Lead Financial Advisor - Client-First Wealth Planning

WealthCare Corp; Springfield (MO); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Health insurance

401(k) with company matching

Paid time off

Job summary

A growing financial services firm in Springfield is seeking a Financial Advisor. The role involves serving as the lead advisor for client relationships, delivering comprehensive financial planning, and maintaining client documentation. A Series 65 license is essential, ideally with previous experience in the financial sector. This full-time position offers a competitive salary, bonus opportunities, and comprehensive benefits. Occasional late evenings may be required for marketing events. Relocation to Springfield is necessary before starting.

Qualifications

• Series 65 license is required.
• Prior experience in the financial services industry preferred.
• Commitment to compliance and ethical standards.

Responsibilities

• Serve as the primary advisor for client relationships.
• Lead client meetings to deliver financial advice.
• Ensure accurate client records and documentation.

Skills

Strong organizational skills

Excellent verbal communication

Advanced analytical abilities

Relationship-building skills

Time-management skills

Education

Series 65 license

Financial certifications

Tools

Microsoft Office Suite

Job description

A growing financial services firm in Springfield is seeking a Financial Advisor. The role involves serving as the lead advisor for client relationships, delivering comprehensive financial planning, and maintaining client documentation. A Series 65 license is essential, ideally with previous experience in the financial sector. This full-time position offers a competitive salary, bonus opportunities, and comprehensive benefits. Occasional late evenings may be required for marketing events. Relocation to Springfield is necessary before starting.