ZipRecruiter

Log In

1

Financial Advisor Trainee Jobs in Springfield, MO

SOUTHERN BANK

Financial Advisor

Springfield, MO

Financial Advisors are responsible for assessing a client's circumstances and objectives and based on that needs assessment, providing individualized, highly strategic investment consulting.

Bass Pro Shops

Financial Analyst

Springfield, MO · On-site

The Financial Analyst at Bass Pro Shops will provide critical financial analysis and insights to support our unique retail business. The ideal candidate will have a natural sense of curiosity, the ...

Enterprise

Entegral Financial Analyst

Springfield, MO · On-site

$75K - $90K/yr

ABOUT THE ROLE The Financial Analyst for Entegral plays a key role in analyzing, evaluating and optimizing our financial and operational performance. Operating at the intersection of finance and data ...

Salon Service Group

FP&A

Springfield, MO · On-site

$72K - $89K/yr

Finance Reports to: CFO Location: Onsite Status: Full-time (Exempt) Effective Date: July 21, 2026 Job Summary: The FP&A will support financial planning, forecasting, management reporting, and ...

previous page

Showing results 21-39

All JobsFinancial Advisor JobsFinancial Advisor Trainee JobsFinancial Advisor Trainee Jobs in Springfield, MO

Financial Advisor Trainee information

See Springfield, MO salary details

$28.7K

$44.1K

$63.2K

How much do financial advisor trainee jobs pay per year?

As of Aug 13, 2026, the average yearly pay for financial advisor trainee in Springfield, MO is $44,055.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,700.00 and $47,300.00 per year, depending on experience, location, and employer.

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

AspectFinancial Advisor TraineeFinancial Advisor
CertificationsTypically required to pursue certifications like CFP or Series 7Often holds certifications such as CFP, Series 7, or Series 65
Work EnvironmentEntry-level, training-focused roles often in financial firms or banksClient-facing, providing financial planning and investment advice
Job ResponsibilitiesLearning and assisting with client portfolios, gaining experienceManaging client portfolios, offering financial advice, and planning

The main difference is that a Financial Advisor Trainee is an entry-level role focused on training and gaining experience, while a Financial Advisor is a fully qualified professional providing financial planning and investment advice to clients.

What is a financial advisor trainee?

A financial advisor trainee is an entry-level employee in a financial services company. The position is similar to an apprenticeship; the trainee works under the supervision of a financial advisor to learn how to determine the client’s needs and objectives for their investments. As a financial advisor trainee, you also cultivate your own client relationships and eventually transition to become a full-time financial advisor. Though you can perform your duties without direct supervision, most companies require you to follow strict guidelines and report to a supervisor during your training period. Financial advisor trainees typically earn a base salary, commission on sales, and performance bonuses.

What is a financial advisor trainee?

A Financial Advisor Trainee is an entry-level professional who is training to become a licensed financial advisor. They typically work under the supervision of experienced advisors to learn about financial planning, investment strategies, and client relationship management. Trainees often assist with research, prepare reports, and help develop financial plans while studying for required licensing exams. This role serves as a stepping stone to becoming a full-fledged financial advisor, equipping individuals with the knowledge and skills needed for the profession.

How much do financial advisor trainees earn?

Financial advisor trainees typically earn between $40,000 and $60,000 annually, with compensation often including base salary plus commissions or bonuses based on client sales. Entry-level positions may start lower, but earnings can increase with experience, certifications, and client acquisition skills.

What are the typical challenges faced by a financial advisor trainee during the first year on the job?

As a Financial Advisor Trainee, one of the primary challenges in the first year is building a client base from the ground up, which often involves extensive networking and outreach. Additionally, trainees must quickly learn to balance studying for licensing exams with hands-on client interactions and administrative tasks. Many also find it challenging to adapt to a commission-based or performance-driven compensation structure, which requires strong self-motivation. Support from mentors and ongoing training programs can help new advisors develop the skills and confidence needed to succeed.

What are the key skills and qualifications needed to thrive as a financial advisor trainee?

To thrive as a Financial Advisor Trainee, you need a solid understanding of finance principles, analytical skills, and at least a bachelor's degree in finance, business, or a related field. Familiarity with financial planning software, CRM platforms, and progress toward industry certifications like the Series 7 or Series 66 is typical. Strong interpersonal skills, active listening, and the ability to build trust help trainees excel in client-facing situations. These skills are crucial for providing sound financial advice, building client relationships, and achieving long-term success in a competitive industry.
More about Financial Advisor Trainee jobs

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 job categories do people searching Financial Advisor Trainee jobs in Springfield, MO look for?

The top searched job categories for Financial Advisor Trainee jobs in Springfield, MO are:

What cities near Springfield, MO are hiring for Financial Advisor Trainee jobs?

