Service Advisor; Financial Services
Job in
Springfield, Greene County, Missouri, 65897, USA
Listed on 2026-03-01
Listing for:
W3Global
Full Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Services, Wealth Management
Job Description & How to Apply Below
Overview
Title: Service Advisor (Financial Services)
Location: Springfield, MO
Key Responsibilities- Series 65 license required (firm covers CE and licensing-related costs)
- Experience in financial services with hands-on client advisory responsibilities.
- Proven ability to lead client meetings and deliver holistic financial planning and investment recommendations.
- Strong relationship management skills with a client-first, trust-based approach
- Solid analytical skills for assessing risk, portfolios, and long-term planning strategies
- Highly organized with strong follow-through and attention to compliance and documentation
- Comfortable collaborating with advisors and contributing to team growth
- Full-time, in-office role in Springfield, MO, with occasional evening client or marketing events
- 401(k)
- 401(k) matching
- Health insurance
- Paid time off
- Retirement plan
- Compensation Package:
- Bonus opportunities
- Commission pay
- Profit sharing
Work Location: In person
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