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Lead- Retirement Advisor | Pipeline & Mentorship
Job in
Springfield, Greene County, Missouri, 65897, USA
Listed on 2026-03-01
Listing for:
Magellan Financial & Insurance Services, Inc.
Full Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial advisory firm is seeking a Licensed Advisor to assist clients in retirement planning. The role offers a clear progression towards becoming a Lead Advisor, focusing on client interactions from day one. In this position, you will run meetings, support discovery conversations, and present planning recommendations alongside a Lead Advisor. Ideal candidates will have a strong client-facing skill set, be ready for mentorship, and want to grow their career in a structured environment.
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