Associate Financial Advisor
Finance consultant job in Saint Louis, MO
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible membersof the client team, working under the leadership of a financial advisor.
You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community.
Job Overview
Position Schedule: Full-Time
Branch Address: 9329 Manchester Rd, Saint Louis, MO
This job posting is anticipated to remain open for 30 days, from 03-Dec-2025. The posting may close early due to the volume of applicants.
If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.
We'll give you the support you need.
Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program
A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources
What characteristics would make you a successful Associate Financial Advisor?
Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions
Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate
Resiliency and adaptability in a nimble learning environment
Attention to detail, strong organizational and time management skills
Can you see yourself...
Providing personalized investment and financial solutions to clients?
Cultivating relationships in your local community to grow the business?
Contributing to the branch business plan to increase branch effectiveness?
As a salaried professional, you can also expect...
A culture of continuous improvement and professional development
Full-time Associates receive the following benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
You'll be competitively compensated...
Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role.
Hiring Minimum: $68900.00
Hiring Maximum: $73300.00
Read More About Job Overview
Skills/Requirements
Key responsibilities with existing and newly created clients
Responsibilities may include:
Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.
Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met.
Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances.
Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client.
Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.
Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies.
Continually develop yourself to grow personally and professionally.
Job Requirements
High School Diploma/Equivalent required; Bachelor's degree preferred
Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
At least 3-5 years of relevant experience in securities industry preferred
FINRA licenses required within three months. State insurance licenses required
As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Oracle Cloud Finance Consultant
Finance consultant job in Saint Louis, MO
6 to 9 years of experience primarily in Oracle cloud
Functional Experience in support, implementation Project of following modules- Finance Cloud: General Ledger, Accounts Receivable, Tax.
Tax Knowledge is Mandatary
Oracle cloud certification in Finance like GL, AP, AR.
Experience in solution design, preparation of Functional doc (MD50), Configuration Doc (MD120), Test cases and conducting user training
Excellent communication skill & ability to work with a diverse group
Good at Customer interaction
Working experience in Onsite-Offshore delivery model having shifts.
Should work in EMEA and US time zone.
Professional (CA or ICWA) or Post Graduate Finance qualification
Investment Consultant - Investments Training and Staffing Support
Finance consultant job in Saint Louis, MO
Company:MercerDescription:
We are seeking a talented individual to join our Investments team at Mercer. This role can be based in New York, Boston, King of Prussia, Chicago, St. Louis, or Atlanta. This is a hybrid role that has a requirement of working at least three days a week in the office.
As an Investment Training and Staffing Support Specialist, you will play a key role in supporting the talent development, training and staffing initiatives led by the Investments Talent and Training Director. In this role, you will support entry-level hiring, onboarding, training and cohort development initiatives aligned with the Investments talent strategy. Collaborate with People Managers and the senior talent team to support staffing and development plans.
Investment Consultant - Investments Training and Staffing Support
We will count on you to:
Collaborate with the Investment Talent and Training Director to help establish formal training protocols, success metrics, and career development pathways.
Assist in managing entry-level hiring, onboarding, and cohort development processes to ensure a steady pipeline of talented investment professionals.
Monitor and report on established success metrics sharing findings with the Investment Talent and Training Director
Collaborate closely with the offshore investments team, working as 'one team' to align talent strategies and training, share best practices, and foster a unified organizational culture.
Opportunity to leverage your investment acumen to support a small number of investment clients.
Assist in managing the investment internship programs, technical training, and staffing processes.
Support the implementation of competency frameworks and promotion criteria for junior roles.
Contribute to the design and delivery of technical and soft skills training programs for investment professionals.
Support continuous process improvements to enhance onboarding and staffing efficiency, ensuring alignment with the broader talent strategy.
What you need to have:
Experience supporting talent development, training and staffing initiatives within an investment or financial services environment.
Familiarity with entry-level hiring, onboarding, and cohort development processes.
Ability to assist in managing internship programs, technical training, and staffing logistics.
Strong collaboration skills to work effectively with People Managers, senior talent teams, and cross-functional partners.
Client facing consulting experience enabling you to understand and address client needs effectively.
What makes you stand out?
