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Associate Financial Advisor Jobs in O Fallon, MO

Breiter Wealth Management

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Associate Financial Advisor

Saint Louis, MO · On-site

We're hiring an entry-level financial advisor to help service an established book of clients. This is a service and planning role, not a sales role. You will not be asked to prospect, cold call, or ...

Stifel

Financial Planning Associate

Saint Louis, MO · On-site

What You'll Be Doing Under close supervision, works with the Financial Advisors to gather all ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...

Stifel

Financial Planning Specialist

Saint Louis, MO · On-site

... Advisors to gather all applicable data and prepare and explain financial plans to clients and prospects. This position may thoroughly review financial plans created by some department associates and ...

Thrivent Financial

Market Developer

Saint Louis, MO · On-site

... other sales associates. This role will foster a culture of excellence, compliance, and client ... It is critical in retaining financial advisors and sales roles by helping them get off to a ...

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All JobsAssociate Financial Advisor JobsAssociate Financial Advisor Jobs in O'Fallon, MO

Associate Financial Advisor information

See O Fallon, MO salary details

$36K

$62.8K

$105.2K

How much do associate financial advisor jobs pay per year?

As of Aug 27, 2026, the average yearly pay for associate financial advisor in O'Fallon, MO is $62,824.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,400.00 and $77,200.00 per year, depending on experience, location, and employer.

What does an associate financial advisor do?

An Associate Financial Advisor supports senior financial advisors in providing investment and financial planning services to clients. Their responsibilities often include conducting research, preparing financial plans, assisting with client meetings, and managing client accounts. They may also help with administrative tasks and ensure compliance with financial regulations. This role is typically an entry-level position designed to help individuals gain experience and work toward becoming a full-fledged financial advisor.

What are some typical challenges an associate financial advisor may face when building their client base?

As an Associate Financial Advisor, one common challenge is establishing trust with potential clients, especially when you are early in your career and may not have an extensive track record. Prospecting and networking can require persistence, as building relationships and demonstrating value takes time. Additionally, navigating compliance requirements and staying updated on financial regulations can be demanding, but these are crucial for providing sound advice. Successful advisors often overcome these challenges by seeking mentorship, leveraging firm resources, and continuously improving their communication and technical skills.

What are the key skills and qualifications needed to thrive as an associate financial advisor, and why are they important?

To thrive as an Associate Financial Advisor, you need a solid understanding of finance, investment strategies, and regulatory requirements, typically supported by a relevant degree and FINRA licenses such as Series 7 and 66. Familiarity with financial planning software, client relationship management (CRM) systems, and portfolio analysis tools is essential. Strong interpersonal skills, active listening, and ethical judgment help build client trust and foster long-term relationships. These competencies are crucial for providing sound financial advice, ensuring compliance, and supporting clients in achieving their financial goals.

What is the difference between Associate Financial Advisor vs Financial Advisor?

AspectAssociate Financial AdvisorFinancial Advisor
CertificationsSeries 7, Series 66, CFP (preferred)Series 7, Series 66, CFP (required)
Work EnvironmentSupport role, assisting senior advisors, client meetingsClient-facing, responsible for managing client portfolios
ResponsibilitiesResearch, preparing reports, supporting client serviceDeveloping financial plans, advising clients, making investment decisions

The main difference is that Associate Financial Advisors typically support senior advisors and focus on research and client support, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles often require similar certifications, but the level of client interaction and responsibility varies.

What are the most commonly searched types of Financial Advisor jobs in O'Fallon, MO?

The most popular types of Financial Advisor jobs in O'Fallon, MO are:

What are popular job titles related to Associate Financial Advisor jobs in O'Fallon, MO?

For Associate Financial Advisor jobs in O'Fallon, MO, the most frequently searched job titles are:

What cities near O'Fallon, MO are hiring for Associate Financial Advisor jobs?

Cities near O'Fallon, MO with the most Associate Financial Advisor job openings:

Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in O'Fallon, MO as of August 2026, with employment types broken down into 80% Full Time, 18% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $62,824 per year, or $30.2 per hour.

Associate Financial Advisor

Saint Louis, MO • On-site

Breiter Wealth Management
See more jobs at Breiter Wealth Managementexternal

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 8 days ago

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Job description

About the role


Breiter Wealth Management is a registered investment advisor serving high-net-worth families. We're hiring an entry-level financial advisor to help service an established book of clients.


This is a service and planning role, not a sales role. You will not be asked to prospect, cold call, or hit an asset-gathering quota. You'll be paid a base salary plus a performance bonus — not a production grid. The purpose of this seat is to develop a technically excellent advisor over time, working alongside senior advisors on real client relationships from day one.


What you'll do


  • Support senior advisors across a book of high-net-worth client relationships — meeting prep, agendas, follow-up items, and documentation
  • Build and maintain financial plans: retirement income, Social Security claiming, Roth conversion strategy, Medicare/IRMAA planning, tax-aware withdrawal sequencing
  • Run analysis in our proprietary planning software and translate the output into recommendations clients can act on
  • Sit in client meetings, take ownership of follow-through, and progressively lead portions of the conversation
  • Handle service requests end to end: account opening and transfers, distributions, beneficiary updates, custodian coordination
  • Maintain accurate client records and support our compliance and documentation standards
  • Grow toward lead-advisor responsibility for your own client relationships


What we're looking for


  • Bachelor's degree
  • Securities license required. Series 65 strongly preferred. If you are not yet licensed, we'll consider candidates who commit to passing the Series 65 within 30 days of hire.
  • Genuine interest in the CFP® designation; we support the coursework and exam
  • Careful, detail-driven work habits — in this seat, follow-through is the job
  • Clear, plain-English writing and speaking; comfort in a room with successful people who ask hard questions
  • Real comfort with technology; Excel fluency expected, curiosity about AI tools a plus
  • 0–3 years of experience. Recent graduates and career changers are encouraged to apply.


Please note: we are not a broker-dealer. We do not hold Series 7 registrations and cannot maintain yours. Candidates coming from a wirehouse or broker-dealer environment should understand that a Series 7 will go inactive. Series 65 is the license that matters here.


Compensation and benefits


  • Base salary plus annual performance bonus — no commissions, no production requirement
  • Firm support for Series 65, CFP® coursework, and continuing education
  • Health Insurance, Retirement Plan with match
  • Defined path toward lead-advisor responsibility