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Finance Advisor Assistant Jobs in Springfield, MO

Partner closely with Store Operations, Engineering, Architecture, UX, Finance, Loss Prevention, and ... Determines and analyzes trends from data that is collected to assist in compiling reports that will ...

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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.

What are popular job titles related to Finance Advisor Assistant jobs in Springfield, MO?

For Finance Advisor Assistant jobs in Springfield, MO, the most frequently searched job titles are:

What job categories do people searching Finance Advisor Assistant jobs in Springfield, MO look for?

The top searched job categories for Finance Advisor Assistant jobs in Springfield, MO are:

What cities near Springfield, MO are hiring for Finance Advisor Assistant jobs?

Cities near Springfield, MO with the most Finance Advisor Assistant job openings:

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.

$125K/yr

Full-time

Posted 15 days ago


Internal Revenue Service rating

7.5

Company rating: 7.5 out of 10

Based on 129 frontline employees who took The Breakroom Quiz

130th of 295 rated public sector bodies


Job description

WHAT IS LARGE BUSINESS AND INTERNATIONAL?
A description of the business units can be found at: https://www.jobs.irs.gov/about/who/business-divisions
  • Position(s) are to be filled in following area(s):
  • Large Business and International -Assistant Deputy Commissioner Compliance Integration (ADCCI) or the Withholding Exchange and International Individual Compliance (WEIIC),

REVIEW THE ADDITIONAL INFORMATION BELOW FOR FURTHER DETAILSQualifications:

Federal experience is not required. Experience may have been gained in the public sector, private sector or through Volunteer Service. One year of experience refers to full-time work; part-timework is considered on a prorated basis. To ensure full credit for your work experience, please indicate dates of employment by month/day/year, and indicate number of hours worked per week, on your resume.
You must meet the following requirements by the closing date of this announcement.
QUALIFICATION REQUIRMENTS: To qualify for this position, you must meet the qualification requirements outlined below:
SPECIALIZED EXPERIENCE GS-14: To be eligible for this position, you must have one (1) year of specialized experience at a level of difficulty and responsibility equivalent to the GS-13 grade level in the Federal service.
Specialized experience includes:

  • Experience leading complex program evaluations, organizational studies, or cross-functional projects to assess program effectiveness, improve business operations, identify resource requirements, and develop recommendations that support organizational objectives;
  • Experience developing, evaluating, implementing, or recommending policies, procedures, operating guidance, strategic initiatives, or program improvements based on analysis of legislation, regulations, organizational priorities, program performance, or business requirements;
  • Experience analyzing program operations, resource utilization, financial information, organizational performance measures, and operational risks to identify trends, evaluate impacts, develop corrective actions, and recommend improvements that support mission accomplishment;
  • Experience planning, coordinating, and monitoring major projects or program initiatives involving multiple organizations or stakeholders, establishing priorities, resolving implementation issues, tracking milestones, and evaluating project outcomes;
  • Experience preparing executive-level reports, briefings, recommendations, decision documents, and presentations that communicate complex analytical findings and support management decisions;
  • Experience presenting recommendations, advising senior management, coordinating with internal and external stakeholders, resolving complex or sensitive issues, and communicating technical information through both oral presentations and written products.

AND
You must also meet the following requirement(s):

  • TIME AFTER COMPETITIVE APPOINTMENT (TACA): By the closing date (or if this is an open continuous announcement, by the cut-off date) specified in this job announcement, current civilian employees must have completed at least 90 days of federal civilian service since their latest non-temporary appointment from a competitive referral certificate, known as time after competitive appointment. For this requirement, a competitive appointment is one where you applied to and were appointed from an announcement open to "All US Citizens"
  • TIME IN GRADE (TIG): For positions above the GS-05,applicants must meet applicable time-in-grade requirements to be considered eligible. One year (52 weeks) at the next lower grade level is required to meet the time-in-grade requirements for the grade you are applying for. For positions at the GS-05, you cannot advance to the GS-05 if you have held a GS-02 in the past 52 weeks. There is no TIG restriction for GS-02, 03 or 04 positions.

For more information on qualifications please refer to OPM's Qualifications Standards.

Education:A college or university degree generally must be from an accredited (or pre-accredited) college or university recognized by the U.S. Department of Education. For a list of schools which meet these criteria, please refer to Department of Education Accreditation page.
FOREIGN EDUCATION: Education completed in foreign colleges or universities may be used to meet the requirements. You must show proof the education credentials have been deemed to be at least equivalent to that gained in conventional U.S. education program. It is your responsibility to provide such evidence when applying. Click here (Section 3, Explanation of Terms) or here for Foreign Education Credentialing instructions.
We recommend choosing an evaluator from a member organization of one of the following national associations of credential evaluation services: National Association of Credential Evaluation Services (NACES) or Association of International Credentials Evaluators (AICE).Employment Type: OTHER

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