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

Wealth Advisor

Simmons Bank

It's fun to work in a company where people truly BELIEVE in what they're doing!We're committed to bringing passion and customer focus to the business.The Wealth Advisor I analyzes and interprets clients’ investment objectives and risk tolerances and provides individual investment advice suitable for those objectives and tolerances. The advisor utilizes their expertise and knowledge of the securities industry and market strategies to offer sound financial advice.Essential Duties and ResponsibilitiesActs in the best interest of the client and delivers outstanding service.Develops and maintains an increasing client base by using well-developed market knowledge, strategies, and sales skills.Maintains product knowledge and stays current of market activity and news affecting the markets.Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies, and SFIG written procedures related to the securities industry, including completion of required compliance training.Performs other duties and responsibilities as assigned.QualificationsTo perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.SkillsAbility to read and comprehend simple instructions, short correspondence, and memos.Ability to read and interpret documents such as procedure manuals, general business correspondence and/or journals, or government regulations.Ability to read, analyze and interpret financial reports and/or legal documents.Ability to write simple-to-business correspondence and routine reports.Ability to effectively present information in one-on-one and small group situations, to customers, clients, and other employees in the organization.Ability to speak effectively, present information, and respond to questions from groups of clients, customers, employees, managers, top management, boards of directors, and the general public.Education and/or ExperienceHS Diploma/GED andOne year experience as a financial advisor.Computer SkillsMS Office programsCertificates, Licenses, RegistrationsSeries 7 and 63 licenseOther Qualifications (including physical requirements)Ability to handle a high-stress environment.Must display professional conduct and appearance.Maintain client privacy and keep highly sensitive data confidential.Must have excellent PC knowledge-proficiency with MS Office programs such as Excel and Word.Must have excellent oral and written communication skills.Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications. #J-18808-Ljbffr

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Wealth Advisor in Saint Louis, MO vacancy
  •  ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients... 
    Suggested

    Beacon Pointe

    Saint Louis, MO
    4 days ago
  • $70k - $80k

     ...Associate Wealth Advisor Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning‑centric team dedicated to creating personalized wealth advice based on each client’s goals and aspirations. In this role you will partner closely with Wealth Advisors... 
    Suggested
    Local area

    Focus Partners Wealth

    Saint Louis, MO
    3 days ago
  • $70k - $80k

     ...Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique... 
    Suggested
    Work at office
    Local area

    Focus Financial Partners Inc.

    Saint Louis, MO
    16 hours ago
  • $70k - $80k

     ...Associate Wealth Advisor St. Louis, MO or Remote Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth... 
    Suggested
    Remote work

    Focus Financial Partners Inc.

    Saint Louis, MO
    2 days ago
  •  ...helping our clients build a secure financial future. Our team delivers comprehensive wealth management services with a personalized touch, and we’re looking for a dedicated Financial Advisor to join our growing St. Louis, MO office. This is an exciting opportunity for a... 
    Suggested
    Temporary work
    Work experience placement
    Work at office

    Larson Financial Group, LLC

    Saint Louis, MO
    16 hours ago
  • $75k - $125k

    Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all...
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group

    Saint Louis, MO
    16 hours ago
  • $100,000 - $130,000 per day

     ...Correct Capital, a dynamic wealth management firm located in Clayton MO, is seeking an experienced Financial Advisor who seeks to improve the lives of our clients through detailed financial planning relationships. We are seeking a go-getter who is interested in working... 
    Work at office

    Correct Capital Wealth Management

    Saint Louis, MO
    4 days ago
  •  ...and exceptional onboarding/transition process. - Firm's approach focuses on the full lifecycle of wealth: accumulation → distribution → legacy, aligning with advisors who deliver holistic planning. - Competitive compensation and benefits including transition bonuses... 

    Accounting Career Consultants

    Saint Louis, MO
    1 day ago
  • Park Nicollet is looking to hire a Financial Counselor to join our team! Come join us as a Partner for Good and help us make an impact on the care and experience that our patients and their families receive every day. Position Summary: Interfaces with patients,...

