Operational Careers 2016-11-28T20:34:18+00:00

Operational Careers | CFP | Springfield, MO


Operational roles are key to ensuring a smooth flow of information to and from the front and back office. The firm employs individuals with experience in both broker deal and RAA operations as well as various compliance and regulatory functions.

Required qualifications and skills are dependent upon the respective position held within the Operations Area.  An advanced operations career requires a college degree in finance or a related field and Series 7, 63 or 66, 24 and other advanced industry licenses. Mid-level operations positions require a college degree, Series 7, 63 and/or 66 licenses.  Entry-level operations positions, a college degree is highly desired, but not required.

Operational careers include:

Account Maintenance
Software Specialists


Equal Opportunity Employer

It is our policy to treat all employees equally.  Applicants are recruited, hired, assigned and promoted on the basis of job qualifications, merit and length of service.  No regard is given to race, color, sex, age, religion, national origin, disability status or genetic information.

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

Take Your Career to the next level

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