Finance Jobs in Missouri

Description: At Larson Financial Holdings, LLC we are seeking eager aspiring Financial Planner Associates to participate in a structured 90-day development program designed to build the knowledge, skills, and licensing requirements necessary for a successful career in financial planning and wealth management. This role combines classroom learning, securities licensing preparation, client service exposure, and direct mentorship from Financial Planners and Client Service Associates. The associate will progressively develop expertise in investment products, regulatory requirements, financial planning concepts, client onboarding, and compliance while preparing for and obtaining the Securities Industry Essentials (SIE), Series 7, and Series 66 licenses. Key Responsibilities Client Service & Operations - Shadow Client Service Associates (CSAs) to learn client intake, onboarding, account maintenance, and service processes. - Observe client interactions and assist with administrative and operational workflows. - Learn account documentation requirements and client record management procedures. - Develop an understanding of client service standards and best practices. Financial Planning Exposure - Observe Financial Planner meetings and client consultations. - Participate in financial planning development sessions and plan implementation reviews. - Gain experience evaluating client goals, risk tolerance, and investment objectives. - Learn suitability standards and recommendation processes. Investment & Securities Knowledge - Develop a strong understanding of capital markets and securities industry fundamentals. - Learn characteristics, risks, and applications of: - Equities - Fixed income securities - Mutual funds - Exchange-traded funds (ETFs) - Options and derivatives - Alternative investments - Retirement plans - Investment company products - Build knowledge of portfolio construction and risk management principles. Compliance & Regulatory Education - Study federal and state securities regulations. - Learn FINRA rules, prohibited activities, and industry compliance requirements. - Understand suitability standards, trading regulations, and account management procedures. - Develop knowledge of fiduciary responsibilities and ethical business practices. Licensing & Professional Development - Complete structured training curriculum and assigned educational materials. - Attend training sessions, workshops, and licensing preparation courses. - Create study materials, including flashcards and practice reviews. - Complete benchmark assessments and practice examinations. - Successfully obtain: - Securities Industry Essentials (SIE) - Series 7 License - Series 66 License Requirements: - Bachelor's degree or equivalent professional experience. - Strong interest in financial planning, wealth management, and investment advisory services. - Excellent communication and interpersonal skills. - Strong organizational and time-management abilities. - Ability to learn complex financial and regulatory concepts. - Demonstrated commitment to professional development and licensing success. Preferred - Degree in Finance, Business, Economics, Accounting, or related field. - Previous client service, financial services, or internship experience. - Familiarity with financial markets and investment concepts. Success Metrics - Completion of assigned training curriculum and coursework. - Achievement of benchmark scores on licensing practice examinations. - Successful attainment of SIE, Series 7, and Series 66 licenses. - Demonstrated understanding of compliance and regulatory requirements. - Positive participation in client service, planning, and operational activities. - Readiness to transition into an advisory or financial planning support role. Core Competencies - Client Focus - Professional Communication - Analytical Thinking - Regulatory Awareness - Attention to Detail - Learning Agility - Time Management - Teamwork & Collaboration - Ethical Decision-Making Not eligible for benefits - this is a temporary 90-day position, full-time offer / employment is dependent on passing SIE, Series 7, and 66 exams PI6cec75a7855b-0991

Small Business Market Manager At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements. Salary Range: $77,000-$105,000 Position Summary This position is responsible for the acquisition, retention, and expansion of small business banking customers within assigned branch markets. The role focuses on developing new business relationships, deepening existing client relationships, and delivering tailored financial solutions that align with the strategic objectives of small business owners while supporting overall bank growth. Primary Accountabilities Job Specific - Develop and cultivate relationships with small business customers through proactive outside sales, networking, and community engagement activities - Build and manage a consistent pipeline of prospective business clients through referrals, cold calling, and participation in local business organizations and events - Deliver comprehensive banking solutions including business deposit accounts, lines of credit, credit cards, owner-occupied commercial real estate lending, and treasury management referrals - Open and manage new accounts in accordance with established procedures, including initiating credit applications and identifying appropriate financial solutions - Analyze financial information and credit bureau reports to assess borrower needs, identify opportunities, and support sound credit decisions - Adhere to underwriting guidelines and loan closing procedures, ensuring accuracy of documentation and proper disbursement of funds - Manage and retain client relationships by expanding product utilization across both business and personal banking services - Develop and execute relationship plans that integrate additional Midland resources to support client growth and retention - Maintain accurate and timely activity tracking within the Client Management System - Proactively manage loan portfolios, including