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Wealth Operations Coordinator - Client & Advisor Support
Job in
St. Louis, Saint Louis, St. Louis city, Missouri, 63105, USA
Listed on 2026-01-02
Listing for:
Advisor Talent Solutions
Full Time
position Listed on 2026-01-02
Job specializations:
-
Finance & Banking
Financial Advisor
Job Description & How to Apply Below
A financial services firm in St. Louis seeks a Wealth Coordinator to support financial advisors through the Consultative Process. The ideal candidate will have 1-2 years of office experience, strong communication skills, and a desire for a long-term career in finance. Responsibilities include preparing documents for client meetings, managing client concerns promptly, and documenting communications. Benefits include health insurance, paid time off, and a discretionary bonus.
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