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Associate Financial Services Jobs in Missouri (NOW HIRING)

Stifel

Financial Planning Associate

Saint Louis, MO · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at ...

Stifel

Financial Planning Associate

Saint Louis, MO

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at ...

Stifel

Financial Planning Associate

Saint Louis, MO

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at ...

SS&C

Financial Reconciliations Specialist

Kansas City, MO · Hybrid

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

As a leading financial services and healthcare technology company based on revenue, SS&C is ... Trains and guides associates within direct team by sharing job knowledge and best practices ...

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Showing results 21-40

All JobsAssociate Financial Services JobsAssociate Financial Services Jobs in Missouri

Associate Financial Services information

See Missouri salary details

$13

$29

$63

How much do associate financial services jobs pay per hour?

As of Aug 19, 2026, the average hourly pay for associate financial services in Missouri is $29.98, according to ZipRecruiter salary data. Most workers in this role earn between $19.38 and $32.26 per hour, depending on experience, location, and employer.

What is an associate financial services?

Associate Financial Services typically refers to entry-level or early-career professionals who support financial advisors, analysts, or managers in banks, investment firms, or other financial institutions. Their responsibilities may include client communications, preparing financial reports, conducting market research, and assisting with account management. Associates often gain foundational experience in financial products and services, compliance, and customer service. This role serves as a stepping stone to more advanced positions in finance, such as financial analyst or advisor.

What are the key skills and qualifications needed to thrive as an associate financial services?

To thrive as an Associate in Financial Services, you need strong analytical abilities, financial acumen, and a relevant degree such as finance, business, or economics. Familiarity with financial modeling tools, CRM systems, and proficiency in Excel are typically required, with certifications like the CFA or Series 7 often preferred. Excellent communication, attention to detail, and client relationship management skills set top performers apart. These skills are crucial for delivering accurate financial analysis, building trust with clients, and supporting the firm's strategic objectives.

What are some typical challenges faced by associate financial services professionals when managing client portfolios?

Associate Financial Services professionals often encounter challenges such as balancing multiple client needs, staying updated on market trends, and managing tight deadlines for reporting and compliance. They must also ensure clear communication with clients to explain complex financial concepts and recommendations. Collaboration with senior advisors and other departments is essential for delivering comprehensive solutions, and strong organizational skills help in managing diverse portfolios efficiently.

What is the difference between Associate Financial Services vs Financial Analyst?

AspectAssociate Financial ServicesFinancial Analyst
Required CredentialsBachelor's degree, possibly certifications like CFA or CFPBachelor's degree, often CFA or related certifications
Work EnvironmentFinancial institutions, banks, investment firmsCorporations, investment firms, banks
Employer & Industry UsageEntry-level role in finance sectorAnalyzing financial data, investment decisions

The main difference is that Associate Financial Services typically refers to entry-level roles supporting financial operations, while Financial Analysts focus on analyzing financial data to guide investment and business decisions. Both roles often require similar credentials and are found in similar environments, but their core responsibilities differ.

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

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

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

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

Associate Financial Services jobs near you
Infographic showing various Associate Financial Services job openings in Missouri as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 17% Part Time, and 5% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $62,360 per year, or $30 per hour.

Financial Planner Associate (Larson University)

LARSON FINANCIAL HOLDINGS, LLC

Saint Louis, MO

Full-time

Re-posted 2 days ago

Job description

Description:

At Larson Financial Holdings, LLC we are seeking eager aspiring Financial Planner Associates to participate in a structured 90-day development program designed to build the knowledge, skills, and licensing requirements necessary for a successful career in financial planning and wealth management. This role combines classroom learning, securities licensing preparation, client service exposure, and direct mentorship from Financial Planners and Client Service Associates.


The associate will progressively develop expertise in investment products, regulatory requirements, financial planning concepts, client onboarding, and compliance while preparing for and obtaining the Securities Industry Essentials (SIE), Series 7, and Series 66 licenses.


Key Responsibilities

Client Service & Operations

  • Shadow Client Service Associates (CSAs) to learn client intake, onboarding, account maintenance, and service processes.
  • Observe client interactions and assist with administrative and operational workflows.
  • Learn account documentation requirements and client record management procedures.
  • Develop an understanding of client service standards and best practices.

Financial Planning Exposure

  • Observe Financial Planner meetings and client consultations.
  • Participate in financial planning development sessions and plan implementation reviews.
  • Gain experience evaluating client goals, risk tolerance, and investment objectives.
  • Learn suitability standards and recommendation processes.

Investment & Securities Knowledge

  • Develop a strong understanding of capital markets and securities industry fundamentals.
  • Learn characteristics, risks, and applications of:
    • Equities
    • Fixed income securities
    • Mutual funds
    • Exchange-traded funds (ETFs)
    • Options and derivatives
    • Alternative investments
    • Retirement plans
    • Investment company products
  • Build knowledge of portfolio construction and risk management principles.

Compliance & Regulatory Education

  • Study federal and state securities regulations.
  • Learn FINRA rules, prohibited activities, and industry compliance requirements.
  • Understand suitability standards, trading regulations, and account management procedures.
  • Develop knowledge of fiduciary responsibilities and ethical business practices.

Licensing & Professional Development

  • Complete structured training curriculum and assigned educational materials.
  • Attend training sessions, workshops, and licensing preparation courses.
  • Create study materials, including flashcards and practice reviews.
  • Complete benchmark assessments and practice examinations.
  • Successfully obtain:
    • Securities Industry Essentials (SIE)
    • Series 7 License
    • Series 66 License
Requirements:
  • Bachelor’s degree or equivalent professional experience.
  • Strong interest in financial planning, wealth management, and investment advisory services.
  • Excellent communication and interpersonal skills.
  • Strong organizational and time-management abilities.
  • Ability to learn complex financial and regulatory concepts.
  • Demonstrated commitment to professional development and licensing success.

Preferred

  • Degree in Finance, Business, Economics, Accounting, or related field.
  • Previous client service, financial services, or internship experience.
  • Familiarity with financial markets and investment concepts.

Success Metrics

  • Completion of assigned training curriculum and coursework.
  • Achievement of benchmark scores on licensing practice examinations.
  • Successful attainment of SIE, Series 7, and Series 66 licenses.
  • Demonstrated understanding of compliance and regulatory requirements.
  • Positive participation in client service, planning, and operational activities.
  • Readiness to transition into an advisory or financial planning support role.

Core Competencies

  • Client Focus
  • Professional Communication
  • Analytical Thinking
  • Regulatory Awareness
  • Attention to Detail
  • Learning Agility
  • Time Management
  • Teamwork & Collaboration
  • Ethical Decision-Making

Not eligible for benefits – this is a temporary 90-day position, full-time offer / employment is dependent on passing SIE, Series 7, and 66 exams 


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