minimizing delinquencies through effective collection efforts and ensuring timely receipt of required client reporting - The role requires occasional travel for training, team meetings, and due diligence events. - May require work in a Midland office to ensure collaboration and support of internal and external customers. - Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA). - Other duties as assigned. Position Qualifications Education/Experience - Bachelors degree in Finance, Business, Accounting, or related field, or equivalent relevant experience - Minimum of 3 to 5 years of direct sales experience in banking or financial services - Demonstrated success in meeting or exceeding sales and production goals over multiple years - Experience analyzing financial statements and loan applications using established underwriting criteria - Proficiency in job-related computer applications and CRM systems - Strong oral, written, and interpersonal communication skills. - Strong organization and time management skills. - Strong attention to detail. - Ability to work independently and as part of a team. At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. Were proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at . Midland States Bank may use automated tools and artificial intelligence (AI) to assist with recruiting, screening, and hiring decisions. In accordance with the Illinois Human Rights Act (effective January 1, 2026), these tools are designed and monitored to be neutral and job-related, and must not be used in a way that discriminates against applicants or employees based on any protected characteristic. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT Compensation details: 00 Yearly Salary PIc4e1f946b2be-3860

Mortgage Careers- All Levels At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements. We're Growing Our Mortgage Team Across the Region! No matter where you are in your mortgage career, we have an opportunity for you. We're hiring: - Junior Mortgage Loan Originators - Experienced Mortgage Loan Originators - Mortgage Team Leaders If you're passionate about helping customers achieve homeownership, building strong referral relationships, and growing your career with a collaborative, community-focused bank, we want to hear from you. Join Midland States Bank and help shape the future of mortgage lending in your market. Mortgage Loan Originators start at $48,500/annually. Team Leads start at $50,200/annually. All roles have additional incentives based on performance. Position Summary Develops relationships and solicits business from referral partners such as realtors, builders, bank colleagues, attorneys, and CPAs. Primary responsibilities include the collecting and analyzing of prospects income, assets and liabilities in in order to advise them on the most appropriate mortgage products as well as other products and services to meet their financial needs. This position is an individual contributor. Primary Accountabilities - Responsible for the sales and origination of family residential loans within predetermined guidelines and rates set forth by the Bank and its investors. - Responds to customer's residential mortgage needs by analyzing their financial profile and identifying the appropriate mortgage program for them. - Follows-up with applicants and secures the necessary information to process and underwrite the loan; conducting site visits if needed. - Provides assistance to help potential borrowers successfully qualify for financing. - Consistently achieves volume and/or unit production targets. - Works cooperatively and constructively with a wide variety of people, cross-functional teams, community- based organizations, title companies and referral partners. - Actively cross-sells bank products where applicable. - Projects a positive attitude and act with integrity at all times. - Deliver best-in-class customer service. - Provides support at bank sponsored events. - Must adhere to pertinent state and federal laws and regulations, Companys Compliance Policy and external compliance requirements. - The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within market as needed. - May require work in a Midland office to ensure collaboration and support of internal and external customers. - Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA). - Other duties as assigned. Position Qualifications Education/Experience: - Bachelors degree in business, finance, real estate, or related field preferred. - Ability to obtain NMLS State License or Federal NMLS Registration. - 1+ years experience in real estate and/or mortgage. - Strong entrepreneurial and business development/sales experience/skills. - Knowledge of FHA, FNMA and FHLMS underwriting guidelines. - Knowledge of mortgage compliance regulations. - Business acumen and judgment- bank mortgage products, policies, and procedures. - Needs analysis skills - analyzing information regarding customer income/debts, etc. - Interpersonal/Persuasive/Influencing and negotiation skills. Competencies: - Business insight - Cultivates innovation - Drives results - Makes sound decisions - Being a brand champion - Collaborates - Communicates effectively - Customer focus - Being Authentic - Emotional Intelligence - Self development - Being flexible and adaptable At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. Were proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at . Midland States Bank may use automated tools and artificial intelligence (AI) to assist with recruiting, screening, and hiring decisions. In accordance with the Illinois Human Rights Act (effective January 1, 2026), these tools are designed and monitored to be neutral and job-related, and must not be used in a way that discriminates against applicants or employees based on any protected characteristic. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT Compensation details: 0 Yearly Salary PI1a0a1c66478d-8514

