Affton Banking & Financial Services Job Listings

Workable

Financial Analyst

We are seeking a motivated and detail-oriented Financial Analyst to join our finance team at Rankings.io. Reporting directly to the CFO, this entry-level role will provide critical support in financial planning, analysis, and reporting. The Financial Analyst will assist with creating budgets, forecasting growth, analyzing trends, and preparing reports that inform strategic decision-making. This role is ideal for a recent graduate with a degree in Finance, Accounting, or Economics who is eager to apply strong analytical and mathematical skills in a fast-paced, remote-first environment. Responsibilities Assist in the preparation of financial statements, forecasts, and management reports. Support budget creation and variance analysis across departments. Analyze revenue, expenses, and key business drivers to identify trends and insights. Build and maintain financial models under CFO guidance. Help track and monitor performance metrics (KPIs) across the business. Conduct ad hoc financial and operational analyses to support decision-making. Collaborate with the CFO on long-range planning, cash flow projections, and risk analysis. Provide analytical support for strategic initiatives, investments, and cost-saving opportunities. Requirements Bachelor’s degree in Finance, Accounting, Economics, or a related field (required). 1 - 3 years of experience in financial analysis, accounting, or a related field (internships and co-ops included) Strong mathematical, quantitative, and analytical problem-solving skills. High proficiency with Microsoft Excel and/or Google Sheets (financial modeling experience a plus). Familiarity with financial concepts (budgeting, forecasting, variance analysis, etc.). Excellent communication skills with the ability to explain data insights clearly. Highly organized, detail-oriented, and eager to learn in a hands-on environment. Self-starter with intellectual curiosity and a growth mindset. Benefits Starting base salary of $75k; with final compensation aligned to your experience and expertise. Work remotely from home Unlimited PTO 1 Wellness Day per Month (in addition to Unlimited PTO) 3% Match SIMPLE IRA 100% Health Insurance (including fully employer-funded coverage)

St. Louis, MO, USA

$75,000/year

Financial Advisor - Investments63852012009091121

Workable

Financial Advisor - Investments

Our partner, a well-established financial services firm, is seeking an Investment Advisor Representative to support clients in developing and implementing personalized retirement strategies. Please note: This position is listed in St. Louis, MO to attract applicants from that area. The role, however, is fully on-site and requires relocation to the Kirkland or Lynwood, Washington area. A relocation allowance is provided to assist with the move. This position eliminates the need for prospecting, as qualified client appointments are set by the in-house team. The role focuses on delivering tailored solutions to help clients achieve long-term financial security. Responsibilities Prepare, present, and implement customized retirement plans Assist clients with annuities, life insurance, long-term care, and managed portfolios Provide financial planning advice across investments, insurance, and retirement planning Develop, manage, and maintain strong client relationships Follow established processes and procedures to achieve individual and team goals Participate in public seminars to share financial information or introduce the firm Attend weekly virtual meetings Requirements Bachelor’s degree required Minimum of 5 years of financial services experience State Insurance License (required) Series 65 License (or Series 7/66 combination) (required) Proficiency with Microsoft Excel, Word, and database management; basic understanding of Windows and MacOS Strong mathematical, analytical, organizational, and communication skills (verbal and written) Ability to work effectively in a team environment and maintain client focus Benefits Location: Relocation Required (Kirkland or Lynwood, Washington) Salary: $75,000 – $90,000 Additional Compensation: Commission 10% in year one (option to move from base pay to 25% commission), up to 30% thereafter; Quarterly & Annual Incentives Health Insurance 401(k) Retirement Match Licensing Reimbursement Relocation Allowance (mandatory relocation required) Paid Time Off: 10 company holidays and 30 vacation days

