Our motivated, talented team is the secret to our success. That’s why we’re committed to fostering a highly collaborative environment and ongoing opportunities for learning at all levels.
We are looking to add a new Client Service Assistant to our client service team. The role includes a variety of client team support and office responsibilities and involves hands-on work supporting the delivery of client service. The Client Service Assistant position requires the candidate to collaborate and communicate effectively within and across operations and client service teams.Learn More
We are seeking internship candidates to join our team. The role can be a part-time job during the school year (with hours that are flexible with class schedules) and/or a full-time position during the summer. This is a great opportunity for students to gain exposure to the wealth management industry and working in a professional office setting.Learn More
We are seeking new Client Service Managers to join our client service team. This is a great opportunity to work for a growing, successful company in Clayton, Missouri. This position involves frequent communication with clients and includes hands-on work supporting delivery of full-scope client service in the areas of investments, charitable giving, cash flow management, tax planning, and estate planning. The role is collaborative with our investment, operations, and client service teams. There is potential for advancement upon mastery of analysis and support functions, which will involve client relationship responsibilities.Learn More