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Financial Planning Assistant Jobs in Springfield, MO

3M

Material Planner Analyst

Springfield, MO · On-site

$84K - $103K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

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 ...

3M

Material Planner Analyst

Springfield, MO

$103K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

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 ...

3M

Material Planner Analyst-Springfield,Missouri

Billings, MO · On-site

$103K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

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 ...

WealthCare Corporation

Be Seen First

Sales Professional

Springfield, MO · On-site

$50K - $60K/yr

  • Medical

  • Retirement

  • PTO

... Financial Planning & Analysis · Develop comprehensive, customized financial plans · Assess risk ... team initiatives and assist in delivering exceptional client service Required Skills ...

WealthCare Corporation

Be Seen First

Sales Professional

Springfield, MO · On-site

$50K - $60K/yr

  • Medical

  • Retirement

  • PTO

... Financial Planning & Analysis · Develop comprehensive, customized financial plans · Assess risk ... team initiatives and assist in delivering exceptional client service Required Skills ...

Brightli

DMH Vocational Support Specialist

Springfield, MO

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... information to assist clients with skill development, career planning and employment retention ... Provide off site job supports such as coordinating additional services, benefits and financial ...

Brightli

DMH Vocational Support Specialist

Springfield, MO · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... information to assist clients with skill development, career planning and employment retention ... Provide off site job supports such as coordinating additional services, benefits and financial ...

OakStar Bank

Customer Experience Specialist

Nixa, MO

$15.75 - $19.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... Assist customers with account inquiries including balances, transactions, statements, deposits ... or financial planning. Promote customer loyalty by providing a positive, empathetic, and ...

Popeyes

Popeyes Assistant Manager

Republic, MO · On-site

$15 - $17/hr

... and achieving financial goals Reviews sales and scheduling to ensure Quality, Service and ... planning and makes necessary adjustments Creates and monitors schedule and manages new team member ...

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Showing results 21-40

All JobsFinancial Planning JobsFinancial Planning Assistant JobsFinancial Planning Assistant Jobs in Springfield, MO

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 15, 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.
More about Financial Planning Assistant jobs

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 job categories do people searching Financial Planning Assistant jobs in Springfield, MO look for?

The top searched job categories for Financial Planning Assistant jobs in Springfield, MO 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:

Financial Planning Assistant jobs near you
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.

Material Planner Analyst

3M

Springfield, MO • On-site

$84K - $103K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 5 days ago

3M rating

7.9

Company rating: 7.9 out of 10

Based on 244 frontline employees who took The Breakroom Quiz

161st of 540 rated manufacturers

Job description

Job Description:

Material Planner Analyst

Collaborate with Innovative 3Mers Around the World

Choosing where to start and grow your career has a major impact on your professional and personal life, so it's equally important you know that the company that you choose to work at, and its leaders, will support and guide you. With a wide variety of people, global locations, technologies and products, 3M is a place where you can collaborate with other curious, creative 3Mers.

This position provides an opportunity to transition from other private, public, government or military experience to a 3M career.

The Impact You'll Make in this Role

As a Material Planner Analyst, you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative people around the world. Here, you will make an impact by:

  • Lead cross functional projects across the business to effectively drive change in service, cost, and inventory
  • Develops and maintains operating rhythms to ensure smooth supply chain operations, aligning supply with demand
  • Provides a high degree of planning analysis to support decision making
  • Publishes and presents service and inventory metrics and results
  • Identifies and leads projects that improve supply chain speed and inventory investment. Review and reports on project progress with management
  • Works closely with the business unit to understand customer requirements and forecasts. Works closely with manufacturing to ensure alignment to business requirements by setting and maintaining sufficient inventory levels and lead times. Manages the Sales and Operation Planning process
  • Actively manage working and non-working inventories in assigned businesses to maintain compliance and achieve inventory investment targets
  • Utilize Supply Chain tools and processes such as PMCS, Peoplesoft, and Factory Planner
  • Utilize Lean Six Sigma methodologies to improve service, inventory turns, and non-working inventory

Your Skills and Expertise

To set you up for success in this role from day one, 3M requires (at a minimum) the following qualifications:

  • Bachelor's degree or higher (completed and verified prior to start) and two (2) years of combine experience in procurement or planning in a private, public, government or military environment.

OR

  • High School diploma, GED or higher (completed and verified prior to start) and eight (8) years of combine experience in procurement or planning in a private, public, government or military environment.

Additional qualifications that could help you succeed even further in this role include:

  • Critical thinking
  • Have sense of urgency
  • Multi-tasking abilities
  • Customer service both internal & external

Work location: On-site Springfield, MO Plant

Travel: May include up to 10% domestic

Relocation: May be authorized

Must be legally authorized to work in country of employment without sponsorship for employment visa status (e.g., H1B status).

Responsibilities of this position may include direct and/or indirect physical or logical access to information, systems, technologies subjected to the regulations/compliance with U.S. Export Control Laws.

U.S. Export Control laws and U.S. Government Department of Defense contracts and sub-contracts impose certain restrictions on companies and their ability to share export-controlled and other technology and services with certain "non-U.S. persons" (persons who are not U.S. citizens or nationals, lawful permanent residents of the U.S., refugees, "Temporary Residents" (granted Amnesty or Special Agricultural Worker provisions), or persons granted asylum.

To comply with these laws, 3M must help assess candidates' U.S. person status.

The questions asked in this application are intended to assess this and will be used for evaluation purposes only. Failure to provide the necessary information in this regard will result in our inability to consider you further for this particular position.

Supporting Your Well-being

3M offers many programs to help you live your best life - both physically and financially. To ensure competitive pay and benefits, 3M regularly benchmarks with other companies that are comparable in size and scope.

Chat with Max

For assistance with searching through our current job openings or for more information about all things 3M, visit Max, our virtual recruiting assistant on 3M.com/careers.

Applicable to US Applicants Only:The expected compensation range for this position is $84,595 - $103,394, which includes base pay plus variable incentive pay, if eligible. This range represents a good faith estimate for this position. The specific compensation offered to a candidate may vary based on factors including, but not limited to, the candidate's relevant knowledge, training, skills, work location, and/or experience. In addition, this position may be eligible for a range of benefits (e.g., Medical, Dental & Vision, Health Savings Accounts, Health Care & Dependent Care Flexible Spending Accounts, Disability Benefits, Life Insurance, Voluntary Benefits, Paid Absences and Retirement Benefits, etc.). Additional information is available at: https://www.3m.com/3M/en_US/careers-us/working-at-3m/benefits/.Good Faith Posting Date Range 06/10/2026 To 07/10/2026 Or until filledAll US-based 3M full time employees will need to sign an employee agreement as a condition of employment with 3M. This agreement lays out key terms on using 3M Confidential Information and Trade Secrets. It also has provisions discussing conflicts of interest and how inventions are assigned. Employees that are Job Grade 7 or equivalent and above may also have obligations to not compete against 3M or solicit its employees or customers, both during their employment, and for a period after they leave 3M.Learn more about 3M's creative solutions to the world's problems at www.3M.com or on Instagram, Facebook, and LinkedIn @3M.Responsibilities of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties.Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement.Pay & Benefits Overview: https://www.3m.com/3M/en_US/careers-us/working-at-3m/benefits/3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law.

Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly.

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