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Finance consultant jobs in Missouri - 762 jobs

  • Financial Advisor, Registered Investment Advisor Representative - $ 100,000 - 140,000/yr

    Adecco 4.3company rating

    Finance consultant job in Webster Groves, MO

    Financial Advisor, Registered Investment Advisor Representative - Fiduciary Financial Planning and Wealth Management Services Job Type: Full-Time. Shift: 1st shift. Schedule: 8:30 am to 4:30 pm - Monday thru Friday. Occasional evening and weekend hours based on clients' needs. Work Location: In-office. This is not a hybrid or remote position. Salary: Current rate, plus up to 15% and percentage of assets. Initial salary based on experience and certifications. Benefits: Medical, Dental, Life Insurance, 401K and PTO. Equity ownership opportunity. Relocation: Not available. Position Summary: We provide fee-only, fiduciary financial planning and wealth management services to individuals, families, and other entities. These services include asset management, retirement planning, estate planning, and comprehensive financial planning, with a stated goal of providing objective advice and customized strategies to our clients. Our clients are retired individuals and those within 5 years of retirement. For this position you must be a true fiduciary, committed to delivering objective, client-first financial guidance. We are seeking a highly motivated, and driven individual who has an existing book of business you may eventually transition to our firm. This position requires a blend of knowledgeable and friendly one-on-one personal service abilities including, comprehensive financial planning, investment management, ongoing client communication, and direct collaboration with our internal team to deliver a seamless and exceptional client experience. Required Qualifications: CFP certification (active and in good standing). You must be a Registered Investment Advisor. Key Responsibilities: Role Focus Deliver knowledgeable, empathetic, patient, and proactive service to pre-retiree and retiree clients. Manage onboarding, custodial processes, and complex account servicing. Support our advisors with accuracy, communication clarity, and fiduciary integrity. Handle sensitive financial situations involving retirement income, RMDs, transfers, estates, and cash flow needs. Client Relationship Management Serve as the primary advisor for a dedicated group of client households. Build deep, trusting relationships with retirees, near-retirees, and multigenerational families. Conduct financial planning and investment review meetings independently. Provide guidance on retirement planning, tax strategies, estate planning, cash flow, charitable giving, and risk management. Financial Planning & Investment Management Create and maintain comprehensive financial plans using firm-approved planning software. Develop customized retirement income strategies, including Social Security and withdrawal planning. Oversee investment portfolios aligned with the firm's philosophy and risk management framework. Present investment strategies and recommendations in a clear, client-friendly manner. Business Development & Practice Growth Cultivate new client relationships through referrals, networking, and professional engagement. Transition (if applicable) an existing book of business to the firm, adhering to regulatory and ethical standards. Participate in firm marketing initiatives, educational events, and thought leadership efforts. Compliance & Fiduciary Standards Operate with strict adherence to fiduciary duty, firm policies, and regulatory guidelines. Maintain accurate documentation, meeting notes, and client records within CRM and custodial systems. Hold and maintain active Series 65 licensing (or equivalent). Collaboration & Teamwork Work closely with client service teams to ensure exceptional operational support. Contribute to internal discussions around planning strategies, investment philosophy, and client experience improvements. Mentor junior team members as needed. Required Qualifications: CFP certification (active and in good standing). Bachelor's degree in finance, business, economics, or related field. 7-10+ years of experience directly advising clients in a fee-only RIA environment. Series 65 (active) or the ability to obtain before start date. Demonstrated ability to independently manage and deepen client relationships. Strong knowledge of retirement planning, investment management, and holistic financial planning. Excellent communication skills - able to explain complex topics in simple, client-friendly terms. Proficiency with financial planning software (eMoney, MoneyGuidePro) and CRM systems. Strong ethical standards and commitment to fiduciary service. Preferred Qualifications: An existing book of business that could eventually be transitioned to the firm. Experience with Schwab, Fidelity, or other major custodians. Additional professional designations (CFA, CIMA, EA, CPWA, etc.). Experience serving retirement-focused clients. Key Competencies: Client-focused mindset with strict fiduciary ethics. Deep client empathy and a service-first mindset. High professionalism and personal integrity. Ability to work independently while collaborating effectively with the team. Strong analytical and decision-making skills. Excellent presentation, communication, and interpersonal skills. Desire for long-term career growth within a fiduciary RIA. A willingness to go the “extra mile” to provide tailored, individual client service. Driven to excel and succeed by maintaining and building strong personal client. relationships, and growing yours' and our book of business. We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Pay Details: $100,000.00 to $140,000.00 per year Equal Opportunity Employer/Veterans/Disabled Military connected talent encouraged to apply To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: The California Fair Chance Act Los Angeles City Fair Chance Ordinance Los Angeles County Fair Chance Ordinance for Employers San Francisco Fair Chance Ordinance Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
    $100k-140k yearly 7d ago
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  • SAP Finance Senior Manager - Retail (Grocery)

