Chesterfield, Missouri, United States · On-site
Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role As a Planning Consultant, you will offer world-class planning experiences and find opportunities to strengthen client r…
Skills: Financial planning, Asset consolidation, Client relationship management, Salesforce, Financial consultations
Chesterfield, Missouri, United States · On-site
About Rockefeller Capital Management Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefelle…
Skills: Client Service, Interpersonal Skills, Organizational Skills, Time Management, Problem Solving
Chesterfield, Missouri, United States · Hybrid
$107k–$159k/yr
You desire impactful work. You’re RGA ready RGA is a purpose-driven organization working to solve today’s challenges through innovation and collaboration. A Fortune 200 Company and listed among its World’s Most Admired C…
Skills: U.S. Statutory Reporting, Statutory Accounting Principles, SQL/Query, Financial Reporting, People Management
Chesterfield, Missouri, United States · On-site
The Archdiocese of St. Louis strives to teach and share our faith, serve others, and foster unity throughout the St. Louis area. Once a part of Kenrick-Glennon Seminary's campus, the Cardinal Rigali Center in Shrewsbury,…
Skills: Strategic Leadership, Financial Management, Personnel Management, Operational Oversight, Budgeting
Chesterfield, Missouri, United States · Hybrid
MOHELA has an amazing opportunity available to the right candidate to help lead and guide our strategic plan as our next Chief Operating Officer, Federal Servicing. This is an opportunity to join our senior leadership te…
Skills: Strategic planning, Operational management, Financial performance, Change management, Employee engagement
Glastonbury, Connecticut, United States · Hybrid
$116k–$169k/yr
About Us We’re not like other insurance companies. From our specialty products to our business model, our culture to our results — we’re different. Different is who we are, and how we work, interact, deliver and succeed …
Skills: Marine Liability Claims Handling, Bodily Injury Claims, Coverage Analysis, Risk Transfer, Attorney Management
Chesterfield, Missouri, United States · On-site
Electronic Services Representative There is an immediate opening in our Electronic Services Department for a Call Center Representative. The ideal candidate will enjoy helping people, have great communication skills with…
Skills: Communication Skills, Microsoft Office, Microsoft Excel, Clerical Skills, Analytical Skills
Chesterfield, Missouri, United States · On-site
Your experience matters At Mercy Rehabilitation Hospital, we are committed to empowering and supporting a diverse and determined workforce who can drive quality, scalability, and significant impact across our hospitals a…
Skills: Accounts Payable, Accounts Receivable, General Ledger, Financial Analysis, Revenue Cycle Management
Chesterfield, Missouri, United States · On-site
Overview The Subcontractor Qualification Coordinator is responsible for managing/coordinating and administering the subcontractor qualification process to ensure trade partners meet the company's safety, financial, insur…
Skills: Subcontractor Qualification, Vendor Management, Compliance Monitoring, Construction Administration, Risk Management
Chesterfield, Missouri, United States · On-site
For more than 50 years, Silgan Plastics has defined the plastic bottling industry from technical innovation to creative packaging solutions. No matter what your packaging needs, Silgan can and will handle them. From crea…
Skills: Manufacturing Accounting, Standard Cost Accounting, Financial Leadership, Analytical Problem-Solving, Advanced Excel
Chesterfield, Missouri, United States · On-site
Make a difference. As a Collection Assistant, you will perform collection duties for a defined portfolio of accounts. In this role you will: Develop relationships with your assigned portfolio of customersEnsure invoices …
Skills: Collections, Customer Service, Communication Skills, Account Management, Data Entry
Chesterfield, Missouri, United States · On-site
Description Soleo Health is seeking a Corporate Controller in Chesterfield, MO to lead and oversee the organization’s accounting operations, financial reporting, internal controls, and compliance functions while driving …
Skills: Financial Reporting, Internal Controls, GAAP, Corporate Accounting, Audit Management
Chesterfield, Missouri, United States · Hybrid
$70k–$100k/yr
Cetera Planning Partners, a unique community within Cetera Holdings, is seeking an Associate Tax Manager (experienced CPA or Enrolled Agent) who thrives on collaboration, precision, and client impact. In this role, you’l…
Skills: Tax Preparation, Tax Review, Tax Strategy, Financial Planning, Analytical Skills
Chesterfield, Missouri, United States · Hybrid
$125k–$160k/yr
Company Details As a member company of W. R. Berkley Corporation, Berkley Healthcare has assembled a unique team of multi-disciplinary insurance professionals to take a fresh look at healthcare organization insurance. We…
Skills: Claims Management, Professional Liability, General Liability, Coverage Evaluation, Litigation Management
Chesterfield, Missouri, United States · On-site