You have a passion for building a high-performing investment talent pipeline and supporting career development at the junior level.
You thrive in a collaborative, forward-thinking environment committed to professional excellence and organizational growth.
You bring a proactive approach to continuous improvement and a commitment to fostering a culture of learning and development.
Why join our team:
We help you be your best through professional development opportunities, interesting work and supportive leaders.
We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
#WealthNorthAmerica
Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.The applicable base salary range for this role is $88,000 to $176,000.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
Auto-ApplyFinance & Accounting Analyst
Finance consultant job in Saint Louis, MO
The St Louis Plant is looking for a local Finance & Accounting (F&A) analyst to help support the growth and capability of the site. The plant is a producer of P&G Home Care products (e.g. Cascade, Dawn, Swiffer). The plant is undergoing exciting changes as we expand our organization, make significant capital investments, and work to support the growth of our brands. As a result, this role will be critical in supporting the plant F&A processes, cost forecasting, and stewardship responsibilities.
Responsibilities
Compile and draw insights from data.
Prepare and execute journal entries such as accruals, reclassifications, and accounting corrections.
Manage monthly, quarterly, and annual accounting work processes and system inputs providing spend visibility to operational and business partners.
Monthly reconciliation of actuals vs. forecast and coordination of budget reviews with operational partners.
Champion forecast accuracy and assist in preparing quarterly plant forecast packages.
Lead site's annual standard cost and allocation setting process.
Partner with the Plant Finance Director on improvements related to the site's internal controls program.
Assist with process simplification across site financial reporting and budgeting.
Prepare ad hoc financial analyses as operation's business and finance partner.
Provide financial leadership to the central Home Care F&A Management team to support the organization's financial analysis and cost goals.
Build P&G financial system capability with operational partners and Home Care organization with periodic trainings for site technicians and managers.
Job Qualifications
Accounting or Finance degree or course work.
Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook).
Strong understanding of basic accounting principles and practices.
Demonstrated collaboration skills (verbal and written) with ability to work in a team environment.
Forward-focused and able to troubleshoot issues before they occur.
Demonstrated ability to lead work issue resolution.
Demonstrated ability to effectively manage multiple priorities and complete tasks independently.
Desired Skills
Prior experience working in a manufacturing plant or similar environment.
Prior experience in accounting, bookkeeping, and / or internal controls.
Prior Power BI and / or SAP experience.
Starting Pay/Salary Range: $74,100 - $92,650
Compensation for roles at P&G varies depending on a wide array of non-discriminatory factors including but not limited to the specific office location, role, degree/credentials, relevant skill set, and level of relevant experience. At P&G compensation decisions are dependent on the facts and circumstances of each case. Total rewards at P&G include salary + bonus (if applicable) + benefits. Your recruiter may be able to share more about our total rewards offerings and the specific salary range for the relevant location(s) during the hiring process.
We are committed to providing equal opportunities in employment. We value diversity and do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Immigration Sponsorship is not available for this role. For more information regarding who is eligible for hire at P&G along with other work authorization FAQ's, please click HERE.
Procter & Gamble participates in e-verify as required by law.
Qualified individuals will not be disadvantaged based on being unemployed.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Job Schedule
Full time
Job Number
R000137608
Job Segmentation
Entry Level
Starting Pay / Salary Range
$74,100.00 - $92,650.00 / year
Auto-ApplyPrivate Equity Analyst
Finance consultant job in Chesterfield, MO
Larson Capital Management LLC is a private equity real estate firm focused on creating long-term value through strategic investment, disciplined underwriting, and hands-on asset management. Our portfolio includes multifamily, office, and industrial properties across key U.S. markets. We pride ourselves on an entrepreneurial culture built on integrity, collaboration, and a commitment to excellence in every investment we make.
Position Summary
The Private Equity Analyst will play a key role in supporting the sourcing, underwriting, and execution of real estate investment opportunities. This individual will analyze potential acquisitions across multifamily, office, and industrial asset classes, assist in due diligence and closing processes, and support ongoing asset management and disposition efforts. The ideal candidate brings a strong financial foundation, a passion for real estate investing, and a proactive approach to problem solving in a fast-paced, team-oriented environment.