    Accenture 4.7company rating

    Finance consultant job in California, MO

    We Are: Accenture's SAP practice, and we live to see how this can transform the way we live and work. We are the industry-leader for building SAP Retail and Fashion solutions and we're curious and always learning.We are assembling a talented team and providing our people with opportunities to gain new skills, training, and experience. Additionally, the Retail industry is going through remarkable levels of transformation as they are developing new business models, new digital sales channels, analytics capabilities to understand customer needs, and transforming internal operations for efficiencies. SAP technologies power these organizations with modern cloud-based and AI-enabled solutions, and Accenture is the undisputed market leader in this industry. We are continuously expanding our SAP team with advisory skills to continue to drive transformation at scale for our clients. You Are: You have a passion for storytelling and for originating, selling and delivering SAP-based Finance Transformation projects that make a positive impact in your clients' business? Are you inspired by working with the best companies in their industries? Want a role that provides you with a sense of purpose and satisfaction? Then join Accenture and build a rewarding career improving the way the world works and lives, as you help clients innovate with leading-edge SAP and Accenture Finance solutions and technologies on some of the most innovative projects in the world Thrive in our highly collaborative, digitally-driven and innovation-led environment. Nurture your talent for thoughtful and game changing solutions in our inclusive culture that values diversity of ideas, experiences and backgrounds. You are a confident leader who spots and stays ahead of the SAP platform , industry and Finance trends and knows how to translate client goals into clear and actionable outcomes that everyone can get behind. You know how to fully utilize the capabilities of various SAP platforms to drive business value, transform end-to-end functions and drive leading practices for your clients in markets all over the globe. The more complex their challenges, the more excited you are about leading the charge to solve them. The Work: Team with clients on their SAP functional transformation programs through your combined SAP application and functional process expertise which includes your ability to: Engage with senior client Finance executives on the business challenges/trends and the potential value of SAP solutions (current & future) Lead customers in defining their SAP journey through the development of business cases & roadmaps including during sales origination, proposal development and client presentations Architect e2e Finance solutions that leverage SAP technologies, custom apps, & add on partner solutions Clearly explain SAP's Business AI strategy, including an understanding of its capabilities and roadmap. Identify functional areas expertise where AI can deliver real value to clients Experience in deployment of AI use cases within SAP delivery to improve efficiency and ability to explain how these AI-driven improvements can enhance project delivery Advise, design and deliver Finance solutions based on the latest industry and technology best practices leveraging a SAP solutions and embedded innovation. Lead large project teams of varying size and scope - helping them achieve transformational roadmaps - onsite with clients or within Accenture Become a trusted expert and advisor to your clients, team, and Accenture Leadership by staying current on regulations, trends, and innovations across your area of expertise Be a thought leader, build assets and best practices and develop the next level of transformation experts Travel may be required for this role. The amount of travel will vary from 0 to 100% depending on business need and client requirements Here's what you need: Minimum of 7 years of SAP Functional and Technical expertise in Finance, including but not limited to: GL, AP, AR, Asset Accounting. Minimum 5 years of experience in SAP projects supporting Retail/Grocery clients (SAP support / managed services experience will not be considered for this requirement) Minimum of 3 end-to-end SAP S/4 implementations, including project planning, estimation and solution architecture for Retail/Grocery clients Experience managing SAP delivery teams, in a Global Delivery Model, including but not limited to the following responsibilities: driving complex workshops and leading design decisions, as well as leading the design and execution of system build, configuration, testing, cutover, and go-live Prior experience in an Advisory and/or Consulting role Bachelor's degree or equivalent (minimum 12 years' work experience). If Associate's Degree, must have equivalent minimum 6-year work experience Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below. We accept applications on an ongoing basis and there is no fixed deadline to apply. Information on benefits is here. Role Location / Annual Salary Range California $132,500 to $338,300 Cleveland $122,700 to $270,600 Colorado $132,500 to $292,200 District of Columbia $141,100 to $311,200 Illinois $122,700 to $292,200 Maryland $132,500 to $292,200 Massachusetts $132,500 to $311,200 Minnesota $132,500 to $292,200 New York/New Jersey $122,700 to $338,300 Washington $141,100 to $311,200 Requesting an Accommodation Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired. If you would like to be considered for employment opportunities with Accenture and have accommodation needs such as for a disability or religious observance, please call us toll free at **************** or send us an email or speak with your recruiter. Equal Employment Opportunity Statement We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities. For details, view a copy of the Accenture Equal Opportunity and Affidavitative Action Policy Statement Accenture is an EEO and Affimative Action Employer of Females/Minorities/Veterans/Individuals with Disabilities. Accenture is committed to providing veteran employment opportunities to our service men and women. Other Employment Statements Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States. Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration. Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. Further, at Accenture a criminal conviction history is not an absolute bar to employment. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information. California requires additional notifications for applicants and employees. If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, please click here for additional important information. Please read Accenture's Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process. #J-18808-Ljbffr
    $141.1k-311.2k yearly 1d ago
  • Wealth Management & Investment Advisor

    First Mid Bank & Trust 4.0company rating

    Finance consultant job in Clayton, MO

    Wealth Management & Investment Advisor Location: Clayton, MO At First Mid, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e., bonus, incentives, and/or commission). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, tuition reimbursement, an Employee Stock Purchase Plan, and a 401K plan with company match. Incentives and benefits are subject to eligibility requirements. At First Mid Wealth Management, we are committed to always doing what is best for our clients and providing tangible value through financial planning and engagement. Because we are part of First Mid Bancshares, Inc., collaboration, and relationship management across business lines is engrained in our culture and is a key part of our financial advisors' and clients' success. First Mid financial advisors help our client each and everyday plan for what's most important to them and help them reach their dreams and financial goal. 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. Responsibilities 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 Proactively engage and foster First Mid's culture of embracing relationship management across all business lines to provide complete financial management for our clients Represent First Mid and provide leadership in key community activities, committees and business development Exhibit strong working knowledge of economic and financial planning principles, estate planning, and the financial markets Performs related duties as assigned Qualifications Education/Experience: Minimum 4 years sales experience in the wealth management and investment services industry Bachelor's degree strongly preferred; Master's degree or related professional certification a plus Must possess FINRA Series 7 and Series 66 and Life & Health licenses with no negative marks on your CRD/U4 Previous trailing-12 production minimum of $150,000 and assets under management of $25,000,000 strongly preferred Skills: Possess superb verbal and interpersonal communication skills to interact in a positive and optimistic way with clients, team members and other bank partners Motivated and proactive self-starter with the ability to manage multiple priorities and the desire to grow and achieve results Desire to continually learn, stay attuned and improve upon industry trends, financial markets, financial planning and client relationship Leverage industry-renowned digital tools offering to enhance your client's experience, including MoneyGuidePro, client data aggregation and a fully integrated advisor workstation Proficiency with Microsoft Office Suite First Mid Bancshares, Inc. is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT Pay Range: $49,000 - $61,300 per year Apply for this Position
    $49k-61.3k yearly 3d ago
  • Pre-MBA Investment Analyst Early Insights Program

