51 client advisor jobs at 23 companies in Union, MO
4w
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Client Service Advisor
St. Louis, Missouri, United States
$70k-$90k/yr OnsiteFull Time
3+ YOE3+ years client service/sales experience in insurance or securities, Series 65 or 66 required, college degree preferred, strong communication and organizational skills.
HubSpot, Right Capital
1mo
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Work From Home - Client Benefits Advisor
St. Louis, Missouri, United States
RemoteFull Time
Remote advisor role working with interested clients to guide, educate, and help them move forward. Seeking competitive, self-starting, coachable individuals; interviews via Zoom.
Zoom
1mo
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Manager, Client & Advisor Experience
St. Louis, Missouri, United States
$100k-$125k/yr HybridFull Time
7+ YOE7+ years in wealth management/advisor technology or related platforms; experience leading teams, vendor management, product ownership, permissioning, integrations, and strong communication.
CRM
2w
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Client Advisor, Temporary - St. Louis
St. Louis, Missouri, United States
OnsiteTemporary
Retail or hospitality experience, strong verbal and written communication, client service skills, ability to work nights/weekends/holidays, authorization to work in the hiring country.
POS
2mo
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J.P. Morgan Wealth Management – Private Client Advisor - Saint Louis, MO (West County Area)
Saint Louis or Creve Coeur or Ellisville or Chesterfield or Town and Country or Des Peres
OnsiteFull Time
2+ YOE2+ years in a financial advisor or equivalent role; demonstrated client acquisition and relationship management; active Series 7 and Series 66 (or 63/65 obtained within 60 days); life, health and long term care insurance license (or obtain within 60 days); CFP preferred; bachelor’s degree preferred.
3w
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Private Client Advisor and Trust Officer
Clayton, Missouri, United States
$93k-$163k/yr OnsiteFull Time
5+ YOEBachelor's degree or equivalent, 5+ years client service/wealth management experience, trust and relationship management skills, ability to obtain/hold CFP/CTFA/CPA/JD, valid driver’s license, strong communication and analytical skills.
Microsoft Word, Microsoft Excel, Microsoft Teams, Microsoft Outlook
1mo
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Financial Advisor
St Louis, Missouri, United States
HybridFull Time
3+ YOE3–7 years client-facing financial advisor/planning experience; Series 65 or 66 active or willingness to obtain; CRM experience; proven closing ability and revenue growth.
CRM
1w
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Experienced Financial Advisor
Chesterfield, Missouri, United States
$135k-$157k/yr HybridFull Time
Licensed Missouri insurance representative required; experienced insurance or financial advisors preferred; no educational requirement specified; strong sales and client-advising skills.
1w
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Wealth Management Client Associate
St. Louis, Missouri, United States
OnsiteFull Time
Provide client service support to Financial Advisors, educate clients on banking offerings, follow procedures, and deliver timely, accurate client materials; SIE/Series licenses desired.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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Wealth Management Client Associate
Clayton, Missouri, United States
OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors, educate clients on banking offerings, ensure accuracy of client materials, and support operational excellence; high school diploma required.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
3mo
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Senior Wealth Advisor
Saint Louis, Missouri, United States
$125k-$175k/yr OnsiteFull Time
5+ YOE5+ years as a financial/wealth advisor with proven client acquisition and asset growth; CFP/CFA preferred; bachelor’s in finance/business/economics preferred; strong communication and sales orientation.
3d
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Financial Advisor
Chesterfield, Missouri, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, collaboration, and legal US work authorization without sponsorship.
Northwestern Mutual proprietary planning software
2mo
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Senior Advisor
Clayton, Missouri, United States
OnsiteFull Time
10+ YOE3+ MgmtCFP or CFA; Series 65 or Series 7/66; Bachelor's; 10+ years CFP-related experience; 3-5 years client service advising; CPA with tax or JD with estate planning a plus.
1mo
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Experienced Financial Advisor
Chesterfield, Missouri, United States
OnsiteFull Time
Proven financial advisory experience with client acquisition and relationship management; appropriate industry licenses/registrations; strong planning, communication, and business development skills.
6d
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Financial Relationship Advisor
St. Louis, Missouri, United States
OnsiteFull Time
2+ YOE2+ years client management experience; successful completion of FINRA Series 7 and 66 (or 63 and 65); knowledge of banking/financial services; strong communication and client relationship skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook
3w
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Part-Time Beauty Advisor - Sephora
Creve Coeur, Missouri, United States
$16/hr OnsitePart Time
Authentic passion for beauty, client-facing retail experience, morning and afternoon availability, ability to lift up to 50 lbs, basic math and communication skills.
handheld scanners
1w
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MDC Social Services Advisor
East St. Louis, Illinois, United States
$58k/yr OnsiteFull Time
2+ YOEConduct intake assessments, develop service plans, provide case management, connect clients to resources; requires bachelor's or associate with experience, strong communication, and familiarity with community resources.
Microsoft Office, cloud-based technology, case management databases
2mo
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Senior Solution Advisor, Payment Integrity
St. Petersburg or Plano or Boston or St. Louis or Atlanta or Morristown
$127k-$161k/yr HybridFull Time
Experience in healthcare payment integrity/case management required; college degree and active LPN or RN required; coding experience or certification preferred; strong data analysis, client-facing, project management, and MS Office skills.
Microsoft PowerPoint, Microsoft Excel, Microsoft Word
2w
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Part-Time Beauty Advisor (Rehire/Referral)
Wentzville, Missouri, United States
$16/hr OnsitePart Time
Authentic passion for beauty, client-facing retail experience, strong communication, basic math and computer skills, ability to lift up to 50 lbs, flexible availability for days/nights/weekends/holidays.
3w
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Wealth Management Advisor - St Louis, MO
Clayton, Missouri, United States
$100k-$110k/yr HybridFull Time
5+ YOE5+ years managing a book of affluent clients; deep investment and planning knowledge; Series 7 and 63, life and health insurance license within 120 days; Bkgrd in financial planning; strong client relationship and sales skills.
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