Key Responsibilities
Acquisitions & Underwriting
Build and maintain detailed financial models for potential acquisitions using Excel and/or Argus.
Perform comprehensive underwriting and sensitivity analyses across multifamily, office, and industrial assets.
Conduct market research, including rent and sales comparables, submarket trends, and competitive positioning.
Prepare investment memoranda and presentation materials for internal review and Investment Committee approval.
Support deal structuring, term negotiation, and financial due diligence.
Due Diligence & Transaction Management
Manage and coordinate third-party reports, including appraisals, environmental, and property condition assessments.
Review operating statements, rent rolls, and leases to verify financial assumptions.
Assist with closing documentation, data room management, and transaction execution.
Asset Management & Dispositions
Support the asset management team in tracking property performance against underwriting and budget expectations.
Assist in preparing quarterly asset summaries, hold/sell analyses, and valuation updates.
Contribute to disposition strategies, broker selection, and marketing coordination for asset sales.
Perform return analyses and prepare disposition recommendation materials.
Requirements:
Qualifications
Bachelors degree in Finance, Real Estate, Economics, or related field.
24 years of experience in real estate private equity, investment banking, or commercial real estate underwriting.
Advanced financial modeling and valuation skills (Excel required; Argus strongly preferred).
Demonstrated experience underwriting multifamily, office, and industrial assets.
Familiarity with disposition and capital markets processes.
Strong analytical, quantitative, and problem-solving skills.
Excellent communication and presentation abilities.
Ability to work independently while collaborating effectively within a team.
Preferred Skills & Attributes
Experience with institutional real estate transactions, joint ventures, and fund-level modeling.
Exposure to value-add, core-plus, or opportunistic investment strategies.
Proficiency in CoStar, Yardi, Real Capital Analytics, or similar data platforms.
Exceptional attention to detail and commitment to producing high-quality work.
Larson offers a generous employee benefits & perks package:
Profit Sharing Bonus Program
401(k) Employer Match up to 4%
Medical Insurance (HDHP HSA plans are 100% paid for the employee)
ER PD Telehealth
Dental Insurance
Vision Insurance
ER PD Life, Disability & EAP Insurance
Supplemental Insurance
Paid time Off (112 hours after 90 days)
Holiday Pay (12 Holidays)
Training & Education
ER Events, Awards, Activities
PI5f4d0cbff168-31181-39039063
Financial Advisor
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.
Financial Consultant
Finance consultant job in Creve Coeur, MO
Job DescriptionOur mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.
Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future.
Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.
About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World's Most Admired Companies” by Fortune Magazine for 2019.
Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V
1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.
2- Source: Individual Third Party Ratings Reports as 7/30/18.
3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019
4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see ******************************
Compensation:
$60,000 - $118,000+
Responsibilities:
Create customized financial plans using the products and services we offer based on each client's potential life and financial needs
Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals
Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM
Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional
Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products
Qualifications:
Must possess uncompromising integrity and the ability to communicate complex ideas
Must have effective relationship management skills
Must have the ability to successfully network and prospect for new clients
About Company
About New York Life
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 180 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients.
We're proud of the training we offer.
Training Magazine's APEX Award for 2024
We're proud to be recognized by organizations that also value diversity
Human Rights Campaign: 2024 Corporate Equality Index
Forbes 2024: America's Best Employers for Diversity
Financial Consultant (MO)
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.
Financial Consultant 3
Finance consultant job in Saint Louis, MO
The Financial Consultant 3 position will report to the upper management including the Director. The major focus of business analytics will be associated with revenue growth as well as the largest expenses for the company.
Qualifications
Job Responsibilities:
•Experienced Financial Advisor Hiring.
•Financial Advisor Retention Programs.
•Branch Real Estate Expense.
•A variety of Strategic initiatives, including development of policy recommendations to Senior Management.
•Developing financial budgets.
•P&L and balance sheet forecasting.
•Management Reporting for Incentive Compensation.
•Business metric reporting and analysis.
•Project financials and initiative tracking.
•Business analytics.
•Project design and analysis.
Job Requirements & Qualifications:
•Bachelor's degree in Accounting, Business, Economics, Finance.
