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Finance advisor jobs in Springfield, MO - 21 jobs
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Edward Jones
Finance advisor job in Springfield, MO
**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community. **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements). + Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. + Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. + Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. + Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability. + As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing. + A firm-provided branch office in the community. + Client support to help lighten the load so you can focus on your clients. + A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way. **Benefits:** Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** . **Earn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (****************************************************************************************************** Hiring Minimum $50,000 Hiring Maximum $125,000 Applications for this role are accepted on an ongoing basis. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Job Overview **Skills/Requirements** Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment. **What characteristics would make you a successful financial advisor?** + Strong communications skills and self-starter + Love of learning and challenges, including determination to succeed + Skilled in long-term relationship building + Adaptable to new information seeking the right solutions for clients + Comfortable in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success + State insurance licenses preferred + Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.$50k-125k yearly 37d agoFinancial Advisor: Springfield, MA
Corebridge Financial Inc.
Finance advisor job in Springfield, MO
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: * We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. * We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders. * We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future. * We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work. Who You'll Work With Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too. About the Role Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team. Responsibilities * You will meet with existing and prospective clients to plan their financial future. * Utilize our company-provided technology and tools to improve your operation. * You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers. * Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices. To help you get started, we offer you the resources needed to create your own success: * Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match * Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools * Company-paid E&O, licensing fees, continuing education and compliance support Skills and Qualifications * High school diploma or GED * Ideally, you have 2+ years of experience working as a Financial Advisor. * A proven and successful sales track record. * You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66. * You also have an active state variable life and health license. Work Location * This position is currently designated as remote. Estimated Travel * May include up to 25% travel. Compensation Compensation for this role is based on commission and will be paid based upon the applicable commission schedule in place for the role. Corebridge also offers a range of competitive benefits as part of the total compensation package, as detailed below. The average total compensation for this role historically has ranged from $70,000-$80,000, based on a combination of hourly pay, plus commissions. In addition, we're proud to offer a range of competitive benefits. #LI-LR1 #LI-SAFG #LI-Remote This role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years. Why Corebridge? At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive. Benefit Offerings Include: * Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being. * Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately. * Employee Assistance Program: Confidential counseling services and resources are available to all employees. * Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000. * Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work. * Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it. Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy. We are an Equal Opportunity Employer Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law. We will consider for employment qualified applicants with criminal histories, consistent with applicable law. To learn more please visit: *************************** Functional Area: SC - Sales Commission Estimated Travel Percentage (%): Up to 25% Relocation Provided: No The Variable Annuity Life Insurance Company$70k-80k yearly Auto-Apply 60d+ agoFinancial Advisor
Southern Bank
Finance advisor job in Springfield, MO
PRIMARY PURPOSE OF JOB The Financial Advisor combines interpersonal skills with all the resources Southern Bank and Ameriprise to help community clients realize their financial goals. Financial Advisors are provided training to help them build their business, including attracting and servicing relationships with their clients and prospects. Financial Advisors are responsible for assessing a client's circumstances and objectives and based on that needs assessment, providing individualized, highly strategic investment consulting. Financial Advisors have access to a full range of wealth building, managing and preserving services through the Broker/Dealer, including mutual funds, stocks, bonds, managed accounts, ETFs, REITs, annuities, insurance and estate planning. EXPECTATIONS OF ALL SOUTHERN BANK TEAM MEMBERS Southern Bank team members exhibit Southern Bank's values, which can be remembered with the acronym FIRSTS. We teach our team members about our “values in action,” which give further examples of how we can live out Southern Bank's values. We act as a FAMILY - We know we're not a related family, but we really care about people, both personally and professionally. We like knowing that our skills, our time, and our efforts contribute to the overall success of those we spend time with every day. We move with INNOVATION[DW1] - We push for better ways to solve problems. We are not afraid of a challenge; we're driven to develop new ideas and solutions using creativity and experience. We are committed to leading, devising new solutions for all kinds of obstacles. We are ROOTED - We're from here. These communities are our homes, and we are deeply invested in making our hometowns the best that they can be. We are firmly committed to success in the places where we've known people our whole lives. We prioritize SERVICE - We put others above ourselves. We make intentional decisions and take action to benefit others, be it in our daily work with our customers and fellow team members, or in volunteering our time, money, and energy in our communities. We build TRUST - We strive to be reliable and trustworthy, honest and transparent. We are dedicated to doing what's best for our team members, our customers, and our communities, and they can be confident that we are who we say we are. We are a source of STRENGTH - We have a capacity and resilience that has come through years of experience and growth. We are able to support those who count on us, and those who need us can rely on us. Ensures the confidentiality of customer non-public personal information and secures information systems to comply with bank regulations. ESSENTIAL FUNCTIONS AND PERFORMANCE AREAS Assess client portfolios and financial objectives; provide tailored investment guidance; Build and manage relationships with affluent and high-net-worth clients using consultative, unbiased advisory approaches; Prospect new clients and nurture existing relationships; Recommend investment strategies aligned with client needs and goals; Deliver financial planning and wealth management solutions; Present seminars and educational sessions to clients and prospects; Train bank personnel on identifying and referring potential clients; Collaborate with bank leadership to integrate investment services across departments; Stay current on industry trends, products, and compliance through ongoing training; Represent Southern Bank in community events and activities; and, Ensure full compliance with industry regulations and standards. Qualifications KNOWLEDGE, SKILLS AND ABILITIES Excellent oral and written communication skills; Sales oriented and ability to interact with clients understand their goals and financial needs and recommend solutions; Assertive, competitive, self-starter, goal-oriented and results-driven with an entrepreneurial spirit; Highly self-motivated, creative, decisive. Ability