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Wealth Associate Jobs in Missouri (NOW HIRING)

UMB Financial

Wealth Advisor Sr

Saint Louis, MO · Hybrid

$98K - $144K/yr

The Private Wealth Management team serves to manage, protect and grow. As a fiduciary, we deliver ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

UMB Financial Corporation

Wealth Advisor Sr

Saint Louis, MO · On-site

$98K - $144K/yr

The Private Wealth Management team serves to manage, protect and grow. As a fiduciary, we deliver ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

UBS

Senior Wealth Strategy Associate

Clayton, MO · On-site

Does financial data excite you? We're looking for a Senior Wealth Strategy Associate to: • assist financial advisors in client conversations, providing analytic information and aiming to understand ...

UBS

Sr. Wealth Strategy Associate

Clayton, MO · On-site

Does financial data excite you? We're looking for a Senior Wealth Strategy Associate to: • assist financial advisors in client conversations, providing analytic information and aiming to understand ...

Busey

Managing Director, Wealth

Clayton, MO · On-site

In addition, this role directs associates responsible for assessing the financial opportunities that fit private wealth management clients and involving associates in other lines of business who can ...

Busey Bank

Managing Director, Wealth

Clayton, MO · On-site

In addition, this role directs associates responsible for assessing the financial opportunities that fit private wealth management clients and involving associates in other lines of business who can ...

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Wealth Associate information

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How much do wealth associate jobs pay per hour?

As of Aug 31, 2026, the average hourly pay for wealth associate in Missouri is $18.64, according to ZipRecruiter salary data. Most workers in this role earn between $13.99 and $19.38 per hour, depending on experience, location, and employer.

What does a wealth associate do?

A Wealth Associate supports financial advisors and wealth management teams in serving clients' investment and financial planning needs. Their responsibilities often include preparing client reports, assisting with account administration, researching investment options, and ensuring compliance with regulatory requirements. Wealth Associates also help facilitate client communications and may participate in developing financial strategies under the guidance of senior advisors. They play a critical role in delivering high-quality service and enhancing the client experience within wealth management firms.

What are the key skills and qualifications needed to thrive as a wealth associate?

To thrive as a Wealth Associate, you need a solid understanding of financial products, investment strategies, and regulatory compliance, often supported by a degree in finance or economics and relevant certifications such as FINRA Series 7 and 66. Proficiency in portfolio management software, CRM systems, and financial planning tools is typically required. Strong interpersonal skills, attention to detail, and a client-focused mindset distinguish top performers in this role. These skills and qualities are essential for building trust, managing client portfolios effectively, and ensuring compliance in a highly regulated industry.

What are the typical growth opportunities for a wealth associate within a financial advisory firm?

Wealth Associates often start by supporting senior advisors with client management, financial planning, and administrative tasks. As they gain experience and demonstrate strong client relationship skills, they may progress to roles such as Associate Wealth Advisor or Wealth Advisor, eventually managing their own client portfolios. Many firms also offer structured training, mentorship, and licensing support to help Wealth Associates advance. Career growth is typically linked to developing technical expertise, building trust with clients, and contributing to the firm's overall success.

What is the difference between Wealth Associate vs Financial Advisor?

AspectWealth AssociateFinancial Advisor
CredentialsTypically requires a bachelor's degree; certifications like Series 7 or 66 are commonOften requires a bachelor's degree; certifications such as CFP, Series 7, or 66 are standard
Work EnvironmentWorks in financial firms, supporting senior staff and client service teamsWorks directly with clients to provide financial planning and investment advice
Employer & Industry UsageUsed by wealth management firms, banks, and financial institutionsUsed across independent firms, banks, and advisory practices

While both roles involve finance and client interaction, a Wealth Associate typically supports senior staff and handles administrative tasks, whereas a Financial Advisor works directly with clients to develop personalized financial plans and investment strategies.

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

The most popular types of Wealth jobs in Missouri are:

What cities in Missouri are hiring for Wealth Associate jobs?

Cities in Missouri with the most Wealth Associate job openings:

Wealth Associate jobs near you
Infographic showing various Wealth Associate job openings in Missouri as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 27% Part Time, 1% Temporary, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $38,765 per year, or $18.6 per hour.

Private Wealth Associate

Kansas City, MO • On-site, Remote

MB Attorney Search
See more jobs at MB Attorney Searchexternal

Full-time

Posted 18 days ago

Job description

A leading national law firm is seeking an experienced Private Wealth Associate to join its sophisticated private wealth practice. The firm is open to considering candidates across its U.S. offices, including a fully virtual office, with particular interest in candidates located in Dallas, Kansas City, Los Angeles, Milwaukee, Nashville, or St. Louis.

This is an excellent opportunity for an attorney with a strong background in estate planning and private wealth matters to work alongside attorneys across multiple offices and contribute to sophisticated client engagements involving high-net-worth individuals, families, and their businesses.

Key Responsibilities

The successful candidate will advise and assist clients with a broad range of private wealth matters, including:

  • Sophisticated estate planning and document drafting.
  • Trust and estate administration.
  • Federal and state estate and gift tax matters.
  • Charitable planning and related strategies.
  • Developing and implementing wealth transfer and succession planning strategies.
  • Conducting legal research and analysis involving complex trusts and estates issues.
  • Drafting and reviewing sophisticated legal documents and planning instruments.
  • Collaborating with attorneys across multiple offices and practice areas.
  • Managing multiple client matters while maintaining high standards of quality and responsiveness.
  • Communicating legal strategies and recommended courses of action clearly and effectively.

Qualifications

The ideal candidate will possess:

  • 4–8 years of relevant legal experience, preferably in private wealth, trusts and estates, or a closely related practice.
  • Prior law firm experience.
  • Demonstrated experience with sophisticated estate planning and drafting.
  • Experience with trust and estate administration.
  • Knowledge of estate and gift tax matters.
  • Experience with charitable planning.
  • Excellent academic credentials.
  • Exceptional judgment and strong analytical abilities.
  • Superior interpersonal and communication skills.
  • The ability to manage multiple projects and competing deadlines effectively.
  • The ability to work well under pressure.
  • A proactive, dynamic, and entrepreneurial approach to client service.
  • An active bar license in the state corresponding to the office where the candidate will practice, or a commitment to obtain admission as soon as possible.

To Apply

Submit your resume to MB Attorney Search for confidential consideration. Candidates selected for an initial screening interview will receive additional information regarding the opportunity, compensation, and overall fit.

Additional materials, including a law school transcript, writing sample, cover letter, or references, may be requested later in the process if relevant. All inquiries will be handled with strict confidentiality, and candidate materials will not be shared with our client without your prior consent.