•Advanced degree or professional certification (MBA, CPA).
•2+ years in a financial analyst or related position.
•Ability to maintain a professional presence and positive attitude in all situations.
•Excellent PC and data management skills (Excel, Access, Power Point).
•Demonstrated proficiency in obtaining data from general ledger systems and warehouse environments.
•Effective written, oral, interpersonal and presentation skills. Need to present recommendations and results of financial analysis and be able to respond to challenges of work product.
•Ability to effectively work within an extended team environment.
•Well-developed understanding of accounting standards, practices and financial concepts
•Working knowledge of Retail Brokerage Industry (Series 7, CFA).
•Advanced degree or professional certification (MBA, CPA).
•Knowledge of BETA, IRIS, Essbase, Data warehouse.
•Knowledge of VB or other scripting language.
Visa Requirements: U.S. Citizens / Green Card Holder
Entry Level Financial Planner
Finance consultant job in Saint Louis, MO
Job Description
Do you have great listening skills and a knack for developing effective, analytics-based strategies? We're seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!
Why Join Lakeshore Financial Group?
Make a Meaningful Impact: Help families and individuals secure their financial future by developing customized financial wellness strategies
Flexible Schedule: Enjoy the freedom to work part-time or full-time, allowing you to balance your work with your personal life.
Comprehensive Training: We provide thorough training and ongoing support to equip you with the knowledge and skills necessary to succeed.
Professional Development: Gain valuable experience in sales, finance, and client relationship management.
Benefits: Our full-time positions offer full medical, dental, and vision benefits, 401(k), and pension plan.
Compensation:
$75,000 - $100,000 per year
Responsibilities:
What You'll Do:
Build relationships with potential clients and understand their financial needs
Present and explain products and solutions
Guide clients through the application and policy issuance process
Provide ongoing support and service to clients
Attend training and development sessions
Qualifications:
Who We're Looking For:
Highly motivated and self-driven individuals
Excellent communication and interpersonal skills
A passion for helping others
A strong work ethic and a desire to succeed
Sales experience is a plus, but not required. We are willing to train the right person
Must be able and willing to obtain a life insurance license
This is an upside, 100% commission-based opportunity. We offer new hires the opportunity to receive $12,000 as financial support.
Why Join Us?
Be part of a supportive and collaborative team
Represent a reputable and respected company
Enjoy the flexibility and freedom of a self-driven career
Make a positive impact on the lives of others
Earn a competitive income
About Company
At Lakeshore Financial, our Financial Representatives and Advisors take pride in nurturing strong and meaningful connections with a diverse range of individuals. Our services are designed to cater to specific needs, offering comprehensive financial strategies or focusing on particular areas that require attention.
What sets us apart is our commitment to providing a unique and all-encompassing approach to evaluating and developing financial wellness strategies tailored to each individual's circumstances. We genuinely care about clients' well-being and want them to experience our dedicated and holistic method.
To ensure the highest quality of guidance, our team follows a comprehensive process. By leveraging this approach, we strive to deliver exceptional results and empower clients to achieve their financial goals with confidence.
Investment Analyst
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.
Financial Planner
Finance consultant job in Saint Louis, MO
* Please note this role is not open to remote employees, candidates must be within travel distance of the local office* Plancorp is seeking a Financial Planner to join our growing team. Residing in St. Louis, MO is required. Once fully trained, employees may elect a hybrid schedule, with some work done in the office and some at home. We advocate for clients by proactively guiding them through all aspects of their financial lives. The firm provides comprehensive, holistic financial planning and investment advisory services for individuals, families, business owners, non-profit and institutional clients. We assist clients in articulating meaningful goals and attaining those goals through actions and strategies consistent with their specified values.
Who We Are:
* Nationally recognized fee-only RIA firm
* St. Louis based; in business for 40 years
* AUM approx. $7.5 billion
* Serving individuals, families, business owners, non-profit and institutional clients
Position Overview:
Financial Planners are a key component of Plancorp's wealth management team.
They will begin as part of our centralized Planning Team, a shared resource utilized by our Wealth Managers, to delegate tasks and prepare for client meetings.