to respond effectively and quickly to clients' needs and issues. Excellent customer service skills; Proficient with the complete Microsoft Office suite including: Word, Excel, Outlook, etc.; Must be able to work independently with minimum supervision; Professional demeanor; Ability and experience articulating complex and in-depth concepts. The following specifications are general guidelines based on the minimum education and experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. EDUCATION, TRAINING AND EXPERIENCE REQUIREMENTS FINRA Series 7, 63 & 65 or Series 7 & 66 (Required); Life & Health Insurance License (Required); Clean U-4 and U-5 history; Ability to retain 60%+ of current book of business during transition to Ameriprise; Minimum 5 years as a producing advisor; and, Bachelor's degree preferred. CORE COMPENTENCIES Exhibits Southern Bank's values, as further described through our values in action. Self-Motivated: Demonstrating a willingness to commit to one's work and to invest one's time, talent, and best efforts in accomplishing organizational goals. Building Customer Loyalty: Effectively meeting customer needs; building productive customer relationships; taking responsibility for customer satisfaction and loyalty. Sales Ability/Persuasiveness: Using appropriate interpersonal styles and communication methods to gain acceptance of a product, service, or idea from prospects and clients$40k-61k yearly est. 12d agoFinancial Advisor
Cox Barton County Hospital
Finance advisor job in Springfield, MO
Facility: CoxHealth South: 3801 S National Ave, Springfield, Missouri, United States of America, 65807 Department: 1307 Patient Access Services CMG Scheduled Weekly Hours: 40 Hours: 8:00 AM - 5:00 PM Work Shift: Day Shift (United States of America) CoxHealth is a leading healthcare system serving 25 counties across southwest Missouri and northern Arkansas. The organization includes six hospitals, 5 ERs, and over 80 clinics. CoxHealth has earned the following honors for workplace excellence: Named one of Modern Healthcare's Best Places to work five times. Named one of America's Greatest Workplaces by Newsweek . Recognized as a Greatest Workplace for Women in both 2023 and 2024. Listed as one of the Greatest Workplaces for Diversity in 2024. Acknowledged by Forbes as one of the Best Employers for New Grads. Ranked among the Best Employers by State for Missouri. Healthcare Innovation's Top Companies to Work for in Healthcare in 2025. Benefits Medical, Vision, Dental, Retirement Plan with employer match, and many more! For a comprehensive list of benefits, please click here: Benefits | CoxHealth Job Description: Job Summary ◦ The Financial Advisor is responsible for answering questions about billing information and establishing estimates for patients who have a scheduled medical service or procedure. The Financial Advisor works with the patient to establish payment schedules, discuss the financial responsibility and collects prepayments in accordance with CMG policy. The Financial Advisor also monitors overdue accounts, researches accounts and recommended payment plans and works with insurance companies to obtain predetermination or authorization for certain procedures. This position works alongside different departments system wide in order to deliver excellent care and customer service for CoxHealth patients. • Job Requirements ◦ Education ▪ Required: High School Diploma or Equivalent ◦ Experience ▪ Preferred: medical billing experience and claims processing knowledge; familiar with the insurance industry and collection process ◦ Skills ▪ Excellent verbal and written communication skills. ▪ Able to work independently and collaboratively in teams. ▪ Self starter. ▪ Proficient in using computers and computer systems ▪ Ability to multi-task and have attention to detail ◦ Licensure/Certification/Registration ▪ N/AEducation: ▪ Required: High School Diploma or Equivalent Experience: ▪ Preferred: 2 years customer service or prior experience with third party payers Skills: ▪ Understanding of medical terminology ▪ Excellent verbal and written communication skills ▪ Organized and attentive to detail Licensure/Certification/Registration: ▪ N/A$32k-63k yearly est. Auto-Apply 52d agoJ.P. Morgan Wealth Management - Private Client Advisor - Wichita, Missouri
Jpmorgan Chase & Co
Finance advisor job in Springfield, MO
JobID: 210691307 JobSchedule: Full time JobShift: : At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities * Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity * Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management * Demonstrate a deep understanding of financial markets and sound business judgement * Exhibit unwavering integrity that points toward doing right by clients at every opportunity * Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments * Provide a holistic view of clients' needs and financial coaching beyond investments * Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills * At least 2 years in a Financial Advisor role or equivalent financial services experience * Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners * Demonstrated ability and commitment to goals-based planning and advice * A valid and active Series 7 * A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment * A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills * Certified Financial Planning (CFP) certification is preferred * Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: * NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.$41k-79k yearly est. Auto-Apply 49d agoFinancial Aid Representative
Midwest Technical Institute
Finance advisor job in Springfield, MO
We are seeking an organized and personable Financial Aid Representative to join our team at our Springfield, IL Campus. The Financial Aid Representative plays a critical role in supporting prospective and current students as they navigate the financial aid process. This position is responsible for providing clear, accurate, and personalized guidance on funding options, eligibility requirements, and application procedures. Success in this role requires excellent communication skills, strong attention to compliance and detail, a student-centered approach, and a solid understanding of financial aid regulations. Key Responsibilities 1. Student Support & Communication * Serve as the primary point of contact for students seeking information about financial aid, including grants, loans, scholarships, and payment plans. * Communicate clearly and compassionately with students via phone, email, text, and virtual meetings. * Explain complex financial aid processes in an accessible and supportive manner. * Guide students through FAFSA completion and verification processes, ensuring required documentation is submitted accurately and in a timely manner. 2. Financial Aid Processing * Review and assess financial aid applications to determine eligibility based on federal, state, and institutional guidelines. * Package financial aid awards and communicate details to students clearly and promptly. * Ensure timely processing of all documents and updates in the student information system and financial aid software. * Monitor student records for changes in eligibility, enrollment status, or compliance requirements. 3. Compliance & Regulatory Adherence * Maintain current knowledge of Title IV regulations, institutional policies, and federal/state financial aid guidelines. * Ensure all activities are conducted in accordance with FERPA, DOE standards, and internal audit requirements. * Safeguard student financial data and handle sensitive information with confidentiality and integrity. 4. Collaboration & Team Support * Partner with admissions, student accounts, and academic teams to support a seamless enrollment and financial aid experience. * Participate in team meetings, training sessions, and compliance workshops. * Share feedback with leadership on process improvements, student trends, or recurring concerns. 5. Other Duties as Assigned * Assist with special projects, audits, and departmental goals as needed. * Demonstrate flexibility and a proactive mindset in supporting the overall success of the Financial Aid department and the institution. 6. Exhibit Core Values All employees are expected to consistently exhibit Midwest Technical Institute's core values in their daily interactions and work performance. These values are central to our success and culture, and we expect every team member to embody them. i. Positive Attitude ii. Respect iii. Initiative iv. Dedication v. Excellence Qualifications: Education & Experience ● High School Diploma or Equivalent required ● 2 Years of related work experience required ● Previous work in a financial aid office or related department is a plus. Skills & Competencies: ● Ability to solve problems effectively and efficiently. ● Reliable with strong attendance, punctuality, and follow-through. ● Excellent verbal and written communication skills. ● Customer focused mindset with a professional and friendly demeanor. ● Self-starter who can stay motivated and work well on their own. ● Well-organized and able to manage time and tasks effectively. ● Proficiency with CRM systems, student information systems, and Microsoft Office software. Working Conditions: ● Infrequent Travel to campuses for off-site training - Less than 5% ● Full-Time role with a standard 40-hour workweek, occasional overtime can be required. Compensation & Benefits: ● Salary - $40,000 - $50,000 ● Benefits - o Comprehensive health, dental and vision insurance. o Paid Time Off and Holiday Pay. o 401K Retirement Plan with employer match. o Professional Development Opportunities o Access to wellness programs and resources. ● Other Perks - Possibility of remote work, Professional Development. IND1 Job Type: Full-time Pay: $40,000.00 - $50,000.00 per year Benefits: * 401(k) * 401(k) matching * Dental insurance * Health insurance * Health savings account * Life insurance * Paid time off * Vision insurance Work Location: In person$40k-50k yearly 11d ago2026 Jencap Summer Insurance Internships- Atlanta, Houston, Springfield, MO, Red Bank, NJ and NYC
