bluedoor data·Job Postings API·bluedoor.sh ↗

Home › Companies › 6FF1BA2FE714357C4A0C1FBDB41C7F22 › Financial Advisor

Financial Advisor

6FF1BA2FE714357C4A0C1FBDB41C7F22 · Springfield National Branch - Springfield, MO 65810; Arnold Branch - Arnold, MO 63010; Cape Kingshighway Branch - Cape Girardeau, MO 63701; Cape William Street Branch - Cape Girardeau, MO 63701; Chillicothe Branch - Chillicothe, MO 64601; Dexter Branch - Dexter, MO 63841; Kansas City Barry Branch - Kansas City, MO 64153; Leawood Branch - Leawood, KS 66211; 4803 S National Ste 100, Springfield, MO, 65810, USA · Active · Paycom ATS

Job facts

FieldValue
Company6FF1BA2FE714357C4A0C1FBDB41C7F22
TitleFinancial Advisor
Normalized title-
Department / team-
LocationSpringfield, MO, United States
Work model-
Employment typeFull Time
Salary-
Statusactive
ATS providerPaycom ATS
Posted / first seen2026-02-12 / 2026-05-31
Changed / last seen2026-05-31 / 2026-06-06

Related slices

PageWhat it containsOpen
Company jobsActive postings from 6FF1BA2FE714357C4A0C1FBDB41C7F22.Open
Company breakdownsRole, location, ATS, and work model facets for this company.Open
ATS provider jobsActive postings observed through Paycom ATS.Open
Provider filtered searchThe same provider as a filtered job collection.Open
City jobsActive postings in Springfield.Open
Lifecycle eventsOpen, update, close, and reopen events for this posting.Open
Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

Company6FF1BA2FE714357C4A0C1FBDB41C7F22
Source4e8ba14f-47df-4f72-bd08-48f002856c17
ATS providerPaycom ATS

Description

Description PRIMARY PURPOSE OF JOB The Financial Advisor combines interpersonal skills with all the resources Southern Bank and Ameriprise to help community clients realize their financial goals. Financial Advisors are provided training to help them build their business, including attracting and servicing relationships with their clients and prospects. Financial Advisors are responsible for assessing a client’s circumstances and objectives and based on that needs assessment, providing individualized, highly strategic investment consulting. Financial Advisors have access to a full range of wealth building, managing and preserving services through the Broker/Dealer, including mutual funds, stocks, bonds, managed accounts, ETFs, REITs, annuities, insurance and estate planning. EXPECTATIONS OF ALL SOUTHERN BANK TEAM MEMBERS Southern Bank team members exhibit Southern Bank’s values, which can be remembered with the acronym FIRSTS . We teach our team members about our “values in action,” which give further examples of how we can live out Southern Bank’s values. We act as a F AMILY – We know we’re not a related family, but we really care about people, both personally and professionally. We like knowing that our skills, our time, and our efforts contribute to the overall success of those we spend time with every day. We move with I NNOVATION [DW1]   – We push for better ways to solve problems. We are not afraid of a challenge; we’re driven to develop new ideas and solutions using creativity and experience. We are committed to leading, devising new solutions for all kinds of obstacles. We are R OOTED – We’re from here. These communities are our homes, and we are deeply invested in making our hometowns the best that they can be. We are firmly committed to success in the places where we’ve known people our whole lives. We prioritize S ERVICE – We put others above ourselves. We make intentional decisions and take action to benefit others, be it in our daily work with our customers and fellow team members, or in volunteering our time, money, and energy in our communities. We build T RUST – We strive to be reliable and trustworthy, honest and transparent. We are dedicated to doing what’s best for our team members, our customers, and our communities, and they can be confident that we are who we say we are. We are a source of S TRENGTH – We have a capacity and resilience that has come through years of experience and growth. We are able to support those who count on us, and those who need us can rely on us. Ensures the confidentiality of customer non-public personal information and secures information systems to comply with bank regulations. ESSENTIAL FUNCTIONS AND PERFORMANCE AREAS Assess client portfolios and financial objectives; provide tailored investment guidance; Build and manage relationships with affluent and high-net-worth clients using consultative, unbiased advisory approaches; Prospect