Beginning on this centralized team allows the Financial Planner to accumulate both financial planning and client-facing experience in a systematized environment, and encourages collaboration with peers.
This position requires critical thinking skills and curiosity, plus the ability to work independently and remain flexible to changing priorities. As with all positions at Plancorp, specific duties will be adapted to our clients' needs. In general, in this role you will…
* Collect, organize, and synthesize client information.
* Construct financial and retirement projections.
* Assist other team members with tasks related to clients' estate planning, retirement planning, tax planning and insurance needs.
* Coordinate planning recommendations with outside professionals, as needed.
* Expand the client's trust in Plancorp by providing exemplary customer service.
What you bring:
* B.A. or B.S. degree from accredited four-year university; social sciences or business majors preferred.
* Commitment to acting in the clients' best interests in a fee-only financial planning environment.
* Respect for the confidentiality of client and corporate information.
* Strong analytical skills.
* Strong verbal and written communication skills.
* An understanding of the fundamentals of investing, including the characteristics and use of various investment securities, the mechanics of securities transactions, and the different types of investment accounts.
* Positive customer-focused attitude.
* Self-motivated to complete responsibilities with minimal supervision.
* Please note this role is not open to remote employees, candidates must be within travel distance of the local office*
Why Work With Us?
You'll have the opportunity to learn from our team of experts, do work that touches people's lives, and be a part of our unique culture. We take great care of the people who take care of our clients. Comprehensive rewards package includes annual bonuses, daily catered lunch and free access to a workout facility. People from underrepresented communities are encourage to apply. We look forward to meeting you!
Plancorp is seeking a Financial Planner to join our growing team. Residing in St. Louis, MO is required. Once fully trained, employees may elect a hybrid schedule, with some work done in the office and some at home. We advocate for clients by proactively guiding them through all aspects of their financial lives. The firm provides comprehensive, holistic financial planning and investment advisory services for individuals, families, business owners, non-profit and institutional clients. We assist clients in articulating meaningful goals and attaining those goals through actions and strategies consistent with their specified values.
Who We Are:
* Nationally recognized fee-only RIA firm
* St. Louis based; in business for 40 years
* AUM approx. $7.5 billion
* Serving individuals, families, business owners, non-profit and institutional clients
Position Overview:
Financial Planners are a key component of Plancorp's wealth management team.
They will begin as part of our centralized Planning Team, a shared resource utilized by our Wealth Managers, to delegate tasks and prepare for client meetings.
Beginning on this centralized team allows the Financial Planner to accumulate both financial planning and client-facing experience in a systematized environment, and encourages collaboration with peers.
This position requires critical thinking skills and curiosity, plus the ability to work independently and remain flexible to changing priorities. As with all positions at Plancorp, specific duties will be adapted to our clients' needs. In general, in this role you will…
* Collect, organize, and synthesize client information.
* Construct financial and retirement projections.
* Assist other team members with tasks related to clients' estate planning, retirement planning, tax planning and insurance needs.
* Coordinate planning recommendations with outside professionals, as needed.
* Expand the client's trust in Plancorp by providing exemplary customer service.
What you bring:
* B.A. or B.S. degree from accredited four-year university; social sciences or business majors preferred.
* Commitment to acting in the clients' best interests in a fee-only financial planning environment.
* Respect for the confidentiality of client and corporate information.
* Strong analytical skills.
* Strong verbal and written communication skills.
* An understanding of the fundamentals of investing, including the characteristics and use of various investment securities, the mechanics of securities transactions, and the different types of investment accounts.
* Positive customer-focused attitude.
* Self-motivated to complete responsibilities with minimal supervision.
Why Work With Us?
You'll have the opportunity to learn from our team of experts, do work that touches people's lives, and be a part of our unique culture. We take great care of the people who take care of our clients. Comprehensive rewards package includes annual bonuses, daily catered lunch and free access to a workout facility. People from underrepresented communities are encourage to apply. We look forward to meeting you!
Financial Planning Analyst
Finance consultant job in Saint Louis, MO
The Financial Planning Analyst (FP&A) will be a critical team member responsible for performing budgeting, forecasting, and financial analysis to support senior management decision-making. This role involves analyzing historical data, identifying trends, and developing financial models to project future performance. The FP&A Analyst will collaborate with various departments to drive financial discipline and strategic growth.
