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Financial Planning Assistant Jobs in Springfield, MO

Review and improve AI Assistant answers to questions about macro trends, corporate finance, and ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...

Medical Director

Ava, MO · On-site

$265K - $280K/yr

Participate in organizational strategic planning.Assist in development of healthcare plans and ... Collaborate on medical expense budgets and ensure alignment with financial goals.Assist in ...

Medical Director

Ava, MO · On-site

$180 - $250/hr

Participate in organizational strategic planning. * Assist in development of healthcare plans and ... Collaborate on medical expense budgets and ensure alignment with financial goals. * Assist in ...

... and financial tracking documentation. * Monitor project progress, including permitting, contract ... Utilize Photoshop and related software tools to assist with signage scaling, renderings, and visual ...

... financial aid process. As dedicated college advisors, we recommend potential colleges fitting ... well as assist in identifying a career path that aligns with their abilities and interests. We ...

Material Planner Analyst

Springfield, MO · On-site

$84K - $103K/yr

Provides a high degree of planning analysis to support decision making * Publishes and presents ... and financially. To ensure competitive pay and benefits, 3M regularly benchmarks with other ...

Provides a high degree of planning analysis to support decision making * Publishes and presents ... and financially. To ensure competitive pay and benefits, 3M regularly benchmarks with other ...

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Financial Planning Assistant information

See Springfield, MO salary details

$32.3K

$55.1K

$95K

How much do financial planning assistant jobs pay per year?

As of Aug 6, 2026, the average yearly pay for financial planning assistant in Springfield, MO is $55,133.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,300.00 and $62,300.00 per year, depending on experience, location, and employer.

What are some of the main ways a financial planning assistant supports financial advisors during client meetings?

Financial Planning Assistants play a crucial role before, during, and after client meetings by preparing necessary documentation, gathering and organizing financial data, and creating preliminary reports. During meetings, they often take detailed notes, update financial plans in real time, and ensure that all client questions are documented for follow-up. After meetings, they handle administrative tasks such as updating client files, scheduling follow-up appointments, and coordinating with other team members to implement recommended strategies. This support ensures meetings run smoothly and advisors can focus on client relationships and strategic planning.

What does a financial planning assistant do?

A financial planning assistant provides support to a financial planner. You assist with the analysis of potential plans for clients and provide customer assistance whenever they have questions. You also perform administrative duties for your manager, such as scheduling meetings. For qualified financial planning assistants, your job responsibilities may require you to draft letters, documents, or reports.

What is the difference between Financial Planning Assistant vs Financial Advisor?

AspectFinancial Planning AssistantFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like CFP are not mandatoryOften requires a bachelor's degree; CFP certification is common and preferred
Work EnvironmentSupports financial planners in an office setting, handling administrative and client support tasksWorks directly with clients to develop and implement financial plans
Employer & Industry UsageEmployed by financial planning firms, banks, or investment companiesEmployed by similar firms, often with a client-facing role

While both roles support financial services, a Financial Planning Assistant primarily provides administrative and support functions, whereas a Financial Advisor works directly with clients to create personalized financial strategies. The assistant role often serves as a stepping stone toward becoming a Financial Advisor.

What are the key skills and qualifications needed to thrive as a financial planning assistant, and why are they important?

To thrive as a Financial Planning Assistant, you need a solid understanding of financial concepts, attention to detail, and typically a degree in finance or a related field. Familiarity with financial planning software, CRM systems, and proficiency in Microsoft Excel are commonly required, and certifications like the FPQP (Financial Paraplanner Qualified Professional) can be advantageous. Strong organizational skills, discretion, and excellent interpersonal communication help you build trust with clients and support advisors effectively. These abilities ensure accurate financial analysis, smooth workflow, and high-quality client service in a competitive industry.
What are the most commonly searched types of Financial Planning jobs in Springfield, MO? The most popular types of Financial Planning jobs in Springfield, MO are:
What are popular job titles related to Financial Planning Assistant jobs in Springfield, MO? For Financial Planning Assistant jobs in Springfield, MO, the most frequently searched job titles are:
What cities near Springfield, MO are hiring for Financial Planning Assistant jobs? Cities near Springfield, MO with the most Financial Planning Assistant job openings:
Infographic showing various Financial Planning Assistant job openings in Springfield, MO as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $55,133 per year, or $26.5 per hour.

