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Associate Financial Advisor Jobs in Springfield, MO

Simmons Bank

Relationship Banker II

Springfield, MO · On-site

$16.75 - $22/hr

... financial capabilities to meet the unique needs of our customers. We believe in empowering our associates to be a trusted advisor while providing them with the resources of a traditional bank ...

Simmons Bank

Relationship Banker I

Springfield, MO

$16.75 - $22/hr

... financial capabilities to meet the unique needs of our customers. We believe in empowering our associates to be a trusted advisor while providing them with the resources of a traditional bank ...

Raising Cane's

Restaurant Crewmember

Springfield, MO · On-site

$15/hr

Whether you have experience as a customer service associate, retail team member, cashier ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Restaurant Crewmember

Springfield, MO · On-site

$15/hr

Whether you have experience as a customer service associate, retail team member, cashier ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Restaurant Crewmember

Springfield, MO · On-site

$15/hr

Whether you have experience as a customer service associate, retail team member, cashier ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Genesis Health Clubs

Club Manager

Springfield, MO · On-site

$56K - $82K/yr

This role will ensure the financial growth and sales performance of the club by overseeing all ... Execution and inspection of all sales operations including the activities of all Fitness Advisors ...

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All JobsAssociate Financial Advisor JobsAssociate Financial Advisor Jobs in Springfield, MO

Associate Financial Advisor information

See Springfield, MO salary details

$35K

$61.1K

$102.3K

How much do associate financial advisor jobs pay per year?

As of Jul 16, 2026, the average yearly pay for associate financial advisor in Springfield, MO is $61,082.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,400.00 and $75,000.00 per year, depending on experience, location, and employer.

What does an Associate Financial Advisor do?

An Associate Financial Advisor supports senior financial advisors in providing investment and financial planning services to clients. Their responsibilities often include conducting research, preparing financial plans, assisting with client meetings, and managing client accounts. They may also help with administrative tasks and ensure compliance with financial regulations. This role is typically an entry-level position designed to help individuals gain experience and work toward becoming a full-fledged financial advisor.

What are the key skills and qualifications needed to thrive as an Associate Financial Advisor, and why are they important?

To thrive as an Associate Financial Advisor, you need a solid understanding of finance, investment strategies, and regulatory requirements, typically supported by a relevant degree and FINRA licenses such as Series 7 and 66. Familiarity with financial planning software, client relationship management (CRM) systems, and portfolio analysis tools is essential. Strong interpersonal skills, active listening, and ethical judgment help build client trust and foster long-term relationships. These competencies are crucial for providing sound financial advice, ensuring compliance, and supporting clients in achieving their financial goals.

What is the difference between Associate Financial Advisor vs Financial Advisor?

AspectAssociate Financial AdvisorFinancial Advisor
CertificationsSeries 7, Series 66, CFP (preferred)Series 7, Series 66, CFP (required)
Work EnvironmentSupport role, assisting senior advisors, client meetingsClient-facing, responsible for managing client portfolios
ResponsibilitiesResearch, preparing reports, supporting client serviceDeveloping financial plans, advising clients, making investment decisions

The main difference is that Associate Financial Advisors typically support senior advisors and focus on research and client support, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles often require similar certifications, but the level of client interaction and responsibility varies.

What are some typical challenges an Associate Financial Advisor may face when building their client base?

As an Associate Financial Advisor, one common challenge is establishing trust with potential clients, especially when you are early in your career and may not have an extensive track record. Prospecting and networking can require persistence, as building relationships and demonstrating value takes time. Additionally, navigating compliance requirements and staying updated on financial regulations can be demanding, but these are crucial for providing sound advice. Successful advisors often overcome these challenges by seeking mentorship, leveraging firm resources, and continuously improving their communication and technical skills.
What are the most commonly searched types of Financial Advisor jobs in Springfield, MO? The most popular types of Financial Advisor jobs in Springfield, MO are:
What are popular job titles related to Associate Financial Advisor jobs in Springfield, MO? For Associate Financial Advisor jobs in Springfield, MO, the most frequently searched job titles are:
What job categories do people searching Associate Financial Advisor jobs in Springfield, MO look for? The top searched job categories for Associate Financial Advisor jobs in Springfield, MO are:
What cities near Springfield, MO are hiring for Associate Financial Advisor jobs? Cities near Springfield, MO with the most Associate Financial Advisor job openings:
Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Springfield, MO as of July 2026, with employment types broken down into 100% Full Time. Highlights an 75% In-person, and 25% Remote job distribution, with an average salary of $61,082 per year, or $29.4 per hour.
Relationship Banker II

