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Finance Advisor Assistant Jobs in Springfield, MO

Prime, Inc.

Senior Project Manager

Springfield, MO · On-site

... assistant project managers, and project support staff. The Senior Project Manager also serves as a ... Assume full ownership of project financial performance, including cost control, forecasting, and ...

Prime, Inc.

Senior Project Manager

Springfield, MO · On-site

... assistant project managers, and project support staff. The Senior Project Manager also serves as a ... Assume full ownership of project financial performance, including cost control, forecasting, and ...

Prime, Inc.

Senior Project Manager

Springfield, MO

... assistant project managers, and project support staff. The Senior Project Manager also serves as a ... Assume full ownership of project financial performance, including cost control, forecasting, and ...

Duckett Ladd LLP

Be Seen First

Tax Accountant

Springfield, MO · Remote

$60K - $80K/yr

... financial information · Ensure timely and accurate filing of all required tax forms · Maintain ... · Assist tax consultants in preparing tax projections for bi-annual tax planning meetings · ...

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All JobsFinance Advisor JobsFinance Advisor Assistant JobsFinance Advisor Assistant Jobs in Springfield, MO

Finance Advisor Assistant information

See Springfield, MO salary details

$25.9K

$49.3K

$82.8K

How much do finance advisor assistant jobs pay per year?

As of Sep 2, 2026, the average yearly pay for finance advisor assistant in Springfield, MO is $49,343.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,300.00 and $57,300.00 per year, depending on experience, location, and employer.

What is a finance advisor assistant?

Finance Advisor Assistants are professionals who support financial advisors in managing client accounts, preparing reports, and handling administrative tasks. They help with scheduling meetings, maintaining client records, and researching investment options under the direction of a licensed financial advisor. Their role is crucial in ensuring smooth operations within financial advisory firms and enhancing the client experience. While they do not typically provide financial advice directly, they play an important role in client communications and service.

What does a finance advisor assistant do?

As a financial advisor assistant, you help a financial advisor support clients, especially when it comes to personal interactions with that client. You may help evaluate a potential investment, create daily schedules, provide customer service when clients have questions, and perform any other tasks required by the primary financial advisor. Assistants often schedule meetings, process emails and phone calls, create reports, prepare paperwork, clean the office, ensure compliance with applicable regulations, and generally see to the minutiae inherent to running a complex business. Some financial advisor assistants specialize in specific areas, such as money markets, insurance interests, or international investments.

What are the typical responsibilities of a finance advisor assistant?

A Finance Advisor Assistant typically supports financial advisors by preparing client reports, scheduling meetings, managing client communications, and organizing documentation for compliance. They play a critical role in ensuring that the advisory team runs efficiently, allowing advisors to focus more on client strategy and relationship-building. Assistants also help with follow-up tasks, data entry, and sometimes basic research, making them essential collaborators in delivering high-quality client service and maintaining smooth office operations.

What are the key skills and qualifications needed to thrive as a finance advisor assistant?

To thrive as a Finance Advisor Assistant, you need a solid understanding of financial concepts, attention to detail, and often a degree in finance or a related field. Familiarity with financial planning software, CRM systems, and proficiency in Excel are typically required, and certifications like FINRA Series 6 or 7 can be advantageous. Strong organizational skills, professionalism, and effective communication are essential soft skills for client interactions and supporting advisors. These abilities ensure accurate data handling, efficient client service, and smooth operations within financial advisory teams.
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Finance Advisor Assistant jobs near you
Infographic showing various Finance Advisor Assistant job openings in Springfield, MO as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 23% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $49,343 per year, or $23.7 per hour.

Mortgage Loan Originator

DAS Acquisiton Company LLC

Springfield, MO • On-site

$13.75/hr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 13 days ago

Job description

Description:

Who We Are

At DAS Acquisition Company, LLC. (USA Mortgage), our mission is the unrelenting pursuit of perfection. We pride ourselves on the superior level of service that our status as a mortgage lender enables us to provide. Since 2001, we have been recognized as a top-choice residential lender in the St. Louis metropolitan area by the St. Louis Business Journal. Our ongoing success is driven by our strategy to deliver our clients a level of service unrivaled in the mortgage industry. We recognize that people are our competitive advantage, which is why we put so much emphasis ensuring that DAS Acquisition Company, LLC. is a great place to work! 


What You'll Do

Our Mortgage Loan Originators make an impact on our clients' lives each day by helping them make strong financial decisions to achieve their personal and financial goals. Our mortgage professionals, carefully chosen from among the top in our industry, are our greatest asset. Many of these individuals are considered leaders in our field - we rely on their talent to keep us on the cutting-edge of industry trends, which allows us to constantly open doors as a mortgage industry leader. Our service-oriented attitude coupled with our unique and energetic atmosphere makes the home financing process what it should be - an exciting and rewarding experience! 


Responsibilities 

  • Provide every client the best service in the industry
  • Market and solicit residential loan business, ensuring all phases of the loan process are performed in accordance with company and regulatory guidelines
  • Advise and educate clients on the home-buying or refinancing process and how to better manage their mortgages
  • Own and build your business within USA Mortgage with the support of our team
Requirements:
  • 2 to 4-year college curriculum preferred, or equivalent industry experience
  • Ability to work in a fast-paced, challenging sales environment 
  • Encompass experience or equivalent
  • Basic computer skills
  • Knowledge of various residential mortgage loan products
  • Demonstrated ability to work both independently and as a team player
  • Passion, great communication skills, self-motivation, positive attitude, and competitive spirit
  • MLO approved license in NMLS

Compensation

· State Minimum Hourly - $13.75 (Recoverable)

· Commissions on personal production 

· Voluntary:   Medical, dental, vision, HSA, FSA, Short-Term Disability, Voluntary Life Insurance, CHUBB Supplemental Insurance, Pet Insurance, 401K

· Company Paid: Long-Term Disability, Group Life Insurance, Employee Assistant Program (EAP), 401K Match, Employee Stock Ownership Plan (ESOP)

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