    American Century Investments 4.8company rating

    Finance consultant job in Kansas City, MO

    About Us American Century Investments is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals. Our expertise spans global equities and fixed income, multi-asset strategies, ETFs, and private investments. Privately controlled and independent, we focus solely on investment management. But there's an unexpected side to us, too. We direct over 40% of our profits every year-more than $2 billion since 2000-to the Stowers Institute for Medical Research. Our ongoing financial support drives the Institute's breakthrough work and mission of defeating life-threatening diseases like cancer and Alzheimer's. So, the better we do for our clients, the more we can do for everyone. All 1,400 of us across the globe are inspired every day by the unique difference our hard work can make in so many lives. It shows in the curiosity we bring to every initiative, the deep relationships we build with our clients, and the way we treat each other in the hallway. If you're excited to learn more about us, we can't wait to learn more about you. Role Summary American Century's Early Insights program has been crafted for pre-matriculated MBAs/Masters level students who will graduate in 2027 with an interest in switching career tracks and curiosity to learn more about the Investment/Asset Management industry. This three day, in-person program offers you the opportunity to discover our firm, our people and our culture of Winning Behaviors. The content, panels, and educational forums you will partake in will be geared to our Investment Analyst career track. You will be aligned with an individual mentor who will advocate for you in this field. You will also participate in networking, receive early access to senior leaders, career development, training and group-specific interview preparation for our Summer Associate Investment Analyst Program the following summer. This program will take place July 16-18, 2025, at our corporate headquarters in Kansas City, Missouri. You will participate in engaging seminars on the following topics: Why Investment Management? How do I break into this field? A Day in the Life Modeling: Tutorial and Activity Based How to Build a Successful Stock Pitch Shadowing opportunity with an assigned mentor How to Apply for Consideration To be eligible, you must submit your resume and an essay describing your interest in investing. The application is due by May 19, 2025. In this essay, we encourage you to explore the following about company/stock of your choosing: What do you find exciting in your research and why you believe it might be a good investment? How does this company align with your personal interest in investing? What are the top three things you would want to know in order to understand the business strategy of the company and determine how attractive this stock might be for investment? What You Bring to the Team Currently accepted/enrolled in a 2027 MBA/Masters program with an emphasis in Finance or other related field A passion for asset management, investment philosophies, and analyst career tracks An interest in relocating to Kansas City, Missouri, for career opportunities in the future Authorized to work for any employer in the U.S. without sponsorship now and in the future What You Will Gain An individual mentor who will advocate for you in this field Industry and company specific exposure to role-specific skills and topics A guaranteed interview spot (to take place in December 2025) for our 2026 Summer Associate program All program expenses will be covered (flight, hotel, transportation, etc.) Employees are required to be in the office on a scheduled frequency. Adherence to this schedule is essential to fulfilling the expectations of the role. American Century Investments is committed to complying with the Americans with Disabilities Act and all other applicable Equal Employment Opportunity laws and regulations. As such, American Century strives to provide a reasonable accommodation to any qualified individual under the ADA to perform essential job functions. We encourage people of all backgrounds to join us on our mission. If you require reasonable accommodation for any aspect of the recruitment process, please send a request to HR-Talent_*******************************. All requests for accommodation will be addressed as confidentially as practicable. American Century Investments believes all individuals are entitled to equal employment opportunity and advancement opportunities without regard to race, religious creed, color, sex, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, gender, gender identity, gender expression, age for individuals forty years of age and older, military and veteran status, sexual orientation, and any other basis protected by applicable federal, state and local laws. ACI does not discriminate or adopt any policy that discriminates against an individual or any group of individuals on any of these bases. #LI-Hybrid American Century Proprietary Holdings, Inc. All rights reserved.
    $84k-119k yearly est. Auto-Apply 60d+ ago
  • Financial Consultant (MO)

    Pathwayrp

    Finance consultant job in Saint Louis, MO

    EmTacq specializes in EM ployer T alent ACQ uisitions, matching the most qualified candidates with the most competitive positions available. We pride ourselves on not just putting bodies in seats, rather matching professionals to their careers. We are headquartered in the Raleigh / Durham, NC area. However, as a recruiting agency we service companies and candidates across the United States. We are your best source for professional, value driven low cost recruitment services. Our primary focus is providing a one-on-one recruiter relationship and provide top Direct hire performers to our clients. Our goal is to make each hiring experience simple and successful. We want to be your “Employment Partner" and are excited to assist you with all your employment needs. We look forward to building and maintaining a solid relationship. Our MISSION STATEMENT is to provide "Personnel Services with a Personal Touch". Our philosophy is to employ only the best, skilled candidates to create the perfect "fit" for each client. We follow that up with unsurpassed customer service. Job Description Financial Consultant with a leading consumer and commercial finance company. Qualifications Bachelor's Degree in related field. More than 6 years of financial analysis experience. Experience with financial modeling and reporting Excellent communication and presentation skills Experience with a big 4 or large bank Additional Information Must be a US citizen or Green Card holder. All your information will be kept confidential according to EEO guidelines.
    $59k-90k yearly est. 3d ago
  • Financial Consultant

    North Star Staffing Solutions

    Finance consultant job in Saint Louis, MO

    Our staffing solutions connect skilled candidates with the best companies in the area. We take pride in understanding a candidate's skill set, experience and needs and then pairing them up with the right organization. We conduct thorough interviews, reference and background checks, and we verify previous work history of all our candidates before we place them. As one of the premier Staffing agencies in Colorado, we help job seekers find positions in various fields of work at the best organizations in Colorado. Not only do we provide you with job opportunities, we also offer ongoing training and courses that will help you improve your skills and work. Job Description The responsibilities of the position will include the following: •Gather and consolidate key financial information and metric data •Partner with Business Finance teams to complete annual plan, perform metric reporting and facilitate monthly close and forecast processes •Assist in the production of key reporting packages for senior leadership conferences •Coordinate organizational hierarchy and account structure changes as part of monthly system maintenance process •Develop new and/or enhance existing financial and metric reports to improve efficiency of processes and provide effective data presentations to organization •Partner to support segment level planning and reporting •Assist in ad-hoc financial reporting as requested by business leaders •Participate on project teams as assigned or needed Qualifications Minimum Qualifications: Must have 3+ years finance experience Minimum of 3 years of relevant experience data collection and reporting experience technical finance skills. Strong Excel and Powerpoint skills required Access experience preferred Attention to detail dedication for accuracy and must possess the ability to work under tight deadlines and have the ability to demonstrate positive attitude and behaviors while performing job responsibilities. Excellent verbal and written communication skills Additional Information All your information will be kept confidential according to EEO guidelines.
    $59k-90k yearly est. 60d+ ago
  • Consultant Financial Services Regulatory Summer 2026 | Multiple Locations

    Forvis, LLP

    Finance consultant job in Saint Louis, MO

    Description & Requirements Forvis Mazars is a Top 10 professional services firm focused on providing Advisory, Assurance, and Tax services. We are driven by our commitment to Forward Vision in providing rewarding careers and delivering unmatched client experiences through innovative services to our industry leading global clients. The Financial Services Advisory practice brings our global footprint, clients, industry expertise, and innovative solutions together to help global companies exceed their strategic objectives and needs. We have a national and global footprint with a significant portfolio of financial services clients spanning across banking, insurance, global markets, asset and wealth management, and payments. Our clients range from the largest, premier global banks, insurers, and financial institutions to super-regional and community banking clients, asset managers, and Fintech start-ups. We are looking for team members to join our global, inclusive community of passionate financial services advisors. These diverse professionals should be highly skilled, entrepreneurial, and future focused - they are self-starters with curiosity and a passion for continuous learning. They possess a strong growth mindset that propels themselves and others forward, driving innovation through delivery, and helping clients succeed beyond their expectations. Daily, you will have the opportunity to learn and work alongside a broad mix of highly talented subject matter leaders and team members both at Forvis Mazars and at our clients. You will have an environment to explore and experience emerging, and relevant topics based on your interests and alignment to your short and long-term career goals. How you will contribute: * Conducting Regulatory Compliance Reviews * Conducting Independent Bank Secrecy Act (BSA)/Anti-Money Laundering (AML) Reviews * Interfacing with the senior management of our clients * Writing reports, including key findings and recommendations * Participating in client meetings and executive presentations * Maintaining and achieving high quality in work, client relations, and team relations * Performing other duties as assigned by the firm's leadership * Executing with significant independence all facets of engagement activities * Delivering Forvis Mazars' commitment to unmatched client experience through timely and responsive communication with internal and external clients We are looking for people who have Forward Vision and: * Effective time management * Strong oral and written communication skills * Ability to work well with a team as well as independently * Problem-solving attitude * Willingness to take initiative * Close attention to detail * Ability to work under pressure and against deadlines Minimum Qualifications: * Bachelor's degree in business, finance, accounting, economics and others might be considered * Proficiency in MS Office: Word, Excel, Power Point and Outlook Preferred Qualifications: * GPA of 3.0 or higher (in major and overall) Applicants for positions with Forvis Mazars must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. Visa sponsorship is not available for this position. #LI-LRA, #LI-CHI, #LI-IND, #LI-KCMO, #LI-STL, #LI-OKC, #LI-HOU Illinois Wage Transparency Pursuant to Illinois' Equal Pay Act, the salary range displayed is for the Illinois market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Non-exempt/hourly positions will be eligible for time and half pay for employees that work over 40 hours in a workweek. Benefits are eligibility-based and could include group health plan benefits, 401(K), bonuses, profit-sharing contributions, flexible time off, and parental leave. For more information on benefits, please visit **************************************** Forvis Mazars reserves the right to make changes to the salary range based on business needs. IL Minimum Salary (USD) $ 71000 IL Maximum Salary (USD) $ 75000
    $71k-75k yearly 43d ago
  • Financial Advisor

