Top 63 Senior advisor, wealth advisory Jobs in Springfield Mo

Client Relationship Manager (3+ yr exp req)
Advantage Retirement Services —Springfield, MO
- $20 - $23 an hour
- Part-time
- Microsoft Excel
- Inventory management
- Customer service
- Flexible schedule
Quick Apply
Business Strategy Senior Advisor
Jack Henry & Associates —Springfield, MO
- Full-time
- Hybrid work
- PMP
- 8 years
- Analysis skills
Senior Managing Advisor, Wealth Advisory
Forvis Mazars —Springfield, MO
- Full-time
- 7 years
- CPA
- Business development
Quick Apply
Senior Advisor, Wealth Advisory
Forvis Mazars —Springfield, MO
- Full-time
- Mid-level
- Business development
- Bachelor's degree
Quick Apply
Licensed Final Expense Sales Agent (LHA083126)
SelectQuote —Missouri
- $60,000 - $75,000 a year
- Full-time
- Remote
- Mid-level
- Health insurance
- Dental insurance
4d
Vice President of Finance
O'Reilly Development Company —Springfield, MO
- Full-time
- Background check
- CPA
- Office
- Relocation assistance
- Health insurance
Quick Apply
Manager, Assurance
Forvis Mazars —Springfield, MO
- Full-time
- CPA
- 5 years
- Master's degree
Quick Apply
Senior Manager, Tax
Forvis Mazars —Springfield, MO
- Full-time
- 7 years
- CPA
- Office
Quick Apply
10d
Controller
O’Reilly Development Company, LLC —Springfield, MO
- Full-time
- Background check
- CPA
- Residential
- Health insurance
- Dental insurance
Quick Apply
Senior Human Resources Manager
SRC Holdings Corp. —Springfield, MO
- Full-time
- 7 years
- Bachelor's degree
- Recruiting
Quick Apply
Business Strategy Senior Advisor
Jack Henry —Springfield, MO
- Full-time
- Remote
- PMP
- 8 years
- Analysis skills
Key Account Manager - Sporting Goods & Apparel
Outform Group —Springfield, MO
- $120,000 - $155,000 a year
- Remote
- Marketing
- 5 years
- Office
- Health savings account
- Paid holidays
Quick Apply
Senior ERP Consultant I
HEARTLAND BUSINESS SYSTEMS LLC —Springfield, MO
- Full-time
- Hybrid work
- Microsoft Word
- CPA
- Customer service
Quick Apply
Sourcing Category Manager : Senior Advisor
Jack Henry —Springfield, MO
- Extended hours
- Hybrid work
- Oracle
- 11+ years
- Office
Financial Advisor
SOUTHERN BANK —Springfield, MO
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Financial Analyst Advisor / Finance Business Partner
Jack Henry —Springfield, MO
- Extended hours
- Hybrid work
- Research
- Office
- Finance
2d
EPR & Product Stewardship Specialist
Bass Pro Shops —Springfield, MO
- Full-time
- Mid-level
- Office
- 3 years
- Health savings account
- Paid holidays
Senior Accountant
Ollis/Akers/Arney —Springfield, MO
- $57,530 - $71,912 a year
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Profit sharing
- Health savings account
Quick Apply
11d
Business Segment Controller : Senior Advisor Accountant
Jack Henry —Springfield, MO
- $97,800 - $145,000 a year
- Extended hours
- Hybrid work
- Oracle
- CPA
- 11+ years
Network Administrator - DCO (Level1) - Marshfield, MO
STN Incorporated —Marshfield, MO
- $70,000 - $90,000 a year
- Weekends as needed
- Background check
- Mid-level
- US work authorization
- Paid holidays
- Health insurance

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senior advisor, wealth advisory jobs near springfield mo

Client Relationship Manager (3+ yr exp req)

Advantage Retirement Services
Springfield, MO

Quick Apply

Job Details

Part-time
$20 - $23 an hour

Benefits

Flexible schedule

Qualifications

Computer operation
Microsoft Excel
Customer service
Administrative experience
Managing clients in a customer support role
Bachelor's degree
Document review
Organizational skills
Clerical experience
Appointment scheduling

Full Job Description

Client Relationship Manager

Help Create an Exceptional Client Experience

Our local Retirement Advisory & Wealth Management firm is seeking a warm, professional, and highly organized individual who is passionate about building relationships and providing outstanding client service.

