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Associate Financial Planner Jobs in Missouri (NOW HIRING)

Wealth Advisor Sr

Saint Louis, MO · Hybrid

$98K - $144K/yr

Deliver wealth, financial planning, insurance, investment, and estate planning advice to clients ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

Wealth Advisor Sr

Saint Louis, MO · On-site

$98K - $144K/yr

Deliver wealth, financial planning, insurance, investment, and estate planning advice to clients ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

Role Specific Information About the Role As Associate Planner you will directly influence your buying office's ability to meet financial plans and ensure customer satisfaction. You will build brand ...

Drive consistent communications between planning, project accounting, and project management for ... We champion wellness programs that focus on physical, emotional, and financial well-being. We ...

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Drive consistent communications between planning, project accounting, and project management for ... We champion wellness programs that focus on physical, emotional, and financial well-being. We ...

Showing results 21-40

Associate Financial Planner information

See Missouri salary details

$42.7K

$78.7K

$105.5K

How much do associate financial planner jobs pay per year?

As of Aug 21, 2026, the average yearly pay for associate financial planner in Missouri is $78,703.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,400.00 and $93,800.00 per year, depending on experience, location, and employer.

What is an associate financial planner?

The job duties of an associate financial planner revolve around working to assist and support a more senior financial planner as they offer advice to clients. Your responsibilities in this career may include providing analysis about financial options, using data to make projections, helping the advisor or planner prepare for clients, meeting with clients to get their initial information, and assisting with recommendations. You may need to deal with subjects such as investment portfolio management or retirement planning. You may also perform office administration tasks such as filing paperwork and scheduling appointments.

What does an associate financial planner do?

An Associate Financial Planner supports senior financial planners in creating and implementing financial plans for clients. Their duties typically include gathering and analyzing client financial data, preparing reports, assisting with investment recommendations, and maintaining client records. They also help answer client questions and ensure that all compliance and regulatory requirements are met. This entry-level role is ideal for those starting a career in financial planning and often serves as a stepping stone to becoming a lead financial advisor.

How does an associate financial planner typically collaborate with senior advisors and clients?

Associate Financial Planners often work closely with senior advisors by supporting the development of financial plans, conducting research, and preparing client reports. They may participate in client meetings, take notes, and help implement recommendations under the supervision of a lead planner. This collaboration allows associates to gain valuable mentorship, deepen their understanding of client needs, and build strong communication skills essential for career advancement in financial planning.

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

To thrive as an Associate Financial Planner, you need a solid grounding in finance, investment principles, and financial planning concepts, typically supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software (such as eMoney or MoneyGuidePro), CRM systems, and progress toward certifications like CFP® is highly valued. Strong interpersonal skills, attention to detail, and effective communication set outstanding candidates apart. These skills ensure accurate advice, client trust, and successful collaboration within a financial planning team.

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

AspectAssociate Financial PlannerFinancial Advisor
CertificationsCFP® coursework, licensingCFP®, Series 7, 66/65
Work EnvironmentSupport role, entry-level, team-basedClient-facing, independent or firm-based
Employer & Industry UsageFinancial planning firms, banks, wealth managementIndependent practices, firms, banks

The Associate Financial Planner typically supports senior planners, focusing on research and client prep, often with CFP® coursework. Financial Advisors directly manage client portfolios, provide financial advice, and hold relevant certifications like CFP® and securities licenses. While both roles work within the financial planning industry, the Associate Financial Planner is an entry-level support position, whereas the Financial Advisor is a client-facing role with greater responsibility.

What are the most commonly searched types of Financial Planner jobs in Missouri?

The most popular types of Financial Planner jobs in Missouri are:

What job categories do people searching Associate Financial Planner jobs in Missouri look for?

The top searched job categories for Associate Financial Planner jobs in Missouri are:

What cities in Missouri are hiring for Associate Financial Planner jobs?

Cities in Missouri with the most Associate Financial Planner job openings:

Infographic showing various Associate Financial Planner job openings in Missouri as of August 2026, with employment types broken down into 100% Full Time. Highlights an 92% In-person, and 8% Hybrid job distribution, with an average salary of $78,703 per year, or $37.8 per hour.

Director, Financial Planning & Analysis

Advantage Solutions

Saint Louis, MO • On-site

$85 - $110/hr

Other

Re-posted 12 days ago


Advantage Solutions rating

6.8

Company rating: 6.8 out of 10

Based on 151 frontline employees who took The Breakroom Quiz

32nd of 52 rated marketing agency


Job description

Summary

The Company is one of North America’s leading sales and marketing agencies specializing in outsourced sales, merchandising, category management, and marketing services to manufacturers, suppliers, and producers of food products and consumer packaged goods. The Company services a variety of trade channels including grocery, mass merchandise, specialty, convenience, drug, dollar, club, hardware, consumer electronics, and home centers. We bridge the gap between manufacturers and retailers, providing consumers access to the best products available in the marketplace today.

Responsibilities

Responsibilities

  • Partner with financial planning leads to design and implement standardized forecasting, reporting, and variance analysis processes across the organization

  • Establish best practices for financial management including use of planning tools, reporting templates, and performance metrics

  • Facilitate alignment across financial planning teams to ensure consistent financial support and reporting across business units

  • Partner with technology teams to ensure systems support reporting, planning, and financial data needs

  • Develop and deliver financial reports, dashboards, and analysis to support leadership decision making

  • Consolidate financial results and prepare reporting packages including metrics, variance analysis, and executive summaries

  • Translate complex financial data into actionable insights and recommendations for senior leadership

  • Lead annual budgeting and forecasting processes aligned with strategic business objectives

  • Build financial models to evaluate scenarios, investment decisions, and cost optimization strategies

Qualifications
  • Education Requirements: Bachelor’s degree

  • Experience Requirements: 8–10 years experience in relevant field (Financial planning and analysis experience preferred)

  • Travel requirement: No travel requirements

Supervisor Responsibility
  • Direct Reports: Hires, retains, trains, coaches, guides, directs, and develops direct reports using company-wide processes, tools and resources

  • Indirect Reports: May delegate work of others and provide guidance, direction and mentoring to indirect reports

Required Knowledge and Skills
  • Expertise in budgeting, forecasting, and financial planning methodologies

  • Strong financial reporting and data visualization capabilities

  • Experience using financial systems and data analysis tools

  • Ability to align cross functional teams around standardized processes

  • Strong analytical and problem solving skills

  • Ability to communicate financial insights to senior leadership

  • Strong organizational and project management capabilities

Environmental & Physical Requirements

Office / Sedentary Requirements: Incumbent must be able to perform the essential functions of the job. Work is performed primarily in an office environment. Typically, requires the ability to sit for extended periods of time (66%+ each day), ability to hear telephone, ability to enter data on a computer and may require the ability to lift up to 10lbs.

Additional Information Regarding Job Duties

Job duties include additional responsibilities as assigned by one’s supervisor or other manager related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job positions, or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by law.

Important Information

The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of associates so classified. The Company is committed to providing equal opportunity in all employment practices without regard to age, race, color, national origin, sex, sexual orientation, religion, physical or mental disability, or any other category protected by law. As part of this commitment, the Company shall provide reasonable accommodations of known disabilities to enable an applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by law.

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