Mortgage Careers- All Levels At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements. We're Growing Our Mortgage Team Across the Region! No matter where you are in your mortgage career, we have an opportunity for you. We're hiring: - Junior Mortgage Loan Originators - Experienced Mortgage Loan Originators - Mortgage Team Leaders If you're passionate about helping customers achieve homeownership, building strong referral relationships, and growing your career with a collaborative, community-focused bank, we want to hear from you. Join Midland States Bank and help shape the future of mortgage lending in your market. Mortgage Loan Originators start at $48,500/annually. Team Leads start at $50,200/annually. All roles have additional incentives based on performance. Position Summary Develops relationships and solicits business from referral partners such as realtors, builders, bank colleagues, attorneys, and CPAs. Primary responsibilities include the collecting and analyzing of prospects income, assets and liabilities in in order to advise them on the most appropriate mortgage products as well as other products and services to meet their financial needs. This position is an individual contributor. Primary Accountabilities - Responsible for the sales and origination of family residential loans within predetermined guidelines and rates set forth by the Bank and its investors. - Responds to customer's residential mortgage needs by analyzing their financial profile and identifying the appropriate mortgage program for them. - Follows-up with applicants and secures the necessary information to process and underwrite the loan; conducting site visits if needed. - Provides assistance to help potential borrowers successfully qualify for financing. - Consistently achieves volume and/or unit production targets. - Works cooperatively and constructively with a wide variety of people, cross-functional teams, community- based organizations, title companies and referral partners. - Actively cross-sells bank products where applicable. - Projects a positive attitude and act with integrity at all times. - Deliver best-in-class customer service. - Provides support at bank sponsored events. - Must adhere to pertinent state and federal laws and regulations, Companys Compliance Policy and external compliance requirements. - The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within market as needed. - May require work in a Midland office to ensure collaboration and support of internal and external customers. - Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA). - Other duties as assigned. Position Qualifications Education/Experience: - Bachelors degree in business, finance, real estate, or related field preferred. - Ability to obtain NMLS State License or Federal NMLS Registration. - 1+ years experience in real estate and/or mortgage. - Strong entrepreneurial and business development/sales experience/skills. - Knowledge of FHA, FNMA and FHLMS underwriting guidelines. - Knowledge of mortgage compliance regulations. - Business acumen and judgment- bank mortgage products, policies, and procedures. - Needs analysis skills - analyzing information regarding customer income/debts, etc. - Interpersonal/Persuasive/Influencing and negotiation skills. Competencies: - Business insight - Cultivates innovation - Drives results - Makes sound decisions - Being a brand champion - Collaborates - Communicates effectively - Customer focus - Being Authentic - Emotional Intelligence - Self development - Being flexible and adaptable At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. Were proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at . Midland States Bank may use automated tools and artificial intelligence (AI) to assist with recruiting, screening, and hiring decisions. In accordance with the Illinois Human Rights Act (effective January 1, 2026), these tools are designed and monitored to be neutral and job-related, and must not be used in a way that discriminates against applicants or employees based on any protected characteristic. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT Compensation details: 0 Yearly Salary PI75eeb9dd934d-8513

Trust Officer At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements. Trust Officer Salary Range: $89,950 - $119,950+ annually Position Summary The Trust Officer is responsible to develop, deepen, and maintain relationships with investment management clients, trust clients, beneficiaries, and other interested parties for an assigned book of business and is expected to maintain and expand the network of centers of influence. The Trust Officer is responsible for assuring compliance with all Bank policies and procedures, as well as applicable regulations. This position is an individual contributor role. Primary Accountabilities - Performs responsibilities related to creating and administering personal trusts, investment agency, IRA (Individual Retirement Accounts) and guardianship accounts, serving as the primary contact for customers. - Conducts comprehensive needs assessment with current and potential customers and provides on-going advice and counsel tailored to clients financial goals. - Recommends appropriate products and services to meet needs, based on objectives, tax and estate needs, risk tolerance and proper asset allocations. - Meets with clients to ascertain their needs; also works with clients families, beneficiaries, accountants, and/or attorneys. - Proactively reaches out to high-value prospects and clients to market trust and investment management services. - Cultivates business relationships with centers of influence to expand clientele. - Manages documentation of all sales activities to establish a record for performance tracking, facilitating targeted analysis for future sales initiatives. - Develops and maintains a referral network of internal and external sources for additional sales opportunities. - Maintains contact with existing clients, beneficiaries, and referral sources to identify and pursue additional sales opportunities. - Identifies and refers business to other areas within the Bank as appropriate. - Stays abreast of developments in probate