new clients and nurture existing relationships; Recommend investment strategies aligned with client needs and goals; Deliver financial planning and wealth management solutions; Present seminars and educational sessions to clients and prospects; Train bank personnel on identifying and referring potential clients; Collaborate with bank leadership to integrate investment services across departments; Stay current on industry trends, products, and compliance through ongoing training; Represent Southern Bank in community events and activities; and, Ensure full compliance with industry regulations and standards. Qualifications KNOWLEDGE, SKILLS AND ABILITIES Excellent oral and written communication skills; Sales oriented and ability to interact with clients understand their goals and financial needs and recommend solutions; Assertive, competitive, self-starter, goal-oriented and results-driven with an entrepreneurial spirit; Highly self-motivated, creative, decisive. Ability to respond effectively and quickly to clients’ needs and issues. Excellent customer service skills; Proficient with the complete Microsoft Office  suite including: Word, Excel, Outlook, etc.; Must be able to work independently with minimum supervision; Professional demeanor; Ability and experience articulating complex and in-depth concepts. The following specifications are general guidelines based on the minimum education and experience normally considered essential to the satisfactory performance of this position.  The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner.  Individual abilities may result in some deviation from these guidelines. EDUCATION, TRAINING AND EXPERIENCE REQUIREMENTS FINRA Series 7, 63 & 65 or Series 7 & 66 (Required); Life & Health Insurance License (Required); Clean U-4 and U-5 history; Ability to retain 60%+ of current book of business during transition to Ameriprise; Minimum 5 years as a producing advisor; and, Bachelor’s degree preferred. CORE COMPENTENCIES Exhibits Southern Bank’s values, as further described through our values in action. Self-Motivated: Demonstrating a willingness to commit to one's work and to invest one's time, talent, and best efforts in accomplishing organizational goals. Building Customer Loyalty: Effectively meeting customer needs; building productive customer relationships; taking responsibility for customer satisfaction and loyalty. Sales Ability/Persuasiveness: Using appropriate interpersonal styles and communication methods to gain acceptance of a product, service, or idea from prospects and clients

Full job record

Job IDfe90425a55f99fe15905780a7ef5040d7d859254
Org ID064f637b-74a6-4c62-8a7f-93662e9e672e
Source ID4e8ba14f-47df-4f72-bd08-48f002856c17
Board ID4e8ba14f-47df-4f72-bd08-48f002856c17
Providerpaycom
Provider Job Key474929
TitleFinancial Advisor
Normalized Title—
Statusactive
Activeyes
Location TextSpringfield National Branch - Springfield, MO 65810; Arnold Branch - Arnold, MO 63010; Cape Kingshighway Branch - Cape Girardeau, MO 63701; Cape William Street Branch - Cape Girardeau, MO 63701; Chillicothe Branch - Chillicothe, MO 64601; Dexter Branch - Dexter, MO 63841; Kansas City Barry Branch - Kansas City, MO 64153; Leawood Branch - Leawood, KS 66211; 4803 S National Ste 100, Springfield, MO, 65810, USA
Department—
Team—
Employment Typefull_time
Workplace Type—
Remote Policy—
CountryUnited States
RegionMO
CitySpringfield
Salary RawDescription PRIMARY PURPOSE OF JOB The Financial Advisor combines interpersonal skills with all the resources Southern Bank and Ameriprise to help community clients realize their financial goals. Financial Advisors are provided training to help them build their business, including attracting and servicing relationships with their clients and prospects. Financial Advisors are responsible for assessing a client’s circumstances and objectives and based on that needs assessment, providing individualized, highly strategic investment consulting. Financial Advisors have access to a full range of wealth building, managing and preserving services through the Broker/Dealer, including mutual funds, stocks, bonds, managed accounts, ETFs, REITs, annuities, insurance and estate planning. EXPECTATIONS OF ALL SOUTHERN BANK TEAM MEMBERS Southern Bank team members exhibit Southern Bank’s values, which can be remembered with the acronym FIRSTS . We teach our team members about our “values in action,” which give further examples of how we can live out Southern Bank’s values. We