Cities near Springfield, MO with the most Financial Advisor Trainee job openings:

Financial Advisor Trainee jobs near you

Financial Advisor

SOUTHERN MISSOURI SAVINGS BANK

Springfield, MO • On-site

Full-time

Re-posted 7 days ago

Job description

PRIMARY PURPOSE OF JOB
The Financial Advisor combines interpersonal skills with all the resources Southern Bank and Ameriprise to help community clients realize their financial goals. Financial Advisors are provided training to help them build their business, including attracting and servicing relationships with their clients and prospects. Financial Advisors are responsible for assessing a client's circumstances and objectives and based on that needs assessment, providing individualized, highly strategic investment consulting. Financial Advisors have access to a full range of wealth building, managing and preserving services through the Broker/Dealer, including mutual funds, stocks, bonds, managed accounts, ETFs, REITs, annuities, insurance and estate planning.
EXPECTATIONS OF ALL SOUTHERN BANK TEAM MEMBERS
  • Southern Bank team members exhibit Southern Bank's values, which can be remembered with the acronym FIRSTS. We teach our team members about our "values in action," which give further examples of how we can live out Southern Bank's values.
    • We act as a FAMILY - We know we're not a related family, but we really care about people, both personally and professionally. We like knowing that our skills, our time, and our efforts contribute to the overall success of those we spend time with every day.
    • We move with INNOVATION[DW1] - We push for better ways to solve problems. We are not afraid of a challenge; we're driven to develop new ideas and solutions using creativity and experience. We are committed to leading, devising new solutions for all kinds of obstacles.
    • We are ROOTED - We're from here. These communities are our homes, and we are deeply invested in making our hometowns the best that they can be. We are firmly committed to success in the places where we've known people our whole lives.
    • We prioritize SERVICE - We put others above ourselves. We make intentional decisions and take action to benefit others, be it in our daily work with our customers and fellow team members, or in volunteering our time, money, and energy in our communities.
    • We build TRUST - We strive to be reliable and trustworthy, honest and transparent. We are dedicated to doing what's best for our team members, our customers, and our communities, and they can be confident that we are who we say we are.
    • We are a source of STRENGTH - We have a capacity and resilience that has come through years of experience and growth. We are able to support those who count on us, and those who need us can rely on us.
  • Ensures the confidentiality of customer non-public personal information and secures information systems to comply with bank regulations.

ESSENTIAL FUNCTIONS AND PERFORMANCE AREAS
  • Assess client portfolios and financial objectives; provide tailored investment guidance;
  • Build and manage relationships with affluent and high-net-worth clients using consultative, unbiased advisory approaches;
  • Prospect new clients and nurture existing relationships;
  • Recommend investment strategies aligned with client needs and goals;
  • Deliver financial planning and wealth management solutions;
  • Present seminars and educational sessions to clients and prospects;
  • Train bank personnel on identifying and referring potential clients;
  • Collaborate with bank leadership to integrate investment services across departments;
  • Stay current on industry trends, products, and compliance through ongoing training;
  • Represent Southern Bank in community events and activities; and,
  • Ensure full compliance with industry regulations and standards.

KNOWLEDGE, SKILLS AND ABILITIES
  • Excellent oral and written communication skills;
  • Sales oriented and ability to interact with clients understand their goals and financial needs and recommend solutions;
  • Assertive, competitive, self-starter, goal-oriented and results-driven with an entrepreneurial spirit;
  • Highly self-motivated, creative, decisive. Ability to respond effectively and quickly to clients' needs and issues. Excellent customer service skills;
  • Proficient with the complete Microsoft Office suite including: Word, Excel, Outlook, etc.;
  • Must be able to work independently with minimum supervision;
  • Professional demeanor;
  • Ability and experience articulating complex and in-depth concepts.

The following specifications are general guidelines based on the minimum education and experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.
EDUCATION, TRAINING AND EXPERIENCE REQUIREMENTS
  • FINRA Series 7, 63 & 65 or Series 7 & 66 (Required);
  • Life & Health Insurance License (Required);
  • Clean U-4 and U-5 history;
  • Ability to retain 60%+ of current book of business during transition to Ameriprise;
  • Minimum 5 years as a producing advisor; and,
  • Bachelor's degree preferred.

CORE COMPENTENCIES
Exhibits Southern Bank's values, as further described through our values in action.
Self-Motivated: Demonstrating a willingness to commit to one's work and to invest one's time, talent, and best efforts in accomplishing organizational goals.
Building Customer Loyalty: Effectively meeting customer needs; building productive customer relationships; taking responsibility for customer satisfaction and loyalty.
Sales Ability/Persuasiveness: Using appropriate interpersonal styles and communication methods to gain acceptance of a product, service, or idea from prospects and clients

Apply