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Wealth Manager Jobs in Springfield, MO (NOW HIRING)

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FP&A Manager - AI Trainer

Springfield, MO · Remote

$50 - $100/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

Focus Partners Wealth

Tax Associate

Springfield, MO · On-site

$53K - $71K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Communicate effectively with tax managers, advisors, and their clients in a timely and professional ...

Central Bancompany

Marketing Intern

Springfield, MO · On-site

$12.75 - $17/hr

This position will directly support our Wealth Management line of business. This position will offer opportunities to improve presentation skills, content development skills, and your overall ...

Simmons Bank

Trust Assistant

Springfield, MO · On-site

$13.75 - $18.25/hr

Provides detailed accounting and administrative duties to support Private Wealth, Operations, Retirement Plan Services, Corporate Trust, or Portfolio Management. Position Summary This position ...

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All JobsWealth JobsWealth Manager JobsWealth Manager Jobs in Springfield, MO

Wealth Manager information

See Springfield, MO salary details

$21.9K

$53.1K

$103.5K

How much do wealth manager jobs pay per year?

As of Aug 1, 2026, the average yearly pay for wealth manager in Springfield, MO is $53,104.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,500.00 and $61,100.00 per year, depending on experience, location, and employer.

How do Wealth Managers typically collaborate with other financial professionals to serve their clients?

Wealth Managers often work closely with a team of financial professionals, including tax advisors, estate planners, and investment analysts, to provide comprehensive financial solutions for their clients. Collaboration is key, as clients’ needs are multifaceted and may require coordinated expertise in areas like tax optimization, retirement planning, or risk management. Regular meetings and open communication channels ensure that all professionals are aligned on the client’s goals and strategies. This team-based approach not only enhances the quality of service but also allows Wealth Managers to offer more tailored and effective advice.

What is the difference between Wealth Manager vs Financial Advisor?

AspectWealth ManagerFinancial Advisor
CredentialsCFP, CFA, or equivalent certifications often preferredCFP, Series 7, Series 66, or similar licenses
Work EnvironmentTypically works with high-net-worth clients, offering comprehensive wealth managementWorks with a broad client base, providing investment and financial planning advice
Employer & IndustryPrivate banks, wealth management firms, financial institutionsIndependent firms, banks, insurance companies, financial planning firms

Wealth Managers and Financial Advisors both assist clients with financial planning and investments. However, Wealth Managers usually focus on high-net-worth clients with comprehensive services, while Financial Advisors serve a wider range of clients with investment and planning advice. The roles often overlap, but the scope and client base differ.

Is 200,000 enough to work with a financial advisor?

As a wealth manager, working with clients who have $200,000 or more in assets is common, but the amount needed to engage a financial advisor varies based on the advisor's fee structure and services. Many advisors charge a percentage of assets under management, typically around 1%, so a $200,000 portfolio would incur approximately $2,000 annually. Some firms offer fee-only or flat-fee options suitable for clients with this level of assets.

How many financial advisors make $500,000 a year?

While exact numbers vary, a small percentage of financial advisors, including wealth managers, earn $500,000 or more annually. Achieving this level typically requires extensive experience, a strong client base, and often specialization in high-net-worth individuals, along with certifications like the CFP or CFA. Most financial advisors earn between $60,000 and $150,000, with top earners reaching higher income levels through performance-based bonuses and commissions.

What is a wealth manager?

A wealth manager is a financial professional who provides comprehensive financial planning and investment management services to individuals, families, or businesses. They help clients grow, protect, and transfer their wealth by offering tailored advice on investments, retirement planning, tax strategies, estate planning, and more. Wealth managers often coordinate with other professionals, such as accountants and attorneys, to deliver holistic financial solutions. Their goal is to help clients achieve long-term financial goals and maintain financial security.

How much do wealth managers earn?