Key Responsibilities:
* Budgeting and Forecasting: Assist in the preparation of the annual budget and periodic financial forecasts (e.g., monthly, quarterly, rolling forecasts) by working with department heads to gather and consolidate financial data.
* Financial Modeling: Develop and maintain complex financial models to support strategic initiatives and capital investment decisions.
* Performance Analysis: Conduct in-depth analysis of individual plant financial performance by comparing actual results to budgets and forecasts. Provide detailed variance explanations and commentary to management.
* Reporting: Prepare and deliver regular management reports, including monthly financial dashboards and presentations.
* Business Partnering: Work closely with cross-functional teams, such as sales, engineering and operations, to provide financial insights and support their decision-making processes.
* Ad-Hoc Analysis: Perform special projects and ad-hoc financial analysis as requested by management.
* Continuous Improvement: Identify and implement improvements to existing financial processes and reporting to enhance efficiency and accuracy.
* Travel: Must be able to travel by car or plane to company, customer and vendor locations to address company business as needed. Such travel may involve overnight stays of one or more nights.
Renewables Trade Execution Analyst
Finance consultant job in Saint Louis, MO
Roeslein Renewables, a division of Roeslein & Associates, develops and operates Renewable Natural Gas (RNG) projects across the United States. Headquartered in St. Louis, Missouri, the company partners with landowners, farmers, and communities to reduce on-farm emissions, restore native prairies, and deliver long-term value through regenerative energy solutions. Our team captures biogas from agricultural waste and upgrades it into RNG for pipeline injection. With more than 30 RNG projects completed across multiple states, the company is recognized for its commitment to environmental stewardship and innovation. We value integrity, professionalism, and transparency-and we never stop asking, “What more can we do?”
To learn more, visit our website: *********************************
Position Summary:
The Renewables Trade Execution Analyst is an entry-level role supporting the day-to-day commercial and operational activities of the Renewable Natural Gas (RNG) trading desk. This position assists with trade execution, scheduling, and market operations, ensuring accurate and timely transaction processing and coordination with internal and external stakeholders. It offers foundational exposure to RNG trading, market logistics, and commercial functions, and may serve as a development path toward front-office or broader commercial roles.
Essential Duties and Responsibilities:
Trade Support & Execution
Review, validate, and approve trade tickets for physical and financial RNG transactions.
Ensure accurate and timely trade capture into Trading & Risk Management systems.
Resolve data or valuation discrepancies and prioritize delivery schedule issues.
Operational Coordination
Ensure compliance with internal risk policies, audit requirements, and contract obligations.
Coordinate daily nominations, delivery changes, and pipeline scheduling adjustments.
Identify process gaps and recommend corrective actions to improve trade accuracy.
Reporting & Risk Monitoring
Prepare and analyze daily and weekly trade position, P&L, and exposure reports.
Validate reconciliations of physical volumes, invoices, and settlements.
Track environmental attributes (e.g., RINs, LCFS credits) and escalate discrepancies.
Team Collaboration & Continuous Improvement
Collaborate with commercial, finance, operations, and legal teams for seamless trade execution.
Contribute to cross-functional projects focused on operational efficiency and automation.
Develop understanding of RNG market fundamentals, pricing, and regulatory frameworks.
Work Environment:
Work is primarily performed in an office setting. Occasional exposure to industrial or field environments may occur, including dust, fumes, chemicals, hazardous materials, noise, or varying weather conditions. Employees must follow safety standards and wear required PPE in designated areas.
Physical Demands:
Regularly required to sit, stand, walk, use hands and fingers, reach with arms, and communicate effectively. May occasionally stoop, kneel, or crouch. Must be able to lift and carry up to 10 pounds regularly.
