Finance planner jobs in OFallon, MO

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Associate Financial Advisor
Edward Jones 4.5
Finance planner 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.
$68.9k-73.3k yearly 2d ago
Financial Analyst
Distribution Management 4.0
Finance planner job in Saint Charles, MO
As a member of the FP&A team and based in our St. Charles, MO office, the Financial Analyst's primary objectives will be to generate reporting for leadership and perform analytics to identify key drivers impacting performance across the organization. Responsibilities: Creates and analyzes monthly, quarterly, and annual reports and ensures financial information has been recorded accurately Develops integrated revenue/expense analyses, projections, reports and presentations Prepare financial reports for senior management as requested Compiles and analyzes financial information to identify trends, drive change and assess performance and continuously works to improve and refine metrics as needed Develop & maintain financial models for budgeting, forecasting & long term planning Perform variance analysis from actual results and the forecast Develops strategies to communicate complex financial information to others through the use of data visualizations and prepares these presentations as requested; explains complex financial information in non-complex terms Provide support to various parts of the business as required Preferred Qualifications: Bachelor's degree in Accounting, Finance, Business Administration, Supply Chain, or related field. 0-2 years of relevant experience (internships/co-ops welcome). Intermediate proficiency in Microsoft Excel and Microsoft Office; eagerness to learn new tools/systems. Effective communication and presentation skills. Strong organizational and prioritization skills; comfort in a fast-paced environment. Demonstrated analytical/quantitative capability and critical/creative problem solving with imperfect information. Growth mindset; curiosity and eagerness to learn. required skills and abilities: Quantitative modeling skills Critical thinking - analytical problem solving skills Creative thinking - dealing with imperfect information Presentation skills - ability to explain and support proposals to internal and external stakeholders about distribution management Distribution Management is a national fulfillment and distribution provider specializing in automated order handling, fulfillment, and shipping of consumer package goods. DM is able to reach 99% of the U.S. within two days from its four strategically located distribution centers. An order accuracy rate of 99.9% is reflective of the operational excellence and efficiencies that have resulted from significant investment in technology and a dedicated IT development staff specializing in integration, automation, and real-time reporting. Visit ************************ to learn more.
$47k-71k yearly est. 1d ago
Financial Planner
Plancorp
Finance planner 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!
$49k-93k yearly est. 16d ago
Financial Planner
The Greater Midwest Financial Group 3.8
Finance planner job in Belleville, IL
Job Description Explore a career as a FINANCIAL PLANNER! Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an immediate opening for a highly motivated analytical individual to join us in our firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals. The FINANCIAL PLANNER is a key member of our team. After achieving the licenses and registrations necessary to become a FINANCIAL PLANNER in our Career Development Program (“CDP”), your typical day may include: Developing relationships with clients (both existing and prospective) Gathering client information and using that information to build robust financial plans Helping clients prepare for their retirement Preparing and reviewing investment portfolio recommendations Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus. YOU: Are a self-starter. Have an entrepreneurial mindset. Are a customer service champion. Are an engaging and compelling communicator and negotiator. Are a problem solver. Are a Life-long student seeking continued education and professional development. Are a critical thinker. Have prior sales experience and/or enjoy networking and seeking new clients. Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent. WE: Provide a framework to help you attain all licensing and education needed to progress through the career. Support your learning through joint work and a team environment. Provide competitive compensation and benefits that are unique in our industry. Provide a roadmap for your success with our experienced team of leaders. Learn more about this exciting opportunity. 1049766-00003-00 The path to becoming a Financial Planner begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state's applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA's eligible dependents and may be eligible for paid leave. Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential 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, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates. Prudential is an Employer that participates in E-Verify.
$50k-75k yearly 5d ago
Paraplanner - Financial Firm - St. Louis, MO
Advisor Talent Solutions 4.3
