Assistant Careers | CFP | Springfield, MO

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Client Service Associates

Under general supervision of a Senior Planner, a Client Service Associate performs a variety of professional service functions. A Client Service Associate is responsible for providing outstanding service and ensuring client satisfaction. This position is characterized by a good understanding of the financial services field and entails a beginner to intermediate level of required duties and responsibilities. A college degree is desired for this position.

Client Service Managers

Under general supervision of a Partner and/or Senior Planner, a Client Service Manager performs a variety of professional planning functions. This position is characterized by increasingly specialized knowledge of the financial planning field and a more elevated level of required duties and responsibilities. Client Service Managers must pass the Series 7 or 6 and Series 63 or 66 securities examinations, and be registered with a member of the Financial Industry Regulatory Authority (FINRA) or a self-regulatory organization (SRO).

Join Our Team

Heim, Young & Associates, Inc. is looking for industry professionals to join our team.

We currently have openings for Advisors who are looking to expand their business and for internal support persons to work as a team member with our planners. These positions are not commissioned based and we offer a competitive benefits package.

We work with our employees to design a personalized career path that allows them to progress at their own pace.

Allow your talent to be recognized by one of the areas largest independent financial planning
Firms

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