    Cornerstone Consulting Group 3.7company rating

    Finance consultant job in Saint Charles, MO

    We are seeking a local professional to join our team as an additional Financial Advisor. Job Responsibilities: Serve Your Clients: 1. Cultivate strong relationships with members by consistently using the prescribed sales process. 2. Cultivate strong working relationships and trust among credit union staff by conducting regular staff training, attendance/participation at credit union staff meetings and functions and sending referrals back to the Credit Union. 3. Meet or exceed credit union cross-selling goals as established in the credit union commitment letter. 4. Present a professional image in all interactions both personally and professionally. Run Your Office: 5. Consistently and effectively utilize all tools, technology, and resources as prescribed by CUNA Brokerage Services, Inc., and the Credit Union. 6. Adhere to all FINRA and insurance rules and regulations, as well as to all company policies. 7. Follow established policies and procedures of ethical market conduct. Conduct business according to high standards of honesty, fairness, and integrity and render service to customers which in the same circumstance we would demand for ourselves. Grow Your Business: 8. Meet or exceed individual production goals - with an appropriate product mix. 9. Continually strive to grow business via Lobby Days, seminars and workshops, execution on system of referrals, segmentation of book of business, etc. 10. In collaboration with the Credit Union, create and execute on an annual Marketing Plan. QUALIFICATIONS 1. 's degree in Business, Finance, Insurance or equivalent trade-off in professional work experience. 2. of three (3) of successful financial services sales experience with verifiable commission history of at least $150,000 Gross Dealer Concessions. 3. Demonstrated ability to effectively build business relationships with diverse clients. 4. Demonstrated ability to translate complex information, create and deliver an effective message scaled to the appropriate audience. 5. Life/Health License(s) 6. Series 7, 63/65 and/or 66 Licenses. 7. LUTCF, CLU, ChFC or CFP designation preferred.
    $150k yearly 60d+ ago
  • Financial Advisor

    New York Life-Kansas City 3.8company rating

    Finance consultant job in Kansas City, MO

    Job Description Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Compensation: $60,000 - $120,000 yearly Responsibilities: Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations Be a coachable, organized team member interested in pursuing training development and educational opportunities Gather and assess each client's financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management Qualifications: Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus A required Bachelor's degree in business administration, finance, or similarly related field Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired As a Financial Professional with New York Life, you will be able to build your practice and help those in your community prepare for their financial futures. We're looking for people who possess the following characteristics: Highly self-motivated and self-disciplined with the ability to work effectively and independently Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others Fearless, positive attitude, and willingness to be accountable for results Organized, detail-oriented, and excellent time-management skills The desire for continuous learning Good communicator-excellent listening skills and ability to explain complex information in a simple and concise manner About Company New York Life - Company Overview: A Legacy of Stability & Trust Founded in 1845, New York Life is the largest mutual life insurer in the U.S., meaning it's owned by its policyholders rather than shareholders. The company consistently ranks among the top on the Fortune 500 list-currently at No. 69. Unwavering Financial Strength New York Life has received the highest possible financial strength ratings from all major credit agencies: A.M. Best: A++ Fitch Ratings: AAA Moody's: Aaa (or Aa1 in some recent updates) Standard & Poor's: AA+ These affirmations highlight the company's exceptional capital position, diversified liabilities, strong operational performance, and disciplined distribution model.
    $60k-120k yearly 12d ago
  • Investment Banking Analyst (Summer 2026 Start)

    Fireclay Partners

    Finance consultant job in Kansas City, MO

    Analyst - Fireclay Partners (In-Person | Downtown Kansas City) About Fireclay Fireclay Partners is a Kansas City-based strategic advisory firm focused on M&A and capital advisory across multiple industries. Current coverage spans Industrials (aerospace, automotive, manufacturing), Energy, Natural Resources (chemicals, metals, renewables, agriculture), Financial Institutions, Technology & Services (industrial tech, automation), Consumer, Healthcare, and Real Estate. What You'll Do Build financial models & valuation work (DCF, comps, accretion/dilution). Create client materials: teasers/CIMs, pitches, management presentations. Support buy-side & sell-side execution: diligence, data rooms, process tracking. Drive industry & company research across our sectors, including transportation & logistics and energy focus areas where applicable. Help with BD & coverage: market maps, pipeline hygiene, target/buyer screens. Synthesize findings into client-ready insights for senior bankers & C-suite. This role is in-person at our downtown KC HQ; occasional client travel. What You Bring Bachelor's in Finance, Econ, Business, or related. 0-3 years in investment banking, consulting, corp dev/finance, or relevant internships. Strong Excel/PowerPoint; crisp writing & presentation. Organized, detail-obsessed, and comfortable juggling multiple workstreams. Nice-to-haves: CapIQ/PitchBook/Apollo; sector interest in industrials/energy/transport & logistics. Why Fireclay Direct exposure to live deals and senior decision-makers. Multi-sector learning with room to go deep where you're strong. Small, entrepreneurial team-outsized impact from day one. Fireclay Partners is an Equal Opportunity Employer committed to an inclusive workplace.
    $56k-89k yearly est. Auto-Apply 60d+ ago
  • Financial Planner with Healthcare Background