As our Client Relationship Coordinator, you'll be the welcoming face and trusted voice of our office. You'll play a vital role in creating a positive experience for every client while supporting our advisors behind the scenes to ensure our office operates smoothly.

If you genuinely enjoy connecting with people, take pride in providing exceptional service, and love keeping things organized, we'd love to meet you.

Schedule:

Part-Time

Monday–Thursday: 9:00 AM – 4:30 PM
Friday: 9:00 AM – 1:00 PM

Your Primary Focus: Building Client Relationships

Every interaction matters. You'll be responsible for helping clients feel valued, informed, and cared for from the moment they contact our office until they leave after their appointment.

Responsibilities include:

Welcome clients with a warm, friendly, and professional demeanor
Build positive relationships through exceptional in-person and phone communication
Answer incoming calls and emails while providing outstanding client service
Schedule, confirm, and coordinate client appointments
Communicate confidently and compassionately with clients regarding appointments, paperwork, and general questions
Managing special outreach to clients on Holidays, Birthdays, Anniversaries, etc.
Help create an inviting, organized, and professional office environment

Administrative & Team Support

In addition to delivering an outstanding client experience, you'll help keep our office running efficiently by:

Assisting with client paperwork and maintaining accurate CRM records
Maintaining organized office files and records
Assisting advisors with day-to-day administrative tasks
Handling confidential client information with integrity and discretion
Managing office supply inventory and ordering as needed
Supporting various operational projects as assigned

What We're Looking For

Our ideal team member is someone who:

Naturally enjoys building relationships and helping others
Is personable, approachable, and communicates with warmth and professionalism
Has outstanding organizational and multitasking skills
Is proactive, resourceful, and enjoys solving problems
Has strong attention to detail and follows through on commitments
Is comfortable learning and using technology, including CRM software
Has extensive experience with Microsoft Office (Word, Excel, and PowerPoint)
Thrives in a collaborative, team-oriented environment
Brings a positive attitude, professionalism, and a genuine desire to serve others

Additional Requirements

This is an in-office position.
Business casual attire and professional appearance are required.

What We Offer

Quarterly incentive plan
Flexible schedule
Opportunities for professional growth and expanded responsibilities
A collaborative, supportive team environment where client relationships come first

Job Type: Part-Time

Benefits

Flexible schedule

Work Location: In person

Job Type: Part-time

Pay: $20.00 - $23.00 per hour

Benefits:

Flexible schedule

Education:

Bachelor's (Preferred)

Experience:

Management : 3 years (Required)
Customer service: 2 years (Required)

Work Location: In person

Quick Apply

Refine Your Search

senior advisor, wealth advisory jobs in springfield mo

Client Relationship Manager (3+ yr exp req)

Business Strategy Senior Advisor

Senior Managing Advisor, Wealth Advisory

Senior Advisor, Wealth Advisory

Licensed Final Expense Sales Agent (LHA083126)

Vice President of Finance

Manager, Assurance

Senior Manager, Tax

Controller

Senior Human Resources Manager

Business Strategy Senior Advisor

Key Account Manager - Sporting Goods & Apparel

Senior ERP Consultant I

Sourcing Category Manager : Senior Advisor

Financial Advisor

Financial Analyst Advisor / Finance Business Partner

EPR & Product Stewardship Specialist

Senior Accountant

Business Segment Controller : Senior Advisor Accountant

Network Administrator - DCO (Level1) - Marshfield, MO

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