act as a F AMILY – We know we’re not a related family, but we really care about people, both personally and professionally. We like knowing that our skills, our time, and our efforts contribute to the overall success of those we spend time with every day. We move with I NNOVATION [DW1]   – We push for better ways to solve problems. We are not afraid of a challenge; we’re driven to develop new ideas and solutions using creativity and experience. We are committed to leading, devising new solutions for all kinds of obstacles. We are R OOTED – We’re from here. These communities are our homes, and we are deeply invested in making our hometowns the best that they can be. We are firmly committed to success in the places where we’ve known people our whole lives. We prioritize S ERVICE – We put others above ourselves. We make intentional decisions and take action to benefit others, be it in our daily work with our customers and fellow team members, or in volunteering our time, money, and energy in our communities. We build T RUST – We strive to be reliable and trustworthy, honest and transparent. We are dedicated to doing what’s best for our team members, our customers, and our communities, and they can be confident that we are who we say we are. We are a source of S TRENGTH – We have a capacity and resilience that has come through years of experience and growth. We are able to support those who count on us, and those who need us can rely on us. Ensures the confidentiality of customer non-public personal information and secures information systems to comply with bank regulations. ESSENTIAL FUNCTIONS AND PERFORMANCE AREAS Assess client portfolios and financial objectives; provide tailored investment guidance; Build and manage relationships with affluent and high-net-worth clients using consultative, unbiased advisory approaches; Prospect new clients and nurture existing relationships; Recommend investment strategies aligned with client needs and goals; Deliver financial planning and wealth management solutions; Present seminars and educational sessions to clients and prospects; Train bank personnel on identifying and referring potential clients; Collaborate with bank leadership to integrate investment services across departments; Stay current on industry trends, products, and compliance through ongoing training; Represent Southern Bank in community events and activities; and, Ensure full compliance with industry regulations and standards. Qualifications KNOWLEDGE, SKILLS AND ABILITIES Excellent oral and written communication skills; Sales oriented and ability to interact with clients understand their goals and financial needs and recommend solutions; Assertive, competitive, self-starter, goal-oriented and results-driven with an entrepreneurial spirit; Highly self-motivated, creative, decisive. Ability to respond effectively and quickly to clients’ needs and issues. Excellent customer service skills; Proficient with the complete Microsoft Office  suite including: Word, Excel, Outlook, etc.; Must be able to work independently with minimum supervision; Professional demeanor; Ability and experience articulating complex and in-depth concepts. The following specifications are general guidelines based on the minimum education and experience normally considered essential to the satisfactory performance of this position.  The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner.  Individual abilities may result in some deviation from these guidelines. EDUCATION, TRAINING AND EXPERIENCE REQUIREMENTS FINRA Series 7, 63 & 65 or Series 7 & 66 (Required); Life & Health Insurance License (Required); Clean U-4 and U-5 history; Ability to retain 60%+ of current book of business during transition to Ameriprise; Minimum 5 years as a producing advisor; and, Bachelor’s degree preferred. CORE COMPENTENCIES Exhibits Southern Bank’s values, as further described through our values in action. Self-Motivated: Demonstrating a willingness to commit to one's work and to invest one's time, talent, and best efforts in accomplishing organizational goals. Building Customer Loyalty: Effectively meeting customer needs; building productive customer relationships; taking responsibility for customer satisfaction and loyalty. Sales Ability/Persuasiveness: Using appropriate interpersonal styles and communication methods to gain acceptance of a product, service, or idea from prospects and clients
Salary Min—
Salary Max—
Salary Currency—
Salary Periodday