    The Zara Group-Northwestern Mutual

    Finance consultant job in Union, MO

    Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Transition Your Healthcare Expertise into Financial Services with The Zara Group of Northwestern Mutual! Leverage Your Healthcare Background for a Rewarding Career: Build Direct Client Relationships: Professionals from healthcare are drawn to financial services because it allows them to work directly with clients, offering personalized advice rather than working through intermediaries. Make a Meaningful Impact: Use your knowledge and experience in healthcare to guide clients through critical life stages. Whether its helping individuals plan for medical expenses, retirement, or higher education, your insights can help clients secure their financial futures and improve their lives. Unlimited Growth Potential: As healthcare professionals understand the complexities of lifes important decisions, they know that each life stage brings new financial planning needs. Your ambition, dedication, and expertise will determine how far you can go in this fulfilling career. A Rewarding Career Path: Transition to a career where you can build long-term relationships, create meaningful outcomes for your clients, and make a lasting impact, all while using your healthcare expertise to navigate the financial landscape. Our thriving office is located: 424 S. Woods Mill Rd. Ste 300 Chesterfield, Missouri 63017 Meet Our Leaders: Jim Zara Wealth Management Advisor: How long with NM? 34 years. Prior Experience? Prior to joining NM, Jim graduated from the University of Missouri's Business School. Passionate About? Jim is passionate about his familyhis wife and their three children. Outside of work, Jim is an avid supporter of Mizzou sports, particularly football and basketball, where he enjoys game days from his suite on the 50-yard line. He loves the outdoors, especially hunting and fishing, with memorable trips to Africa and Alaska alongside his son. Jim also values coaching, leadership development, personal growth, and maintaining a healthy lifestyle. Cassandra Clemens Director of Recruitment and Selection: How long with NM? 4 years. Prior Experience? Graduated from Mizzous Journalism School in 2010. Spent 3 years selling Personal Lines Insurance before transitioning into a Sales Training & Development Specialist role for a large insurance and travel organization, where she worked for 7 years. Passionate About? Outside of business, Cassandra is passionate about traveling and spending weekends at the Lake of the Ozarks, where she enjoys boating. She co-runs an online boutique with her aunt and splits time between St. Louis and Arizona to visit family. She loves being active outdoors, especially hiking with her Chocolate Lab. Jesstine Kemper Financial Advisor: How long with NM? 6 years. Prior 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. Passionate About? Jess loves spending time with her husband and their 1.5-year-old son. They recently renovated a historic 1890s home in Soulard and enjoy exploring new restaurants in St. Louis, especially those featuring ethnic cuisine. Adventurous travelers, they are committed to leaving the country at least once a year, her favorite destination is Vienna, Austria. Brian LaValle Private Wealth Advisor: How long with NM? 22 years. Prior Experience? Before joining NM, Brian worked in software sales and engineering. He started his career as an engineer and later founded a small company, where he was responsible for software architecture and selling their products. Passionate About? Brian is deeply committed to his family, including his significant other, his four children, and six grandchildren. He loves spending time outdoors, especially hunting and fishing, and enjoys relaxing on his property in Bowling Green, MO. Jakob Junker Financial Representative: How long with NM? 6 months. Prior Experience? Before joining NM, Jakob worked in the mortgage industry as a loan coordinator for a large U.S. lender. Passionate About? Outside of work, Jakob enjoys spending time with his fiance Sarah. They love hiking on his parents' farm in Warrenton, MO, with their Pit Mix. Jakob is an enthusiast of trying new microbreweries in downtown St. Louis and enjoys playing slow-pitch softball. He is also a big fan of attending sporting events, especially Cardinals and Blues games. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is highly preferred, but not required. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Position Perks: Significant bonus opportunity commensurate with outcomes Dental insurance Health insurance Life insurance Retirement plan Vision insurance Ongoing professional development Local culture of support and positive recognition Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jim Zara is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.
    $48k-91k yearly est. 28d ago
  • Personal Lines Risk Advisor

    Powers Insurance and Risk Management

    Finance consultant job in Saint Louis, MO

    Job Description Personal Lines Risk Advisor Reports To: COO, Personal Practice Leader Essential Functions: Generates leads, develops new accounts, and manages existing personal insurance accounts to ensure client satisfaction and maintain competitiveness in the personal lines marketplace. Position Summary Requires an enthusiastic, proactive individual with excellent communication skills, a strong relationship mindset, and the drive to grow and maintain a personal lines book of business. Must be a self-starter who enjoys helping clients protect what matters most and is motivated to consistently improve and grow. Duties/Activities Coordinates with Personal Lines Manager and/or Sales Leader to identify target markets and develop offerings that keep Powers competitive in the personal lines space Actively generates new leads and accounts through referrals, networking, community engagement, and digital outreach Follows up on all leads and referrals promptly and professionally Evaluates prospect needs and educates them on the value and scope of available coverage options Assists Personal Lines Marketer with quoting and placing new personal insurance accounts Positively represents Powers Insurance and the insurance profession in the community Stays current with industry trends and product offerings through training and continuing education Embraces a growth mindset-receptive to coaching, feedback, and skill-building Maintains thorough records of client activity and communications in the agency management system Participates fully in team and sales training programs as requested New Business Gathers all necessary personal risk details to create a comprehensive and accurate new business submission Works with Personal Lines Marketer to prepare applications, quote details, and supporting documents Reviews carrier quotes for accuracy and alignment with client needs Collaborates with Personal Lines Marketer and/or Account Manager to finalize and personalize proposal documents Presents coverage proposals to prospects in a clear, consultative, and professional manner Closes the sale by finalizing coverage, confirming premium payment method, and instructing team to finalize signatures and issue the corresponding policies Actively participates in networking/prospecting activities, including building regular referral partners Submits signed documents and binding confirmation to Account Manager Ensures delivery of policy documents to clients in a timely manner, when appropriate Renewal Business Reviews upcoming renewals with Account Manager to determine client contact strategy Obtains updated risk information to facilitate accurate renewal quotes Discusses coverage changes, updated risk exposures, and available policy enhancements with Account Manager Helps ensure client understanding and retention by maintaining proactive communication throughout the renewal process Builds and maintains strong client relationships throughout the policy lifecycle Miscellaneous Assists in collecting premiums (initial, earned, or audit) as needed; ultimate responsibility for uncollected agency bill premiums fall on the Producer Identifies opportunities for process improvement that benefit clients and agency operations Maintains strong collaboration and communication with Account Managers Performs additional duties and special projects as assigned Knowledge, Skills and Ability Requirements Self-starter, aggressive, detailed with follow-through. Experience in the insurance field preferred, but not required. Minimum 2 years' sales experience. Competent computer skills, particularly Microsoft Office products including Word, Excel, and Outlook, and the ability to master the agency management system. P&C Broker license required within 90 days. Disclaimer The above information has been designed to indicate the general nature and level of work performed within this job. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to the job. Associate must attend work on a regular basis, on time, and withstand varying degrees of stress. This position description describes the minimum selection requirements to qualify for the position. All employees must also demonstrate positive personal and interpersonal behavior and attitude with customers and employees in order to ensure a high level of expertise in supervision and general management. Compliance The associate has the responsibility to acquire and maintain the required knowledge of industry regulations and licenses and those regulations and policies inherent to position requirements.
    $63k-117k yearly est. 60d+ ago
  • Investment Associate - Sustainable Infrastructure