Finance planner 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!
$60k yearly 46d ago
Private Equity Analyst
Larson Capital Management LLC
Finance planner 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
$63k-98k yearly est. 7d ago
Financial Advisor
Cornerstone Consulting Group 3.7
Finance planner 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 Addvisor
Newyorklife 3.8
Finance planner 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.
$46k-86k yearly est. 60d+ ago
Financial Advisor
Synergy Wealth Solutions
Finance planner job in Chesterfield, MO
About Us: At Synergy Wealth Solutions, we believe that true financial success is achieved through a holistic approach that transcends traditional boundaries. By embracing this philosophy, we empower you to navigate your financial journey with clarity, confidence, and purpose. Let us embark together on a path towards financial prosperity that is as unique and dynamic as you are. Make an impact - starting with your own life. This is a career move that could redefine everything You know that restlessness you feel? Perhaps it's an inner voice coaxing you to step into life more boldly. Build something. Do something meaningful . Be in control of your own life. It may be your inner entrepreneur calling to be released. What if it were possible to do all those things at once: to build something, to have deep impact on the world around you, and to have greater control over the course of your life? It is in fact possible, and it's happening throughout our firm. You, too, can make the career move that may redefine every relationship in your life: from your personal relationships to your relationship with your work and your finances. If you've considered business ownership, then start your business with us As a Financial Advisor, you will work directly with individuals, businesspeople, and families to help them navigate through and secure their financial future. The work you do is both of value, and aligns with the values we share with you: - Make an impact on people's lives, and the communities you care for by providing paths to financial stability and peace of mind - Follow a well-defined career path that integrates education with mentorship and teaming opportunities - Benefit from a culture of innovation that embraces growth and the changes that come with it - Enjoy transparency, honesty, and clarity as the fundamental ingredients of partnership - Have a voice - your contributions and input matter - Experience the power of flexibility - and the freedom to design your work and your life the way you envision How will you build your business? You will… - Establish networks and cultivate referrals - Develop and maintain long-term relationships with clients - Provide financial solutions through fact gathering and needs analyses - Broaden and deepen your skillset through ongoing professional development and joint work with fellow associates Who do you need to be? - A strong relationship-builder who takes a client-first approach - A connector with people, a connector of people - A dedicated worker: independent, self-motivated and goal oriented Contact us today to discuss a change to work that can have great impact.
$35k-69k yearly est. 60d+ ago
Financial Advisor
Northwestern Mutual 4.5
Finance planner job in Fairview Heights, IL
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.
$55k-97k yearly est. Auto-Apply 60d+ ago
Entry Level - Financial Advisor - MO, St. Louis (5206)
EQH
Finance planner 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
$35k-70k yearly est. Auto-Apply 56d ago
Producing Financial Advisor
Rockstar 4.5
Finance planner job in Saint Louis, MO
Rockstar is recruiting for a fast-growing, client-focused retirement planning firm that specializes in guiding pre-retirees and retirees through a proven, consultative process. The client is dedicated to delivering exceptional financial advice, building long-term relationships, and maintaining the highest standards of professionalism and ethics. This is an opportunity to join a team that values measurable results, ongoing professional development, and a client-first approach. Mission of the Role The Producing Financial Advisor's mission is to guide qualified pre-retirees and retirees through the firm's retirement solutions process, converting prospects into loyal clients while maintaining the highest standards of professionalism, ethics, and care. The advisor is expected to master the Vision-Verify-Delivery system, communicate complex strategies in simple terms, and deliver measurable results that grow the firm's assets under management. Outcomes Expected 1. Consistent Production Results: Within the first six months, the advisor should close between 25%-35% of qualified appointments, with an average case size of approximately $500,000. Advisors will begin with about six new leads per week, achieving a 70% appointment show rate and maintaining consistent follow-up to drive conversions. By month six, production should average $2 million to $3 million in new assets per month. 2. Pipeline Development and Client Growth: Advisors are expected to build and manage a pipeline that steadily produces four to six new clients per month. By the end of the six-month ramp, the advisor should have personally brought in roughly 25 to 30 new clients totaling over $14 million in new assets. 