Wealth Management Specialist, Sr. jobs in Springfield, MO

Wealth Management Specialist, Sr. develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Being a Wealth Management Specialist, Sr. keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Additionally, Wealth Management Specialist, Sr. follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. Typically has the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist, Sr. work is highly independent. May assume a team lead role for the work group. A specialist on complex technical and business matters. To be a Wealth Management Specialist, Sr. typically requires 7+ years of related experience. (Copyright 2024 Salary.com)

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Payroll Specialist (Part-time)
  • Miller Management
  • Springfield, MO PART_TIME
  • Miller Management is hiring a part-time payroll specialist to service our ever-growing non-profit client base. The ideal candidate will be a detail-oriented problem solver with great customer service skills and a heart for serving others. Our mission is to provide Expertise that brings Clarity to finances enabling leadership to have Confidence in decision making.

    Primary Job Responsibilities include but are not limited to:

    • Process a high volume of payroll with accuracy in a team environment
    • Payroll tax processing
    • Process Quarterly 941’s
    • Year-End W-2 processing
    • Assist other team members with work, when available
    • Other duties as assigned

    Required Qualifications:

    • High school diploma or equivalent
    • Minimum 1 year of experience in payroll processes
    • Detail-oriented
    • Problem solver
    • Works well under deadlines and pressure
    • Flexible and adaptable attitude
    • Ability to work independently and with a team
    • Strong written and oral communication skills

    Preferred Qualifications:

    • College degree preferred
    • Experience with churches and/or nonprofits is a plus


    This is a part-time, non-exempt position, with a schedule of 28 hours weekly on average. Once fully trained, this person will work Monday-Thursday, with varied times each day/week due to variable schedules of workload.

    Compensation is based on education and experience. In addition to excellent work-life balance and a family-like culture, our benefit offerings for part-time staff include voluntary dental, vision, life insurance, retirement matching, and paid time off.

  • 7 Days Ago

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Leasing Specialist
  • Affiniti Management Services
  • Springfield, MO FULL_TIME
  • Make Up to $16 per hour plus commissions!- Hiring for Leasing Specialist What can Affiniti do for YOU? Help you achieve your goals by continuous professional development Competitive pay for the market...
  • 6 Days Ago

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Compliance Specialist
  • Sustainable Management, Inc.
  • Springfield, MO FULL_TIME
  • Sustainable Management Inc is seeking a Compliance Coordinator for our property management company. Must have experience in LIHTC and Rural Development. Yardi experience is preferred. You must work ou...
  • 10 Days Ago

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Workforce Development Specialist
  • Army Installation Management Command
  • Fort Leonard Wood, MO FULL_TIME
  • Please limit your resume to 5 pages. If more than 5 pages are submitted, only the first 5 pages will be reviewed to determine your eligibility/qualifications. About the Position: This is a permanent p...
  • 7 Days Ago

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Aerospace - Delivery Assurance Specialist
  • Supplier Management Solutions, Inc.
  • Joplin, MO FULL_TIME
  • Company Overview Supplier Management Solutions (SMS) is a growing company in the aerospace industry and we are seeking qualified candidates that are customer service driven with a strong desire to pro...
  • 1 Month Ago

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LOGISTICS MANAGEMENT SPECIALIST (Title 32)
  • US Army National Guard Units
  • Camp, AR FULL_TIME
  • Duties (1) Develops, implements and evaluates the logistics and property accountability policies for the organization. Is the primary advisor for the command in the area of logistics and property book...
  • 19 Days Ago

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0 Wealth Management Specialist, Sr. jobs found in Springfield, MO area

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Senior Director, Financial Planning
  • EDWARD JONES
  • Springfield, MO
  • Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people c...
  • 4/23/2024 12:00:00 AM

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General Dentist - Springfield, Missouri
  • My Dentist
  • Springfield, MO
  • General Dentist My Dentist, a two doctor office in thriving in Springfield, Missouri is looking for a General Dentist to...
  • 4/22/2024 12:00:00 AM

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General Dentist - Springfield, Missouri
  • Spring View Dental Care
  • Springfield, MO
  • General Dentist Total compensation package up to $250,000 Spring View Dental Care a two doctor office in thriving Spring...
  • 4/22/2024 12:00:00 AM

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Temporary Doctor Position - Springfield, Missouri
  • Spring View Dental Care
  • Springfield, MO
  • General Dentist Office Name (example language “a two doctor office in thriving Fort Worth”) is looking for a General Den...
  • 4/22/2024 12:00:00 AM

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Remote - Life Coach
  • Life Balance Transition
  • Springfield, MO
  • "Don't fear failure. Fear being in the exact same place next year as you are today." Michael Hyatt Are you currently nav...
  • 4/20/2024 12:00:00 AM

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Senior Analyst, Retirement - Wealth Management Advisory Solutions
  • EDWARD JONES
  • Springfield, MO
  • Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people c...
  • 4/19/2024 12:00:00 AM

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Associate Product Manager-Cash and Banking
  • EDWARD JONES
  • Springfield, MO
  • Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people c...
  • 4/19/2024 12:00:00 AM

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General Dentist - Springfield, Missouri
  • Distinctive Dental Solutions
  • Springfield, MO
  • General Dentist Compensation Package up to $250,000 Distinctive Dental Solutions in Springfield, Missouri is looking for...
  • 4/8/2024 12:00:00 AM

Springfield is the third-largest city in the state of Missouri and the county seat of Greene County. As of the 2010 census, its population was 159,498. As of 2017, the Census Bureau estimated its population at 167,376. It is the principal city of the Springfield metropolitan area, which has a population of 462,369 and includes the counties of Christian, Dallas, Greene, Polk, Webster. Springfield's nickname is "Queen City of the Ozarks" and it is known as the "Birthplace of Route 66". It is home to three universities, Missouri State University, Drury University, and Evangel University. Springf...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$99,593 to $142,704
Springfield, Missouri area prices
were up 1.3% from a year ago