Missouri Licensed Servicing Advisor

Job Summary

Serving as the primary point of contact for clients, the hybrid Missouri Licensed Servicing Advisor will manage day-to-day client interactions, handle inquiries, and support advisors while ensuring a seamless client experience in Springfield, Missouri.

Key responsibilities

• Act as the day-to-day contact for clients, addressing questions and requests within licensing limits
• Collaborate with client experience and operations teams to facilitate onboarding and service requests
• Maintain accurate client records and notes to ensure effective communication and follow-through

Required qualifications

• Active Series 65 license or equivalent, with experience in a client-facing advisory or service role
• Progress towards or completion of CFP coursework or a relevant financial planning background
• Strong communication skills, both written and verbal, with the ability to manage client emotions effectively
• Highly organized and proactive, with a commitment to follow-through on tasks
• Experience with CRM systems such as HubSpot, Salesforce, or Redtail is preferred