Overview This position will be responsible for the overall processing of compliance for subcontractors/vendors. In addition to requesting and tracking these items, setting up new vendors and assisting where applicable th…
Skills: Compliance Processing, Vendor Setup, Accounts Payable, Contract Review, Insurance Verification
Birmingham, Alabama, United States · Hybrid
$200k–$250k/yr
The work we do has an impact on millions of lives, and you can be a part of it. We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide prote…
Skills: Financial Reporting, Accounting Policy, Governance, Internal Controls, U.S. GAAP
Overland Park, Kansas, United States · Hybrid
Company:Marsh McLennan Agency Description: Summer 2027 Intern - Insurance Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary peo…
Skills: Risk Management, Insurance, Client Management, Sales, Business Analysis
Chesterfield, Missouri, United States · On-site
$124k–$178k/yr
Posting Description Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and indivi…
Skills: Pharmacy Benefit Management, Client Success Leadership, Plan Design, Formulary Management, Performance Management
Chesterfield, Missouri, United States · On-site
$89k–$135k/yr
You desire impactful work. You’re RGA ready RGA is a purpose-driven organization working to solve today’s challenges through innovation and collaboration. A Fortune 200 Company and listed among its World’s Most Admired C…
Skills: Quantitative Skills, Analytical Skills, Problem-Solving Skills, Advanced Excel, VBA Programming
Chesterfield, Missouri, United States · Hybrid
Company: Description: Claims Coordinator – Business Insurance Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The ind…
Skills: Organization, Attention To Detail, Multi-tasking, Microsoft Outlook, Microsoft Word
Chesterfield, Missouri, United States • On-site
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
The Planning Consultant delivers personalized financial planning and consultations to strengthen client relationships through asset consolidation and plan implementation. They also maintain an organized client contact strategy and collaborate with financial consultants to identify complex planning opportunities.
Candidates must hold FINRA Series 7 and 66 licenses and possess at least 2 years of experience in the financial services industry. A CFP certification is highly encouraged, along with strong relationship-building and financial planning skills.
As a Planning Consultant, you will offer world-class planning experiences and find opportunities to strengthen client relationships through asset consolidation, referrals, and plan implementation. You will develop an engagement strategy that meets each client’s planning needs. Through your integrity and adherence to Fidelity’s client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity.
The Planning Consultant conducts joint client appointments and is passionate about delivering personalized financial consultations through Fidelity’s offerings. Through education and personalized planning, the role helps identify opportunities that support clients' long-term financial success. You will be creating and maintaining an organized client contact strategy, engaging business partners and using tools such as Salesforce, as well as building long-lasting, meaningful relationships with clients. Additionally, the role promotes a collaborative environment by mentoring and supporting fellow associates.
The Planning Consultant works alongside the Financial Consultant or Wealth Planner to deliver financial planning support. This role expands upon the planning capabilities available to engage Fidelity’s most valuable clients. In addition to the primary responsibility of conducting financial planning interactions, the role supports the overall client relationship by leveraging innovative technologies, such as Glance, to enhance the client experience. You will be in complete alignment with Fidelity’s firm-wide initiatives that will give you the opportunity to positively influence clients’ financial plans. You will see your impact on the business and have exciting interactions with clients every single day. Through your knowledge of financial planning and your ability to form relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional complex planning opportunities in which you’ll partner with the Financial Consultant or Wealth Planner to develop further. This partnership will allow the team to further meet the needs of our clients.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Here to help you grow your savings and invest in the life you want.
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms
Offices: 245 Summer St, Boston, MA 02210, US
Based on 63 listings with disclosed salaries, most finance & accounting jobs in Chesterfield, MO pay between $55k–$159k per year. Individual offers vary with seniority, company size, and specialization.
There are currently 131 open finance & accounting positions in Chesterfield, MO listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Reinsurance Group of America, Incorporated, Bunge, Northwestern Mutual, Anders, Graybar, among others. Browse the listings above to see every active employer.
Yes — 59 of the 131 open finance & accounting positions offer remote or hybrid work (10 remote, 49 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