Jencap
Finance advisor job in Springfield, MO
Why Jencap? We are one of the largest wholesale insurance intermediaries in the United States with expertise in wholesale brokerage, binding authority, and program management. The common thread woven throughout our success story is our collaborative and driven team of people. Our teams are empowered and work together to find solutions. We have a passion culture - with teamwork, collaboration and a focus on growing individuals and giving them the tools & development opportunities to have a successful career. 2026 Summer Insurance Internships- Multiple Locations Why consider an internship with Jencap, a leading national wholesaler? We are offering you a unique experience that will be both challenging and rewarding in addition to providing you with hands-on experience! The Internship Program will run for eight weeks beginning in June 2026. As an intern you will: Be assigned mentors and have a working relationship with them. Shadow staff members and join team meetings and activities. Be assigned meaningful work assignments with one of our core business units: Brokerage or Delegated Binding Authority Regularly engage with the Vice President of Training & Development and other interns on training and education hubs. Participate in a group assignment with other interns offering meaningful ideas through a final presentation to Jencap leaders at the end of the internship. Hiring in multiple Jencap offices: Redbank, NJ; Atlanta, GA; Springfield, MO; Houston, TX and NY, NY Who are our ideal candidates? Ambitious, Professional, Committed, Collaborative, Positive, Hardworking, Ethical Qualifications: Completion of two or more business courses at an accredited college Rising Senior status, May 2027 graduate Business major Application Requirements: Apply online and include a resume with a cover memo. Want the opportunity to build something new? Expand your knowledge and stretch your experience through new and emerging risks? Have your voice heard, your skills properly applied, and to add tangible value to an organization? You're in the right place. Jencap is dynamic, bold, tenacious, and trusted in the industry. Here, you are not just one of the many, you are one of us. We truly are better together. Jencap is an Equal Opportunity Employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin or citizenship status, sexual orientation, gender identity or expression, pregnancy, marital or familial status, disability status, medical condition, genetic information, military or veteran status, political affiliation, or any other characteristic protected by law. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard, as we believe that that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.$60k-93k yearly est. Auto-Apply 11d agoAsset Management - Retirement Plan External Client Advisor - Vice President, Central Region
JPMC
Finance advisor job in Springfield, MO
J.P. Morgan Asset Management (JPMAM) is a global asset manager with $4 trillion in assets under management. Our Retirement Americas Client business provides high-quality investment management and employer recordkeeping solutions for plan sponsor clients and their plan participants by delivering our capabilities across the firm. The Retirement Plan Advisor sales team is responsible for selling JPMAM's full-service small market Everyday 401(k) and Investment Only solutions through Financial Advisors in partnership with our US Advisor Distribution team. JPMAM also provides tools and insights that enable advisors to help their clients build stronger workplace retirement plans that lead to better outcomes for their plan participants. As the External Retirement Plan Client Advisor (RPCA), you will focus exclusively on supporting Financial Advisors (FAs) in the launch and ongoing success of JPMAM's Everyday 401(k) solution with new distribution partners. You will partner closely with our Independent Broker Dealer (IBD) and other Retirement team partners to deliver JP Morgan Retirement Solutions, drive Everyday 401(k) proposals, and close plans. Job Responsibilities Raise and retain assets for JPMAM by driving sales growth for Everyday 401(k) and Defined Contribution Investment Solutions with new distribution partners. Collaborate closely with IBD Client Advisors and other Retirement team partners to deepen relationships with FAs, identify pipeline opportunities, and close 401(k) plans. Serve as the primary JPMAM contact in an assigned territory for Financial Advisors, providing education, support, and guidance throughout the sales and onboarding process. Prepare and deliver FA and plan sponsor presentations in partnership with IBD client advisors and other Retirement team partners. Effectively manage all facets of the sales process, including meeting coordination, product comparisons, proposals, pipeline management, and follow-up activities to ensure seamless onboarding. Work closely with IBD, Retirement, and Vestwell recordkeeping territory partners for effective FA and plan sponsor client engagement. Act as a subject matter expert on Everyday 401(k) and JPMAM retirement solutions, staying current on industry trends and distribution partner specific needs. Travel ~70%, with a minimum activity standard of 15 meetings per week, primarily focused on FA meetings, regional events, and point of sale presentations. Required Qualifications, Capabilities, and Skills Minimum 3 years of external retirement plans wholesaling experience, preferably with experience supporting broker-dealer channels. Bachelor's Degree required. Series 7 and 63 licenses required. Proven ability to build relationships and drive results in a highly collaborative, fast-paced environment. Strong presentation, communication, and organizational skills. Experience with 401(k) recordkeeping solutions and third party advisor distribution. Required Qualifications, Capabilities, and Skills Experience supporting broker-dealer channels.$41k-75k yearly est. Auto-Apply 22d agoClient Advisor SME
Caci
Finance advisor job in Springfield, MO
Client Advisor SMEJob Category: Finance and AccountingTime Type: Full time Minimum Clearance Required to Start: NoneEmployee Type: RegularPercentage of Travel Required: Up to 10%Type of Travel: Local* * * The Opportunity: As Client Advisor SME you will provide vital services in support of the TSA's mission of protecting the nation's air, rail, transit, and highway transportation systems to ensure freedom of movement for people and commerce. This partnership enables the TSA to continue serving approximately 1.9 million passengers every day at mass transit stations and airports nationwide. This position requires being on-site, either at TSA's HQ in Springfield, VA, or another location within the National Capital Region (NCR) (e.g., Annapolis Junction, MD). Responsibilities: As a Client Advisor SME you will serve as a senior advisor to customer's executive management team in a variety of capacities. Provide advice and expertise in competitive sourcing, complex financial concepts, strategic planning and process improvement methods, supporting audits, financial planning and reporting site- selection, and consolidation of operations; and assists with COR responsibilities. Provide the business/financial/management/analyst focused on the coordination, accounting, planning and administration functions. Provide business management functions such as budgeting, financial analysis and planning, and control of funding and allocation of funding. These functions include business process analysis to describe and create defined business and operations controls and