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Client Finance Jobs in Missouri (NOW HIRING)

EBS Recruiters LLC

Financial Advisor

Saint Louis, MO · On-site

Prepare for and lead client meetings * Gather and organize client financial information to develop customized financial plans * Create insurance illustrations and financial planning scenarios

Pwc

FP&A Tech, Anaplan Director

Kansas City, MO · On-site

$155K - $410K/yr

... Finance practice to enhance client financial performance and decision-making processes. You will analyze financial data, develop performance metrics, and design frameworks that drive operational ...

Northwestern Mutual

Financial Advisor

Clayton, MO · On-site

$137K - $250K/yr

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the ...

UNAVAILABLE

Financial Advisor

Clayton, MO · On-site

$150 - $200/hr

Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience * Build personalized, holistic financial plans tailored to every client ...

Northwestern Mutual

Financial Advisor

Springfield, MO · On-site

$137K - $250K/yr

Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience * Build personalized, holistic financial plans tailored to every client ...

Northwestern Mutual

Financial Advisor

Saint Louis, MO · On-site

$61K - $250K/yr

Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience * Build personalized, holistic financial plans tailored to every client ...

Northwestern Mutual

Financial Advisor

Saint Louis, MO · On-site

$137K - $250K/yr

Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience * Build personalized, holistic financial plans tailored to every client ...

Northwestern Mutual

Financial Advisor

Chesterfield, MO · On-site

$137K - $250K/yr

Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience * Build personalized, holistic financial plans tailored to every client ...

Northwestern Mutual

Financial Advisor

Kansas City, MO · On-site

$137K - $250K/yr

Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience * Build personalized, holistic financial plans tailored to every client ...

UNAVAILABLE

Financial Advisor

Saint Louis, MO · On-site

$150 - $200/hr

Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience * Build personalized, holistic financial plans tailored to every client ...

Northwestern Mutual

Financial Advisor

Clayton, MO · On-site

$137K - $250K/yr

Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience * Build personalized, holistic financial plans tailored to every client ...

Northwestern Mutual

Financial Advisor

Springfield, MO

$137K - $250K/yr

Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience * Build personalized, holistic financial plans tailored to every client ...

Northwestern Mutual

Financial Advisor

Saint Louis, MO · On-site

$137K - $250K/yr

Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience * Build personalized, holistic financial plans tailored to every client ...

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Showing results 21-40

All JobsClient Finance JobsClient Finance Jobs in Missouri

Client Finance information

See Missouri salary details

$48.3K

$65.3K

$91.9K

How much do client finance jobs pay per year?

As of Sep 7, 2026, the average yearly pay for client finance in Missouri is $65,345.00, according to ZipRecruiter salary data. Most workers in this role earn between $56,300.00 and $69,900.00 per year, depending on experience, location, and employer.

What is a client finance professional?

A Client Finance professional is responsible for managing the financial aspects of client accounts within organizations such as advertising agencies, consulting firms, or financial services providers. Their role involves budgeting, billing, forecasting, and providing financial insights to ensure client projects are profitable and costs are controlled. They often act as a bridge between clients and internal teams, ensuring transparency and accuracy in financial reporting. Strong analytical, communication, and organizational skills are essential for success in this role.

What are the key skills and qualifications needed to thrive as a client finance professional?

To thrive as a Client Finance professional, you need strong analytical abilities, a solid understanding of accounting principles, and a relevant degree such as finance, accounting, or business. Familiarity with financial management software, ERP systems like SAP or Oracle, and certifications such as CPA or CMA are often required. Excellent communication, problem-solving, and relationship-building skills help you convey financial insights and collaborate with clients effectively. These skills ensure accurate financial management, foster client trust, and drive strategic decision-making for business success.

What are some common challenges faced by professionals in a client finance role, and how can they be addressed?

Professionals in Client Finance often navigate challenges such as managing tight deadlines for client reporting, balancing multiple accounts, and ensuring compliance with both client expectations and company policies. Effective communication and strong organizational skills are crucial for staying on top of deliverables and addressing discrepancies quickly. Building collaborative relationships with account managers, project teams, and external clients also helps streamline processes and resolve issues efficiently. Continuous learning about industry regulations and best practices further supports success in this dynamic environment.

What is the difference between Client Finance vs Client Accounting?

AspectClient FinanceClient Accounting
CredentialsFinance certifications, such as CFA or CFPAccounting certifications, such as CPA or ACCA
Work EnvironmentFinancial planning, budgeting, and investment analysisBookkeeping, financial statement preparation, and compliance
Employer & IndustryFinancial services, investment firms, corporate financeAccounting firms, corporate finance, audit departments

Client Finance and Client Accounting both involve managing financial data for clients, but Client Finance focuses on financial planning, investments, and budgeting, while Client Accounting emphasizes bookkeeping, financial reporting, and compliance. Understanding these differences helps professionals choose the right career path or service focus within the financial industry.

What are the most commonly searched types of Client Finance jobs in Missouri?

The most popular types of Client Finance jobs in Missouri are:

What are popular job titles related to Client Finance jobs in Missouri?

For Client Finance jobs in Missouri, the most frequently searched job titles are:

What job categories do people searching Client Finance jobs in Missouri look for?

The top searched job categories for Client Finance jobs in Missouri are:

What cities in Missouri are hiring for Client Finance jobs?

Cities in Missouri with the most Client Finance job openings:

Client Finance jobs near you
Infographic showing various Client Finance job openings in Missouri as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 12% Part Time, and 6% Contract. Highlights an 69% Physical, 4% Hybrid, and 27% Remote job distribution, with an average salary of $65,345 per year, or $31.4 per hour.

Financial Advisor

EBS Recruiters LLC

Saint Louis, MO • On-site

Full-time

Re-posted 5 days ago

Job description

Description:

The Financial Advisor is responsible for helping clients achieve their financial goals through personalized planning, investment guidance, and exceptional client service. This role partners closely with clients and internal teams to develop tailored financial strategies, manage ongoing relationships, and deliver a high-touch, consultative experience. The ideal candidate is relationship-focused, proactive, and committed to building long-term client trust. 


Key Responsibilities

  • Prepare for and lead client meetings
  • Gather and organize client financial information to develop customized financial plans
  • Create insurance illustrations and financial planning scenarios
  • Communicate investment recommendations in collaboration with advisory teams
  • Track financial planning milestones and follow up on action items
  • Deliver proactive client service and ongoing relationship management
  • Manage client onboarding and support ongoing service needs
  • Maintain accurate records within CRM and financial planning systems
  • Respond to client inquiries and provide trusted financial guidance
  • Develop client relationships and referral opportunities through consistent engagement
Requirements:
  • Minimum 2 years of experience in financial planning or a related field
  • Series 7 and Series 66 licenses required
  • CFP designation preferred
  • Bachelor’s degree or equivalent work experience
  • Familiarity with the financial services and insurance industries
  • Experience with CRM and financial planning software (Salesforce, eMoney, MoneyGuidePro, or similar)
  • Strong interpersonal, communication, and relationship-building skills
  • High attention to detail and organizational abilities
  • Proficiency in Microsoft Office and Outlook
  • Professional, adaptable, and client-focused approach
  • Commitment to maintaining confidentiality and regulatory compliance

Apply