Denver- Wealth Advisor: Client Planning
Job in
St. Louis, Saint Louis, St. Louis city, Missouri, 63105, USA
Listed on 2026-02-16
Listing for:
CliftonLarsonAllen
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Services, Wealth Management
Job Description & How to Apply Below
Location: St. Louis
A top professional services firm in St. Louis seeks a Financial Services Associate to support Senior Wealth Advisors in delivering comprehensive financial services. The role involves advising clients on investment strategies, managing relationships, and preparing client presentations. Candidates must have a bachelor's degree and three years of experience in financial services, with necessary certifications like Series 65 or 66. This position offers competitive compensation and a range of benefits including flexible PTO and wellness programs.
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