3. Mastery of the Sales Process: Advisors must demonstrate clear mastery of the Vision-Verify-Delivery process-beginning with authentic discovery, identifying client goals, designing custom income and protection strategies, and closing with clarity and confidence. The advisor must use CRM notes, follow-up tasks, and tracking metrics to ensure complete accountability in every client relationship. 4. Training and Professional Development: Advisors are required to participate in three structured training sessions per week. These sessions cover advanced sales psychology, retirement income and insurance strategies, case study reviews, and role-play exercises. Active participation, contribution, and progress are non-negotiable expectations. 5. Client Experience and Relationship Management: Every new client must experience the firm's standard-organized, proactive, and relationship-driven. Advisors are accountable for maintaining a minimum 90% satisfaction score in client feedback, ensuring every relationship is well-documented, communicated, and transitioned smoothly to the service team. 6. CRM and Compliance Accuracy: Advisors must maintain perfect documentation within Wealthbox CRM, logging all meeting notes, next steps, and client updates within 24 hours of interaction. Compliance protocols and ethical standards must be observed at all times. Key Performance Indicators (KPIs) - Appointment show rate: 70% minimum - Closing rate: 25%-35% - Average case size: $500,000 - Monthly new clients: 4-6 - Monthly new assets closed: $2 million-$3 million - Training attendance: 3 sessions per week, full participation - CRM accuracy: 100% of meetings documented within 24 hours - Client satisfaction: 90% positive or higher Compensation Structure - Phase 1 (First 6 Months): Base salary + production bonus during ramp period to stabilize income and build pipeline. - Phase 2 (After 6 Months): Transition to commission-based structure tied directly to new business revenue, assets under management, and planning fees. Top producers typically earn $150,000-$300,000+ annually based on performance.
$36k-61k yearly est. Auto-Apply 57d ago
Financial Advisor - ABO - Brighton, IL
Country Financial 4.4
Finance planner job in Brighton, IL
We're looking for an experienced insurance professional to manage an established and active book of business. This book is positioned for continued growth across the full line of COUNTRY Financial products and services. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries. The Book of Business Details: Total P/C Premium**: $2,000,000 - $2,300,000 Total Financial AUC**: $2,700,000 - $3,000,000 Farm Certification***: Yes The Career COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As independent contractors, they are in business for themselves but not by themselves, and they: Diversify their income through multiple product lines beyond financial services. Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services. Educate clients and prospects about our products and services. Collaborate with COUNTRY Financial Insurance Agents to secure business. Establish an office and build a staff. Conduct financial solution seminars. Have the flexibility to manage their schedules to balance their careers and personal interests. We Offer Our financial advisors have uncapped earning potential and: Opportunities to earn performance-based global trips and financial rewards. Access to continued learning and marketing resources. Corporate office support. Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity. There is no buy-in required. Qualifications Successful COUNTRY Trust Bank Financial Advisors are: Entrepreneurial and self-motivated. Goal-driven with track records of business growth in the insurance and or financial services industry. Strong communicators with excellent business acumen. Committed to building and maintaining solid connections between their efforts and their rewards. Focused on achieving professional success through securing clients' trust. Passionate about making positive impacts in their communities. Required Qualifications Series 6/63 licenses Passed SIE Life/Health State Insurance License* Property/Casualty State Insurance License* Preferred Experience Accredited Asset Management Specialist (AAMS) Chartered Financial Analyst (CFA) Certified Public Accountant (CPA) Certified Financial Planner (CFP) Chartered Financial Consultant (ChFC) Bachelor's Degree 2+ years of experience in the insurance and or financial services industry 5+ years of business ownership or managerial experience About Us COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing. Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states. Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients. *These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made. **The Premiums and AUC indicated above are the estimated amounts. These amounts may change and are not guaranteed. Future value/size will depend on the strategies, tactics, and efforts of the agent, in addition to external factors including but not limited to pricing trends in the marketplace, competitive intensity, consumer preferences, client relationships, etc. ***Farm Certifications are done annually in January. If marked “Yes”, the agent must obtain certification the following January as a condition of the agent's contract. COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company , COUNTRY Mutual Insurance Company , and their respective subsidiaries, located in Bloomington, Illinois. Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank . The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.
