Financial Advisor
WealthCare Corporation
Springfield, MO
Compensation based on experience
“It’s about the people who depend on us.”
WealthCare Corporation is a rapidly growing financial services firm dedicated to helping families build, protect, and sustain their financial futures. Our clients trust us with life-shaping decisions—from retirement and tax strategies to risk management, business succession, and legacy planning.
Everything we do is grounded in a client-first philosophy. We believe the best business outcomes come from consistently doing what’s right for each individual family we serve.
We are seeking a Financial Advisor who shares that mindset and is excited to take ownership of client relationships while helping expand the community of individuals who trust us to guide their retirement and long-term financial planning.
Who You Are
You thrive in a fast-paced, relationship-driven environment. You’re personable, organized, and energized by helping others solve complex problems. You ask thoughtful questions, listen carefully, and take pride in delivering high-quality work.
As a Financial Advisor, you are analytical and detail-oriented, with a strong work ethic and a commitment to excellence. You are comfortable with financial planning concepts, technology, and compliance requirements, and you value accuracy, follow-through, and professionalism.
You’re self-motivated, punctual, and accountable—and you enjoy being part of a collaborative team that holds itself to a high standard.
The Role
The Financial Advisor serves as the Lead Advisor for client relationships and is directly responsible for delivering comprehensive financial planning and investment advice. This role owns the client experience from initial engagement through ongoing relationship management, ensuring strategies remain aligned with each client’s goals, values, and evolving circumstances.
As the primary advisor, you will lead client meetings, develop and present holistic financial plans, and provide clear, confident recommendations across retirement planning, investment management, tax strategies, risk management, and legacy planning. You are accountable for building trust, deepening relationships, and driving long-term client retention.
The Lead Advisor also plays a key role in business growth by expanding existing relationships, participating in marketing and client experience events, and collaborating with other advisors and team members to deliver consistent, high-quality service. While supported by internal staff, this role sets the standard for professionalism, planning quality, and client-first decision-making.
Key Responsibilities
Client & Prospect Engagement
- Serve as the primary advisor for client relationships
- Lead client meetings and deliver financial advice and recommendations
- Build trust and deepen long-term client relationships
- Participate in marketing and prospecting efforts to grow the firm
Client Management & Documentation
- Ensure accurate, compliant client records and documentation
- Oversee preparation for client meetings, including planning analysis and applications
- Review meeting notes and follow-up actions to ensure timely execution
Financial Planning & Analysis
- Develop comprehensive, customized financial plans
- Assess risk tolerance, time horizons, and appropriate investment strategies
- Provide portfolio, product, and planning recommendations aligned with client goals
Team Collaboration & Business Leadership
- Collaborate closely with other advisors and team members
- Participate in team meetings and quarterly workflow reviews
- Contribute to process improvements, training, and mentorship
- Uphold firm standards for planning quality, compliance, and client experience
- Works collaboratively with other advisors and team members in the office
- Contributes positively to team culture, communication, and shared success
- Willing to support team initiatives and assist in delivering exceptional client service
Required Skills & Qualifications
- Series 65 license is required (the firm will cover continuing education and required licensing-related costs)
- Financial certifications or additional licenses preferred
- Prior experience in the financial services industry (preferred)
- Strong organizational, prioritization, and time-management skills
- Advanced analytical and problem-solving abilities
- Excellent verbal and written communication skills
- Proficiency in Microsoft Office Suite
- Entrepreneurial mindset with a client-first approach to growth
- Strong interpersonal and relationship-building skills
- Commitment to compliance, accuracy, and ethical standards
Schedule & Time Commitment
- Full-time, in-office position with standard business hours
- Occasional late evenings required for marketing events
- Occasional late evenings required for client experience and client appreciation events
Compensation & Benefits
- Competitive salary based on experience
- Bonus opportunities tied to performance
- Health insurance
- 401(k) with company matching
- Paid time off
- Eligible for full benefits after a 90-day introductory period
- Annual office closure from Christmas through New Year’s Day
Job Details
- Job Type: Full-time
- Expected Hours: 40 per week
- Work Location: In-person
- Relocation: Springfield, MO (required before start date)