Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Wealth Advisor: Holistic Planning & Growth

Windward Recruiting

Windward Recruiting is seeking an experienced Wealth Manager to provide comprehensive wealth management advice and build long-term relationships with high-net-worth clients. This role partners closely with individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. You will deliver investment guidance, collaborate with internal specialists, stay current on markets, and identify new business opportunities through #J-18808-Ljbffr Windward Recruiting

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor: Holistic Planning & Growth in Saint Louis, MO vacancy
  •  ...are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations...  ...country. We bring together holistic financial planning, access to institutional quality...  ...for enhanced lead flow and growth for our Advisors. Responsibilities... 
    Senior

    Beacon Pointe Advisors

    Saint Louis, MO
    2 days ago
  • J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families. You will build relationships, deliver tailored investment solutions, and leverage digital... 
    Suggested

    JPMorganChase

    Saint Louis, MO
    20 hours ago
  •  ...Missouri is seeking an Experienced Financial Advisor who excels in building relationships and...  ...to deliver tailored financial planning and deepen client relationships while contributing...  ...earning potential and support for growth are provided, making this an ideal opportunity... 
    Suggested

    Capstone Financial, LLC

    Chesterfield, MO
    1 day ago
  •  ...a highly experienced Senior Financial Planner with...  ...background in tax planning and wealth management. This role...  ...tax strategies with holistic financial planning. The...  ...the preservation and growth of family wealth across...  ...their legal and tax advisors, and other family office... 
    Senior
    Work at office
    Local area

    Plancorp Wealth Management

    Saint Louis, MO
    20 hours ago
  • HLK is seeking a Senior CX Strategist in Chicago to lead the strategic vision for impactful...  ...will manage comprehensive activation plans, ensuring alignment across channels while...  ...significant experience in driving client growth through innovative strategies. Benefits include... 
    Senior
    Flexible hours

    HLK

    Saint Louis, MO
    1 day ago
  • Larson Financial Holdings LLC is seeking a Senior Financial Planner in St. Louis to work...  ...closely with clients, build tailored financial plans, and deliver high-touch service. You will...  ...paced environment with opportunities for growth and professional development. #J-18808-... 
    Senior

    FPA of Charlotte

    Saint Louis, MO
    4 days ago
  •  ...division of Commerce Bank, seeks a Private Client Advisor II/III or Senior to deliver customized wealth management solutions to a portfolio of fiduciary, IRA...  ...emphasizes deep client relationships, strategic planning, and collaboration with internal partners. Ideal candidates... 
    Senior

    Commerce Trust

    Saint Louis, MO
    2 days ago
  • GadellNet in St. Louis is seeking a Sales Director to drive revenue growth through strategic planning and execution of business plans. The ideal candidate will possess 3-5 years of experience selling to SMBs, particularly in regulated industries. Responsibilities include... 
    Senior
    Flexible hours

    gadellnet

    Saint Louis, MO
    1 day ago
  • Brighton Jones is seeking an Advisor to manage client relationships and provide comprehensive financial planning support. The role involves interacting with clients, preparing meeting deliverables, and leading team projects. Candidates should have experience in financial... 
    Senior

    Brighton Jones

    Saint Louis, MO
    1 day ago
  •  ...referrals. The role emphasizes customer focus, teamwork, and professional service in a dynamic banking environment. The position supports growth from RB I to Sr RB with training on all bank products and services, and requires strong communication and problem-solving skills.... 
    Senior

    simmonsbank

    Saint Louis, MO
    3 days ago
  •  ...Jobs Job Saved Save Job Senior Financial Planner...  ...: Full Time Categories Wealth Management Sector Wealth...  ...developing tailored financial plans, you’ll be a key player...  ...’ll collaborate with advisors and internal teams to...  ...personal and professional growth: Profit Sharing Bonus... 
    Senior
    Full time
    Temporary work
    Work experience placement
    Work at office

    FPA of Charlotte

    Saint Louis, MO
    4 days ago
  • $100k - $145k

     ...what matters most. Schwab Wealth Advisory is a fee-based, non...  ...to our clients. As a Wealth Advisor , you'll manage ongoing client relationships, deliver holistic financial planning, and provide tailored...  ...your future. We champion your growth through meaningful work, continuous... 
    Work at office

    Fairygodboss

    Saint Louis, MO
    20 hours ago
  • Charles Schwab is seeking a Wealth Advisor to manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance. This role emphasizes...  ...position is on site with opportunities for meaningful growth. #J-18808-Ljbffr Fairygodboss

    Fairygodboss

    Saint Louis, MO
    20 hours ago
  • $76k - $141.1k

     ...leaders to support core financial processes (i.e., Annual Operating Plan, Quarterly Forecasts, Monthly and Weekly Reporting & Analysis)....  ...the business and finance team to drive sustainable, profitable growth. Gather and analyze data to provide recommendations to our... 
    Senior
    Minimum wage
    Full time
    Temporary work
    Work at office
    Local area
    Worldwide
    Flexible hours

    nVent

    Saint Louis, MO
    1 day ago
  • Focus Financial Partners in St. Louis seeks an Associate Wealth Advisor to contribute to a planning-centric team delivering personalized wealth advice. Responsibilities include developing financial strategies and maintaining client relationships in a collaborative environment... 

