WealthCare Corporation
2847 South Ingram Mill Road, Springfield, MO 65804
Job Type: Full-Time
Pay: From # an hour
Job description
“It’s about the people who depend on us.”
We are a rapidly growing financial services firm. We are responsible for the financial future of whole families, and we are looking for someone to help us help those who depend on us.
Who We Are
Everything we do flows from the idea that we are in business to help provide a secure financial future for the families who depend on us. We work with our clients to help them understand their financial options and opportunities. This includes strategies to save on taxes, increase wealth, manage risk, exit their business, and leave a legacy to the next generation.
We prioritize our business decisions to benefit each individual client, and we always try to do the right thing for their individual situation. Operating through that lens helps us make the best decisions, and as a result, we have a higher probability of our own success as well.
To that end, we are looking for a Service Advisor to join our team who can provide an excellent level of support for our clients while expanding the community of individuals who trust us to build confidence in their retirement.
Culture
As a part of the WealthCare team, you will have the opportunity to work in an environment that is supportive, gracious, always willing to help, and gets the job done right. We enjoy a morning huddle each day to align our goals, hear from each other about life and work, and encourage one another.
We know the importance of work-life balance and want to ensure that all members of our team know that we care about them as a person, want to support them in all aspects of their life, and strive to help them better themselves at work and at home.
Who You Are
You thrive in a fast-paced, client-focused environment. You are personable and excel at building relationships, both with clients and team members. Helping others and solving problems energizes you, and you approach challenges with curiosity and thoughtful questions to uncover the best solutions.
As a Service Advisor, you are analytical and detail-oriented, with a strong work ethic and a commitment to excellence. You have a solid understanding of financial planning principles, technology, and compliance requirements. Organized, punctual, and self-motivated, you take pride in delivering tailored recommendations and maintaining accurate client records.
We value your expertise and offer a competitive salary that reflects your contributions. Our bonus structure rewards your achievements, and we provide training and support to help you thrive. After a 90-day introductory period, you’ll be eligible for benefits, including health insurance, a retirement plan with matching contributions, flexible PTO, and our annual office closure from Christmas through New Year’s Day.
The Role
The Service Advisor supports the Lead Advisor by managing less complex client relationships, allowing the Lead Advisor to focus on high-value clients and business development. Key responsibilities include contacting prospects, preparing financial plans, and delivering tailored investment recommendations.
This role involves conducting financial analyses, managing client records, and ensuring compliance with company policies. Strong communication and a client-first mindset are essential to building trust and deepening relationships.
Collaboration with the Lead Advisor and team members is critical to providing seamless client service and contributing to business growth through retention and process improvements.
Key Responsibilities:
Client and Prospect Engagement:
- Respond to prospect and client inquiries warmly and professionally
- Schedule initial appointments for prospects transitioned from the Lead Advisor
- Conduct client meetings to present recommendations and deliver financial advice
- Make outgoing courtesy calls and handle day-to-day client interactions to build strong relationships
Client Management and Documentation:
- Maintain accurate and compliant client files, records, and databases
- Delegate meeting notes and follow-up tasks using Mobile Assistant
- Prepare for client meetings, including applications and planning analysis
Financial Planning and Analysis:
- Conduct case analysis to develop tailored financial recommendations
- Assess risk tolerance time horizons and provide portfolio/product solutions
- Create illustrations, hypotheticals, and other deliverables to support client recommendations
Team Collaboration and Business Management:
- Collaborate with team members to manage client documentation and preparation
- Participate in team meetings and quarterly workflow reviews to improve processes
- Provide training, support, and feedback to team members while ensuring compliance
Required Skills and Qualifications
- Bachelor’s degree (Certifications/Licenses) (Preferred)
- Prior experience in the financial industry (Preferred)
- Strong organizational, prioritization, and management skills
- Advanced mathematical and analytical skills
- Excellent verbal and written communication abilities
- Proficiency in Microsoft Office suite
- Initiative and entrepreneurial perspective to grow a client base
- Strong interpersonal skills and persuasive communication abilities
- Analytical mindset with persistence in problem-solving
- Adherence to all relevant rules, regulations, and compliance standards
Job Type: Full-time
Pay: From $# per hour
Expected Hours: 40 per week
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Paid time off
Compensation Package:
- Bonus opportunities
Schedule:
- 8-hour shift
- Marketing events after hours.
Ability to Relocate:
- Springfield, MO 65804: Relocate before starting work (Required)
Work Location: In person
Please submit your resume to PriorityCare@WealthCareCorp.com.
Thank you for your interest in WealthCare!