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Associate Financial Planner Jobs in Missouri (NOW HIRING)

Leonardo DRS

Associate Planner

West Plains, MO · On-site

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 ...

Leonardo DRS

Associate Planner

West Plains, MO · On-site

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 ...

Dexian

Sr. Financial Analyst

MO · On-site

$80 - $82.85/hr

Complete other assigned task within BC FP&A/Pricing functions on as needed basis * Trend reporting ... Operational Support - Provides advanced support to management, associates, and other key groups via ...

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UMB Financial

Trust Officer Sr

Clayton, MO · On-site

$117K - $173K/yr

One advanced degree relative to financial & estate planning * Juris doctorate * Supervisory ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

UMB Financial

Trust Officer

Clayton, MO · On-site

$81K - $120K/yr

One advanced degree relative to financial & estate planning * Juris doctorate * Supervisory ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

Doist

Senior Analyst, FP&A

California, MO · On-site

$80 - $130/hr

Position Summary SB Energy seeks a Senior Analyst/Associate in FP&A to support financial operations for our growth portfolio. The role requires 6+ years of experience in financial modeling, budgeting ...

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All JobsAssociate Financial Planner JobsAssociate Financial Planner Jobs in Missouri

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.

More about Associate Financial Planner jobs

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 are popular job titles related to Associate Financial Planner jobs in Missouri?

For Associate Financial Planner jobs in Missouri, the most frequently searched job titles 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:

What are popular job titles related to Associate Financial Planner jobs in MO?

For Associate Financial Planner jobs in MO, the most frequently searched job titles are:

Associate Financial Planner jobs near you
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.

Associate Planner

Leonardo DRS

West Plains, MO • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 17 days ago

Leonardo DRS rating

8.1

Company rating: 8.1 out of 10

Based on 56 frontline employees who took The Breakroom Quiz

115th of 543 rated manufacturers

Job description

Job ID: 114929 

Your future starts here!  Kick off 2026 with a career that makes a difference at Leonardo DRS in West Plains, MO. We're growing and actively hiring for multiple openings across a variety of roles. If you're motivated, ready to learn, and eager to make an impact, we want to hear from you. Explore our open positions and apply today: https://www.leonardodrs.com/careers

The Leonardo DRS Land Systems business is a recognized leader in the design and integration of complex technologies into new and legacy systems and platforms for global military and commercial customers. We are a 6 year running Top Workplace in the Greater St. Louis area.  

Job Summary
Job Responsibilities
  • Drive consistent communications between planning, project accounting, and project management for consistent project Material EAC's and Execution Charts
  • Create appropriate documentation to plan material deliveries and monitor the supply chain
  • Consolidate demand for purchase requisitions
  • Create purchase requisitions based on the Master Production Schedule
  • Create reports for distribution to program office, customer visits and management.
  • Maintain manufacturing build plans on a daily basis
  • Highlight critical parts and any issue, which may keep operations from meeting the MPS
  • Coordinate engineering changes with purchasing and production. Ensure disposition of obsolete material
  • Support, communicate and defend the mission, values and culture of the company
Job Responsibilities Part II
Qualifications
  • Associate's degree or equivalent combination of education and experience
  • Understanding of business processes and functional inter-relationships
  • Background in project material management
  • Solid experience in production planning
  • Skilled in the use of Excel, Excel Pivot Tables, Power Point, Word, as well as Sharepoint
  • Good understanding of MRP systems
     

Taking care of our people is a top priority at Leonardo DRS. We are proud to offer competitive salaries and comprehensive benefits, including medical, dental, and vision coverage, a company contribution to a health savings account, telemedicine, life and disability insurance, legal insurance, and a 401(k) savings plan. We champion wellness programs that focus on physical, emotional, and financial well-being. We develop our talent by offering programs and activities to support career-growth, professional development, and skill enhancement. And we understand there is more to life than work, and the importance of offering flexible work schedules with our 9/80 program, competitive vacation, health/emergency leave, paid parental leave, and community service hours. 
*Some employees are eligible for limited benefits only

Leonardo DRS, Inc. and its subsidiaries provide equal opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, protected veteran status, or any other characteristic protected by federal, state, or local laws.

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