Wealth Advisor Jobs in Missouri
Wealth Advisor jobs in Missouri are concentrated in St. Louis, Kansas City, and Springfield, where firms like Edward Jones, Stifel Financial, and Commerce Bancshares maintain substantial advisory operations and hire across seniority levels from associate advisors to senior wealth managers. Demand is strongest for advisors specializing in retirement planning, high-net-worth portfolio management, and trust and estate services, reflecting the client base built around Missouri's established financial services corridor. The market is active year-round, particularly in St. Louis where Edward Jones alone accounts for a significant share of the state's wealth management hiring. Find a role that fits below and apply directly.
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As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
- Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
- Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
- Demonstrate a deep understanding of financial markets and sound business judgement
- Exhibit unwavering integrity that points toward doing right by clients at every opportunity
- Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
- Provide a holistic view of clients' needs and financial coaching beyond investments
- Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor's degree preferred
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn't just apply to assets; it applies to our team, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from. As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we're known for as a global leader.
See All 18 Wealth Advisor Jobs in Missouri
Find roles in Missouri that match your experience and apply in just a few clicks.
Find Wealth Advisor JobsWealth Advisor Jobs by City in Missouri
Where Missouri roles are concentrated, by current openings.
Wealth Advisor Job Market in Missouri
A snapshot from current Missouri openings, updated as new roles post.
Who's Hiring


Top Industries Hiring
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What Missouri Employers Look For
The qualifications that appear most often in wealth advisor jobs across Missouri.
- Active FINRA Series 65 or Series 66 license required or must obtain within 90 days
- Bachelor's degree in finance, economics, business, or a closely related field
- Two or more years of client-facing financial advisory or financial planning experience
- CFP designation preferred or active progress toward CFP certification
- Demonstrated ability to grow and manage a book of business independently
- Proficiency with financial planning software such as eMoney, MoneyGuidePro, or similar platforms
Wealth Advisor Jobs in Missouri: Frequently Asked Questions
How do you become a wealth advisor in Missouri?
You become a wealth advisor in Missouri by earning a bachelor's degree in finance, business, or economics, then passing the FINRA Series 65 exam to become a licensed investment adviser representative in Missouri, regulated through the Missouri Secretary of State's Securities Division. Most employers also require or strongly prefer the CFP designation. Some firms sponsor candidates through licensing as part of a structured training program before client-facing responsibilities begin.
How much do wealth advisors make in Missouri?
Wealth advisors in Missouri earn a median of about $99,930 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $51,470 for the lowest 10% to over $313,230 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire wealth advisors in Missouri?
Employers hiring wealth advisors in Missouri right now include Wealthbridge Financial, Forvis Mazars, LLP, and U.S. Bank, based on current listings on Migrate Mate as of September 2026. Missouri's deep roots in financial services, particularly in St. Louis and Kansas City, mean large regional and national firms maintain consistent hiring pipelines rather than posting only when a seat opens.
Which Missouri cities have the most wealth advisor jobs?
St. Louis, Springfield, and Chesterfield account for the greatest concentration of wealth advisor openings in Missouri. St. Louis dominates because it serves as the national headquarters for Edward Jones and Stifel Financial, while Kansas City draws from a strong commercial banking and insurance sector, and Springfield's growth as a regional financial center has expanded advisory hiring there as well.
Are there remote wealth advisor jobs in Missouri?
Yes, but they're less common than in purely analytical fields because client relationship management typically involves in-person meetings, especially for high-net-worth work. About 100% of wealth advisor openings tied to Missouri are remote or hybrid as of September 2026, and the remote share tends to apply most to financial planning support, paraplanning, and portfolio analysis roles rather than full client-facing advisory positions.
How can I get hired as a wealth advisor in Missouri with little or no experience?
The most realistic entry path is through an associate advisor or financial planning assistant role, which large Missouri firms including Edward Jones and Stifel use to develop candidates without a built book of business. Candidates from banking, insurance, or accounting backgrounds find these lateral moves recognized by Missouri employers. Completing the Series 65 exam and beginning the CFP coursework before applying gives candidates a measurable edge in a competitive applicant pool.
Where can I find and apply to wealth advisor jobs in Missouri?
You can find and apply to wealth advisor jobs in Missouri on Migrate Mate, which lists current Missouri openings from firms across the state. Search the listings, find roles that match your credentials and target market, and apply directly to the ones that fit.
See All 18 Wealth Advisor Jobs in Missouri
Find roles in Missouri that match your experience and apply in just a few clicks.
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