant
2 days ago
St Louis, Missouri, United States Edward Jones Full timeAbout Our TeamYou will be joining a dynamic team of experienced professionals who share your passion for delivering exceptional client service. As a Senior Wealth Strategist, you will have the opportunity to work with a diverse range of clients and financial advisors, developing your expertise and expanding your professional network.We offer a competitive...
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Financial Planning Specialist
4 weeks ago
St Louis, Missouri, United States Signify Wealth Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Specialist to join our wealth management team at Signify. This is an exciting opportunity for a motivated individual to utilize their financial expertise and contribute to our mission of providing comprehensive planning for the Influential.Key ResponsibilitiesProcess invoice payments and...
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Wealth Management Advisor Senior
1 day ago
St Louis, Missouri, United States Edward Jones Full timeWealth Management at Edward Jones\- At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. As a Senior Estate Strategist, you will be part of a team that provides innovative solutions by challenging status quo and generating exceptional...
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Strategic Wealth Consultant
4 days ago
St Louis, Missouri, United States Edward Jones Full timeBecome a Strategic Wealth Consultant at Edward Jones and earn an estimated annual salary of $120,000-$180,000. This salaried position offers a flexible work arrangement, with the option to work from home three days a week in the Louis, MO office.About the TeamYou'll join a team of experienced professionals dedicated to providing exceptional service to our...
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Strategic Wealth Management Consultant
3 weeks ago
St Louis, Missouri, United States Edward Jones Full timeAbout the RoleWe are seeking a seasoned Strategic Wealth Management Consultant to join our team at Edward Jones. In this critical role, you will leverage your extensive knowledge and experience in tax planning and financial planning to support our financial advisors in serving their clients with complex needs.ResponsibilitiesDevelop goals-based strategies...
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Wealth Management Professional
3 hours ago
St Louis, Missouri, United States Claire Myers Consulting Full timeAbout UsClaire Myers Consulting is a boutique wealth management firm dedicated to providing exceptional financial services to our clients.Job OverviewWe are seeking a Wealth Management Professional to join our team. As a key member of our team, you will be responsible for engaging with clients, developing long-term relationships, and providing personalized...
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Wealth Strategy Consultant
3 weeks ago
St Louis, Missouri, United States Edward Jones Full timeBuild Meaningful Relationships and Drive Client SuccessWe are seeking a highly skilled Wealth Strategy Consultant to join our team at Edward Jones. In this role, you will have the opportunity to make a real impact on the lives of our clients by providing tailored financial strategies that help them achieve their goals.About the RoleThis is an exciting...
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Wealth Management Specialist
2 days ago
St Louis, Missouri, United States Edward Jones Full timePursue a Career as a Wealth Management Specialist with Edward JonesIf you're passionate about helping high net worth clients achieve their financial goals, consider joining our team as a Wealth Management Specialist. In this role, you'll develop and implement comprehensive wealth management strategies, leveraging your expertise in complex tax planning,...
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Financial Services Coordinator
3 weeks ago
St Louis, Missouri, United States Precision Wealth Strategies Full timeAbout Precision Wealth StrategiesPrecision Wealth Strategies is a rapidly growing boutique wealth management firm, serving clients across the nation.We provide financial advising, planning, and consulting services to individuals, families, and businesses. Our refined process empowers clients to achieve their goals with confidence.
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Wealth Management Strategist
6 days ago
St Louis, Missouri, United States Edward Jones Full timeAt Edward Jones, we're building a place where everyone feels like they belong. As a Senior Strategist in our Wealth Management Advice and Solutions team, you'll play a critical role in helping our clients achieve their financial goals.About the RoleThis is a salaried position with an estimated annual salary of $120,000-$180,000, based on location and...
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Strategic Wealth Management Leader
3 weeks ago
St Louis, Missouri, United States Edward Jones Full timeAbout the RoleWe are seeking an experienced Director of Wealth Management Wholesaling to lead our wealth management priorities and drive business growth.This is a key leadership position that requires strong expertise in financial planning and wealth management, as well as excellent partnership and collaboration skills.
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Wealth Management Assistant
12 hours ago
St Louis, Missouri, United States RFG Advisory Full timeAre you looking for a challenging and rewarding career in finance? Do you want to be part of a dynamic team that values excellence and innovation? If so, we encourage you to apply for our Client Service Associate position at RFG Advisory.In this role, you will collaborate with our Financial Advisors to provide operational support and create efficiencies for...
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Client Process Manager
4 weeks ago
St Louis, Missouri, United States Precision Wealth Strategies LLC Full timeJob OverviewPrecision Wealth Strategies LLC is seeking a Client Process Manager to join our team in St. Louis, Missouri.This role offers a competitive salary range of $55,000 - $70,000 per year, commensurate with experience, plus benefits and opportunities for professional growth.Key Responsibilities:Serve as the primary point of contact for a specific group...
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Client Relationship Manager
4 weeks ago
St Louis, Missouri, United States Precision Wealth Strategies LLC Full timeWe are seeking a skilled Client Associate to join our team at Precision Wealth Strategies LLC, a rapidly growing boutique wealth management firm headquartered in St. Louis, Missouri.The ideal candidate will possess excellent communication and organizational skills, with the ability to manage multiple client relationships and facilitate effective...
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Client Partnership Coordinator
4 weeks ago
St Louis, Missouri, United States Precision Wealth Strategies Full timeJob OverviewPrecision Wealth Strategies is a rapidly growing boutique wealth management firm seeking a Client Associate to join our team.
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Strategic Financial Consultant
4 weeks ago
St Louis, Missouri, United States Edward Jones Full timeEmpowering Client SuccessYour passion for financial planning can drive meaningful impact at Edward Jones. As a Wealth Strategist II, you'll play a pivotal role in helping clients achieve their goals, and your work will be deeply connected to the communities we serve.The Role: Our Wealth Management Consultation team provides tailored financial strategies to...
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Wealth Management Consultant
4 weeks ago
St Louis, Missouri, United States Edward Jones Full timeEdward Jones: A Financial Services Leader">
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Financial Planning Strategist
2 days ago
St Louis, Missouri, United States Edward Jones Full timeAt Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.A career with us offers numerous opportunities for growth and development. Our company is committed to providing a positive work environment that fosters respect, inclusivity, and...
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Senior Living Customer Experience Manager
4 weeks ago
St Louis, Missouri, United States Cedarhurst Senior Living Full timeCedarhurst Senior Living: Senior Living Customer Experience ManagerEstimated Salary: $70,000 - $90,000 per year.About the Role:We are seeking a highly skilled and empathetic Senior Living Customer Experience Manager to oversee resident and family relationships across multiple senior living communities. This role will be responsible for managing complex...
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Senior Executive Administrative Coordinator
4 weeks ago
St Louis, Missouri, United States H3 Management and Consulting Group Full timeJob OverviewH3 Management and Consulting Group is a forward-thinking organization dedicated to delivering exceptional results through a client-focused approach.We are seeking a highly organized and dynamic Senior Executive Administrative Coordinator to support our CEO and client leaders.ResponsibilitiesPrioritize tasks, manage multiple assignments, and meet...