Wealth managers typically earn a median annual salary of around $89,000, with total compensation often including bonuses and commissions that can significantly increase earnings. Experienced professionals with certifications like the Certified Financial Planner (CFP) can earn higher salaries, especially when managing high-net-worth clients.

What Does a Wealth Manager Do?

The job duties of a wealth manager include working to advise clients about investment opportunities and strategies. In this career, your responsibilities may involve providing retirement advice for a client, explaining and helping facilitate investments in a variety of different investment products, and providing information about issues related to taxes and estate planning. A wealth management consultant may work independently or as a member of a financial services company or bank. Some wealth managers help clients plan investments and gain access to complicated or exclusive investment vehicles that are not available to retail investors.

What exactly does a wealth manager do?

A wealth manager provides financial planning and investment management services to high-net-worth clients, helping them grow and protect their assets. They analyze clients' financial situations, develop personalized strategies, and often coordinate with other professionals like accountants and estate planners. Strong knowledge of financial markets, certifications such as CFP or CFA, and client relationship skills are essential in this role.

What are the key skills and qualifications needed to thrive as a Wealth Manager, and why are they important?

To thrive as a Wealth Manager, you need a deep understanding of investment strategies, financial planning, and regulatory compliance, typically supported by a degree in finance or economics and relevant certifications like CFP or CFA. Familiarity with portfolio management software, financial modeling tools, and CRM systems is essential for analyzing client portfolios and managing relationships. Exceptional interpersonal skills, trustworthiness, and strong communication abilities help build lasting client relationships and provide tailored advice. These skills are crucial for successfully growing client assets, retaining clients, and navigating complex financial markets.
More about Wealth Manager jobs
What are popular job titles related to Wealth Manager jobs in Springfield, MO? For Wealth Manager jobs in Springfield, MO, the most frequently searched job titles are:
What cities near Springfield, MO are hiring for Wealth Manager jobs? Cities near Springfield, MO with the most Wealth Manager job openings:
Wealth Manager jobs near you
Infographic showing various Wealth Manager job openings in Springfield, MO as of July 2026, with employment types broken down into 59% Full Time, 39% Part Time, and 2% Contract. Highlights an 94% In-person, 4% Hybrid, and 2% Remote job distribution, with an average salary of $53,104 per year, or $25.5 per hour.

Senior Advisor, Wealth Advisory - 2236844

Forvis Mazars

Springfield, MO • On-site

Full-time

Re-posted 29 days ago

Forvis Mazars rating

8.1

Company rating: 8.1 out of 10

Based on 30 frontline employees who took The Breakroom Quiz

11th of 22 rated bookkeepers and accountants

Job description

Description & Requirements
Forvis Mazars Wealth Advisors delivers personalized financial strategies for high-net-worth individuals, families, and institutions. Taking a holistic approach, we align near-term needs with long-term goals to create clarity and confidence. Our integrated professionals simplify financial complexities, crafting tailored plans and adaptive investment strategies rooted in each client's values and vision for the future.
What You Will Do:
  • Supporting a Wealth Management team of advisors serving affluent families
  • Assisting families in creating comprehensive wealth management strategies including:
    • Financial Planning
    • Retirement Planning
    • Investment Management
    • Education Planning
    • Estate & Legacy Planning
    • Survivor Assistance
  • Develop/maintain in-depth expertise and global knowledge of wealth management services.
  • Actively support business development activities to identify, pursue & acquire new clients.

Minimum Qualifications:
  • Bachelor's Degree
  • 2+ years of relevant professional experience, including experience in financial planning
  • Current and valid Certified Financial Planner (CFP) designation or eligible to sit for the exam

Preferred Qualifications:
  • Financial Planning Degree

#LI-SGF
#LI-SS1
About Forvis Mazars, LLP
Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally.
With a legacy spanning more than 100 years, we're building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience® while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.
What We Offer
Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being-empowering our team to grow and thrive while delivering exceptional service. To explore what makes working at Forvis Mazars special, visit www.forvismazars.us/careers.
Legal Notice
Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.
It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.
Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.

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