    Park Nicollet Methodist Hospital

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

     ...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to...  ...-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Saint Louis, MO
    16 hours ago
  •  ...Description The Financial Advisor is responsible for helping clients achieve their financial goals through personalized planning, investment guidance, and exceptional client service. This role partners closely with clients and internal teams to develop tailored financial... 
    Work experience placement
    Work at office

    ebs recruiters LLC

    Saint Louis, MO
    4 days ago
  • $50k

     ...Financial Advisor Apply ( locations MO - St. Louis West County - St. Louis - SL Town and Country (63017) time type Full time posted on Posted 2 Days Ago job requisition id 38172 About Working at Commerce Building a career here is more than... 
    Full time
    Local area
    Shift work

    Commerce Bank

    Saint Louis, MO
    4 days ago
  • $50k

     ...contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Saint Louis, MO
    1 day ago
  • $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... 
    Work at office

    Unavailable

    Saint Louis, MO
    16 hours ago
  • $87.4k - $123.4k

     ...suited to the Financial Planning needs of our Empower Personal Wealth clients. What You Will Do * Understanding the Client's Personal...  ...* Work with existing retail clients and onboard referrals from Advisors * Coordinate & Schedule a multi-meeting process with clients to... 
    16 hours
    Temporary work
    Work experience placement
    Casual work
    Work at office
    Local area
    Remote work
    Work from home
    Work visa
    Flexible hours

    Empower Careers

    Saint Louis, MO
    1 day ago
  •  ...Prepare financial plans and check their accuracy Qualifications Bachelor's degree in Finance or related field 3–7 years of Financial Advisor experience FINRA Series 65 and/or Series 66 license holder Strong understanding of the investment business Excellent interpersonal... 

    Compass Retirement Solutions LLC

    Saint Louis, MO
    4 days ago
  •  ...Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals...  ..., Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client... 
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Equitable Advisors LLC

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

     ...providing investment, insurance, brokerage, advisory, and related wealth solutions. This role partners closely with branch teams and...  ...Series 7, Series 63, Series 65, or Series 66. ~ Bank financial advisor experience. ~ Wealth management background and industry... 

    Associated Banc-Corp

    Saint Louis, MO
    2 days ago
  •  ...FINRA Series 66 *Required registrations and licenses to be completed upon offer acceptance Becoming a financial advisor with Renaissance Financial is an opportunity to be in control of your career and your life while helping others achieve their financial... 
    Flexible hours

    Renaissance Financial

    Saint Louis, MO
    16 hours ago
  •  ...program designed to build the knowledge, skills, and licensing requirements necessary for a successful career in financial planning and wealth management. This role combines classroom learning, securities licensing preparation, client service exposure, and direct mentorship... 
    Full time
    Temporary work
    Internship

    LARSON FINANCIAL HOLDINGS, LLC

    Saint Louis, MO
    16 hours ago
  •  ...America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining your Securities Industry licenses, where you receive dedicated and personalized... 
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Saint Louis, MO
    16 hours ago
  •  ...will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at WealthBridge, you will play a pivotal role in empowering clients to make... 

    WealthBridge Financial Group

    Wildwood, MO
    16 hours ago
  • Northwestern Mutual in St. Louis is hiring College Financial Representatives for an internship program focused on building integrated financial planning practices. You will learn business strategies and client engagement, plus receive coaching, training, and opportunities...
    Full time
    Internship
    Flexible hours

    Northwestern Mutual

    Saint Louis, MO
    16 hours ago
  •  ...A leading financial services institution seeks a Financial Advisor to develop business and ensure client satisfaction. You'll engage with clients to understand their needs, recommend suitable investment products, and document interactions comprehensively. Ideal candidates... 
    Full time

    Bank of America

    Wildwood, MO
    16 hours ago
  •  ...and exceptional client service to help clients achieve their long-term financial goals. This role partners closely with clients, advisors, and internal teams to develop customized financial plans, manage ongoing relationships, and provide a high-touch, consultative experience... 
    Work at office

    Ebs Recruiters

    Saint Louis, MO
    2 days ago
  •  ...services company dedicated to helping clients build and protect their wealth. With licenses across the U.S., Canada, Mexico, and beyond, we...  ...their life goals. Your experience will make you their trusted advisor. Confident Sales: Present clear, compelling financial... 
    Extra income
    Part time
    Remote work

    Melius Consulting

    Saint Louis, MO
    16 hours ago
  • $80k - $90k

     ...Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services...  ...through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Saint Louis, MO
    16 hours ago
  • $121.44k - $154.84k

    Responsibilities Perform in buy-side and sell-side transaction advisory engagements, providing carve-outs and similar services to clients, private equity investors, and asset-based lenders. Help organizations realize the potential of mergers, acquisitions, and divestitures...
    Work experience placement
    Internship
    Seasonal work
    Local area

    Grant Thornton

    Saint Louis, MO
    3 days ago
  • SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar‑athletes and candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client ...
    Full time
    Part time

    SkyKey Financial

    Saint Louis, MO
    4 days ago
  • About this role: Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com ( . In this role you will: Participate in soliciting residential...
    Hourly pay
    Minimum wage
    Work experience placement
    Work at office
    Local area
    Immediate start
    Night shift
    Weekend work

    Wells Fargo

    Saint Louis, MO
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Advisor. Be the first to apply!