$58k-94k yearly est. Auto-Apply 60d+ ago
Financial Representative Entry Level
The Zara Group-Northwestern Mutual
Finance planner job in Chesterfield, MO
Job DescriptionBenefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At The Zara Group of Northwestern Mutual, were driven by a vision of impacting lives today and for generations to come. We are a premier financial services firm dedicated to empowering individuals, families, and businesses to achieve financial security. As CATALYSTS, we inspire our community to plan for tomorrow while living for todayone person, one family, one business at a time. As a valued member of our team, youll be part of a Top 10% District Office in NM for production, recognized as a 2024 Best Place to Work. Our commitment to excellence is reflected in the fact that 100% of our Veteran Advisors (5+ years in the business) qualify for Industry MDRT (Million Dollar Round Table)a testament to the strength of our mentorship, training, and culture of success. Were also proud to be home to one of the Top 10 Internship Programs in the Country, providing emerging professionals with an unparalleled foundation for a thriving career. At Zara Group, our core values Faith, Personal Responsibility, Personal & Professional Growth, Feedback Rich & Generosityshape everything we do. Beyond financial services, were dedicated to giving back, supporting initiatives like Alexs Lemonade Stand in the fight against childhood cancer and contributing as a Davenport Society Member to the Mizzou School of Business. Our thriving office is located: 424 S. Woods Mill Rd. Ste 300 Chesterfield, Missouri 63017 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: 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 yearher 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. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. 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 preferred. 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). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. 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.
$29k-52k yearly est. 27d ago
Corporate Finance IB Analyst
UHY 4.7
Finance planner job in Saint Louis, MO
JOB SUMMARYThe Analyst of our Corporate Finance (Investment Banking) team, will play a pivotal role in supporting our investment banking team in executing various financial transactions and delivering exceptional financial advisory services to our clients. Candidates must reside in St. Louis or surrounding areas. Conduct in-depth financial analysis of potential investment opportunities, including financial modeling, valuation, and due diligence Research and analyze industry trends, market conditions, and competitor data to provide insights and recommendations to clients Assist in the preparation of client presentations, pitch books, and financial reports to effectively communicate complex financial information Collaborate with senior team members in executing mergers and acquisitions, capital raising, and other financial transactions, including drafting transaction documents and managing project timelines Conduct due diligence activities, including reviewing financial statements, contracts, and legal documents, to identify potential risks and opportunities Ensure compliance with relevant financial regulations and reporting requirements Develop and maintain complex financial models to assess various financial scenarios and support decision-making processes Build and maintain strong client relationships by providing exceptional service and insights throughout the transaction process Work closely with cross-functional teams, including legal, accounting, and tax professionals, to ensure the successful execution of financial transactions Supervisory responsibilities None Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift up to 15 pounds at a time Travel required Some travel may be required to client sites during engagements Required education and experience Bachelor's degree in finance, economics, or a related field 1 - 3 years in of experience in investment banking, corporate finance, credit, or a related role Exceptional communication, presentation, financial modeling, and analytical skills Preferred education and experience Series 7, 79, 63 Capital markets modeling prep courses, trainings, certifications, etc. Other industry specific designations, for example, CFA or CAIA or progress towards Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
$60k-76k yearly est. Auto-Apply 60d+ ago
Associate Financial Relationship Advisor
W.F. Young 3.5
Finance planner job in Saint Louis, MO
