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Financial Consultant Financial Advisor Financial Services Financial Analyst

Wealth & Retirement Planning Consultant

Job in Springfield, Greene County, Missouri, 65897, USA
Listing for: BBF Wealth
Full Time position
Listed on 2026-02-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Services, Financial Analyst
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Missouri is seeking a Financial Planning Consultant to collaborate with Financial Advisors in reviewing client portfolios and conducting financial analyses. The ideal candidate will have a Bachelor's degree and experience in financial services. Responsibilities include preparing tailored financial plans, client presentations, and continuous monitoring of financial situations. Candidates must possess relevant licenses and strong communication skills, and be committed to regulatory compliance.
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