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Financial Services Professional Jobs in Springfield, MO

Coxhealth

Lead Patient Financial Services

Springfield, MO · On-site

$15.75 - $17/hr

... Financial Services Scheduled Weekly Hours: 40 Hours: 8:00 AM - 4:30 PM Work Shift: Day Shift ... Communicates in a professional manner with consumers and staff. Utilizes abilities as a leader to ...

CoxHealth

Lead Patient Financial Services

Springfield, MO

$15.75 - $17/hr

... 1688 Patient Financial Services Scheduled Weekly Hours: 40 Hours: 8 to 5 Work Shift: Day Shift ... Communicates in a professional manner with consumers and staff. Utilizes abilities as a leader to ...

CoxHealth

Lead Patient Financial Services

Springfield, MO

$15.75 - $17/hr

... Financial Services Scheduled Weekly Hours: 40 Hours: 8:00 AM - 4:30 PM Work Shift: Day Shift ... Communicates in a professional manner with consumers and staff. Utilizes abilities as a leader to ...

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Financial Services Professional information

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$35K

$86.9K

$132.8K

How much do financial services professional jobs pay per year?

As of Aug 31, 2026, the average yearly pay for financial services professional in Springfield, MO is $86,865.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,800.00 and $101,000.00 per year, depending on experience, location, and employer.

What is a financial services professional?

A financial services professional is a person who works with clients on financial planning and investment strategies to help them better manage wealth. Your job duties include acting as a financial advisor, providing investment management, and evaluating tax strategies. A career as a financial services professional requires you have some formal qualifications and education, including a bachelor’s degree in business, finance, accounting or a related field. You may supplement any relevant job experience by earning certification with the Financial Industry Regulatory Authority (FINRA). Depending on your state, you may also be required to obtain licensure for the buying and selling of stocks, bonds, and other securities.

What are the key skills and qualifications needed to thrive as a financial services professional?

To thrive as a Financial Services Professional, you need strong analytical abilities, financial acumen, and a relevant degree in finance, business, or economics, often supported by certifications such as CFP or Series 7. Familiarity with financial planning software, CRM systems, and investment platforms is typically required. Exceptional interpersonal skills, trustworthiness, and effective communication help build strong client relationships and deliver tailored financial advice. These skills and qualities are essential for earning clients' trust, providing accurate guidance, and achieving success in a highly regulated and client-focused industry.

What are some common challenges financial services professionals face when working with clients, and how can they be managed?

Financial services professionals often encounter challenges such as building trust with new clients, effectively communicating complex financial concepts, and navigating changing regulatory requirements. To manage these challenges, professionals should prioritize clear, transparent communication, stay updated on industry regulations, and focus on ongoing relationship-building. Regular training and mentorship can also help professionals develop the skills needed to address client concerns and foster long-term loyalty.

What is the difference between Financial Services Professional vs Financial Advisor?

AspectFinancial Services ProfessionalFinancial Advisor
CredentialsVaries; often includes licenses like Series 6, 7, 63Typically requires certifications such as CFP, CFA, or Series 7
Work EnvironmentFinancial institutions, banks, insurance companiesIndependent or firm-based, client-facing
Employer & Industry UsageUsed broadly across financial services sectorsPrimarily in wealth management and investment advising
Search & Comparison IntentUnderstanding roles, licensing, and career pathsSeeking personalized financial planning and investment advice

While both roles operate within the financial industry, a Financial Services Professional has a broader scope, often working in various financial sectors with different licenses. A Financial Advisor typically focuses on providing personalized investment and financial planning services, often holding specialized certifications. The choice depends on whether you're seeking a general financial role or dedicated financial planning expertise.

Is a financial services professional a good career?

A financial services professional is a career that involves providing financial advice, managing investments, and offering banking or insurance services. It often requires strong analytical skills, certifications such as the Series 7 or CFP, and the ability to work in a client-focused environment. The field can offer good earning potential and job stability, especially with experience and ongoing education.
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Financial Services Professional jobs near you

Lead Patient Financial Services

Springfield, MO • On-site

CoxHealth

6.7

Company rating: 6.7 out of 10

Based on 237 frontline employees who took The Breakroom Quiz

532nd of 895 rated healthcare providers

People enjoy working here

Recommended by students

Good schedule notice

Learn more about CoxHealthexternal

Full-time

Medical, Dental, Vision, Retirement

Posted 10 days ago

Job description

Facility:
Bone and Joint Center: 3555 S National Ave, Springfield, Missouri, United States of America, 65807
Department:
1688 Patient Financial Services
Scheduled Weekly Hours:
40
Hours:
8 to 5
Work Shift:
Day Shift (United States of America)
CoxHealth is a leading healthcare system serving 25 counties across southwest Missouri and northern Arkansas. The organization includes six hospitals, 5 ERs, and over 80 clinics. CoxHealth has earned the following honors for workplace excellence:
  • Named one of Modern Healthcare's Best Places to work five times.
  • Named one of America's Greatest Workplaces, Greatest Workplaces in Healthcare (2025, 2026), Greatest Workplaces for Women (2023, 2024), and Greatest Workplaces for Diversity (2024) by Newsweek and Plant-A Insights Group.
  • Acknowledged by Forbes as one of the Best Employers for New Grads.
  • Healthcare Innovation's Top Companies to Work for in Healthcare (2025).

Benefits
  • Medical, Vision, Dental, Retirement with Employer Match and more (20+ hrs/week)
  • For a comprehensive list of benefits, please click here: Benefits | CoxHealth

Job Description:
The Team Lead maintains a basic knowledge of all office functions and responsibility for facilitating communication and completing work assignments. Communicates in a professional manner with consumers and staff. Utilizes abilities as a leader to guide team to reach department goals. The Team Lead assists with all facets of health system process. This position is responsible for attaining and maintaining comprehensive knowledge of regulations and guidelines by carriers. Has a basic knowledge of all office functions and is responsible for completing work assignments efficiently resulting in the desired reduction of outstanding accounts receivable.Education:
• Required: High School diploma or equivalent
Experience:
• Required: 1 year business office experience
Skills:
• Critical thinking
• Excellent computer skills and strong aptitude to learn and maximize use of applications.
Licensure/Certification/Registration:
• N/A

What CoxHealth employees say

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