processes. May provide oversight, supervision, and task assignments for other personnel on large efforts Qualifications: Required: Ability to attain DHS EOD (Entry on Duty) Bachelor's degree Ten (10) years of relevant experience in consulting **This position is in support of future opportunities. As we get closer to filling this position, we will be contacting qualified candidates. If you are selected to interview, you will be contacted directly by a recruiter. - ________________________________________________________________________________________ What You Can Expect: A culture of integrity. At CACI, we place character and innovation at the center of everything we do. As a valued team member, you'll be part of a high-performing group dedicated to our customer's missions and driven by a higher purpose - to ensure the safety of our nation. An environment of trust. CACI values the unique contributions that every employee brings to our company and our customers - every day. You'll have the autonomy to take the time you need through a unique flexible time off benefit and have access to robust learning resources to make your ambitions a reality. A focus on continuous growth. Together, we will advance our nation's most critical missions, build on our lengthy track record of business success, and find opportunities to break new ground - in your career and in our legacy. Your potential is limitless. So is ours. Learn more about CACI here. ________________________________________________________________________________________ Pay Range: There are a host of factors that can influence final salary including, but not limited to, geographic location, Federal Government contract labor categories and contract wage rates, relevant prior work experience, specific skills and competencies, education, and certifications. Our employees value the flexibility at CACI that allows them to balance quality work and their personal lives. We offer competitive compensation, benefits and learning and development opportunities. Our broad and competitive mix of benefits options is designed to support and protect employees and their families. At CACI, you will receive comprehensive benefits such as; healthcare, wellness, financial, retirement, family support, continuing education, and time off benefits. Learn more here. The proposed salary range for this position is: $94,400 - $198,200 CACI is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, age, national origin, disability, status as a protected veteran, or any other protected characteristic.$49k-65k yearly est. Auto-Apply 60d+ agoFinance Intern - Summer 2026
Dexter Axledexter Axle Company, Inc.
Finance advisor job in Springfield, MO
Dexter is the premier manufacturer and supplier of axles, suspension, brakes, doors, venting products, trailer parts, accessories, and towing components serving the commercial trailer, RV, heavy-duty, marine, agriculture, and manufactured housing markets has an opportunity for a Finance Intern for Summer 2026 at our Springfield, MO location. Headquartered in Elkhart, Indiana, Dexter has manufacturing and distribution locations throughout the U.S. and Canada. Employing state-of-the-art robotics, precision welding equipment, and automated machining processes, Dexter has achieved many years of success through a commitment to the principles of superior quality, continuous improvement, and unparalleled customer service. For more information about our company, access Dexter's web site at ******************** JOB DESCRIPTION The Finance Intern will assist in financial analysis, reporting, budgeting, forecasting and other various day to day accounting/controller functions. This role is a very fast paced environment covering multiple industries, products, processes, and production plants. Potential locations for this internship include Elkhart, IN and Bristol, IN and Springfield, MO. As a Finance Intern, you will be working on robust, hands-on projects. Potential projects may include, but not limited to: * Sales forecasting and trends analysis. * Contributing to the preparation/consolidation of monthly and quarterly reporting * Facilitating improvement in historic data upkeep and the consistency/organization of reporting * Assisting with budgeting and forecasting processes * Supporting the finance team in day-to-day operations Minimum Qualifications To be successful in this role, you must possess the following: * Strong computer skills * Strong Excel and data analysis skills * Administrative experience with great attention to detail * Excellent sense of ethics and accountability * Clear, professional written, verbal and interpersonal communication skills * Strong organizational, time management and problem-solving skills EDUCATION You must be actively enrolled an accredited university working towards a bachelors or masters degree in Finance, Accounting, Economics or related area of study. Apply now to join an industry leader and make a difference in what we do for the customers we serve! Equal Opportunity Employer Offers of employment are contingent upon successfully passing a background check and drug screen. Dexter Axle Company is an equal opportunity employer. Applicants are considered for positions without discrimination on the basis of race, color, creed, religion, national origin, gender, age, disability, veteran status, citizenship status or any other characteristic protected by federal, state or local law. Work Authorization Dexter will only employ those who are legally authorized to work in the United States or Canada. We do not provide sponsorship. Individuals with temporary visas such as E, F-1 (including those with OPT or CPT), H-1, H-2, L-1, B, J or TN, or who need sponsorship for work authorization now or in the future, are not eligible for hire.$29k-40k yearly est. 14d agoMerchandise Financial Planner
BPS Direct
Finance advisor job in Springfield, MO
The Merchandise Planner will plan, forecast and manage sales, margin, inventory, receipts and turn for retail and direct business for financial and demand components. Key responsibilities are to maximize sales, gross profit, inventory turns, minimize markdowns, and manage the open to buy with accurate monthly sales, receipt and margin forecasts for specific categories by analyzing financials, market, and customer data. They will partner with the Merchant on strategies, plans, opportunities and risks for their area of responsibility. ESSENTIAL FUNCTIONS: Builds annual financial sales, gross margin and inventory plans at a monthly level, by season which ties to the companies' budgeted sales, gross margin and turn goals. Creates demand plans for all products. Aligns tops down financial plans with bottoms up SKU/Style demand forecasts. Create department financial plans and bottoms up demand plans to achieve or exceed financial goals. Manage open to buy reports accurately forecasting sales, gross margin, receipts and inventory at a Merchant/Sub Department level. Develop and maintain demand forecasts for all products. Maintain promotional demand forecasts at the item level. Review demand trends and adjusts forecast to maintain alignment with financial forecast. Recognize trends or patterns and adjusts forecasts as necessary. Ensure accurate receipt forecasts by week/month and provide insight to Inventory Management on components to adjust for optimal receipt investment. Collaborate during consensus demand meetings with cross-functional partners to ensure alignment on forecasts. Partner with Merchant on seasonal/annual business strategies and weekly/monthly business reviews to identify opportunities and risks and support needed. Quantify in-season risks and opportunities and confidently make recommendations based on facts. Build and develop relationships with Merchants and Inventory Management partners to achieve financial results for area of responsibility and total company. All other duties as assigned EXPERIENCE/QUALIFICATIONS: Minimum Degree Required: Bachelor's Degree, in Supply Chain, Business, Finance or related field. 