St. Louis, MO, USA

$75,000-90,000/year

Workable

Wealth Coordinator

Are you passionate about helping clients achieve their financial dreams? Gatewood Wealth Solutions, a leading comprehensive wealth management firm, is seeking a detail-oriented and collaborative individual to join our team in St. Louis as a Wealth Coordinator. The Wealth Coordinator position is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. As a Wealth Coordinator, you will be responsible for providing financial planning support to the Wealth Planners and collaborate with the Investment Committee to deliver premier financial planning and client service. You will partner with one of our Client Care team of professionals to care for client relationships by actively supporting the financial planning process to address retirement, risk management, investment, estate, and tax considerations. The Wealth Coordinator is an essential member of our team, working closely with Wealth Planners to offer unmatched financial planning support and service to our clientele. The individual reports directly to the Wealth Coordinator Manager. ESSENTIAL DUTIES AND RESONSIBILITIES Develop a mastery of Gatewood Wealth Solution’s planning and investment philosophies. Collaborate with Wealth Planners and the Investment Committee to deliver exceptional financial planning. Assist clients in realizing their financial aspirations. Prepare client meetings by creating and organizing materials such as financial plans, investment proposals, and paperwork for client discussions. Quickly learn the financial planning software eMoney to create and edit financial plans, as well as Black Diamond and Holistiplan as additional service and planning tools. Participate in client meetings, aiding in data collection, summarizing details, and ensuring timely follow-ups. Fulfill ongoing client service requests, including money transfers and addressing specific client needs. Interact with current and prospective clients to gather essential information and track action items. Manage the onboarding process for new clients and ensure the retention of existing client accounts and assets. Work alongside Wealth Planners to bolster client retention and manage assets. Identify additional planning and revenue opportunities within our existing client base. Draft professional and concise communications tailored for clients and potential leads. Collaborate with clients and internal teams to ensure a superior client experience. Requirements CORE COMPETENCIES Mastery in preparing for meetings and assisting in client interactions. Efficient management of client needs and prompt task execution. Articulate communication and commendable interpersonal attributes. Ability to analyze and condense data to provide actionable insights. Drafting immaculate professional written communications. Strong interpersonal communication skills to engage with teammates and clients effectively. Analytical mindset and ability to provide thoughtful recommendations and solutions based on client goals. Results driven, detail-oriented self-starter. Excellent team player. Ability to adhere to firm process and compliance standards. Basic knowledge of the financial industry, financial products, financial planning concepts, and investment management. Superior organizational and time management abilities. Stellar communication skills with a client-centric approach. Adept at learning and deploying the firm's protocols, processes, and compliance standards. Solutions-driven mindset tailored for clients. BASIC QUALIFICATIONS: Bachelor’s degree in Finance or a related field or relevant experience. Series 63, 7, and 65 Registrations are a plus, but must be acquired within the first year. A Missouri Life & Health Insurance License is an added advantage, but not required. CFP® Candidate (Certified Financial Planner Professional) is a plus. Benefits Gatewood Wealth Solutions offers a competitive salary with both individual and team-based incentive compensation, as well as a competitive benefits package. Gatewood Wealth Solutions pays 100% of a team member’s health insurance, life insurance, short and long-term disability insurance, and offers a partially funded HSA option. Additional benefits include a company match 401(k) plan, education reimbursement, voluntary dental, and vision insurances. GWS offers 8 weeks paid maternity, paternity leave for the primary caregiver, and 2 weeks for the secondary, tenure based Paid Time Off, and part-time remote work opportunities.

St. Louis, MO, USA

Negotiable Salary

Forex & Crypto Role 📈 – Scale With Consistency63770161237123123

Craigslist

Forex & Crypto Role 📈 – Scale With Consistency

We emphasize discipline, process, and consistency. Our traders scale up to 90% of profits. Start the process—apply today. https://maverickcurrencies.com/learn-more-application-3-a/?utm_source=Craigslist

9th Street @ Cole NB, St. Louis, MO 63101, USA

Negotiable Salary

Workable

Wealth Planner

Gatewood Wealth Solutions is seeking a skilled and dedicated Wealth Planner to join our team in St. Louis. The Wealth Planner position is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. As a Wealth Planner, you will be responsible for providing exceptional client relationship management, ensuring client retention, and delivering comprehensive financial planning and investment advice. You will partner with one of our Client Care team of professionals to care for client relationships by actively participating and leading the financial planning process to address retirement, risk management, investment, estate, and tax considerations. Essential Duties and Responsibilities Develop a mastery of Gatewood Wealth Solution’s planning and investment philosophies. Build and maintain strong relationships with client families, serving as the primary point of contact for planning, investment management, and service matters. Conduct in-depth analysis and scenario planning to identify opportunities and gaps, covering various financial aspects such as retirement planning, cash flow management, risk management, investment management, tax efficiency and estate planning. Create, edit, and present financial plans through eMoney, Black Diamond, and Holistiplan. Formulate and implement risk and investment recommendations aligned with client goals. Utilize industry knowledge to identify new revenue opportunities for existing clients. Determine asset allocation based on clients’ needs, as well as their willingness and ability to take risk. Diligently record client communication, case notes, client information and requests within the firm’s client relationship management platform. Manage the onboarding process for new clients and ensure the retention of existing client accounts and assets. Work closely with the operations team, investment committee, and other GWS professionals to deliver a concierge client experience, ensuring seamless service and proactive communication. Actively support the firm’s strategic initiatives. Requirements Bachelor’s Degree. CFP® (Certified Financial Planner Professional) or CFA® (Chartered Financial Analyst). 2+ years of direct client-facing experience in financial planning, wealth management, and investment planning. Strong knowledge of investment products, insurance, and financial planning strategies. Strong interpersonal communication skills to engage with teammates and clients effectively. Analytical mindset and ability to provide thoughtful recommendations and solutions based on client goals. Results driven, detail-oriented self-starter. Excellent team player. Ability to adhere to firm process and compliance standards. Knowledge of the financial industry, financial products, financial planning concepts, and investment management. Series 66 securities registration within 100 days of employment, and Series 7 within one year. Missouri Life and Health Insurance License is a plus but not required. Benefits Gatewood Wealth Solutions offers a competitive salary with both individual and team-based incentive compensation, as well as a competitive benefits package. Gatewood Wealth Solutions pays 100% of a team member’s health insurance, life insurance, short and long-term disability insurance, and offers a partially funded HSA option. Additional benefits include a company match 401(k) plan, education reimbursement, voluntary dental, and vision insurances. GWS offers 8 weeks paid maternity, paternity leave for the primary caregiver, and 2 weeks for the secondary, tenure based Paid Time Off, and part-time remote work opportunities.

St. Louis, MO, USA

Negotiable Salary