1mo
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Financial Advisor (59086)
Columbia, Missouri, United States
OnsiteFull Time
Bachelor's degree required. FINRA Series SEI, 7 & 66 and Life & Health Insurance license required or ability to obtain within 6 months. Client-facing, portfolio management, and financial planning skills.
3w
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Strategic Advisor, Employee Health & Benefits
Columbia, Missouri, United States
$92k-$172k/yr HybridFull Time
2+ YOE2+ years Health & Welfare experience, bachelor’s degree or equivalent, active Life/Health license, US work authorization, knowledge of medical/dental/life/disability/vision plans, strong communication and client management skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Adobe Acrobat
1w
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Branch Office Administrator - Jefferson City, MO
Jefferson City, Missouri, United States
OnsiteFull Time
Providing administrative support to financial advisors, client service, account management, scheduling, documentation, and use of MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office
3w
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Branch Office Administrator - Columbia, MO
Columbia, Missouri, United States
OnsiteFull Time
Provide administrative support to financial advisors, deliver client service, process account transactions, support marketing and business planning; strong attention to detail and computer literacy.
MoneyGuide, Salesforce, Microsoft Office
1mo
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Branch Office Administrator - Boonville, MO
Boonville, Missouri, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors; manage account tasks, scheduling, documentation; strong attention to detail, analytical thinking, conversational skills, and digital tool use (MoneyGuide, Salesforce, Microsoft Office).
MoneyGuide, Salesforce, Microsoft Office