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Financial Advisor Assistant Jobs in Missouri (NOW HIRING)

First Command

Financial Advisor

Knob Noster, MO · On-site

Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our ...

First Command

Financial Advisor

Saint Robert, MO

Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our ...

FEFA Financial LLC

Financial Advisor

Valley Park, MO · On-site

$65K - $175K/yr

... assist you in doing so). We let our Retirement Advisors design their own compensation system in ... Our financial plans are built in-house, using our proprietary planning model. We do not use 3rd ...

FEFA Financial LLC

Financial Advisor

Valley Park, MO · On-site

$65K - $175K/yr

... assist you in doing so). We let our Retirement Advisors design their own compensation system in ... Our financial plans are built in-house, using our proprietary planning model. We do not use 3rd ...

FEFA Financial LLC

Financial Advisor

Valley Park, MO · On-site

$65K - $175K/yr

... assist you in doing so). We let our Retirement Advisors design their own compensation system in ... Our financial plans are built in-house, using our proprietary planning model. We do not use 3rd ...

Renaissance Financial

Financial Advisor

Saint Louis, MO · On-site

Required registrations and licenses to be completed upon offer acceptance Becoming a financial advisor with Renaissance Financial is an opportunity to be in control of your career and your life while ...

Renaissance Financial

Financial Advisor

Saint Louis, MO · On-site

Required registrations and licenses to be completed upon offer acceptance Becoming a financial advisor with Renaissance Financial is an opportunity to be in control of your career and your life while ...

Northwestern Mutual

Financial Advisor

Columbia, MO · On-site

$61 - $250/hr

Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their ...

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Northwestern Mutual

Financial Advisor

Chesterfield, MO · On-site

$61K - $250K/yr

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to ...

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All JobsFinancial Advisor JobsFinancial Advisor Assistant JobsFinancial Advisor Assistant Jobs in Missouri

Financial Advisor Assistant information

See Missouri salary details

$26.7K

$50.9K

$85.4K

How much do financial advisor assistant jobs pay per year?

As of Sep 4, 2026, the average yearly pay for financial advisor assistant in Missouri is $50,882.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,500.00 and $59,100.00 per year, depending on experience, location, and employer.

What are the primary responsibilities of a financial advisor assistant during client meetings and follow-ups?

As a Financial Advisor Assistant, you'll play a key role in preparing materials for client meetings, such as account summaries and investment reports. During meetings, you may take notes, assist with documentation, and ensure any client questions or requests are recorded accurately. Afterward, responsibilities often include following up with clients, processing paperwork, updating records, and coordinating with internal teams to ensure all actions are completed promptly. This support allows the financial advisor to focus on strategic planning and client relationships, while you help maintain a seamless client experience.

What are the key skills and qualifications needed to thrive as a financial advisor assistant, and why are they important?

To thrive as a Financial Advisor Assistant, you need a solid understanding of finance, attention to detail, and often an associate's or bachelor's degree in business or a related field. Familiarity with financial planning software, CRM systems, and sometimes FINRA Series 6 or 7 certification is typical. Strong organizational, communication, and client service skills help you excel in supporting both advisors and clients. These competencies ensure efficient administrative support, compliance, and a seamless experience for clients in a fast-paced financial environment.

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

AspectFinancial Advisor AssistantFinancial Planner Assistant
CertificationsTypically requires FINRA Series 6 or 7, and possibly Series 65 or 66Similar certifications, often the same licensing requirements
Work EnvironmentSupports financial advisors in client meetings, administrative tasks, and researchAssists financial planners with planning, client communication, and documentation
Employer & Industry UsageUsed by financial advisory firms, banks, and wealth management companiesCommonly found in financial planning firms and advisory practices

Both roles support financial professionals and often require similar certifications and work environments. The main difference lies in the specific focus: Financial Advisor Assistants typically support advisors in client management, while Financial Planner Assistants focus more on the planning process. Both positions are essential in the financial services industry and often overlap in duties.

Is 30 too old to become a financial advisor assistant?

There is no age limit to becoming a financial advisor assistant, and individuals of various ages can enter the role. Relevant skills include strong communication, organization, and familiarity with financial tools, and some employers value diverse experience backgrounds. Age should not be a barrier if you meet the job requirements and have the necessary skills.

What does a financial advisor assistant do?