Source URLhttps://www.paycomonline.net/v4/ats/web.php/jobs/ViewJobDetails?job=474929&clientkey=6FF1BA2FE714357C4A0C1FBDB41C7F22
Apply URLhttps://www.paycomonline.net/v4/ats/web.php/jobs/ViewJobDetails?job=474929&clientkey=6FF1BA2FE714357C4A0C1FBDB41C7F22
First Seen At2026-05-31 19:06:16Z
Last Seen At2026-06-06 20:12:45Z
Last Checked At2026-06-06 20:12:45Z
Last Changed At2026-05-31 19:06:16Z
Inactive At—
Source Posted At2026-02-12 00:00:00Z
Source Updated At—
Raw Payload Uris3://job-postings-prod-raw-590183727216/raw/provider=paycom/board=6FF1BA2FE714357C4A0C1FBDB41C7F22/date=2026-06-06/2026-06-06T20-12-43-342Z-28edb2b520e491822f74fdf8365f977a0ff68c8a6634018d08b0d3fe7fa16219.json
Event Fields
{
  "content_hash": "4550ed050b4f34c56e2e67dede00822ba9dd3d9d764256a4d7b90fbb30e88fb5",
  "source_hash": "454f1e837e47c124ff0d51b7d919f1e8acd2a426aa386fa6cf3efed6c381d7f9",
  "last_changed_at": "2026-05-31T19:06:16.248Z",
  "active_status": "active"
}
Parsed Structured
{
  "language": "en",
  "location": {
    "raw": "Springfield National Branch - Springfield, MO 65810; Arnold Branch - Arnold, MO 63010; Cape  Kingshighway Branch - Cape Girardeau, MO 63701; Cape William Street Branch - Cape Girardeau, MO 63701; Chillicothe Branch - Chillicothe, MO 64601; Dexter Branch - Dexter, MO 63841; Kansas City Barry Branch - Kansas City, MO 64153; Leawood Branch - Leawood, KS 66211; 4803 S National Ste 100, Springfield, MO, 65810, USA",
    "city": "Springfield",
    "region": "MO",
    "country": "United States",
    "is_remote": false,
    "confidence": 0.8
  },
  "salary_max": null,
  "salary_min": null,
  "inferred_at": "2026-06-06T20:12:45.564Z",
  "launch_scope": {
    "reason": "english_us_canada",
    "included": true,
    "language": "en",
    "location": {
      "raw": "Springfield National Branch - Springfield, MO 65810; Arnold Branch - Arnold, MO 63010; Cape  Kingshighway Branch - Cape Girardeau, MO 63701; Cape William Street Branch - Cape Girardeau, MO 63701; Chillicothe Branch - Chillicothe, MO 64601; Dexter Branch - Dexter, MO 63841; Kansas City Barry Branch - Kansas City, MO 64153; Leawood Branch - Leawood, KS 66211; 4803 S National Ste 100, Springfield, MO, 65810, USA",
      "city": "Springfield",
      "region": "MO",
      "country": "United States",
      "is_remote": false,
      "confidence": 0.8
    },
    "countries": [
      "United States"
    ]
  },
  "remote_policy": null,
  "salary_period": "day",
  "workplace_type": null,
  "salary_currency": null
}
Extensions
{}
Native Structured
{
  "detail": {
    "city": "Springfield",
    "jobId": 474929,
    "level": "",
    "endDate": "",
    "legalId": 21,
    "isHotJob": false,
    "jobShift": "",
    "jobTitle": "Financial Advisor",
    "location": "Springfield National Branch - Springfield, MO 65810",
    "startDate": "",
    "clientCode": "0GC60",
    "remoteType": "",
    "description": "<p><span style=\"font-size:11pt;\"><span style=\"line-height:normal;\"><span style=\"font-family:Calibri, sans-serif;\"><b><span style=\"font-size:12pt;\">PRIMARY PURPOSE OF JOB</span></b></span></span></span></p>\n\n<p><span style=\"font-size:11pt;\"><span style=\"line-height:115%;\"><span style=\"font-family:Calibri, sans-serif;\">The Financial Advisor combines interpersonal skills with all the resources Southern Bank and Ameriprise to help community clients realize their financial goals. Financial Advisors are provided training to help them build their business, including attracting and servicing relationships with their clients and prospects. Financial Advisors are responsible for assessing a client’s circumstances and objectives and based on that needs assessment, providing individualized, highly strategic investment consulting. Financial Advisors have access to a full range of wealth building, managing and preserving services through the Broker/Dealer, including mutual funds, stocks, bonds, managed accounts, ETFs, REITs, annuities, insurance and estate planning.  </span></span></span></p>\n\n<p> </p>\n\n<p><span style=\"font-size:11pt;\"><span style=\"line-height:115%;\"><span style=\"font-family:Calibri, sans-serif;\"><b><span style=\"font-size:12pt;\"><span style=\"line-height:115%;\">EXPECTATIONS OF ALL SOUTHERN BANK TEAM MEMBERS</span></span></b></span></span></span></p>\n\n<ul>\n\t<li style=\"margin-left:8px;\"><span style=\"font-size:11pt;\"><span style=\"line-height:115%;\"><span style=\"font-family:Calibri, sans-serif;\">Southern Bank team members exhibit Southern Bank’s values, which can be remembered with the acronym <b><span style=\"font-size:12pt;\"><span style=\"line-height:115%;\"><span style=\"color:#31849b;\">FIRSTS</span></span></span></b><span style=\"font-size:12pt;\"><span style=\"line-height:115%;\"><span style=\"color:#000000;\">. We teach our team members about our “values in action,” which give further examples of how we can live out Southern Bank’s values.