3 years of experience in retail environment. KNOWLEDGE, SKILLS, AND ABILITY: Proficient PC skills, including MS Office Suite and advanced Excel Understanding of retail math components Aptitude to analyze data to identify trends, issues and opportunities Demonstrate critical thinking and problem-solving skills Effective communication skills at multiple levels within the organization including senior management Ability to present business strategies and action plans to cross functional groups Support an environment that fosters respect for the ideas of others as well as ongoing collaboration to execute business strategy Ability to manage multiple projects, meet deadlines, and remain detailed oriented. TRAVEL REQUIREMENTS: N/A PHYSICAL REQUIREMENTS: Regularly sits and does computer work. Occasionally walks, and stands. Seldom/Never lifts up to 50 lbs. INDEPENDENT JUDGEMENT : Performs duties within scope of general company policies, procedures, and objectives. Analyzes problems and performs needs assessments. Uses judgment in adapting broad guidelines to achieve desired result. Regular exercise of independent judgment within accepted practices. Makes recommendations that affect policies, procedures, and practices. Full Time Benefits Summary: Enjoy discounts on retail merchandise, our restaurants, world-class resorts and conservation attractions! Medical Dental Vision Health Savings Account Flexible Spending Account Voluntary benefits 401k Retirement Savings Paid holidays Paid vacation Paid sick time Bass Pro Cares Fund And more! Bass Pro Shops is an equal opportunity employer. Hiring decisions are administered without regard to race, color, creed, religion, sex, pregnancy, sexual orientation, gender identity, age, national origin, ancestry, citizenship status, disability, veteran status, genetic information, or any other basis protected by applicable federal, state or local law. Reasonable Accommodations Qualified individuals with known disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and certain state or local laws. If you need a reasonable accommodation for any part of the application process, please visit your nearest location or contact us at ************************. Bass Pro Shops$32k-40k yearly est. Auto-Apply 11d agoWealth Advisor - Security Bank
LPL Financial Services
Finance advisor job in Springfield, MO
Are you passionate about serving clients and helping people improve their financial well-being? Are you solution-oriented and passionate about delivering results? Do you like thinking outside the box, learning new skills and problem solving? If so, then this could be the role for you! LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 22,000 financial advisors, 1,100 institution-based investment programs, and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients. This is not a remote role - The candidate must be local to Springfield, IL and will be working on-site at Security Bank. Job Overview: A Financial Consultant acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from retail client base designed to meet the individualized needs of each customer. Establish a strong partnership with Retail Branch Managers and Centers of Influence and maintain strong working relationships with all assigned Branches. Responsibilities: * Utilizing a consultative, holistic approach, sales process, and assessment tools where appropriate. * Providing comprehensive, needs- based financial solutions to clients by offering a range of investment/insurance solutions * Delivering needs based, comprehensive financial solutions by offering a suitable and diversified set of brokerage, advisory, and insurance solutions to meet client needs and objectives. * Employing ethical business practices to ensure full compliance of regulatory, broker dealer and institution requirements * Delivering a high quality customer service experience during each customer interaction * Building strong relationships with retail branch staff, supporting and motivating their referral efforts. Developing a complete understanding of the core institution products to support cross- selling opportunities and to generate referrals back to the institution where appropriate * Meet or exceed established sales goals for assigned territory while ensuring compliance with policies, procedures and regulations governing products and services. What are we looking for? We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement. Requirements: * High school diploma or equivalent (Bachelor's Degree Preferred) * Minimum of two (2) years investment sales experience (preferably in a financial institution) * Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66 * Registration (If required by the state of hire. If required by state of hire and not active, must acquire within the first six months of hire) * Computer literate with proficiency in Microsoft Office product suite, including Power Point and applications specific to the broker dealer Preferences: * Demonstrated ability to sell products and services to investment clients; evidence of strong sales results * Broad knowledge of characteristics and needs of clients and partners within the bank- based investment market space * Excellent knowledge of investment/insurance products and financial planning Core Competencies: * Strong self-motivation and ability to work independently * Excellent verbal, written and interpersonal communication skills * Possess strong organization skills * Excellent customer service and business focus with a great attention to detail * Effective research and analysis skills #LI-Onsite Pay Range:58500 - 70000 The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.$54k-84k yearly est. Auto-Apply 60d+ agoClient Financial Specialist (6180)
Mihlfeld & Associates
Finance advisor job in Springfield, MO
Who is Mihlfeld? With a 30-year legacy of measurable, proven and accelerating results, Mihlfeld & Associates leads the Transportation Data Management service/s industry by providing unmatched savings and confidence to our clients. We take pride in our strong, long-term relationships with our clients. Mihlfeld & Associates boasts a team of highly tenured employees that leverage a comprehensive and proprietary system that is put to work for shippers across the country. The Client Financial Specialist at Mihlfeld & Associates plays a critical role in ensuring accurate, compliant, and strategically aligned invoices for key clients. This position is responsible for independently interpreting complex client business rules, designing and maintaining invoicing processes, and exercising judgment to resolve exceptions and discrepancies that impact payment processing, financial reporting, and cost accounting. The role partners cross-functionally with Operations, Client Services, and Finance to ensure invoicing practices align with client requirements and internal controls. Key Responsibilities Invoice Review, Approval & Exception Management Audit, balance, and approve complex client invoices and related financial reports prior to issuance, exercising discretion and independent judgment. Manage weekly client invoice schedules, ensure invoices are delivered according to contractual timelines, and communicate schedule changes to the Operations team. Analyze invoicing discrepancies, identify root causes, and determine corrective actions to resolve issues and prevent recurrence. Manage special invoicing requests and exceptions by assessing financial and operational impact and determining appropriate resolution strategies. Operational Coordination & Prioritization Direct the Operations team on items requiring processing for standard and special weekly invoices. Communicate client priorities to Operations, clearly identifying urgency and sequencing of work. Provide guidance to internal stakeholders on invoicing workflows, system configuration, and best practices. Client Invoicing Expertise & Process Ownership Serve as the subject matter expert for assigned client invoicing requirements, including interpreting, documenting, and applying customized business rules. Independently evaluate client agreements and invoicing requirements to design, implement, and continuously improve invoicing processes for accuracy, efficiency, and compliance. Maintain ownership of client-specific invoicing rules, ensuring documentation is current and processes are reviewed and updated as needed. Systems, Financial Setup & Compliance Oversee the setup and configuration of new clients and locations in internal systems, ensuring alignment with financial, general ledger (GL), and tax requirements. Review and maintain GL and tax code structures to ensure accurate classification and compliance with accounting standards. Perform higher-level accounts receivable and payable support as needed, including reviewing payment application accuracy and investigating discrepancies between billed and received amounts. Cross-Functional Collaboration & Continuity Collaborate with Operations, Client Services, and Finance to meet invoicing timelines, accuracy standards, and client expectations. Provide continuity support by advising on invoicing corrections, process improvements, and operational best practices Qualifications Experience in business operations, finance, accounting, logistics, or a related professional field with analytical and process-driven responsibilities. Demonstrated ability to independently analyze information, resolve complex issues, and exercise judgment on matters of significance. Strong understanding of invoicing structures, financial documentation, and operational reporting. Proficiency in Microsoft Office applications, particularly Excel, with the ability to analyze and interpret data. Excellent written and verbal communication skills, with the ability to explain complex information clearly to internal and external stakeholders. Strong organizational, prioritization, and time-management skills in a fast-paced environment. Proven problem-solving ability with a focus on process improvement and implementation. Compensation & Benefits Mihlfeld & Associates, Inc. is an Equal Opportunity Employer committed to fostering a collaborative, transparent, and accountable workplace. Classification: Salary / Exempt Compensation: $45,000 annually Benefits: Company-paid employee health insurance (dependents eligible) Dental, vision, life insurance Short- and long-term disability and AD&D coverage Professional Development: Paid training and ongoing development opportunities Work Environment: Collaborative culture with direct access to leadership and cross-functional teams Stability & Growth: Established organization with long-term growth opportunities$45k yearly 12d agoWealth Management Advisor - Springfield/Branson, MO
