Financial Advisor
$150kDirect Staffing Inc
We are seeking an uncommon professional to join our team as a 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. 5. Consistently and effectively utilize all tools, technology, and resources as prescribed by our 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. Other: 11. Attend and participate in our Brokerage Service, Inc., meetings, virtual and face to face, as scheduled. 12. Other duties as assigned. Job Requirements: 1. Bachelor's degree in Business, Finance, Insurance or equivalent trade-off in professional work experience. 2. Minimum of three (3) years 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 5. Life/Health License(s) 6. Series 7, 63 and/or 65/66 Licenses. 7. LUTCF, CLU, ChFC or CFP designation preferred. Does this describe you? Do you possess a Series 7 license? Do you possess a Series 66 or 63 AND 65 license? Do you possess a Life/Health license? Selling securities Selling insurance previous production experience F2F client meetings Clean U-4/FINRA a plus The Ideal Candidate Ideal candidate would have previous production experience meeting clients F2F, solid understanding of working in a financial institution model, solid at relationships, and comfortable with prospecting to a warm market. The ideal candidate has worked for these companies: Open area, but banks, CU's, Edward Jones, or any location that teaches holistic financial planning. Additional Information All your information will be kept confidential according to EEO guidelines. Direct Staffing Inc #J-18808-Ljbffr
- ...Description: At Larson Financial Group, LLC, we are committed to helping our clients build a secure financial future. Our team delivers... ...touch, and were looking for a dedicated Financial Advisor to join our growing St. Louis, MO office. This is an exciting...SuggestedTemporary workWork experience placementWork at office
- Vantage-Credit-Union in Florissant, Missouri is looking for a proactive sales professional to meet individual and branch goals. You will assist members with loans and account inquiries while maintaining confidentiality and compliance standards. The ideal candidate has ...Suggested
$61k - $119k
...Overview 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...SuggestedFull timeContract workFor contractorsWork at office$61k - $119k
...Overview 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...SuggestedWork at office- ...the examples and feedback that make advanced systems more accurate, consistent, and useful. For this role, that means putting real financial expertise to work: building, reviewing, and stress-testing the financial reasoning that the next generation of AI learns from....SuggestedContract workRemote workFlexible hours
$70k - $82k
...Personal Financial Counselors (PFC) provide personal financial counseling services at assigned military installations. Primary responsibilities include the full breadth of financial counseling to service members and their families. Services include financial education...Contract workWork at officeFlexible hours$150k
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...Work experience placementLocal area- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...Work at officeImmediate startMonday to FridayShift workDay shift
- ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer’s financial wellbeing. Collaborates with ecosystem partners to grow customer’s share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...through proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue...Full timeTemporary workWork experience placementWork at office
$20 - $21 per hour
...product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being... ...#LI-JH1 Who we are We are more than a company. We are advisors, consultants, problem solvers, friends, community members,...Local areaFlexible hoursAfternoon shift- Medium is looking for dedicated individuals to join their team in a work-from-home financial services position. You will help protect families and make a positive impact on their lives while enjoying the flexibility of remote work. The role offers opportunities for growth...Remote jobWork from home
- Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank... ...to join the Investment Program at Commerce Bank as a Financial Advisor associated with LPL Financial. Under this model, Financial...Local area
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- ...Bank of America Job Opportunity At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders...Work at officeShift workWeekend workDay shift
- PNC is seeking a Personal Banker in Bridgeton, MO, dedicated to enhancing the customer experience through sales and problem-solving. The successful candidate will leverage banking knowledge to provide tailored solutions, achieve customer loyalty, and manage relationships...
- A prominent financial institution is seeking a Personal Banker to enhance customer relationships and improve financial health. The role involves educating clients on various banking products while ensuring a personalized, compliant service. Ideal candidates should possess...Full time
$70k - $82k
Federal Guardian is seeking Personal Financial Counselors to provide essential financial counseling services to military service members and their families. Responsibilities include personalized counseling, financial education, and developing informational materials. Applicants...- ...transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Executes the bank's risk culture and...Weekend work
- Regions Bank in Florissant, Missouri is looking for a Relationship Banker II to engage with customers and determine their financial needs. This role requires strong communication skills and an ability to meet branch targets while offering guidance on financial products....Full time
$20 - $24.4 per hour
A financial institution in Florissant is seeking a Personal Banker to engage with customers and provide retail banking solutions. You will build relationships, educate clients on products, and work towards sales goals. Ideal candidates possess strong sales skills, a customer...Hourly payFull timeWork at office- ...Commerce Bank. About Working At Commerce Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. Our commitment doesn’t...Full time
$16 - $19 per hour
...pay with regular reviews and performance‑based incentives. Health & Wellness: Comprehensive medical, dental, and vision coverage. Financial Security: 401(k) with company match, employee banking benefits, and financial wellness resources. Work‑Life Balance: Paid time...Hourly payFull timeTemporary workPart timeFor contractorsBank staffWork at officeLocal areaMonday to FridayFlexible hoursNight shift- ...and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of...Full timeWork at officeLocal area
- Responsibilities Kforce is partnering with a client in the greater Saint Louis area to find a Senior Credit Analyst. This role will support credit and collections operations, including receivables monitoring, customer credit analysis, collections activities, and reporting...Hourly payContract workWork at office
- ...visas or participate in STEM OPT for this position. Job Description Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers...Full timeTemporary workPart timeWork experience placementWork at officeShift work
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$17 - $20 per hour
...Overstaff Financial Services Representative World Finance, a five-time winner of the Top Workplaces USA award and Newsweek's America's Greatest Workplaces for Parents & Families in 2025, helps customers meet their financial needs and unlock their financial good. We'...Hourly payFull timeWork at officeLocal areaFlexible hoursWeekend workAfternoon shift- World Acceptance Corporation of Missouri seeks an Overstaff Financial Services Representative to provide onsite support across multiple branches. This role emphasizes exceptional customer service, helping clients achieve their financial goals while challenging employees...Full time
- ...assist with self-service banking resources. You will accurately process cash transactions and engage in conversations to understand financial goals, connecting clients with suitable solutions. Role requires strong relationship skills, ability to work weekends, and...Weekend work
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