Qualifications:
Bachelor's degree in Business, Finance, Economics, Supply Chain, or related field
2-3 years of experience in commodities, biofuels trade support, or financial markets
Strong attention to detail and organizational skills
Excellent problem-solving and communication abilities
Proficiency in Microsoft Excel
Interest in RNG market and energy transition dynamics
Valid driver's license and acceptable motor vehicle record
Must be at least 21 years of age
Must comply with Roeslein & Associates' core values and maintain strong working relationships
At Roeslein, we invest in our team members' success and well-being. Full-time employees are eligible for competitive wages, bonus program, paid time off, personal and recovery days, travel bonuses, and paid holidays. Our retirement benefits include a 401(k) with company match and an ESOP (Employee Stock Ownership Program). We also offer medical, dental, and vision coverage, short and long-term disability insurance, life and travel insurance, and paid parental leave. Additionally, we support your growth with tuition reimbursement and continuing education opportunities to help you achieve your personal and professional goals.
Roeslein & Associates is an Equal Opportunity Employer.
The job description does not necessarily contain all of the actual or essential duties of this position. All job offers are contingent upon passing a drug screen and criminal background check.
Senior Retail Investment Research Analyst
Finance consultant job in Saint Louis, MO
About this role: Wells Fargo is seeking a Senior Retail Investment Research Analyst to join Global Manager Research (GMR) team within Wealth & Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will:
* Conduct equity manager research
* Manage a category of mutual funds or client accounts
* Make buy, sell, and hold recommendations
* Performing initial and ongoing due diligence on third-party investment products (mutual funds, SMAs, exchange traded funds, etc.)
* Asset class research coverage (equities), which includes maintaining a high-conviction list of products
* Supporting field investment professionals by responding to their inquiries about the recommendations and/or selection methodology used on products under coverage
* Drafting communications to the field. Examples of communications include changes in money manager ratings, manager updates and topical white papers.
* Conducting onsite due diligence pursuant to GMR's evaluation criteria
* Work under direction of experienced analysts
Required Qualifications:
* 4+ years of Retail Investment Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
* Experience with mutual funds, separately managed accounts and exchange traded products
* 4+ years of advanced financial analytical experience with high attention to detail and accuracy
* 4+ years of overall investment experience
* Experience performing qualitative and quantitative analysis, including statistical and performance analytics on investments
* Experience in money manager research including writing investment research reports or commentary
* Experience with Morningstar Direct, FactSet and Microsoft Office suite including PowerPoint
* Excellent verbal, written, and interpersonal communication skills
* Chartered Financial Analyst (CFA) designation
* A BS/BA degree or higher in business, finance, economics, accounting or engineering
Job Expectations:
* Ability to travel up to 10% of the time
* This position is not eligible for Visa sponsorship
* Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
Posting Locations:
* 2801 Market Street - Saint Louis, MO 63103
* 550 S. Tryon Street - Charlotte, NC 28202
* Required location listed above. Relocation assistance is not available for this position.
Posting End Date:
31 Dec 2025
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is 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, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Paraplanner - Financial Firm - St. Louis, MO
Finance consultant job in Saint Louis, MO
Paraplanner Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Our financial planning firm, located in St. Louis, MO is seeking an individual to support the firm's wealth managers and financial planning process by conducting client research, preparing for client meetings and building financial plans. The successful candidate will make an immediate contribution and can see the impact of their work day-to-day. If you are looking for an amazing career opportunity in a fast-paced environment, please apply today! The below job description outlines the responsibilities of the Paraplanner Minimum Requirements:
2+ years of office experience in a fast-paced environment
Significant understanding of the financial planning process and markets in general
Intermediate to advanced skills with MS Office Suite, specifically Excel
Desire to obtain long-term employment
This position also requires that you possess the following skills:
Ability to prioritize projects and manage time
Savvy client service to include excellent communication; both verbal and written
Strong follow-through
Good-natured, positive attitude
Ability to demonstrate persistence to achieve quality
Strong organizational skills, detail-oriented, proactive, and resourceful
Friendly, professional phone manner and enjoys working with a variety of clients
Reliable with exceptional work ethic
Demonstrate maturity and poise under pressure
Flexibility to contribute as part of a team as well as independently
Position Responsibilities:
Utilize various websites and software to obtain client and account information
Inputs client data into financial planning program
Gather account values and complete client review summary for upcoming client meeting
Prepare preliminary written plan and product solutions for advisor review, that will fit a client's risk tolerance and time frame
Finalize written plan with client once Advisor puts solutions into place
Track next steps in the planning process for clients
Document CRM system to ensure client files are updated
Salary:
$60,000
Benefits:
Health insurance
PTO
Simple IRA
Discretionary Bonus
Hours:
8am-4pm M-F (On-site)
Presented by Advisor Employee Services Thank you for your interest in the Paraplanner role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided ************************** We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
Financial Addvisor
Finance consultant job in Creve Coeur, MO
Join our team
While many firms have faltered during the financial crisis, New York Life Insurance Company is standing strong. In fact, we're growing. We are seeking talented, dedicated, and highly-motivated people to join our team of professionals every day.
