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Financial services representative Jobs in St Louis, MO

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Financial services representative • st louis mo

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Job Senior Auditor - Financial Services (Insurance)

WipfliSaint Louis, MO, United States
Full-time

At Wipfli, our people are core to everything we dothe catalyst behind our ability to create exceptional impact and extraordinary results.We encourage each individual to follow their own path.People... Show more

Senior Financial Services Representative

Enterprise Bank & TrustClayton, MO
Full-time

Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community.From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is t... Show more

 • New!

System Director, Client Financial Services

BrightlitalentSaint Louis, MO, United States
Full-time

Systems Director, Client Financial Services.Centerstone is seeking an experienced and strategic Systems Director, Client Financial Services to lead revenue cycle operations across our organization.... Show more

Client Partner Banking & Financial Services (BFS)

Blue Ocean VenturesSaint Louis, MO, United States
Full-time

Client Partner Banking & Financial Services.As the Client Partner for the Banking & Financial Services (BFS) vertical at LTIMindtree, you will be the primary owner of strategic relationships within... Show more

Financial Services Litigation Associate

GpacSt Louis, Missouri, United States
$165,000.00 yearly
Full-time

Mid-Level Financial Services Litigation Associate.Position: Litigation Associate – Financial Services (Mid-Level).Louis, MO (Hybrid: 3 days in office / 2 days remote).Compensation: $165,000 &... Show more

Patient Services Representative

BioTAB HealthcareSt Louis, MO, US
Full-time
Quick Apply

For more than 20 years, BioTAB Healthcare, LLC has supported patients with lymphatic, wound, and circulatory disorders through proven treatment solutions.Headquartered in Missouri, we provide pneum... Show more

College Financial Representative, Internship Program

Northwestern Mutual Life Insurance CompanySaint Louis, MO, United States
$20,000.00 yearly
Full-time +1

Northwestern Mutual College Financial Representative Internship.College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... Show more

Director of SBU Operations (Financial Services & Capital Markets)

Husch BlackwellSaint Louis, MO, United States
Full-time

Director of SBU Operations (Financial Services & Capital Markets).Husch Blackwell LLP is a full-service litigation and business law firm with multiple locations across the United States, serving cl... Show more

College Financial Representative, Internship Program

Northwestern MutualSaint Louis, MO, United States
Full-time +1

Northwestern Mutual College Financial Representative Internship.College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... Show more

Health Services Representative (Entry-Level)

Katapult NetworkSaint Louis, Missouri, United States
Full-time

Bachelor's Degree Required to Apply.Katapult Network is designed to help college graduates with zero to two years of professional experience find their next professional career opportunity.We focus... Show more

Client Services Representative (Remote)

AspiretalentagencySt. Louis, Missouri, United States
Remote
Full-time
Quick Apply

We are seeking a professional and customer-focused Client Services Representative to join our growing remote team.This role is ideal for individuals who enjoy working with people, providing excepti... Show more

Financial Representative

Western & Southern LifeSaint Louis, MO, United States
Full-time

The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recomme... Show more

Business Services Representative

Family and Workforce Centers of AmericaSt. Louis, Missouri, United States
$58,000.00 yearly
Full-time
Quick Apply

Acts as the liaison between the business community and the St.Louis County Workforce Development Board.Build a broad awareness among employers in St.Louis County and with other stakeholders critica... Show more

Sales Representative – Financial B2B (No Experience Necessary)

Elite FinancialSt. Louis, Missouri, US
$78,000.00 yearly
Full-time

Sales Representative – Financial B2B (No Experience Necessary).Full-Time | 1099 Independent Contractor | Field-Based B2B Sales.First-Year Average Earnings: $78,000+ | Six-Figure Income Potential | ... Show more

 • New!

Financial Operations Analyst - Corporate Financial Services (HYBRID)

eviCoreSaint Louis, MO, United States
Full-time

This is a HYBRID role that requires on-site presence in St.The Analyst will also own the operational invoicing activities for their select pharma manufacturer rebate contracts.The Analyst should de... Show more

Financial Representative - St Louis, MO

Empire Growth PartnersSaint Louis, MO, United States
Full-time

As business owners, Financial Representatives at Northwestern Mutual - St.Louis help their clients live more and worry less through our personalized approach to financial planning.They spend their ... Show more

Financial Services Representative - St. Louis, MO

Fidelity InvestmentsSaint Louis, MO, US
Full-time

Financial Services Representative.Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, w... Show more

Financial Services Coordinator

Together Credit UnionSaint Louis, MO, United States
Full-time

Financial Services Coordinator.The Financial Services Coordinator provides client service and operational support within a financial services environment, partnering closely with advisors to delive... Show more

Litigation Associate - Financial Services

UB Greensfelder LLPSt Louis, MO, US
Full-time

UB Greensfelder currently has an opening in the St.Louis office for a mid-level Associate Attorney with 4+ years of experience to join the Litigation Practice Group, working on commercial litigatio... Show more

Financial Operations Analyst - Corporate Financial Services (HYBRID)

CarepathRxSaint Louis, MO, United States
Full-time

This is a HYBRID role that requires on-site presence in St.The Analyst will also own the operational invoicing activities for their select pharma manufacturer rebate contracts.The Analyst should de... Show more

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Job Senior Auditor - Financial Services (Insurance)

Job Senior Auditor - Financial Services (Insurance)

WipfliSaint Louis, MO, United States
4 days ago
Job type
  • Full-time
Job description

Wipfli Accounting Role

At Wipfli, people count. At Wipfli, our people are core to everything we dothe catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.

This role requires a hybrid work arrangement. At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home and at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Note that scheduled meetings at the client and in the office will require in-person attendance.

Responsibilities

Responsibilities:

  • Audit financial statements, quarterly financial information, and clients' annual reports.
  • Take part in pre-audit planning to assess the risk of material misstatement of financial accounts to design effective audit procedures.
  • Identify accounting and audit issues and perform research to solve issues.
  • Responsible for testing internal controls, policies, and procedures and making recommendations.
  • Perform audits under Generally Accepted Auditing Standards (GAAS), Generally Accepted Accounting Principles (GAAP), Public Company Accounting Oversight Board (PCAOB), American Institute of Certified Public Accountants (AICPA) auditing standards, and Sarbanes-Oxley (SOX).
  • Proactively build relationships and communicate with clients and associates.
  • Teach, train, and develop incoming staff/interns.

Knowledge, Skills and Abilities

Qualifications:

  • Bachelor's degree in accounting or related field required. Must meet the educational requirements to sit for the CPA exam.
  • CPA certification preferred. Candidates actively pursuing CPA certification will be considered.
  • Requires at 1-3 years of accounting related experience.
  • Ability to plan, prioritize, and organize work effectively on multiple tasks.
  • Adaptable to various levels of client complexities of people, processes, and systems.
  • Excellent verbal and written communication skills.
  • Ability to travel to client sites up to 50%

Additional Details

Additional Details:

Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, veteran status, disability, or any other characteristics protected by federal, state, or local laws.

Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com.

"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.