</span></span></span> </span></span></span>\n\n\t<ul style=\"list-style-type:circle;\">\n\t\t<li style=\"margin-left:8px;\"><span style=\"font-size:11pt;\"><span style=\"line-height:normal;\"><span style=\"font-family:Calibri, sans-serif;\">We act as a <b><span style=\"font-size:13pt;\"><span style=\"color:#31849b;\">F</span></span></b><b>AMILY</b> – We know we’re not a related family, but we really care about people, both personally and professionally. We like knowing that our skills, our time, and our efforts contribute to the overall success of those we spend time with every day.</span></span></span></li>\n\t\t<li style=\"margin-left:8px;\"><span style=\"font-size:11pt;\"><span style=\"line-height:normal;\"><span style=\"font-family:Calibri, sans-serif;\">We move with <a><b><span style=\"font-size:13pt;\"><span style=\"color:#31849b;\">I</span></span></b></a><b>NNOVATION</b><span style=\"font-size:8pt;\"><a class=\"msocomanchor\" href=\"#_msocom_1\">[DW1]</a> </span> – We push for better ways to solve problems. We are not afraid of a challenge; we’re driven to develop new ideas and solutions using creativity and experience. We are committed to leading, devising new solutions for all kinds of obstacles.</span></span></span></li>\n\t\t<li style=\"margin-left:8px;\"><span style=\"font-size:11pt;\"><span style=\"line-height:normal;\"><span style=\"font-family:Calibri, sans-serif;\">We are <b><span style=\"font-size:13pt;\"><span style=\"color:#31849b;\">R</span></span></b><b>OOTED</b> – We’re from here. These communities are our homes, and we are deeply invested in making our hometowns the best that they can be. We are firmly committed to success in the places where we’ve known people our whole lives.</span></span></span></li>\n\t\t<li style=\"margin-left:8px;\"><span style=\"font-size:11pt;\"><span style=\"line-height:normal;\"><span style=\"font-family:Calibri, sans-serif;\">We prioritize <b><span style=\"font-size:13pt;\"><span style=\"color:#31849b;\">S</span></span></b><b>ERVICE</b> – We put others above ourselves. We make intentional decisions and take action to benefit others, be it in our daily work with our customers and fellow team members, or in volunteering our time, money, and energy in our communities.</span></span></span></li>\n\t\t<li style=\"margin-left:8px;\"><span style=\"font-size:11pt;\"><span style=\"line-height:normal;\"><span style=\"font-family:Calibri, sans-serif;\">We build <b><span style=\"font-size:13pt;\"><span style=\"color:#31849b;\">T</span></span></b><b>RUST</b> – We strive to be reliable and trustworthy, honest and transparent. We are dedicated to doing what’s best for our team members, our customers, and our communities, and they can be confident that we are who we say we are.</span></span></span></li>\n\t\t<li style=\"margin-left:8px;\"><span style=\"font-size:11pt;\"><span style=\"line-height:normal;\"><span style=\"font-family:Calibri, sans-serif;\">We are a source of <b><span style=\"font-size:13pt;\"><span style=\"color:#31849b;\">S</span></span></b><b>TRENGTH</b> – We have a capacity and resilience that has come through years of experience and growth. We are able to support those who count on us, and those who need us can rely on us.</span></span></span></li>\n\t</ul>\n\t</li>\n\t<li style=\"margin-left:8px;\"><span style=\"font-size:11pt;\"><span style=\"line-height:115%;\"><span style=\"font-family:Calibri, sans-serif;\">Ensures the confidentiality of customer non-public personal information and secures information systems to comply with bank regulations.