2mo
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Wealth Advisor
Sedalia, Missouri, United States
HybridFull Time
Bachelor's degree in finance or accounting; financial consulting experience preferred; strong analytical, communication, and client-relations skills; certifications in financial planning a plus.
Financial planning software, Analytical tools
2mo
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Wealth Advisor
Jefferson City, Missouri, United States
HybridFull Time
Bachelor's in finance/accounting or related field; experience in financial consulting preferred; strong analytical and communication skills; ability to build client relationships; licenses/certifications in financial planning a plus.
1w
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Financial Advisor
Columbia, Missouri, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, licensure for life/accident & health and securities (SIE, Series 6,7,63), client-facing experience, strong relationship-building and time-management skills, legal authorization to work in the US.
2mo
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Wealth Advisor
Columbia or United States
HybridFull Time
Bachelor's degree in finance, accounting, or related field; experience in financial consulting preferred; strong analytical and communication skills; ability to build client relationships; licenses/certifications in financial planning a plus.
3w
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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.
2w
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Financial Advisor with Athletic Experience
Chesterfield or Milwaukee or St. Louis or Bowling Green or Warrenton or Columbia or Arizona
$70k-$95k/yr HybridFull Time
Bachelor's preferred; must obtain state insurance licenses (training provided). Strong interpersonal, communication, and analytical skills; ability to build client relationships. Prior sales/financial experience beneficial but not required.
1w
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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
1mo
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Client Service Associate with Branson Wealth Advisors
Branson, Missouri, United States
OnsiteFull Time
Professional, dependable, service-minded; strong written/verbal communication; organized with attention to detail; proficient with Microsoft Word, Excel, PowerPoint; willingness to learn Ameriprise systems.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Ameriprise systems
4d
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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
3w
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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
2w
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Trust Associate
Columbia, Missouri, United States
OnsiteFull Time
Client-facing trust support role assisting Wealth & Trust Advisors with account maintenance, scheduling, paperwork, account research, and use of AddVantage and Fidelity systems; requires strong communication, customer service, attention to detail, and Microsoft Office skills.
AddVantage trust accounting system, Fidelity custodial system, Microsoft Office, Microsoft Word, Microsoft Excel