U.S. Bank
Finance advisor job in Branson, MO
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team. The WMA is responsible for facilitating the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance. WMAs partner with the team to assist clients and families by gaining a thorough understanding of their unique goals and objectives and constructing appropriate goals-based investment portfolios. WMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation. Basic Qualifications - Bachelor's degree, or equivalent work experience - Three to five years of experience in a financial sales position, preferably working with the affluent client segment - FINRA Series 7, 63, 65 or 66 license, and applicable state insurance license Preferred Skills/Experience - Considerable knowledge in financial planning, including but not limited to goals based planning, asset allocation, retirement planning, and education funding - Considerable knowledge of the securities industry, including U.S. Bancorp Investments, investment and insurance products and services - Extensive knowledge of private banking products and services, including credit processes and policies - Ability to effectively present investment strategies to clients and maintains a holistic approach to planning - Strong relationship management, sales and new business development skills - Well-developed analytical and problem-solving skills - Excellent interpersonal, verbal and written communication skills - Proficient with various computer software programs including the ability to use recommended desktop planning tools and processes If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. This role receives an annual base salary between $65,000 and $78,000 depending on the required state minimum plus eligibility for incentives based on employee's production under the applicable incentive plan. U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.$65k-78k yearly Auto-Apply 46d agoCollege Financial Representative, Internship Program
Northwestern Mutual
Finance advisor job in Springfield, MO
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr.$500 weekly Auto-Apply 13d agoManufacturing Financial Analyst, Mount Vernon, MO Plant
Schreiber Foods
Finance advisor job in Mount Vernon, MO
As a Manufacturing Finance Analyst, you will provide financial insights and cost analysis to support decision-making and improve profitability at Schreiber Foods. This role focuses on cost accounting and operational finance and analysis to help achieve business objectives. This position provides onsite finance support for both our Mount Vernon and Monett plants. Mount Vernon and Monett are centrally located appx 30 minutes from both Springfield, MO and Joplin, MO, offering convenient access to metropolitan amenities. A hybrid schedule may be considered, with a minimum of 3 days per week being onsite. Arrangements will be based on business need. For candidates more than 50 miles, relocation can be available in addition to a $10,000 relocation bonus. What you will do: * Build strong relationships with key partners to support decisions and coordinate resources. * Provide business insight and act as a liaison between Home Office and plant teams, ensuring alignment on cross-functional initiatives and corporate strategies * Analyze data to uncover opportunities and deliver actionable insights that reduce costs, minimize waste, and boost productivity * Leverage technology to perform business analytics and develop dynamic, insightful dashboards & reports to benchmark performance. * Develop and oversee product cost accuracy to guide inventory valuation, pricing strategies, and new product evaluations * Manage period close activities, ensuring accurate data collection, inventory audits, and compliance with corporate accounting standards. Provide clear explanations of results to stakeholders. * Complete annual standard cost update process and provide support to Plant Controller during annual business planning and quarterly forecasting updates. * Support capital budgeting by applying investment guidelines, performing analyses and post-completion reviews, and ensuring accurate fixed asset records * Protect company assets and strengthen internal controls to ensure accurate financial reporting. Maintain compliance with GAAP and all regulatory requirements * As member of leadership, ensures compliance to Partner & Food Safety policies & procedures. Understands customer requirements and communicates pertinent information on as needed basis. Participates in development of corrective actions to process gaps. Provides opinions regarding partner coaching & discipline. What you need to succeed: * Bachelor's degree in Accounting or Business-related field. * Cost accounting experience required, 3+ years * Proficiency in Microsoft 365 and Power BI * ERP experience such as Oracle or SAP a plus. * Strong analytical and communication skills. #INDHO Eligible partners will receive: * Get not one, but TWO retirement benefits. When you join our employee-owned company, you'll be part of our Employee Stock Ownership Plan (ESOP) from day one. In addition to an 8% 401(k) match into the ESOP, Schreiber will contribute an extra amount - about 8% of your earnings - toward your retirement every year. That's a company contribution of around 16% in retirement savings annually. That's hard to beat! * Earn bonus pay. You'll have an opportunity to earn incentive pay twice a year when we meet our company goals. * Ready to make a move? Receive a $10,000 relocation bonus PLUS a generous relocation package if relocating more than 50 miles for a U.S. Salaried position. * Childcare costs. Get up to $5,000 annually to help you with the cost of childcare. Monthly contributions toward childcare expenses, including independent babysitters. * Earn $ for focusing on your health. Depending on your medical plan enrollment, earn $1,200 in your HSA or as a cash payout for prevention activities. Plus, use your $600 lifestyle spending account for reimbursements related to health, fitness, weight management, mental health and social wellness. * Pursue development that's relevant to your role, career goals and the company. Plus, we offer tuition reimbursement if you want to further your education to grow in your role at Schreiber. * Get access to medical, prescription drug, dental and vision benefits starting day one. This includes an onsite nurse and mental health counselor. * Experience caring like you've never experienced it before. We have a program that's completely organized by and for other partners who need extra help. It's called Partners Helping Partners. We have hundreds of examples of partners organizing fundraisers to help out others going through a hard time. Sound like a company you'd like to be a part of? Click Apply. Need extra assistance with the application process? Contact ***************************** or call ************. For positions that require any amount of travel: Valid driver's license, auto insurance (at least state minimum- more might be required), acceptable driving record per Schreiber Foods discretion, and vehicle that will ensure applicant can meet the travel necessities of the position are required. Schreiber requires that an employee have authorization to work in the country in which the role is based. In the event, an applicant does not have current work authorization, Schreiber will determine, in its sole discretion, whether to sponsor an individual for work authorization. However, based on immigration requirements, not all roles are suitable for sponsorship. An Equal Opportunity Employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Want to be alerted of new openings? Sign in and click the Job Alerts button in the upper-right corner to create a job alert.$61k-80k yearly est. Auto-Apply 60d+ agoFinancial Advisor
Southern Missouri Bancorp, Inc.