    Twain Financial Partners Holding LLC

    Finance consultant job in Saint Louis, MO

    Job DescriptionDescription: Job Title: Investment Associate - Sustainable Infrastructure Employment Type: Full-time The Investment Associate will play a key role in supporting Twain's Sustainable Infrastructure team. This individual will support underwriting new opportunities, executing transactions, and managing investor or developer relationships. The ideal candidate is analytically strong, detail-oriented, and passionate about sustainable investing. Primary Responsibilities Underwriting (50%) Build and maintain detailed financial models to evaluate investment opportunities Conduct market research, technical analysis, and sensitivity testing to support investment theses Assess project economics, capital structures, and risk-adjusted returns Prepare investment memoranda and presentation materials for internal and external stakeholders Investment Execution (30%) Support due diligence processes, including coordination with legal, technical, and financial advisors Assist in structuring transactions and negotiating key deal terms Review and interpret legal documentation to ensure alignment with investment strategy Track closing deliverables and ensure timely execution of investment transactions Relationship Management (20%) Support relationship management with developers, operators, and strategic partners Contribute to pitch materials, proposals, and strategic initiatives Represent the firm at industry events and conferences as needed Requirements: Qualifications Bachelor's degree in Finance, Economics, Engineering, Law, or a related field 3-7 years of experience in banking, project finance, or infrastructure investing Demonstrated ability to assess and quantify investment risks Strong financial modeling and analytical skills; advanced proficiency in Microsoft Excel Excellent written and verbal communication skills Ability to manage multiple priorities and work effectively in a fast-paced environment Familiarity with sustainable infrastructure sectors (e.g., renewable energy, energy storage) is a plus Self-starter with a collaborative mindset and strong attention to detail
    $67k-117k yearly est. 27d ago
  • Trust & Family Office Financial Advisor Associate

    Parkside Financial Bank & Trust 3.8company rating

    Finance consultant job in Clayton, MO

    In 2007, four different, but complementary, professionals gathered to discuss a shared vision-assemble talented thought leaders to establish a financial institution that could breathe new life into business banking and wealth management. They founded Parkside Financial Bank & Trust: an independent financial institution with an integrated way of conducting business, designed specifically to serve the needs of discerning families and privately held businesses. Parkside offers a uniquely fresh perspective on banking, commercial lending, trust and family office services. Our interactive partnership between our clients and our team drives success, builds legacies, and transforms businesses. This is what makes ours An Uncommon Partnership . With offices in St. Louis, Missouri and Denver, Colorado, our dedicated team has grown our bank division to $1 billion in assets and our Trust & Family Office assets under management to approximately $3.6 billion. Voted a Top Workplace in St. Louis for five years running, we are proud to build a growing team of Smart, Likeable, Entrepreneurial and Dependable employees. Join Parkside as we help our clients achieve financial success. Experience a rewarding career with robust benefits and professional growth opportunities, within a community of colleagues and friends. Parkside is searching for a highly motivated and experienced individual to join our existing practice as Team-Based Financial Advisor Associate within our Trust & Family Office division. This position requires a Bachelor's degree along with a professional designation (e.g. CPA, CFP , CFA , or similar) and a minimum of 5 years of experience in the financial industry, including at least 3 years of direct client advisory experience. RESPONSIBILITIES Work with a senior advisor on an existing team to develop new relationships, expand existing relationships, and retain current clientele Collaborate with team members to ensure the highest level of service on all clients Provide comprehensive wealth advisory services to a diverse clientele where Parkside is engaged as an advisor, trustee, or both at the same time Collaborate with in-house specialists experienced in estate planning, retirement planning, tax, and insurance to achieve client goals Evaluate financial portfolios, goals, objectives, and cash-flow needs, and mitigate risk for a tailored approach Prepare and deliver comprehensive aggregated account information encompassing all client assets Collaborate with analysts to prepare and present detailed client reviews Conduct client reviews and manage resulting action items in a timely manner Use internal tools and by working closely with client's other advisors to mitigate income and estate taxes Ability to analyze a balance sheet to identify risks and opportunities Regularly and systematically review client estate plan documents to ensure efficient transfer of wealth Other projects as assigned by advisor QUALIFICATIONS Minimum of 5 years working experience in wealth management with 3 years direct client advisory experience Bachelor's degree required - accounting, economics, finance or business preferred Certification such as CFP , CFA , CPA, J.D., or similar Experience growing and establishing client relationships and assets Advanced Excel and writing skills Detail oriented and highly organized Able to multi-task and prioritize to meet deadlines Able to work as an integral part of a team High professional standards and sound judgement Able to focus on key priorities and thrive in a complex and ever-changing environment Strong work ethic and stable under pressure Willingness to learn and contribute to company's financial growth and profitability EMPLOYEE BENEFITS Parkside is proud to offer competitive benefits for all our employees, including: Competitive salary with bonus Medical, dental, and vision insurance 401k Plan + Employer Match Employee Stock Options Paid 4 Week Sabbatical Program with every 5 years of employment, including $5,000 for travel 12-week Paid Maternity Leave Tuition Reimbursement Employee charitable giving support Company-paid parking & more Parkside Financial Bank & Trust provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. We are committed to providing an inclusive workplace that accommodates the diverse needs of all individuals. If you require any accommodations during the application process or while employed, please inform us so we can provide suitable assistance and modifications. All employment offers are contingent until applicant successfully completes all necessary background checks and drug screens.
    $41k-80k yearly est. 14d ago
  • Advisor, Financial Planning and Analysis

    Cardinal Health 4.4company rating

    Finance consultant job in Jefferson City, MO

    **_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions. **_Job Summary_** + Reports to Manager, Financial Planning and Analysis, Pharma Segment with high visibility and engagement with the Segment FP&A and Pharma Finance teams + Works closely with Pharma Leadership team and Cost Center owners across the Pharma segment + Provides financial support for the reporting of USPD Commercial and Pharma Functional SG&A and Capital reporting including the development of new business cases to support strategic investments and business initiatives + Provide financial support for Retail Independent and National Accounts sales teams for the Pharma segment **_Responsibilities_** + Supports key planning and reporting processes (Monthly results reviews, Forecasts, Strategic Financial Plan, Budget, Earnings) + Develops and supports real time updates on performance, implications, and recommended actions, including build out a maintenance of the SG&A Dashboard and regular communication with key stakeholders + Supports the preparation of materials for the CEO, CFO and Board of Directors, including providing financial analysis and commentary + Employs a process improvement mindset to deliver efficiencies across work areas + Serves as an objective financial steward with an enterprise perspective, safeguarding our company's assets. Ensures strong controls are in place and the company's intellectual property is protected. **_Qualifications_** + 5+ years' experience in a finance function preferred + 2+ years in FP&A roles preferred, preferably in a large complex organization preferred + Bachelor's degree preferred, MBA strongly preferred + Healthcare industry experience preferred + Highly proficient in Microsoft Excel and PowerPoint preferred **Anticipated salary range:** $80,900 - $115,500 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 1/21/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************
    $80.9k-115.5k yearly 31d ago
  • Investment Analyst