About this role: Wells Fargo is seeking an Associate Financial Relationship Advisor in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role, you will: Support clients and provide financial advice and counsel consistent with client goals and risk tolerance with a focus on prospective Wells Fargo clients within a bank branch location through partnership activities Identify and recommend opportunities for process improvement and risk control development Build and grow relationship with existing and referred clients through portfolio reviews and product and platform alignment Receive direction from a manager and exercise independent judgment while developing understanding of compliance and risk management requirements for the supported area Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Interact with internal and external customers Required Qualifications: 6+ months of Customer Service, Sales, Relationship Building experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Knowledge and understanding of banking or financial services industry Financial services experience 6 + months of client or sales services experience Experience developing and managing client relationships Sales or sales support experience Client service focus with experience listening, eliciting information efficiently, comprehending, and resolving complex customer issues Ability to make timely and independent judgment decisions while working in a fast-paced, results-driven environment Solid organizational, multi-tasking, and prioritizing skills Good verbal, written, and interpersonal communication skills Basic Microsoft Office (Word, Excel, and Outlook) skills Successfully completed Successfully completed Securities Industry Essentials (SIE) exam Successfully completed FINRA Series 7 and 66 (or 63 and 65) exams to qualify for immediate registration (or FINRA recognized equivalents) Job Expectations: Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. FINRA Series 7 and 66 (or 63 and 65) examinations, or equivalent must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents. Specific compliance policies may apply regarding outside activities and/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 This position is not eligible for Visa sponsorship. Primary Location: 2801 Market St, F & L Bldg. SAINT LOUIS, MO 63103 Posting End Date: 18 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.
$32k-45k yearly est. Auto-Apply 4d ago
Financial Planner
The Greater Midwest Financial Group 3.8
Finance planner job in Belleville, IL
Job Description Explore a career as a FINANCIAL PLANNER! Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an immediate opening for a highly motivated analytical individual to join us in our firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals. The FINANCIAL PLANNER is a key member of our team. After achieving the licenses and registrations necessary to become a FINANCIAL PLANNER in our Career Development Program (CDP), your typical day may include: Developing relationships with clients (both existing and prospective) Gathering client information and using that information to build robust financial plans Helping clients prepare for their retirement Preparing and reviewing investment portfolio recommendations Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus. YOU: Are a self-starter. Have an entrepreneurial mindset. Are a customer service champion. Are an engaging and compelling communicator and negotiator. Are a problem solver. Are a Life-long student seeking continued education and professional development. Are a critical thinker. Have prior sales experience and/or enjoy networking and seeking new clients. Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent. WE: Provide a framework to help you attain all licensing and education needed to progress through the career. Support your learning through joint work and a team environment. Provide competitive compensation and benefits that are unique in our industry. Provide a roadmap for your success with our experienced team of leaders. Learn more about this exciting opportunity. 1049766-00003-00 The path to becoming a Financial Planner begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/states applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPAs eligible dependents and may be eligible for paid leave. Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential 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, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates. Prudential is an Employer that participates in E-Verify.
$50k-75k yearly 4d ago
Financial Advisor
Northwestern Mutual 4.5
Finance planner 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.
$45k-79k yearly est. Auto-Apply 60d+ ago
Financial Advisor - Brighton, IL
Country Financial 4.4
Finance planner job in Brighton, IL
We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries. The Career COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As independent contractors, they are in business for themselves but not by themselves, and they: Diversify their income through multiple product lines beyond financial services. Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services. Educate clients and prospects about our products and services. Collaborate with COUNTRY Financial Insurance Agents to secure business. Establish an office and build a staff. Conduct financial solution seminars. Have the flexibility to manage their schedules to balance their careers and personal interests. We Offer Our financial advisors have uncapped earning potential and: Opportunities to earn performance-based global trips and financial rewards. Access to continued learning and marketing resources. Corporate office support. Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity. There is no buy-in required. Qualifications Successful COUNTRY Trust Bank Financial Advisors are: Entrepreneurial and self-motivated. Goal-driven with track records of business growth in the insurance and or financial services industry. Strong communicators with excellent business acumen. Committed to building and maintaining solid connections between their efforts and their rewards. Focused on achieving professional success through securing clients' trust. Passionate about making positive impacts in their communities. Required Qualifications Series 6/63 licenses Passed SIE Life/Health State Insurance License* Property/Casualty State Insurance License* Preferred Experience Accredited Asset Management Specialist (AAMS) Chartered Financial Analyst (CFA) Certified Public Accountant (CPA) Certified Financial Planner (CFP) Chartered Financial Consultant (ChFC) Bachelor's Degree 2+ years of experience in the insurance and or financial services industry 5+ years of business ownership or managerial experience About Us COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing. Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states. Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients. *These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made. COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company , COUNTRY Mutual Insurance Company , and their respective subsidiaries, located in Bloomington, Illinois. Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank . The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.
$58k-94k yearly est. Auto-Apply 60d+ ago
Corporate Finance IB Senior Analyst
UHY 4.7
Finance planner job in Saint Louis, MO
JOB SUMMARYThe Senior Analyst of our Corporate Finance Team (Investment Banking) team, will play a crucial role in providing financial advisory and analysis services to our clients across various industries. This position requires a strong foundation in corporate finance, financial modeling, and analytical skills. You will work closely with our team of professionals to deliver valuable financial insights and support our clients in making informed decisions. Candidates must reside in St. Louis or surrounding areas. Conduct advanced financial analysis, including complex financial modeling, valuation, and due diligence for a wide range of investment opportunities Lead and manage transaction processes, including mergers and acquisitions, capital raising, and financial restructuring, from start to finish. Coordinate with cross-functional teams to ensure successful deal execution Build and maintain strong client relationships by serving as a primary point of contact, providing strategic advice, and addressing client inquiries throughout the engagement Stay updated on industry trends, market conditions, and competitor data, and use this information to provide clients with valuable insights and strategic recommendations Mentor and provide guidance to junior analysts, delegating tasks, and fostering their professional development Ensure compliance with all relevant financial regulations and reporting requirements throughout the transaction process Prepare and review complex financial reports, information memorandums, presentations, pitch books, and transaction documents, ensuring accuracy and clarity Identify potential risks and opportunities during due diligence and develop strategies to mitigate risks and optimize deal structures Supervisory responsibilities None Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift up to 15 pounds at a time Travel required Some travel may be required to client sites during engagements Required education and experience Bachelor's degree in finance, economics, or a related field 2 - 4 years of experience in investment banking, corporate finance, credit, or a related role Exceptional communication, presentation, financial modeling and analytical skills Preferred education and experience Any FINRA licenses including, SIE, Series 7, 79, 63 Capital markets modeling prep courses, trainings, certifications, etc. Other industry specific designations, for example, CFA or CAIA, or progress towards Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
$60k-76k yearly est. Auto-Apply 60d+ ago

Learn more about finance planner jobs

How much does a finance planner earn in OFallon, MO?

The average finance planner in OFallon, MO earns between $36,000 and $123,000 annually. This compares to the national average finance planner range of $42,000 to $120,000.

Average finance planner salary in OFallon, MO

$67,000

$36,00010%

$67,000Median

$123,00090%

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Finance planner jobs in OFallon, MO

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Financial Analyst

Financial Planner

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Financial Advisor

Entry Level - Financial Advisor - MO, St. Louis (5206)

Producing Financial Advisor

Financial Advisor - ABO - Brighton, IL

Financial Representative Entry Level

Corporate Finance IB Analyst

Associate Financial Relationship Advisor

Financial Planner

Financial Advisor

Financial Advisor - Brighton, IL

Corporate Finance IB Senior Analyst

Learn more about finance planner jobs

How much does a finance planner earn in OFallon, MO?