If you've never considered a career in insurance and financial sales, that's okay. The majority of New York Life Agents arrived with diverse career backgrounds including Education, Coaching, Athletics, Military, Finance, Banking, Mortgage, and Real Estate. We provide the training, the experience and the marketing support services to help you establish your business and stand behind your efforts.
There has never been a better time than now.
Fortune Magazine named us the 64th largest company in the United States according to the Fortune 500 list based on 2009 revenue 1 and we received the highest financial strength ratings from the life insurance industry's independent rating agencies.2 This is all during one of the worst economies since the Great Depression.
What we offer you
Our financial representatives receive comprehensive professional training, have access to state-of-the-art technology tools and resources, and enjoy substantial benefits and the potential to earn significant income.
We make a substantial investment in our field force. Our standards are high. We are looking for people with a great drive to succeed, the passion to make a difference, and the desire to love what they do.
Financial Advisor
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.
Auto-ApplyEntry Level - Financial Advisor - MO, St. Louis (5206)
Finance consultant job in Saint Louis, MO
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
Role Highlights
* Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
* Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
* Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations
* Location: In-office presence required
* Work-Life Balance: Flexible schedule to maximize productivity and personal time
Skills & Experience
* Education: Bachelor's degree or equivalent skills and work experience
* Licensing: State Life & Health, SIE, Series 7, Series 66
* Personal Attributes: values-driven with a track record of success and accomplishment
* Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
* Mindset: entrepreneurial spirit with a desire to positively impact others' lives
* Collaboration: ability to work with and learn from top performers
* Work Authorization: must be authorized to work in the United States
Training & Development
* FINRA Sponsorship: provided for required FINRA licensing
* Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
* Virtual University: access to Equitable Advisors' Virtual University for continuous learning
* Mentorship: opportunities for joint work and mentorship
* Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
* Leadership Development: access to Leadership Development School for those with management ambition
* Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program
Compensation & Benefits
* Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP
* Stable Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management
* Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
* Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.
Our Impact & Culture
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and "Equitable Excellence," which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)
Entry Level - Financial Advisor - MO, St. Louis (5206)
Finance consultant job in Saint Louis, MO
Skills & Experience
Education\: Bachelor's degree or equivalent skills and work experience
Licensing\: State Life & Health, SIE, Series 7, Series 66
Personal Attributes\: values-driven with a track record of success and accomplishment
Communication Skills\: excellent interpersonal and communication abilities with strong self-confidence
Mindset\: entrepreneurial spirit with a desire to positively impact others' lives
Collaboration\: ability to work with and learn from top performers
Work Authorization\: must be authorized to work in the United States
Training & Development
FINRA Sponsorship\: provided for required FINRA licensing
Preliminary Employment Period (PEP)\: comprehensive 120-day hands-on training
Virtual University\: access to Equitable Advisors' Virtual University for continuous learning
Mentorship\: opportunities for joint work and mentorship
Personalized Coaching\: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
Leadership Development\: access to Leadership Development School for those with management ambition
Professional Growth\: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP ), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program
Compensation & Benefits
Sign-On Payment\: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP
Stable Pay\: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management
Commissions and Bonus\: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
Benefits\: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.
Our Impact & Culture
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple\: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
Role Highlights
Client Engagement\: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
Financial Strategy Development\: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
Product and Service Consultation\: Discuss financial products and services tailored to clients' unique situations
Location\: In-office presence required
Work-Life Balance\: Flexible schedule to maximize productivity and personal time
Auto-Apply