Top 23 Wealth management Jobs in Springfield, Mo

Wealth Management Trust Associate
U.S. Bank National Association —Springfield, MO
- $21.97 - $32.21 an hour
- Full-time
- Microsoft Excel
- 5 years
- Office
- Paid holidays
- Disability insurance
Wealth Advisor
WealthBridge Financial Group —Springfield, MO
- $125,000 - $175,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Senior Advisor, Wealth Advisory
Forvis Mazars —Springfield, MO
- Full-time
- Mid-level
- Business development
- Bachelor's degree
Quick Apply
Senior Managing Advisor, Wealth Advisory
Forvis Mazars —Springfield, MO
- Full-time
- 7 years
- CPA
- Business development
Quick Apply
J.P. Morgan Wealth Management - Private Client Advisor - Springfield, MO (Including surrounding areas)
JPMorganChase —Springfield, MO
- $47,520 a year
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
Wealth Management Trainee (MO)
Bankers Life —Springfield, MO
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Advisor
SOUTHERN BANK —Springfield, MO
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Financial Advisor
Northwestern Mutual —Springfield, MO
- $52,000 - $162,000 a year
- Full-time
- Hospitality
- Office
- Business development
- Paid training
- Health savings account
Quick Apply
2d
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
Quick Apply

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Senior Advisor, Wealth Advisory
Forvis Mazars —Springfield, MO
Current and valid Certified Financial Planner (CFP) designation or eligible to sit for the exam. Actively support business development activities to identify,…
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Senior Managing Advisor, Wealth Advisory
Forvis Mazars —Springfield, MO
Create, implement, and monitor comprehensive financial planning strategies including: Forvis Mazars Wealth Advisors delivers personalized financial strategies…
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Bankers Life —Columbus, OH
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Wealth Management Trust Associate

U.S. Bank National Association -
Springfield, MO

Apply Now

Job Details

Full-time
$21.97 - $32.21 an hour

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Adoption assistance
Parental leave
Vision insurance
Life insurance

Qualifications

Customer communication
High school diploma or GED

Full Job Description

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description

Provides a broad variety of administrative support services for our clients in conjunction with the Trust Administrators. Participates in the efficient administration of trust accounts for assigned client base where the bank is acting as trustee, agent or custodian. Provides high level customer service to clients and beneficiaries relating to these accounts. May collect and interpret data to produce reports; conduct or participate in special projects; and compose correspondence and other documentation as needed. Assists in the administration of accounts in a manner that ensures compliance with legal requirements and monitors risk within designated authority levels. Works proactively to identify potential problems, compliance issues, or fraud to maximize client satisfaction and encourage retention and expansion of client relationship.

Basic Qualifications:

High school diploma or equivalent
Five or more years of client servicing experience or educational equivalent

Preferred Skills/Experience:

Advanced knowledge of products, services and solutions applicable to target market segment
Extensive knowledge of and experience in personal trust administration, fiduciary regulations, and trust services
In-depth level of knowledge of fiduciary services and compliance/regulatory reporting
Thorough knowledge of operations area and responsibilities
Strong analytical skills with emphasis in investment analysis and instruments
Strong verbal and written communication skills
Excellent client servicing skills
Proficient computer navigation skills using a variety of software packages including Microsoft Office applications such as Word, Excel and PowerPoint

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits:

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $26.35 - 32.21

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.

Apply Now

Refine Your Search

wealth management jobs in springfield, mo

Wealth Management Trust Associate

Wealth Advisor

Senior Advisor, Wealth Advisory

Senior Managing Advisor, Wealth Advisory

J.P. Morgan Wealth Management - Private Client Advisor - Springfield, MO (Including surrounding areas)

Wealth Management Trainee (MO)

Financial Advisor

Financial Advisor

Relationship Manager – Private Wealth & Tax Solutions

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