Job description

Are you an organized and detail-oriented professional with a passion for finance and client service?We are seeking an Account Associate to support our Senior Advisor and team in efficiently managing financial planning products and services. If you thrive in a fast-paced environment, enjoy problem-solving, and have a keen eye for detail, we’d love to hear from you!

Key Responsibilities:

• Manage new business and service processes for investment and insurance products.
• Oversee paperwork and processing, including investment suitability requirements, insurance underwriting, and investment transfers.
• Maintain proactive communication with clients and advisors on underwriting status, investment transfers, and other financial matters.
• Ensure client files are maintained in compliance with firm and broker/dealer standards.
• Assist in developing and updating firmwide training manuals and workflows.
• Provide backup support for client service, including answering calls and assisting walk-in clients.
• Collaborate with internal teams to improve processes and enhance efficiency.

Qualifications:

• Minimum of 2 years of college with coursework in finance, economics, math, or related fields.
• Highly organized with strong attention to detail and multitasking abilities.
• Strong math and logical reasoning skills.
• Experience with financial services software (e.g., Money Guide Pro, eMoney) is a plus.
• Excellent verbal and written communication skills.
• Series 6/7 and 63/65/66 licenses preferred or willingness to obtain within six months of hire.
• Proficiency in Microsoft Office and broker/dealer software.
• Team-oriented mindset with the ability to adapt to changing circumstances.

Why Join Us?

• Collaborative and supportive team environment.
• Professional development opportunities.
• The opportunity to play a key role in financial planning services and client success.

If you’re ready to take the next step in your financial services career, apply today!

Job Type: Full-time

Pay: $55,000.00 - $65,000.00 per year

Benefits:

 

• 401(k) matching
• Flexible schedule
• Paid time off

 

Supplemental Pay:

 

• Bonus opportunities

 

Ability to Relocate:

 

• Columbia, MO 65211: Relocate before starting work (Required)

 

Work Location: In person