Top 7 Wealth advisor Jobs in Osage Beach, Mo

Wealth Management Trainee (MO)
Bankers Life —Lake Ozark, MO
- $50,000 - $80,000 a year
- Full-time
- Business development
- Leadership
- Communication skills
- Referral program
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Wealth Advisor
OakStar Bank —Camdenton, MO
- Full-time
- Word processing
- Writing skills
- Basic math
- Paid holidays
- Health insurance
Financial Services Professional - Hybrid Remote (MO)
Bankers Life —Lake Ozark, MO
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
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Wealth Advisor
WealthBridge Financial Group —Jefferson City, MO
You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Strong analytical and problem-solving skills.
$125,000 - $175,000 a year
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Wealth Advisor
OakStar Bank —Camdenton, MO
Possess and maintain a current driver's license and a vehicle with appropriate insurance coverage. Physical and mental demands also include correct usage of the…

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Wealth Management Trainee (OH)
Bankers Life —Columbus, OH
Continuous support with tech tools, marketing leads, and team collaboration. This is an entry-level exam administered by the Financial Industry Regulatory…
$50,000 - $80,000 a year
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Associate Financial Advisor
Transcend Practice Management —Columbus, OH
Provide outstanding service by responding to incoming calls from clients and addressing their concerns in a timely manner. Status: Full time, in office.
$110,000 - $130,000 a year
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wealth advisor jobs near osage beach, mo

Wealth Management Trainee (MO)

Bankers Life -
Lake Ozark, MO

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Job Details

Full-time
$50,000 - $80,000 a year

Benefits

Referral program

Qualifications

Customer communication

Full Job Description

As the cost of living continues to rise, financial planning has never been more important, and Bankers Life offers a career opportunity in the financial services industry that meets this growing need. This role offers a meaningful career path with flexibility and strong earning potential, where you'll help individuals and families make informed decisions about their insurance needs and financial future.

From day one, we provide training, licensing support, and mentorship to help you build a long-term career path in wealth management.

Backed by CNO Financial Group and recognized by Forbes, Newsweek, and Training magazine, we’re a company that invests in your success. Ready to make a difference? Apply today.

What You’ll Do:

Work directly with clients to assess their needs and offer tailored insurance and financial strategies
Earn commission on new business, based on a percentage of the first-year premium
Continue to earn through renewal commissions on in-force policies
Receive leads, digital tools, and ongoing training to support business development
Work toward securities licensing and financial advisory if desired

What We Provide:

Paid licensing study support for your Life & Health certification
Security Industry Essentials (SIE®) exam* support with a $2,000 bonus upon completion
New agent production match – earn up to $17,000 in additional income during your first year
Quarterly bonus program – top producers may earn up to $75,000 annually in performance bonuses
Referral bonus – earn up to $2,000 per qualifying agent referral
Retirement savings contributions begin as your business grows
Early income support is available to help ease the transition
This is an entry-level exam administered by the Financial Industry Regulatory Authority (FINRA) that is a crucial step for individuals seeking to become Financial Advisors.

Compensation Overview:

This role is commission-based, with additional income from bonuses and incentives. Earnings grow over time and reflect both new business and client retention. Below is one example of potential annual compensation for someone building a practice with Bankers Life:

Year

Estimated Annual Compensation

$65,000

$101,250

$163,750

$285,000

Note: These figures reflect combined income from commissions, quarterly bonuses, renewal income, incentive programs, and referrals.

Why Bankers Life:

Structured onboarding and professional development
Access to experienced mentors and leadership opportunities
Continuous support with tech tools, marketing leads, and team collaboration
Company recognition events and performance rewards

Ideal Background:

Strong communication and relationship-building skills
Backgrounds in sales, customer service, or team leadership are a plus
No prior financial experience required—we provide full training

Note: Applicants must reside in the state of the position to be considered. By applying, you agree to be contacted via phone, email, and/or SMS.

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wealth advisor jobs in osage beach, mo

Wealth Management Trainee (MO)

Wealth Advisor

Financial Services Professional - Hybrid Remote (MO)

Relationship Manager – Private Wealth & Tax Solutions

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