</span></span></span></li>\n</ul>\n\n<p> </p>\n\n<p><span style=\"font-size:11pt;\"><span style=\"line-height:normal;\"><span style=\"font-family:Calibri, sans-serif;\"><b><span style=\"font-size:12pt;\">ESSENTIAL FUNCTIONS AND PERFORMANCE AREAS           </span></b></span></span></span></p>\n\n<ul style=\"margin-bottom:13px;\">\n\t<li style=\"margin-bottom:13px;\"><span style=\"font-size:11pt;\"><span style=\"line-height:normal;\"><span><span style=\"font-family:Calibri, sans-serif;\">Assess client portfolios and financial objectives; provide tailored investment guidance;</span></span></span></span></li>\n\t<li style=\"margin-bottom:13px;\"><span style=\"font-size:11pt;\"><span style=\"line-height:normal;\"><span><span style=\"font-family:Calibri, sans-serif;\">Build and manage relationships with affluent and high-net-worth clients using consultative, unbiased advisory approaches;</span></span></span></span></li>\n\t<li style=\"margin-bottom:13px;\"><span style=\"font-size:11pt;\"><span style=\"line-height:normal;\"><span><span style=\"font-family:Calibri, sans-serif;\">Prospect new clients and nurture existing relationships;</span></span></span></span></li>\n\t<li style=\"margin-bottom:13px;\"><span style=\"font-size:11pt;\"><span style=\"line-height:normal;\"><span><span style=\"font-family:Calibri, sans-serif;\">Recommend investment strategies aligned with client needs and goals;</span></span></span></span></li>\n\t<li style=\"margin-bottom:13px;\"><span style=\"font-size:11pt;\"><span style=\"line-height:normal;\"><span><span style=\"font-family:Calibri, sans-serif;\">Deliver financial planning and wealth management solutions;</span></span></span></span></li>\n\t<li style=\"margin-bottom:13px;\"><span style=\"font-size:11pt;\"><span style=\"line-height:normal;\"><span><span style=\"font-family:Calibri, sans-serif;\">Present seminars and educational sessions to clients and prospects;</span></span></span></span></li>\n\t<li style=\"margin-bottom:13px;\"><span style=\"font-size:11pt;\"><span style=\"line-height:normal;\"><span><span style=\"font-family:Calibri, sans-serif;\">Train bank personnel on identifying and referring potential clients;</span></span></span></span></li>\n\t<li style=\"margin-bottom:13px;\"><span style=\"font-size:11pt;\"><span style=\"line-height:normal;\"><span><span style=\"font-family:Calibri, sans-serif;\">Collaborate with bank leadership to integrate investment services across departments;</span></span></span></span></li>\n\t<li style=\"margin-bottom:13px;\"><span style=\"font-size:11pt;\"><span style=\"line-height:normal;\"><span><span style=\"font-family:Calibri, sans-serif;\">Stay current on industry trends, products, and compliance through ongoing training;</span></span></span></span></li>\n\t<li style=\"margin-bottom:13px;\"><span style=\"font-size:11pt;\"><span style=\"line-height:normal;\"><span><span style=\"font-family:Calibri, sans-serif;\">Represent Southern Bank in community events and activities; and, </span></span></span></span></li>\n\t<li style=\"margin-bottom:13px;\"><span style=\"font-size:11pt;\"><span style=\"line-height:normal;\"><span><span style=\"font-family:Calibri, sans-serif;\">Ensure full compliance with industry regulations and standards.</span></span></span></span></li>\n</ul>\n\n<p style=\"margin-left:0in;margin-right:0in;\"> </p>",
    "jobCategory": "",
    "salaryRange": "",
    "socialMedia": {
      "xLink": {
        "text": "Southern%2520Bank%2520Job%2520Opportunity%2520Financial%2520Advisor"
      },
      "emailLink": {
        "subject": "Southern%20Bank%20Job%20Opportunity%20Financial%20Advisor",
        "summary": "PRIMARY%20PURPOSE%20OF%20JOB%0A%0AThe%20Financial%20Advisor%20combines%20interpersonal%20skills%20with%20all%20the%20resources%20Southern%20Bank%20and%20Ameriprise%20to%20help%20community%20clients%20realize%20their%20financial%20goals.%20Financial%20Advisors%20are%20provided%20training%20to%20help%20them%20build%20their%20business%2C%20including%20attracting%20and%20servicing%20relationships%20with%20their%20clients%20and%20prospects.%20Financial%20Advisors%20are%20responsible%20for%20assessing%20a%20client%E2%80%99s%20circumstances%20and%20objectives%20and%20based%20on%20that%20needs%20assessment%2C%20providing%20individualized%2C%20highly%20strategic%20investment%20consulting.%20Financial%20Advisors%20have%20access%20to%20a%20full%20range%20of%20wealth%20building%2C%20managing%20and%20preserving%20services%20through%20the%20Broker%2FDealer%2C%20including%20mutual%20funds%2C%20stocks%2C%20bonds%2C%20managed%20accounts%2C%20ETFs%2C%20REITs%2C%20annuities%2C%20insurance%20and%20estate%20planning.%C2%20%0A%0A%C2%0A%0AEXPECTATIONS%20OF%20ALL%20SOUTHERN%20BANK%20TEAM%20MEMBERS%0A%0A%0A%09Southern%20Bank%20team%20members%20exhibit%20Southern%20Bank%E2%80%99s%20values%2C%20which%20can%20be%20remembered%20with%20the%20acronym%20FIRSTS.%20We%20teach%20our%20team%20members%20about%20our%20%E2%80%9Cvalues%20in%20action%2C%E2%80%9D%20which%20give%20further%20examples%20of%20how..."