Relationship Banker II

Simmons Bank

Springfield, MO • On-site

$16.75 - $22/hr

Full-time

Posted 3 days ago

Simmons Bank rating

7.6

Company rating: 7.6 out of 10

Based on 20 frontline employees who took The Breakroom Quiz

85th of 149 rated banks

Job description

It's fun to work in a company where people truly BELIEVE in what they're doing!
We're committed to bringing passion and customer focus to the business.
It's fun to work in a company where people truly BELIEVE in what they're doing!
We're committed to bringing passion and customer focus to the business
Simmons Bank is a dynamic regional community bank with the full financial capabilities to meet the unique needs of our customers. We believe in empowering our associates to be a trusted advisor while providing them with the resources of a traditional bank supported by cutting edge technology. We are passionate about guiding our customers through each financial life stage and understand they desire and deserve choices on how they wish to bank.
As a Relationship Banker (RB), you will be responsible for building, expanding, and retaining existing client relationships while providing an exceptional client experience. Relationship Bankers will provide expert financial solutions to existing and prospective clients by assessing their financial needs and offering solutions through bank products and services to help clients accomplish their current and future financial goals. Relationship Bankers will be experts in marketing Simmons solutions to our existing customer base and prospects through daily interactions, outbound calling efforts, business visits, networking events and periodic 'At Work' events. Relationship Bankers are expected to achieve and/or exceed their established individual and branch goals. They may also assist clients with account service and maintenance requests, teller transactions, problem resolution, and other transactional needs. It is expected that Relationship Bankers are professional and positive Simmons Ambassadors while meeting and exceeding our client's expectations. All Relationship Banker Positions will receive the same training on all requisite products, services, needs based conversations, and other tools necessary to perform the role.
Essential Duties and Responsibilities
  • Responsible to share and recommend the banks full scope of resources with customers, including traditional in branch services, digital capabilities, and business partner resources
  • Ensure that individual goals are met through required levels of in person and outbound calling activities that provide an opportunity for us to share valued solutions and recommendations via a needs-based philosophy
  • Perform all functions related to opening and closing accounts including assisting customers with the appropriate selection of accounts, performing research of customers' accounts, and complying with BSA and CIP requirements
  • Facilitate consumer loan requests: solicit loan requests; maintain knowledge of loan policies and procedures; assist with branch(es)' consumer loan portfolio(s)
  • Uncover needs and refer customers to a partner centric team that works with small business, corporate and institutional partners, and mortgage and financial advisors
  • Maintain a high level of client satisfaction by engaging our customers and ensuring we are providing an optimal customer experience
  • Ensures all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training.
  • Process customer requests and transactions in a positive, accurate and professional manner while engaging in a genuine conversation to help identify needs and recommend solutions
  • Performs other duties and responsibilities as assigned

Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirement listed below are representative of the knowledge, skill, and/or ability required.
Skills
  • Ability to effectively motivate and present information in one-on-one and small group situation, to customers, clients and other employees in the organization
  • Embrace a team centric approach to collectively help our customers in an ever evolving and fast paced banking environment
  • Coach and lead the branch team according to process and protocol in the absence of an AFCM

Education and/or Experience
  • HS Diploma/GED
  • Two years customer-facing and goal-oriented experience
  • This position requires registration with the National Mortgage Licensing System and Registry (NMLS) and/or
  • Obtain an NMLS license after employment. Please refer to (http:/mortgage.nationalwidelicensing.org) for more information

Computer Skills
  • MS Office programs
  • Understand and utilize social media platforms to help share brand awareness and obtain market knowledge

Other Qualifications (including physical requirements)
  • Occasional travel for meetings, training, bank conversion and acquisition support (sporadic and minimal overnight and/or out of town)
  • Ability to provide support and guidance at other banking institutions within the market

Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications.

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