Clinical Assistant Professor of Financial Planning -9 month appt

Missouri State University

Springfield, MO • On-site

Full-time

Re-posted 8 days ago


Missouri State University rating

6.4

Company rating: 6.4 out of 10

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522nd of 615 rated colleges and universities


Job description

Posting Details
Position Information
Position Title
Clinical Assistant Professor of Financial Planning -9 month appt
Work Location
Springfield Campus
Department
Finance, Economics and Risk Management
HR Home Department
020312 FINANCE, ECONOMICS & RISK MANAGEMENT
Pay Grade
Unclassified
Sponsorship Information
Applicants must be currently authorized to work for ANY employer in the United States on a full-time basis. This position may not be eligible for work visa sponsorship.
Position only available to current, regular, full-time Missouri State University employees?
No, Position is available to all applicants.
Faculty Appointment Type
Non-Tenure Track
Term (if applicable)
9 month
Begin Date of Appointment
01/11/2027
Exempt/Non-Exempt
Exempt
General Function
The Clinical Assistant Professor is a non-tenure track position with responsibilities for clinical education and service. Clinical faculty may participate in research or other scholarly or creative activities.
Description of Primary Duties
The Missouri State University Department of Finance, Economics and Risk Management anticipates a January 2027 or August 2027 opening for a non-tenure-track position as a Clinical Assistant Professor of Financial Planning.
Primary duties include teaching undergraduate and graduate courses in our financial planning program, such as introduction to financial planning and estate planning; providing administrative support to the CFP Board Registered Financial Planning Program; developing and maintaining relationships with employers in the financial planning industry; supporting experiential learning opportunities for students; and contributing service to Missouri State University, the profession, and the broader community. The successful candidate may serve as Director of the CFP Board Registered Financial Planning Program and as faculty advisor for the FPA Student Association and BEAR Essentials.
Minimum Acceptable Qualifications
The minimum acceptable qualifications for the Clinical Assistant Professor rank are determined by the department and approved by the Dean and the Provost. Clinical Faculty must be qualified as defined by professional/discipline standards, have practical experience appropriate for the responsibilities assigned, and must maintain appropriate professional credentials.
Additional Qualifications
Minimum acceptable qualifications include: 1) a master's degree in business administration, finance, financial planning, or a closely related field, and 2) the Certified Financial Planner designation (CFP® certification) or the ability to successfully obtain the CFP® designation in one year from the hire date. The candidate must also have a minimum of five years of experience in financial planning or in a field that supports the financial planning process, such as estate planning or insurance.
Link to Job Description
http://www.missouristate.edu/human/jobdescriptions/126101.htm
Open Date
06/30/2026
Close Date (If Close Date is blank then the posting is considered open until filled)
Special Instructions to Applicants
The application package must include a cover letter, a vita, unofficial transcripts, names and contact information for 3-5 professional references, and evidence of prior teaching effectiveness (if available). The date of first consideration is September 7, 2026, and will continue until the position is filled.
Please attach an unofficial transcript to your application. Please note that documents that contain passwords, digital signatures, and other artifacts such as watermarks may not convert properly. If your document contains any of these items, please print and scan the document, then upload the scanned version to your application. Official transcripts required at time of hire.
Please direct further inquiries to Dr. Megan Ramsey, Search Committee Chair, at MeganRamsey@MissouriState.edu or 417-836-6470.
Equal Opportunity Statement
Non-Discrimination Statement
Missouri State University is a community of people with respect for diversity. The University emphasizes the dignity and equality common to all persons and adheres to a strict non-discrimination policy regarding the treatment of individual faculty, staff, and students. In accord with federal law and applicable Missouri statutes, the University does not discriminate on the basis of race, color, national origin (including ancestry, or any other subcategory of national origin recognized by applicable law), religion, sex (including marital status, family status, pregnancy, sexual orientation, gender identity, gender expression, or any other subcategory of sex recognized by applicable law), age, disability, veteran status, genetic information, or any other basis protected by applicable law in employment or in any program or activity offered or sponsored by the University. Sex discrimination encompasses sexual harassment, which includes sexual violence, and is strictly prohibited by Title IX of the Education Amendments of 1972.
This policy shall not be interpreted in a manner as to violate the legal rights of religious organizations or of military organizations associated with the Armed Forces of the United States of America.
The University maintains a grievance procedure incorporating due process available to any person who believes he or she has been discriminated against. Missouri State University is an Equal Opportunity employer. Inquiries concerning the complaint/grievance procedure related to discrimination on the basis of a protected class, including sexual harassment and sexual assault, or compliance with federal and state laws and guidelines, should be addressed to the Director, Office for Institutional Compliance, Carrington Hall 205, 901 S. National Ave., Springfield, Missouri 65897, Compliance@MissouriState.edu, 417-836-4252.
Background Check Statement
Employment will require a criminal background check at University expense.
Posting Detail
Posting Number
20260037FTF
Quicklink for Posting
https://jobs.missouristate.edu/postings/86899

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