      },
      "facebookLink": {
        "redirectUri": "",
        "facebookAppId": "773759036043100"
      },
      "linkedInLink": {}
    },
    "isQuickApply": false,
    "positionType": "Full Time",
    "countryPaidIn": "",
    "googleJobJson": "{\"@context\":\"https://schema.org/\",\"@type\":\"JobPosting\",\"title\":\"Financial Advisor\",\"identifier\":\"J0GC60474929\",\"url\":\"https://www.paycomonline.net/v4/ats/web.php/portal/6FF1BA2FE714357C4A0C1FBDB41C7F22/jobs/474929\",\"image\":\"https://www.paycomonline.net/v4/ats/web.php/application/style/logo?clientkey=6FF1BA2FE714357C4A0C1FBDB41C7F22\",\"datePosted\":\"2026-02-12\",\"description\":\"Job DetailsJob Location: Springfield National Branch - Springfield, MO 65810Position Type: Full TimePRIMARY PURPOSE OF JOB\\n\\nThe Financial Advisor combines interpersonal skills with all the resources Southern Bank and Ameriprise to help community clients realize their financial goals. Financial Advisors are provided training to help them build their business, including attracting and servicing relationships with their clients and prospects. Financial Advisors are responsible for assessing a client’s circumstances and objectives and based on that needs assessment, providing individualized, highly strategic investment consulting. Financial Advisors have access to a full range of wealth building, managing and preserving services through the Broker/Dealer, including mutual funds, stocks, bonds, managed accounts, ETFs, REITs, annuities, insurance and estate planning.  \\n\\n \\n\\nEXPECTATIONS OF ALL SOUTHERN BANK TEAM MEMBERS\\n\\n\\n\\tSouthern Bank team members exhibit Southern Bank’s values, which can be remembered with the acronym FIRSTS. We teach our team members about our “values in action,” which give further examples of how we can live out Southern Bank’s values. \\n\\n\\t\\n\\t\\tWe act as a FAMILY – We know we’re not a related family, but we really care about people, both personally and professionally. We like knowing that our skills, our time, and our efforts contribute to the overall success of those we spend time with every day.\\n\\t\\tWe move with INNOVATION[DW1]  – We push for better ways to solve problems. We are not afraid of a challenge; we’re driven to develop new ideas and solutions using creativity and experience. We are committed to leading, devising new solutions for all kinds of obstacles.\\n\\t\\tWe are ROOTED – We’re from here. These communities are our homes, and we are deeply invested in making our hometowns the best that they can be. We are firmly committed to success in the places where we’ve known people our whole lives.\\n\\t\\tWe prioritize SERVICE – We put others above ourselves. We make intentional decisions and take action to benefit others, be it in our daily work with our customers and fellow team members, or in volunteering our time, money, and energy in our communities.\\n\\t\\tWe build TRUST – We strive to be reliable and trustworthy, honest and transparent. We are dedicated to doing what’s best for our team members, our customers, and our communities, and they can be confident that we are who we say we are.\\n\\t\\tWe are a source of STRENGTH – We have a capacity and resilience that has come through years of experience and growth. We are able to support those who count on us, and those who need us can rely on us.\\n\\t\\n\\t\\n\\tEnsures the confidentiality of customer non-public personal information and secures information systems to comply with bank regulations.\\n\\n\\n \\n\\nESSENTIAL FUNCTIONS AND PERFORMANCE AREAS           \\n\\n\\n\\tAssess client portfolios and financial objectives; provide tailored investment guidance;\\n\\tBuild and manage relationships with affluent and high-net-worth clients using consultative, unbiased advisory approaches;\\n\\tProspect new clients and nurture existing relationships;\\n\\tRecommend investment strategies aligned with client needs and goals;\\n\\tDeliver financial planning and wealth management solutions;\\n\\tPresent seminars and educational sessions to clients and prospects;\\n\\tTrain bank personnel on identifying and referring potential clients;\\n\\tCollaborate with bank leadership to integrate investment services across departments;\\n\\tStay current on industry trends, products, and compliance through ongoing training;\\n\\tRepresent Southern Bank in community events and activities; and, \\n\\tEnsure full compliance with industry regulations and standards.\\n\\n\\n QualificationsKNOWLEDGE, SKILLS AND ABILITIES\\n\\n\\n\\tExcellent oral and written communication skills;\\n\\tSales oriented and ability to interact with clients understand their goals and financial needs and recommend solutions;\\n\\tAssertive, competitive, self-starter, goal-oriented and results-driven with an entrepreneurial spirit;\\n\\tHighly self-motivated, creative, decisive. Ability to respond effectively and quickly to clients’ needs and issues. Excellent customer service skills;\\n\\tProficient with the complete Microsoft Office  suite including: Word, Excel, Outlook, etc.;\\n\\tMust be able to work independently with minimum supervision;\\n\\tProfessional demeanor;\\n\\tAbility and experience articulating complex and in-depth concepts.