    Precision Wealth Strategies

    Finance consultant job in Saint Louis, MO

    Job Description Investment Analyst Role: The Investment Analyst will be responsible for supporting the Senior Investment Analyst and the greater investment analyst team (PWS Investment Committee). The investment analyst role plays an integral part in the day-to-day investment operations at Precision Wealth Strategies. About Precision: Precision Wealth Strategies is a boutique wealth management firm, headquartered in St. Louis, Missouri, serving clients across the Nation. Precision Wealth Strategies is a rapidly growing boutique firm looking for new team members who are eager and ambitious to join and contribute to our continued success. Just as we preach to the clients with our planning, if done right through our precise process, YOUR CAREER can be an explosion! Compensation: $50,000 - $80,000 yearly Responsibilities: Essential Functions/Responsibilities: Perform investment research on behalf of PWS and the clients to report to the Senior Investment Analyst. Execute financial analysis to support firm investment models and equity strategies. Run annual analysis and review of client portfolios, suggesting adjustments to the portfolio analysis/planning team, where needed, and working to implement any needed adjustments. Participate in client meetings representing the investment analyst team. Develop financial plans for clients utilizing firm software. Support the advisor pods in assisting with client one-off financial analyses. Qualifications: Bachelor's degree required. An advanced degree or Finance/Accounting-related credential is preferred. 2+ years of experience in an Accounting or Finance-related industry preferred. Excellent Verbal & written communication skills. Strong problem-solving and analytical skills About Company Precision Wealth Strategies (PWS) is a rapidly growing boutique wealth management firm, headquartered in St. Louis, Missouri, serving clients nationwide. We provide financial advising, planning, and consulting services to Individuals, Families, and Businesses. PWS has a refined process that empowers clients to think bigger, accomplish more for themselves and the people they love, and implement their dream plans with less risk and less tax as our primary focus. PWS prides itself in providing a positive, team-focused atmosphere not only for clients but employees.
    $50k-80k yearly 4d ago
  • Financial Advisor

    Northwestern Mutual 4.5company rating

    Finance consultant job in Saint Louis, MO

    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. 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. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. 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. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
    $45k-79k yearly est. Auto-Apply 15d ago
  • Financial Advisor: Springfield, MA

    Corebridge Financial Inc.

    Finance consultant job in Springfield, MO

    Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: * We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. * We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders. * We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future. * We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work. Who You'll Work With Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too. About the Role Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team. Responsibilities * You will meet with existing and prospective clients to plan their financial future. * Utilize our company-provided technology and tools to improve your operation. * You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers. * Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices. To help you get started, we offer you the resources needed to create your own success: * Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match * Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools * Company-paid E&O, licensing fees, continuing education and compliance support Skills and Qualifications * High school diploma or GED * Ideally, you have 2+ years of experience working as a Financial Advisor. * A proven and successful sales track record. * You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66. * You also have an active state variable life and health license. Work Location * This position is currently designated as remote. Estimated Travel * May include up to 25% travel. Compensation Compensation for this role is based on commission and will be paid based upon the applicable commission schedule in place for the role. Corebridge also offers a range of competitive benefits as part of the total compensation package, as detailed below. The average total compensation for this role historically has ranged from $70,000-$80,000, based on a combination of hourly pay, plus commissions. In addition, we're proud to offer a range of competitive benefits. #LI-LR1 #LI-SAFG #LI-Remote This role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years. Why Corebridge? At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive. Benefit Offerings Include: * Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being. * Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately. * Employee Assistance Program: Confidential counseling services and resources are available to all employees. * Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000. * Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work. * Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it. Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy. We are an Equal Opportunity Employer Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law. We will consider for employment qualified applicants with criminal histories, consistent with applicable law. To learn more please visit: *************************** Functional Area: SC - Sales Commission Estimated Travel Percentage (%): Up to 25% Relocation Provided: No The Variable Annuity Life Insurance Company
    $70k-80k yearly Auto-Apply 60d+ ago
  • Financial Advisor

    Central Bancompany

    Finance consultant job in Columbia, MO

    Central Investment Advisors (CIA) is responsible for providing non-deposit investment products to the holding company customer base throughout the entire company footprint. CIA employs approximately 38 financial advisors and approximately 15 Sales Assistants throughout the program. This group provides brokerage and advisory services its clients with assets under management totaling $4+ billion. Products and services available to clients include, but are not limited to individual stocks, ETFs, mutual funds, bonds, fixed and variable annuities, insurance and advisory accounts. DUTIES, SCOPE, RESPONSIBLIITIES & AUTHORITY: CIA Financial Advisors provide investment advice, portfolio analysis, and trade execution tailored to each client's goals, time horizon, and risk tolerance, utilizing a range of products such as stocks, mutual funds, bonds, annuities, and advisory models. Advisors periodically review client portfolios and must prioritize clients' best interests, which may include recommending bank products. The Financial Advisor is responsible for the books and records of the clients they maintain relationships with and for the registered branch office in which they conduct business. Client information is documented through the account application process when establishing the account or via updating the account information when periodic reviews are conducted with the client through the broker dealer technology platform. The account opening, maintenance and retention is done through the broker dealer's technology platform known as Clientworks. Advisors actively follow up on referrals from within the bank and build networks through community involvement and professional relationships. They maintain expertise via independent study, peer networking, and research tools like Wealth Vision, Morningstar Workstation, Argus, and Advisory World. Financial Advisors adhere to company and broker-dealer policies, completing required compliance and continuing education such as Anti-Money Laundering and FINRA training. Accurate recordkeeping using Clientworks and Redtail, regular documentation of client communications, and maintaining office files are required. Additional duties include managing monthly reports, attending annual and quarterly meetings, collaborating with bank branches for referrals, and providing basic banking assistance related to brokerage accounts. Advisors are prohibited from processing certain banking transactions. Failure to meet compliance requirements can result in disciplinary actions. EXPERIENCE, EDUCATION AND SKILLS: Bachelor's Degree in a Business discipline-preferred 3 - 5 years Brokerage experience preferred Series 7, Series 63 & 65 or 66 Licenses required. Life and Health insurance licenses - must obtain if not currently licensed Certified Financial Planner designation highly recommended Strong desire to succeed in a highly competitive industry Exceptional listening skills Exceptional customer-service attitude with strong client relation skills Ability to communicate effectively with individuals or groups Strong PC skills Self-starter - initiative to begin projects independently Effective oral & written communication skills
    $34k-67k yearly est. 31d ago
  • Financial Advisor Entry Level

