Wealth Management Associate Jobs in Missouri
Wealth Management Associate jobs in Missouri concentrate in private banking, brokerage services, and financial planning, with the state's deep roots in insurance and asset management supporting steady demand at both entry and mid-career levels. St. Louis and Kansas City anchor most of the hiring, with Columbia emerging as a secondary market, and employers like Edward Jones, Stifel Financial, and Commerce Bank consistently post openings for associates across their Missouri operations. Client relationship management, retirement planning, and portfolio administration are the sub-areas drawing the strongest interest from Missouri hiring managers. Find a role that fits below and apply directly.
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Showing 5 of 15+ Wealth Management Associate jobs
At U.S. Bank, we’re on a journey to do our best. Helping the customers 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 to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.
Job Description
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.
- Bachelor's degree, or equivalent work experience
- Up to three years of experience in Wealth Management private banking or financial services
- Series 6-63 or Series 7-63 licenses
- Strong relationship management, sales, and business development skills
- Basic understanding of Wealth products and offerings
- Basic competency in Financial Planning
- Ability to engage in wealth discussions with clients in order to increase book of business
- Well-developed analytical and problem-solving skills
- Ability to make critical decisions independently
- Effective writing, speaking and presentation skills
If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Review our full benefits available by employment status here.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $80,280.00 - 98,120.00U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
At U.S. Bank, we’re on a journey to do our best. Helping the customers 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 to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.
Job Description
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.
- Bachelor's degree, or equivalent work experience
- Up to three years of experience in Wealth Management private banking or financial services
- Series 6-63 or Series 7-63 licenses
- Strong relationship management, sales, and business development skills
- Basic understanding of Wealth products and offerings
- Basic competency in Financial Planning
- Ability to engage in wealth discussions with clients in order to increase book of business
- Well-developed analytical and problem-solving skills
- Ability to make critical decisions independently
- Effective writing, speaking and presentation skills
If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Review our full benefits available by employment status here.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $80,280.00 - 98,120.00U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
See All 15 Wealth Management Associate Jobs in Missouri
Find roles in Missouri that match your experience and apply in just a few clicks.
Find JobsWealth Management Associate Jobs by City in Missouri
Where Missouri roles are concentrated, by current openings.
Wealth Management Associate Job Market in Missouri
A snapshot from current Missouri openings, updated as new roles post.
Who's Hiring
What Missouri Employers Look For
The qualifications that appear most often in wealth management associate jobs across Missouri.
- Active FINRA Series 7 and Series 66 licenses required or obtained within 90 days
- Bachelor's degree in finance, business, economics, or a closely related field
- One to three years of client-facing financial services or banking experience preferred
- Proficiency with CRM platforms and financial planning software such as Salesforce or eMoney
- Strong verbal communication skills for presenting financial plans to individual clients
- Demonstrated ability to support lead advisors in building and retaining client households
Wealth Management Associate Jobs in Missouri: Frequently Asked Questions
How do you become a wealth management associate in Missouri?
Most Missouri employers require a bachelor's degree in finance, business, or a related field followed by passing the FINRA Series 7 and Series 66 exams, which are coordinated through FINRA's licensing portal and administered at Prometric test centers across Missouri. Missouri does not impose a separate state investment adviser exam beyond the Series 66 for most associate roles. New hires typically complete a structured onboarding period at larger firms before working independently with client households.
How much do wealth management associates make in Missouri?
Wealth management associates 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 management associates in Missouri?
Employers hiring wealth management associates in Missouri right now include U.S. Bank, Bank of America, and JPMorganChase, based on current listings on Migrate Mate as of November 2026. Missouri's concentration of large financial firms headquartered in St. Louis and Kansas City means a consistent pipeline of associate openings across both wirehouse and independent advisory channels.
Which Missouri cities have the most wealth management associate jobs?
Clayton, St. Louis, and Chesterfield account for the most wealth management associate openings in Missouri. St. Louis leads because it is home to major firm headquarters including Edward Jones and Stifel, while Kansas City's strong regional banking and insurance sector drives demand there, and Columbia benefits from the University of Missouri's economic footprint and the financial planning needs of its professional community.
Are there remote wealth management associate jobs in Missouri?
Yes, but they're limited, since wealth management associate work is relationship-driven and most firms require regular in-person client contact. About 50% of wealth management associate openings tied to Missouri are remote or hybrid as of November 2026, and those positions tend to involve back-office portfolio support or financial planning analysis rather than direct client advisory work.
How can I get hired as a wealth management associate in Missouri with little or no experience?
The most realistic entry path is applying directly to the new financial advisor development programs that Edward Jones and Stifel Financial run for candidates without prior advisory experience, since both firms hire and license associates from scratch at their Missouri offices. Lateral moves from banking relationship manager, insurance underwriting, or retail brokerage roles are also common. Earning the Series 7 license before applying, or completing a CFP coursework program at a Missouri university, gives candidates a meaningful edge over other entry-level applicants.
Where can I find and apply to wealth management associate jobs in Missouri?
You can find and apply to wealth management associate jobs in Missouri on Migrate Mate, which lists current Missouri openings updated regularly. Search the listings for roles that match your experience level and location preference, then apply directly to the positions that fit.
See All 15 Wealth Management Associate Jobs in Missouri
Find roles in Missouri that match your experience and apply in just a few clicks.
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