Series 7 Financial Case Advisor — Hybrid (Client Support)
Mindlance
Mindlance is looking for Case Advisors to provide brokerage client support in St. Louis, Missouri. Candidates must have a minimum of one year of experience in this field, strong organizational and technical skills, and be proficient in Microsoft Excel. The role involves direct client interaction and managing inventory with an Excel tracker. Following a comprehensive 5-week training period in-office, contractors will transition to a hybrid work schedule. #J-18808-Ljbffr Mindlance
- Staffing is seeking a Case Advisor in St. Louis, Missouri... ...role requires managing client case inventories using... ...of brokerage client support experience is necessary... ...candidates will work under a hybrid schedule—alternating... ...work. An active Series 7 license is also required...SuggestedWork at officeRemote work
- ...minimum of one year of brokerage client support experience Client interaction experience, as Case Advisors will communicate directly with... ...will transition to a hybrid schedule consisting of one week... ...registered home address only. Series 7 license must be active and not...SuggestedFor contractorsWork at officeWork from home
$33 per hour
A leading financial services company is looking for a Client Relations Associate in St. Louis, Missouri.... ...provide exceptional client support. Candidates should have at... ...service experience and an active Series 7 license. The position involves a hybrid work model after initial...Suggested$25 - $30 per hour
...qualifications include 2+ years of experience in Customer Service and Financial Services, along with an active Series 7 License. The role offers a pay range of $25.00/hr to $30.00/hr with a hybrid work model requiring at least three days in the office. #J-18808-Ljbffr...SuggestedContract workWork at office- Charles Schwab in St. Louis is seeking a Wealth Advisor to join Schwab Wealth Advisory. This role involves providing clients with personalized investment advice while... ...must hold a Bachelor's degree, with active FINRA Series 7 and Series 66 licenses. Ideal candidates will...Suggested
- Join a financial services firm where your contributions are... ...first. With over 9 million clients and 20,000 financial advisors across the U.S. and... ...seen, heard, respected, and supported. This is what we believe... ...Required Background Active Series 7 and Series 66 (or Series...Temporary workWork at officeHome officeFlexible hours
$53k - $56k
Focus Financial Partners is looking for an Operations Specialist in St. Louis, Missouri. This role involves supporting a network of advisors and servicing client accounts, requiring effective communication and... ...and $56,000/year, with a hybrid work model allowing for both...Work at officeRemote work- Edward Jones in St. Louis is hiring a Client Relations Financial Representative (CRFR) to support clients when their Financial Advisor is unavailable. This role involves providing... ...financial services industry and possess active Series 7 and Series 66 licenses at application....
- Description: At Larson Financial Group, LLC, we are... ...committed to helping our clients build a secure... ...dedicated Financial Advisor to join our growing St... ...career in a fast-paced and supportive environment. Requirements... ...or a related field Series 7 and 66 licenses...Temporary workWork experience placementWork at office
- Financial Services Representative - St. Louis - Ladue, MO page is loaded##... ...your onboarding leader will support you as you navigate our... ...for and obtaining your SIE, Series 7 Top Off and Series 66 licenses... ...to thrive face to face with clients in a fast-paced environment**...Remote workWork from home1 day per week
$20.25 - $24.75 per hour
Job Description Client Relationship Consultants build relationships with customers, engaging... ...questions and learning about their financial needs, and banking channel preferences.... ...bank and branch policies, procedures and support systems Proven customer service and interpersonal...Temporary workLocal area- ...Business Analyst – Financial Applications Consultant Location: Saint Louis, MO Client Industry: Water Utility 6-Month Contract Hybrid:2/3; M-F, 8-5 Summary Analyst to support Accounts Receivable Department and Billing applications. Gather requirements for...Contract work
- ...purpose to help make financial lives better through the... ...delivering for our clients, teammates, communities... ...developing exceptional talent, supporting our teammates’... ...a Financial Solutions Advisor Stage I (FSA I), your... ...Industry Essentials (SIE), Series 7 and Series 66 Exams....Work at officeImmediate startMonday to FridayShift workDay shift
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity... ...where you can help your clients achieve their goals through... ...with clients to support them through every stage of... ...Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual...Full timeContract workFor contractorsWork at office- Financial Advisor Opportunity Work with an experienced advisor to build a... ...of business and help shape clients' financial future, by developing... ...150 days of hire: FINRA Series 7 Active State Securities Agent... ...the practice. Provide support to clients and prospects by...Full time
$24.03 - $26.44 per hour
**Virtual Financial Advisor - Remote****St. Louis, Missouri****Bring your... ...meaningful career providing clients with purpose-based advice around... ...recommendations that support their financial well-being.This... ...encouraged to apply.* FINRA Series 7, 63/65 or 66 required or obtained...Hourly payFull timeLocal areaRemote work- ...location. As a Wealth Advisor within Schwab Wealth... ...advisory solution, providing clients with a personal... ...degree Active FINRA Series 7 license (May be obtained... ...and customizing financial plans and portfolios for... ...a lasting impact. Our Hybrid Work and Flexibility approach...Work at office
- A leading financial institution located in St. Louis seeks a Financial Solutions Advisor Stage I to develop client relationships and advise on financial solutions... ...Industry Essentials, Series 7, and Series 66 licenses. This role supports a strong commitment to personal...