A financial advisor assistant supports financial advisors by preparing client documents, scheduling meetings, and managing administrative tasks. They may also help with data entry, research, and maintaining client records, often using financial planning software. Strong organizational skills and knowledge of financial products are important for this role.

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

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

What are popular job titles related to Financial Advisor Assistant jobs in Missouri?

For Financial Advisor Assistant jobs in Missouri, the most frequently searched job titles are:

What job categories do people searching Financial Advisor Assistant jobs in Missouri look for?

The top searched job categories for Financial Advisor Assistant jobs in Missouri are:

What cities in Missouri are hiring for Financial Advisor Assistant jobs?

Cities in Missouri with the most Financial Advisor Assistant job openings:

What are popular job titles related to Financial Advisor Assistant jobs in MO?

For Financial Advisor Assistant jobs in MO, the most frequently searched job titles are:

Financial Advisor Assistant jobs near you
Infographic showing various Financial Advisor Assistant job openings in Missouri as of August 2026, with employment types broken down into 67% Full Time, and 33% Part Time. Highlights an 100% In-person job distribution, with an average salary of $50,882 per year, or $24.5 per hour.

FINANCIAL ADVISOR ASSISTANT - grow professionally in a rewarding position

Retirement Resource Center, LLC.

California, MO • On-site

$55 - $75/hr

Other

Medical, Dental, Retirement, PTO

Posted 3 days ago

New

Job description

The Client Service Associate (CSA) will provide administrative and operational support to the lead advisor and company founder that would touch many disciplines including brokerage, advisory, insurance and employee benefits. Duties would include mastery of how we operate, learning systems and procedures. These would enable you to onboard new clients, open new accounts, monitor withdrawal & distribution requests, account maintenance tasks and bring a white glove experience to client interactions. This is a professional support role.

What You’ll Do

Financial Planning Support

  • Learn about our financial planning process.
  • Work with the Principal of the firm to prepare client financial plans, including gathering and organizing client financial data in our financial planning software.
  • Schedule planning meetings and assist with meeting preparation and follow up.
  • Support servicing for insurance policies, annuities and other outside investment accounts.
  • Contribute to miscellaneous projects that support our financial planning services.

Client Service & Account Operations:

  • Serve as the primary point of contact for incoming client calls.
  • Onboard new clients, facilitate opening new accounts and follow workflows.
  • Assist with account maintenance requests.
  • Assist our employer clients with onboarding new employees to their employee benefits.
  • Handle client service inquiries and resolve operational issues
  • Coordinate and monitor money movement, distributions, and account updates.
  • Touch base with clients as needed for a concierge-like experience.

Workflow & Systems

  • Master our workflows and systems.
  • Proactively manage and update a plethora of programs we use such as client relationship management, wealth reporting, financial planning and record keeping.
  • Become proficient with Charles Schwab’s advisor program, our largest custodian.
  • Provide feedback on workflow improvements.

Office & Team Support

  • Assist advisor with compliance duties.
  • Help prepare quarterly wealth reports (e-Delivery) and annually by mail.
  • Assist advisor with manual Required Minimum Distribution calculations and monitor implementation.
Who You Are
  • You have been excellent at something difficult either personally or professionally.
  • Bachelor's degree preferred.
  • 3+ years of experience in financial services, ideally insurance or wealth management.
  • Coachable, curious, and open to feedback.
  • Strong attention to detail, organization, and follow-through.
  • Ability to manage multiple priorities and deadlines independently.
  • Clear and professional written and verbal communication skills with an ability to be compassionate in client interactions.
  • Proficiency with Microsoft Office and internet navigation.
Even Better If You Have

Experience using CRM systems, financial planning software, custodial platforms such as Schwab Advisor Center, Pershing’s Netx360, Fidelity or wealth reporting such as Orion or Albridge.

Why Join Us
  • Our goal is to mentor you and to build your skill set.
  • Your compensation can increase quickly with demonstrated progress.
  • We would sponsor you to obtain professional licenses and give you the time to study for them.
  • Once you are trained, we offer hybrid flexibility with time working from home
  • We offer a comprehensive benefits package including health and dental insurance, paid time off, 401(k) and profit sharing. A generous bonus package based on personal progress, the growth of the firm and the quality of work delivered.
  • We believe in work-life balance with the goal of little to no overtime and a supportive learning environment.
  • Our smaller size means direct access the decision maker of the firm.
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