and fiduciary law, actively pursuing professional development opportunities. - Strictly adheres to compliance and operational risk controls in accordance with Bank and regulatory standards. - Works with outside legal counsel and other professionals to help establish legal and regulatory compliance in the administration of personal trusts, investment agency, IRA and guardianship accounts. - Represents the Bank in community organizations and activities to enhance the Banks image. - Provides quality service in meeting customer needs, inquiries and problems. - The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within market as needed. - May require work in a Midland office to ensure collaboration and support of internal and external customers. - Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA). - Other duties as assigned. Position Qualifications Education/Experience: - Bachelor's degree, with advanced degree JD or MBA preferred. - CFP (Certified Financial Planner) or JD. If not holding a JD then CTFA (Certified Trust and Fiduciary Advisor) certification, or CTFA pending with 20 years industry experience. - 3-5 years experience in financial services, preferably in a bank trust environment or, advanced designations and / or preparatory work or guidance may sometimes be assessed in lieu of experience. - Knowledge of financial planning and estate planning techniques. - Demonstrated success working in team environment. - Ability to meet time constraints without constant supervision. - Sales oriented, friendly and persuasive personality. - Professionalism and courtesy in dealing with customers and colleagues. - High degree of accuracy with attention to detail required. - Strong oral, written, and interpersonal communication skills. - Strong organization and time management skills. - Ability to work independently and as part of a team. Competencies: - Business insight - Cultivates innovation - Drives results - Makes sound decisions - Being a brand champion - Collaborates - Communicates effectively - Customer focus - Being Authentic - Emotional Intelligence - Self development - Being flexible and adaptable If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at . THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. Were proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at . Midland States Bank may use automated tools and artificial intelligence (AI) to assist with recruiting, screening, and hiring decisions. In accordance with the Illinois Human Rights Act (effective January 1, 2026), these tools are designed and monitored to be neutral and job-related, and must not be used in a way that discriminates against applicants or employees based on any protected characteristic. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT Compensation details: 50 Yearly Salary PI6127bc2b9cab-0153

Description: About Us At Larson Financial Group, we are committed to helping our clients build a secure financial future. Our team delivers comprehensive wealth management services with a personalized touch, and we're looking for a dedicated Financial Planner to join our growing St. Louis office. This is an exciting opportunity for a motivated individual who is passionate about financial planning, delivering exceptional client service, and building long-term relationships. About the Role As a Financial Planner , you'll work closely with clients to help them achieve their financial goals. From preparing and conducting client meetings to developing tailored financial plans, you'll be a key player in delivering a high-touch, concierge-style experience. You'll collaborate with advisors and internal teams to ensure client satisfaction while growing your own expertise and career in a fast-paced and supportive environment. Requirements: What You'll Do - Prepare for and lead client meetings - Collect and organize client data to build financial plans - Construct insurance illustrations and financial scenarios - Communicate investment recommendations in collaboration with the advisory team - Track planning process milestones and follow up on action items - Deliver proactive, high-quality service to retain top clients - Maintain accurate data in CRM and financial planning software - Create thoughtful client "touches" to cultivate referrals - Manage onboarding and ongoing client service processes - Resolve client inquiries and provide trusted support What We're Looking For Qualifications - Minimum 2 years of experience in financial planning or a related field - Series 7 and 66 licenses required - CFP designation is a plus - Bachelor's degree or equivalent work experience - Familiarity with the insurance and financial services industry - Experience using Salesforce and financial planning software (e.g., eMoney, MoneyGuidePro) Skills & Attributes - Exceptional interpersonal skills, with the ability to build trust in-person, virtually, and by phone - Strong written and verbal communication skills with high attention to detail - Proficiency in Microsoft Office and Outlook - Professionalism in appearance, attitude, and work ethic - Adaptable, proactive, and comfortable working in a dynamic environment - Strong organizational skills with the ability to prioritize and follow through - Commitment to maintaining confidentiality and upholding regulatory standards Why Join Larson Financial Group? We offer a competitive benefits package and an engaging work culture that supports personal and professional growth: - Profit Sharing Bonus Program - 401(k) with Employer Match (up to 4%) - Comprehensive Medical, Dental, and Vision Insurance - Company-paid Long-term Disability, Life Insurance, and EAP - Voluntary Short-term Disability and Supplemental Insurance - Generous PTO (112 hours after 90 days) + 12 Paid Holidays - Training, Development, and Educational Opportunities - Company Events, Recognition Awards, and Team Activities Ready to take the next step in your financial planning career? Apply now and become part of a team that values integrity, service, and meaningful client relationships. PI046c6ef5-