- A financial services organization is seeking a Virtual Financial Advisor to provide meaningful financial guidance and support to clients through virtual meetings. The ideal candidate will leverage interpersonal skills to build client relationships and utilize various financial...Remote job
- ...strong reputation for client‑first culture. Work in... ...clients — the firm supports your autonomy and growth... ...legacy, aligning with advisors who deliver holistic planning... ...Job Description As a Financial Advisor, you will help... .... Active FINRA Series 7 + 66 (or 63 + 65) licenses...Full time
- Ameriprise Financial in St. Louis is seeking a Financial Advisor to assist clients in achieving their financial goals. The role requires obtaining necessary licenses and engaging in client relationships under the guidance of seasoned advisors. Ideal candidates will have...
- ...impact providing expert financial advice with heart.... ...Thrivent, you’ll receive the support, stability and... ...variable contracts), Series 7 and 66 registrations,... ...Thrivent’s comprehensive advisor onboarding program. After... ...advice and connect clients to Thrivent products and...Local area
- ...MO Job Title: Financial Planning Associate... ...Working hours: 7:30am-4:30pm Our culture supports an open mindset,... ...specializes in client service and processing... ...the financial advisor to focus on... ...Responsibilities Case Prep Create financial... ...preferred Series 6 and/or 7 licensing...Full timeTemporary workWork at officeHome office
$100,000 - $130,000 per day
...is seeking an experienced Financial Advisor who seeks to improve the lives of our clients through detailed financial... ...to build your network in a supportive environment. We prefer a... ...financial services experience Series 65, or combination of Series 7 and 66 CFP designation or...Work at office- Unlock Potential 360 is seeking a remote Client Account Specialist in East St. Louis.... ...focuses on assisting clients with life and financial protection coverage, guiding them... ...insurance license is required, and training and support will be provided. #J-18808-LjbffrRemote work
$80k - $90k
Advisor Development Program- Financial Advisor Merrill Wealth Management is a leading provider... ...and Wealth Management Client Associates help clients pursue... ...: Currently holds Series 7 & 66 (63 & 65 in lieu of... ...paid time off, resources and support to our employees so they can...Interim roleWork at officeLocal areaImmediate startShift workDay shift- ...directly with an experienced Financial Advisor. You’ll gain mentorship,... ...investment strategies, and client relationship management — with... ...with a senior advisor, you’ll support client service, portfolio development... ...Ability to pass FINRA SIE, Series 7, and 66 exams within six...
$23.75 - $29.03 per hour
...and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us... ...you excel at—all from Day One. Job Description Client Relationship Consultants build relationships with...Full timeTemporary workLocal area- ...Execution Consultant to support strategic... ...Registered Investment Advisor (RIA) segment. This... ...models, workflows, and client engagement... ...Qualifications: ~7+ years of Business... ...Wealth Management, or Financial Advisor practice environments... .... Currently, hybrid work schedule (at least...Work experience placementWork at office3 days per week
$70k - $200k
...Financial Advisors at Northwestern Mutual - Forest Park (dba Babitz Financial Group) help their clients live more and worry less through our personalized... ...surround you with resources to support your financial expertise,... ...licensing, SIE, Series 6, Series 63, CFP®, and more...Work experience placement
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