Finance advisor job in Springfield, MO
PRIMARY PURPOSE OF JOB The Financial Advisor combines interpersonal skills with all the resources Southern Bank and Ameriprise to help community clients realize their financial goals. Financial Advisors are provided training to help them build their business, including attracting and servicing relationships with their clients and prospects. Financial Advisors are responsible for assessing a client's circumstances and objectives and based on that needs assessment, providing individualized, highly strategic investment consulting. Financial Advisors have access to a full range of wealth building, managing and preserving services through the Broker/Dealer, including mutual funds, stocks, bonds, managed accounts, ETFs, REITs, annuities, insurance and estate planning. EXPECTATIONS OF ALL SOUTHERN BANK TEAM MEMBERS * Southern Bank team members exhibit Southern Bank's values, which can be remembered with the acronym FIRSTS. We teach our team members about our "values in action," which give further examples of how we can live out Southern Bank's values. * We act as a FAMILY - We know we're not a related family, but we really care about people, both personally and professionally. We like knowing that our skills, our time, and our efforts contribute to the overall success of those we spend time with every day. * We move with INNOVATION[DW1] - We push for better ways to solve problems. We are not afraid of a challenge; we're driven to develop new ideas and solutions using creativity and experience. We are committed to leading, devising new solutions for all kinds of obstacles. * We are ROOTED - We're from here. These communities are our homes, and we are deeply invested in making our hometowns the best that they can be. We are firmly committed to success in the places where we've known people our whole lives. * We prioritize SERVICE - We put others above ourselves. We make intentional decisions and take action to benefit others, be it in our daily work with our customers and fellow team members, or in volunteering our time, money, and energy in our communities. * We build TRUST - We strive to be reliable and trustworthy, honest and transparent. We are dedicated to doing what's best for our team members, our customers, and our communities, and they can be confident that we are who we say we are. * We are a source of STRENGTH - We have a capacity and resilience that has come through years of experience and growth. We are able to support those who count on us, and those who need us can rely on us. * Ensures the confidentiality of customer non-public personal information and secures information systems to comply with bank regulations. ESSENTIAL FUNCTIONS AND PERFORMANCE AREAS * Assess client portfolios and financial objectives; provide tailored investment guidance; * Build and manage relationships with affluent and high-net-worth clients using consultative, unbiased advisory approaches; * Prospect new clients and nurture existing relationships; * Recommend investment strategies aligned with client needs and goals; * Deliver financial planning and wealth management solutions; * Present seminars and educational sessions to clients and prospects; * Train bank personnel on identifying and referring potential clients; * Collaborate with bank leadership to integrate investment services across departments; * Stay current on industry trends, products, and compliance through ongoing training; * Represent Southern Bank in community events and activities; and, * Ensure full compliance with industry regulations and standards.$40k-61k yearly est. 44d agoAsset Management - Retirement Plan External Client Advisor - Vice President, Central Region
Jpmorgan Chase
Finance advisor job in Springfield, MO
J.P. Morgan Asset Management (JPMAM) is a global asset manager with $4 trillion in assets under management. Our Retirement Americas Client business provides high-quality investment management and employer recordkeeping solutions for plan sponsor clients and their plan participants by delivering our capabilities across the firm. The Retirement Plan Advisor sales team is responsible for selling JPMAM's full-service small market Everyday 401(k) and Investment Only solutions through Financial Advisors in partnership with our US Advisor Distribution team. JPMAM also provides tools and insights that enable advisors to help their clients build stronger workplace retirement plans that lead to better outcomes for their plan participants. As the External Retirement Plan Client Advisor (RPCA), you will focus exclusively on supporting Financial Advisors (FAs) in the launch and ongoing success of JPMAM's Everyday 401(k) solution with new distribution partners. You will partner closely with our Independent Broker Dealer (IBD) and other Retirement team partners to deliver JP Morgan Retirement Solutions, drive Everyday 401(k) proposals, and close plans. **Job Responsibilities** + Raise and retain assets for JPMAM by driving sales growth for Everyday 401(k) and Defined Contribution Investment Solutions with new distribution partners. + Collaborate closely with IBD Client Advisors and other Retirement team partners to deepen relationships with FAs, identify pipeline opportunities, and close 401(k) plans. + Serve as the primary JPMAM contact in an assigned territory for Financial Advisors, providing education, support, and guidance throughout the sales and onboarding process. + Prepare and deliver FA and plan sponsor presentations in partnership with IBD client advisors and other Retirement team partners. + Effectively manage all facets of the sales process, including meeting coordination, product comparisons, proposals, pipeline management, and follow-up activities to ensure seamless onboarding. + Work closely with IBD, Retirement, and Vestwell recordkeeping territory partners for effective FA and plan sponsor client engagement. + Act as a subject matter expert on Everyday 401(k) and JPMAM retirement solutions, staying current on industry trends and distribution partner specific needs. + Travel ~70%, with a minimum activity standard of 15 meetings per week, primarily focused on FA meetings, regional events, and point of sale presentations. **Required Qualifications, Capabilities, and Skills** + Minimum 3 years of external retirement plans wholesaling experience, preferably with experience supporting broker-dealer channels. + Bachelor's Degree required. + Series 7 and 63 licenses required. + Proven ability to build relationships and drive results in a highly collaborative, fast-paced environment. + Strong presentation, communication, and organizational skills. + Experience with 401(k) recordkeeping solutions and third party advisor distribution. **Required Qualifications, Capabilities, and Skills** + Experience supporting broker-dealer channels. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** Chicago,IL $100,000.00 - $100,000.00 / year$100k-100k yearly 20d agoFinance & Insurance Intern
BPS Direct
Finance advisor job in Springfield, MO
