ZipRecruiter

Log In

1

Intern Associate Financial Advisor Jobs in Missouri

Breiter Wealth Management

Be Seen First

Associate Financial Advisor

Saint Louis, MO · On-site

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 ...

Stifel

Financial Planning Associate

Saint Louis, MO · On-site

Under close supervision, works with the Financial Advisors to gather all applicable data and ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...

Stifel

Financial Planning Associate

Saint Louis, MO · On-site

Communicates with Financial Advisors to obtain all necessary information for financial plan ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...

next page

Showing results 1-20

All JobsIntern Associate Financial Advisor JobsIntern Associate Financial Advisor Jobs in Missouri

Intern Associate Financial Advisor information

What is the difference between Intern Associate Financial Advisor vs Financial Advisor?

AspectIntern Associate Financial AdvisorFinancial Advisor
CredentialsTypically pursuing or holds a FINRA Series 7/66, CFP, or similarOften holds Series 7/66, CFP, or equivalent certifications
Work EnvironmentEntry-level, supporting senior advisors, often in financial firms or banksClient-facing, providing personalized financial planning and investment advice
ResponsibilitiesAssisting with research, preparing reports, learning client managementDeveloping financial plans, managing client portfolios, making investment recommendations

The main difference is that an Intern Associate Financial Advisor is an entry-level role focused on learning and supporting, while a Financial Advisor actively manages client relationships and provides financial advice. Intern roles are often stepping stones toward becoming a licensed Financial Advisor.

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

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

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

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

Intern Associate Financial Advisor jobs near you
Infographic showing various Intern Associate Financial Advisor job openings in Missouri as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution.

Associate Financial Advisor

Breiter Wealth Management

Saint Louis, MO • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 4 days ago

Be Seen First

After you apply to this job, you can share why you’re interested to jump to the top of the candidate list.

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