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Entry Level Wealth Management Jobs in Missouri (NOW HIRING)

Breiter Wealth Management

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Associate Financial Advisor

Saint Louis, MO · On-site

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 ...

CONAGRA

Entry Level Production - 2nd Shift

Macon, MO · On-site

$21.27/hr

You will report to the Production Manager. Conagra Brands offers many benefits including: * Great ... Wealth: Great pay, 401(k)/pension eligibility, financial wellness programs and stock purchase plan

Symmetry

Entry Level Remote Sales

Kirkwood, MO · Remote

$100K/yr

... policies, wealth accumulation, retirement solutions and financial advice. We are looking to train people to become a manager of Remote Insurance Sales Representatives and lead in select regions ...

Symmetry

Entry Level Remote Sales

Kirkwood, MO · On-site +1

$100K/yr

... policies, wealth accumulation, retirement solutions and financial advice. We are looking to train people to become a manager of Remote Insurance Sales Representatives and lead in select regions ...

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Entry Level Wealth Management information

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$23.4K

$44.9K

$64.3K

How much do entry level wealth management jobs pay per year?

As of Aug 30, 2026, the average yearly pay for entry level wealth management in Missouri is $44,866.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,000.00 and $48,800.00 per year, depending on experience, location, and employer.

What is an entry level wealth management?

An Entry Level Wealth Management job involves assisting financial advisors and clients with investment strategies, portfolio management, and financial planning. Responsibilities often include researching market trends, preparing reports, and supporting client account management. This role provides foundational experience in finance, helping individuals grow wealth and achieve financial goals. It typically requires strong analytical, communication, and customer service skills. Many positions offer opportunities for mentorship and professional growth within the finance industry.

What does a typical day look like for someone in an entry level wealth management position?

In an entry level wealth management role, your day often involves supporting senior advisors with research, preparing portfolio reports, assisting with client onboarding, and responding to client questions. You may analyze market trends, help organize meetings, and work closely with other team members such as investment analysts and administrative staff. The environment is fast-paced and collaborative, providing regular opportunities to develop both your technical knowledge and client service skills. Over time, you’ll gain experience that can lead to more client-facing responsibilities and career advancement within the firm.

What are the key skills and qualifications needed to thrive in entry level wealth management?

To thrive in Entry Level Wealth Management, you generally need a bachelor's degree in finance, economics, business, or a related field, with strong analytical and numerical skills. Familiarity with financial modeling software, CRM systems, and basic investment analysis tools is often expected, and candidates may work toward certifications such as the Series 7 or Series 66 licenses. Excellent communication, relationship-building, and problem-solving abilities help entry-level professionals engage clients and support senior advisors. These skills are crucial for building client trust, accurately assessing financial needs, and efficiently supporting overall wealth management operations.

How to get into entry level wealth management with no experience?

Entry level wealth management roles often require strong communication skills, basic financial knowledge, and a customer-focused attitude. Gaining relevant certifications such as the Series 7 or Series 66 can improve your chances, and internships or entry-level positions in finance or customer service can provide valuable experience. Networking and demonstrating a willingness to learn are also important for breaking into the field.

What are entry-level positions in wealth management?

Entry-level positions in wealth management typically include roles such as financial advisor assistant, client service associate, or junior financial analyst. These roles often require strong communication skills, basic knowledge of financial products, and may lead to certifications like the Series 7 or Series 66 for advancement.

What are entry-level wealth management jobs?

Entry-level wealth management jobs typically include roles such as financial advisor assistant, client service associate, or junior financial analyst. These positions often require strong communication skills, basic knowledge of financial products, and may involve supporting senior advisors, preparing reports, and learning industry tools like CRM software. Certifications like the Series 7 or Series 66 may be beneficial for advancement.

What are the most commonly searched types of Wealth Management jobs in Missouri?

The most popular types of Wealth Management jobs in Missouri are:

What are popular job titles related to Entry Level Wealth Management jobs in Missouri?

For Entry Level Wealth Management jobs in Missouri, the most frequently searched job titles are:

What job categories do people searching Entry Level Wealth Management jobs in Missouri look for?

The top searched job categories for Entry Level Wealth Management jobs in Missouri are:

What cities in Missouri are hiring for Entry Level Wealth Management jobs?

Cities in Missouri with the most Entry Level Wealth Management job openings:

Entry Level Wealth Management jobs near you
Infographic showing various Entry Level Wealth Management job openings in Missouri as of August 2026, with employment types broken down into 1% As Needed, 86% Full Time, 11% Part Time, and 2% Contract. Highlights an 82% Physical, 3% Hybrid, and 15% Remote job distribution, with an average salary of $44,866 per year, or $21.6 per hour.

Associate Financial Advisor

Breiter Wealth Management

Saint Louis, MO • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 12 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