    Focus Financial Partners

    Saint Louis, MO
    2 days ago
  •  ...Principal of Finance to provide leadership and oversight in financial planning and reporting. The ideal candidate will have at least 7 years...  ...include developing financial strategies, supporting business growth, and ensuring compliance with financial regulations. Strong... 

    American Water

    Saint Louis, MO
    4 days ago
  • $112.15k - $136.1k

    Senior Manager, Digital Growth Marketing page is loaded## Senior Manager, Digital Growth Marketinglocations: Saint Louis, MOtime type: Full timeposted...  ...conversion rates, and drive engagement.* Support the planning, execution, and optimization of digital campaigns to... 
    Senior
    Immediate start

    SBM Management Services, LP

    Saint Louis, MO
    1 day ago
  • Oliver Wyman’s Property & Casualty Actuarial Practice is seeking a high-performing Principal to lead complex client engagements, drive growth, and shape the future of actuarial consulting through innovation and AI-enabled solutions. This leadership role combines deep... 
    Senior

    Oliver Wyman

    Saint Louis, MO
    20 hours ago
  • $220k - $250k

     ...work and are ready to lead it. back to the list Senior Commercial & Operations Executive | Aftermarket & Service Growth Locations: MO, St. Louis Region - Midwest Work...  ...Skill - Sales Leadership Skill - Sales Planning Skill - Service Management Skill - Strategic Planning... 
    Senior
    Permanent employment
    Full time
    Remote work
    Relocation

    Jordan Sitter Associates

    Saint Louis, MO
    2 days ago
  •  ...Senior Financial Planner The Senior Financial Planner is responsible for delivering personalized financial planning and exceptional client service to help clients achieve their long-term...  ...role partners closely with clients, advisors, and internal teams to develop... 
    Senior
    Work at office

    ebs Recruiters

    Saint Louis, MO
    20 hours ago
  • A global leader in metals manufacturing is seeking a Senior Credit Analyst in St. Louis, MO. Responsibilities include overseeing credit...  ...competitive pay, insurance benefits, and opportunities for professional growth within a purpose-driven culture that values safety and integrity... 
    Senior

    MX Holdings

    Saint Louis, MO
    20 hours ago
  •  ...Senior Financial Analyst The Senior Financial Analyst will assume end-to-end ownership of...  ...data‑driven decision‑making and long‑term growth. In addition to core FP&A...  ...packages to executive leadership, contributing to long‑term strategic planning. #J-18808-Ljbffr... 
    Senior

    Eurofins USA Medical Devices

    Saint Louis, MO
    3 days ago
  • $250k - $400k

     ...an environment where your growth and development are encouraged...  ...goals and needs through a holistic financial planning approach, providing...  ...brokerage, advisory, and related wealth solutions. This role partners...  ...Series 66. Bank financial advisor experience. Wealth management... 

    Associated Banc-Corp

    Saint Louis, MO
    20 hours ago
  •  ...Schwab Wealth Advisory Wealth Advisor Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thinking...  ...you'll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to... 
    Work at office

    Charles Schwab

    Saint Louis, MO
    3 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual...  ...goals through financial planning. On your path to becoming...  ...clients and deliver holistic financial plans—including investments for growth, insurance for protection...  ...and Northwestern Mutual Wealth Management Company® (... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Saint Louis, MO
    1 day ago
  •  ...and build strong referral networks with physicians, the community, and residents’ families. You will develop and implement marketing plans, coordinate admissions and events, conduct tours for prospective residents, and ensure a seamless transition from acute care to post... 
    Senior

    MGM Healthcare

    Saint Louis, MO
    2 days ago
  • A reputable accounting and consulting firm in St. Louis is seeking an experienced Audit Senior to join their team. The role involves planning and performing audits, mentoring staff, and building client relationships. Candidates should have a Bachelor's degree in Accounting... 
    Senior
    Flexible hours

    Lopata, Flegel & Company LLP.

    Saint Louis, MO
    4 days ago
  •  ...advisory firm in St. Louis seeks a Senior Financial Planner with strong tax planning expertise. This position focuses...  ...reviews, collaborating with clients and advisors, and mentoring junior planners....  ...a comprehensive rewards package. #J-18808-Ljbffr Plancorp Wealth Management
    Senior

    Plancorp Wealth Management

    Saint Louis, MO
    20 hours ago
  • A leading senior living community in St. Louis is seeking a part-time Physical Therapist to provide patient care and promote well-being...  ...environment. Responsibilities include assessments, treatment planning, patient education, and supervising PTAs. Candidates should possess... 
    Senior
    Part time
    Relief

    Cedarhurst Senior Living

    Saint Louis, MO
    3 days ago
  • Arrow Senior Living Management in Ballwin, Missouri is seeking an Executive Director to lead...  ...requires guiding operations, strategic planning, and ensuring high resident satisfaction...  ...manage finances and records, and promote growth while upholding Arrow Senior Living’s core... 
    Senior
    Full time

    Arrow Senior Living Management

    Ballwin, MO
    20 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Wealth Advisor: Holistic Planning & Growth. Be the first to apply!