Embark on a 10-week adventure with Bass Pro Shops, where you'll gain hands-on experience, contribute to real projects, and make a meaningful impact. This is more than just an internship, it's your opportunity to explore how a passion for the outdoors fuels a world-class company. Our headquarters, known as Base Camp, is located in Springfield, Missouri, in the heart of the Ozarks. Nature isn't just our backdrop; it's at the core of who we are. ESSENTIAL FUNCTIONS: Assisting with the preparation of financial documents and contracts. Learning about different financing options and insurance products. Supporting the F&I manager in daily operations. Interacting with customers to explain financing terms and insurance options. Ensuring compliance with regulatory requirements and dealership policies. Helping with administrative tasks such as data entry, filing, and record-keeping. EXPERIENCE/QUALIFICATIONS: Minimum Education Required: Completion of Junior year of college through graduating year. Minimum GPA: 3.0 Preferred Major: Available for full commitment of 10-week program (40 hours/week) Currently enrolled in accredited college or university in pursuit of bachelor's degree in related field Eligible to work in the US Ability to relocate to work location for the duration of the program TRAVEL REQUIREMENTS: Travel required varies based on internship, minimal. INDEPENDENT JUDGEMENT : Performs tasks and duties under direct supervision, using well-defined policies and procedures. Work is reviewed by supervisor. Limited opportunity exists for exercising independent judgment and decision making. Bass Pro Shops is an equal opportunity employer. Hiring decisions are administered without regard to race, color, creed, religion, sex, pregnancy, sexual orientation, gender identity, age, national origin, ancestry, citizenship status, disability, veteran status, genetic information, or any other basis protected by applicable federal, state or local law. Reasonable Accommodations Qualified individuals with known disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and certain state or local laws. If you need a reasonable accommodation for any part of the application process, please visit your nearest location or contact us at ************************. Bass Pro Shops$33k-37k yearly est. Auto-Apply 43d agoBusiness/Financial Analyst
Caci
Finance advisor job in Springfield, MO
Business/Financial AnalystJob Category: Finance and AccountingTime Type: Full time Minimum Clearance Required to Start: NoneEmployee Type: RegularPercentage of Travel Required: Up to 10%Type of Travel: Local* * * The Opportunity: As Business/Financial Analyst you will provide vital services in support of the TSA's mission of protecting the nation's air, rail, transit, and highway transportation systems to ensure freedom of movement for people and commerce. This partnership enables the TSA to continue serving approximately 1.9 million passengers every day at mass transit stations and airports nationwide. You will support the development and analysis of the out-year spend plan, aligning forecasted program expenditures with customer requirements for the current fiscal year and beyond. You will track finances throughout the entire Planning, Programming, Budgeting, and Execution (PPBE) lifecycle, including Purchase Requests (PRs). Additionally, you will create tools and processes to develop, monitor, and manage funding deliverables and related information. You will also oversee and analyze the division's annual Project-Based Spend Plan to ensure smooth execution of office-level budgeting activities and mitigate associated risks. This position requires being on-site, either at TSA's HQ in Springfield, VA, or another location within the National Capital Region (NCR) (e.g., Annapolis Junction, MD). Responsibilities: As a Business/Financial Analyst you will provide analytical support for facilitation, training, methodology development and evaluation, business management techniques, and organizational development. Specifically you will Provide the business/financial/management/analyst focused on the coordination, accounting, planning and administration functions Provide business management functions such as budgeting, financial analysis and planning and control of funding and allocation of funding Qualifications: Required: Ability to obtain a DHS Entrance on Duty (EOD) Bachelor's degree Six (6) years experience, including five (5) years in business/consulting **This position is in support of future opportunities. As we get closer to filling this position, we will be contacting qualified candidates. If you are selected to interview, you will be contacted directly by a recruiter. - ________________________________________________________________________________________ What You Can Expect: A culture of integrity. At CACI, we place character and innovation at the center of everything we do. As a valued team member, you'll be part of a high-performing group dedicated to our customer's missions and driven by a higher purpose - to ensure the safety of our nation. An environment of trust. CACI values the unique contributions that every employee brings to our company and our customers - every day. You'll have the autonomy to take the time you need through a unique flexible time off benefit and have access to robust learning resources to make your ambitions a reality. A focus on continuous growth. Together, we will advance our nation's most critical missions, build on our lengthy track record of business success, and find opportunities to break new ground - in your career and in our legacy. Your potential is limitless. So is ours. Learn more about CACI here. ________________________________________________________________________________________ Pay Range: There are a host of factors that can influence final salary including, but not limited to, geographic location, Federal Government contract labor categories and contract wage rates, relevant prior work experience, specific skills and competencies, education, and certifications. Our employees value the flexibility at CACI that allows them to balance quality work and their personal lives. We offer competitive compensation, benefits and learning and development opportunities. Our broad and competitive mix of benefits options is designed to support and protect employees and their families. At CACI, you will receive comprehensive benefits such as; healthcare, wellness, financial, retirement, family support, continuing education, and time off benefits. Learn more here. The proposed salary range for this position is: $78,700 - $165,200 CACI is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, age, national origin, disability, status as a protected veteran, or any other protected characteristic.$53k-71k yearly est. Auto-Apply 60d+ ago
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Learn more about finance advisor jobs
How much does a finance advisor earn in Springfield, MO?
The average finance advisor in Springfield, MO earns between $23,000 and $87,000 annually. This compares to the national average finance advisor range of $34,000 to $121,000.
Average finance advisor salary in Springfield, MO
$45,000
What are the biggest employers of Finance Advisors in Springfield, MO?
The biggest employers of Finance Advisors in Springfield, MO are:
- Southern First Bank
- Edward Jones
- Corebridge Financial Inc.
- Cox Barton County Hospital
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