    Greater Heartland Financial Group-Prudential Advisors

    Finance consultant job in Saint Louis, MO

    Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Join Greater Heartland Financial Group Prudential Advisors - Career Changer Opportunity About Prudential: Founded in 1875, Prudential Financial is a Fortune 100 company known for its legacy of helping individuals and families achieve financial security. With over 100 years of expertise, Prudential offers a wide range of financial services including insurance and investment management, serving millions of customers worldwide. Our commitment to innovation and integrity makes Prudential a trusted leader in the financial services industry. About LPL Financial: LPL Financial is a Fortune 500 independent broker-dealer that provides financial professionals with access to the tools, resources, and support needed to build successful practices. With an open-architecture platform, LPL Financial offers a wide variety of non-proprietary products that help advisors craft tailored financial solutions for their clients. About Greater Heartland Financial Group Prudential Advisors At Greater Heartland Financial Group - Prudential Advisors, were dedicated to making lives better by solving the financial challenges of our changing world. Recognized by Investment News as the 2024 Employer of Choice for Advisors, Prudential fosters a supportive, growth-focused environment where professionals from all backgrounds can thrive. For over 150 years, weve led the way in expanding access to investing, insurance, and retirement security, guided by our values of trust, customer focus, respect, and integrity. Our team also takes pride in giving back, raising funds each year for Childrens Harbor, a nonprofit supporting seriously ill children and their families. Join an award-winning firm, honored with Prudentials 2023 Firm Trophy, and start building a career that makes a lasting impact. Our growing offices are located: 12312 Olive Blvd., Suite 300, St. Louis, MO 63141 8000 S. Chester St. Suite 325, Centennial, CO 80112 About the Role: Are you seeking a career change and passionate about helping others secure their financial futures? As a Financial Advisor with Prudential, we provide comprehensive training, mentorship, and the resources to succeed in a thriving industry. This role is ideal for individuals with a driven spirit, a strong desire to help others, and the drive to grow personally and professionally. No prior experience or licenses are required to apply! We will guide you through obtaining the necessary licenses and certifications. As a Financial Advisor, youll have the opportunity to work with clients to provide personalized financial plans, covering areas such as retirement, insurance, and education planning. While most workdays are based in the office, we offer some flexibility to support hybrid arrangements, allowing you to balance productivity with occasional alternative work settings as needed. With the backing of Prudential and LPL Financial, you'll have access to robust tools and resources to build your practice and support your career growth. Top Reasons Career Changers Could Thrive Here: Commitment to Success: Our structured training program ensures that you gain the knowledge and skills necessary to excel in the financial services industry. Unmatched Support: With mentorship from experienced professionals, you'll receive guidance every step of the way. Personal and Professional Growth: We focus on developing your career with continuous learning and advancement opportunities, allowing you to build a lasting, successful practice. Making an Impact: Help clients achieve their financial goals while securing a better future for themselves and their families. Our Differentiators: Open Architecture System: We offer a fiduciary approach with no proprietary product requirements, giving you the autonomy to choose the best solutions for your clients. Growth Opportunities: Whether you choose to buy a book of business or build your own practice, we offer rare opportunities for long-term career success. FREE Leads: Gain access to 23+ high-quality lead programs, including warm leads and current clients, at NO cost to you. Advanced Technology: Benefit from cutting-edge tools and software designed to streamline your business operations and deliver an exceptional client experience. Meet our team: Eric Baumert, Regional Director: Eric Baumert is Regional Director for Greater Heartland Financial Group, where he supports advisors in scaling their businesses and achieving long-term success. With a background in retirement and employee benefits, he focuses on practice growth, marketing, and advisor development. A graduate of the University of NebraskaLincoln, Eric lives in Wahoo with his wife, Kelsey, and their three children. He enjoys golf, family time, and cheering for the Huskers. Michael Alexander, Managing Director: Michael Alexander is Managing Director for Greater Heartland Financial Group, leading teams across Missouri, Kansas, Arkansas, and Nebraska. Since joining Prudential in 2001, he has earned multiple conference qualifications and guided his firm to three Citation Awards and the 2023 Presidents Trophy. With nearly 25 years in the industry, hes known for his leadership and involvement with NAIFA, FINSECA, and MDRTs Center for Field Leadership. Michael lives in St. Charles, Missouri, with his wife, Kira, and their twins. He enjoys hunting, fishing, golfing, and cheering on the Kansas City Chiefs. Elizabeth Walker-Sadler, Director of Business Development: Elizabeth Walker-Sadler is a strategic leader with over 20 years of experience helping advisors grow meaningful, purpose-driven practices. Before joining Greater Heartland Financial Group, she served as Vice President at Ameritas Investment Company, leading national advisor acquisition and regional expansion. Her career also includes leadership roles at Transamerica and T. Rowe Price. Known for her relationship-first approach, Elizabeth specializes in advisor transitions, succession strategy, and business development. Mark Koski, Regional Director: Mark Koski is Regional Director for Greater Heartland Financial Group, where he leads the Investment and Financial Planning pillar. Joining Prudential in 2013, he built a successful advisory career, earning MDRT status and multiple conference qualifications before stepping into leadership. Under his direction, the firms financial planning revenue has increased tenfold and earned the 2023 Presidents Trophy. Mark lives in Lake St. Louis, Missouri, with his wife, Kayleigh, and enjoys sports and outdoor activities. Adam Maddox, Associate Managing Director: Adam Maddox is Associate Managing Director for Greater Heartland Financial Group, where he coaches advisors on growth, branding, client engagement, and succession planning. A graduate of the University of Central Missouri and former baseball player, Adam brings teamwork and leadership to every advisor partnership. He lives in Prairie Village, Kansas, with his wife, their two children, and their dog. Outside of work, he enjoys golfing and Kansas City sports. Our Ideal Candidate: Youre passionate about making a difference in people's lives and dedicated to helping clients meet their financial goals. You possess an driven mindset and are eager to learn. No prior financial licenses? No problem! Well help you obtain the necessary certifications to succeed in this role. Youre ready to take ownership of your career, learn new skills, and build a meaningful practice. Qualifications: No prior financial licenses requiredtraining and support provided. A strong desire to help others and build relationships. Excellent communication skills and the ability to work well in a team environment. An driven spirit with the drive to achieve success. Position Benefits and Compensation: Competitive compensation with potential for performance-based bonuses. 401(k) with matching contributions. Cash Balance Pension Plan and pension enhancement opportunities for top financial professionals. Medical, dental, and vision benefits, along with healthcare reimbursement accounts. Life insurance, accident insurance, and disability income coverage. Mutual fund investment plans and business development programs. Apply Today to Start Your Career as a Financial Advisor with Prudential! Flexible work from home options available.
    $35k-70k yearly est. 6d ago

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