\\n\\n\\n \\n\\nThe following specifications are general guidelines based on the minimum education and experience normally considered essential to the satisfactory performance of this position.  The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner.  Individual abilities may result in some deviation from these guidelines.\\n\\nEDUCATION, TRAINING AND EXPERIENCE REQUIREMENTS\\n\\n\\n\\tFINRA Series 7, 63 &amp; 65 or Series 7 &amp; 66 (Required);\\n\\tLife &amp; Health Insurance License (Required);\\n\\tClean U-4 and U-5 history;\\n\\tAbility to retain 60%+ of current book of business during transition to Ameriprise;\\n\\tMinimum 5 years as a producing advisor; and, \\n\\tBachelor’s degree preferred.\\n\\n\\n \\n\\nCORE COMPENTENCIES\\n\\nExhibits Southern Bank’s values, as further described through our values in action.\\n\\nSelf-Motivated: Demonstrating a willingness to commit to one's work and to invest one's time, talent, and best efforts in accomplishing organizational goals.\\n\\nBuilding Customer Loyalty: Effectively meeting customer needs; building productive customer relationships; taking responsibility for customer satisfaction and loyalty.\\n\\nSales Ability/Persuasiveness: Using appropriate interpersonal styles and communication methods to gain acceptance of a product, service, or idea from prospects and clients\",\"responsibilities\":\"PRIMARY PURPOSE OF JOB\\n\\nThe Financial Advisor combines interpersonal skills with all the resources Southern Bank and Ameriprise to help community clients realize their financial goals. Financial Advisors are provided training to help them build their business, including attracting and servicing relationships with their clients and prospects. Financial Advisors are responsible for assessing a client’s circumstances and objectives and based on that needs assessment, providing individualized, highly strategic investment consulting. Financial Advisors have access to a full range of wealth building, managing and preserving services through the Broker/Dealer, including mutual funds, stocks, bonds, managed accounts, ETFs, REITs, annuities, insurance and estate planning.  \\n\\n \\n\\nEXPECTATIONS OF ALL SOUTHERN BANK TEAM MEMBERS\\n\\n\\n\\tSouthern Bank team members exhibit Southern Bank’s values, which can be remembered with the acronym FIRSTS. We teach our team members about our “values in action,” which give further examples of how we can live out Southern Bank’s values. \\n\\n\\t\\n\\t\\tWe act as a FAMILY – We know we’re not a related family, but we really care about people, both personally and professionally. We like knowing that our skills, our time, and our efforts contribute to the overall success of those we spend time with every day.\\n\\t\\tWe move with INNOVATION[DW1]  – We push for better ways to solve problems. We are not afraid of a challenge; we’re driven to develop new ideas and solutions using creativity and experience. We are committed to leading, devising new solutions for all kinds of obstacles.\\n\\t\\tWe are ROOTED – We’re from here. These communities are our homes, and we are deeply invested in making our hometowns the best that they can be. We are firmly committed to success in the places where we’ve known people our whole lives.\\n\\t\\tWe prioritize SERVICE – We put others above ourselves. We make intentional decisions and take action to benefit others, be it in our daily work with our customers and fellow team members, or in volunteering our time, money, and energy in our communities.\\n\\t\\tWe build TRUST – We strive to be reliable and trustworthy, honest and transparent. We are dedicated to doing what’s best for our team members, our customers, and our communities, and they can be confident that we are who we say we are.\\n\\t\\tWe are a source of STRENGTH – We have a capacity and resilience that has come through years of experience and growth. We are able to support those who count on us, and those who need us can rely on us.\\n\\t\\n\\t\\n\\tEnsures the confidentiality of customer non-public personal information and secures information systems to comply with bank regulations.\\n\\n\\n \\n\\nESSENTIAL FUNCTIONS AND PERFORMANCE AREAS           \\n\\n\\n\\tAssess client portfolios and financial objectives; provide tailored investment guidance;\\n\\tBuild and manage relationships with affluent and high-net-worth clients using consultative, unbiased advisory approaches;\\n\\tProspect new clients and nurture existing relationships;\\n\\tRecommend investment strategies aligned with client needs and goals;\\n\\tDeliver financial planning and wealth management solutions;\\n\\tPresent seminars and educational sessions to clients and prospects;\\n\\tTrain bank personnel on identifying and referring potential clients;\\n\\tCollaborate with bank leadership to integrate investment services across departments;\\n\\tStay current on industry trends, products, and compliance through ongoing training;\\n\\tRepresent Southern Bank in community events and activities; and, \\n\\tEnsure full compliance with industry regulations and standards.\\n\\n\\n \",\"employmentType\":\"FULL_TIME\",\"hiringOrganization\":{\"@type\":\"Organization\",\"name\":\"SOUTHERN BANK\",\"logo\":\"https://www.paycomonline.net/v4/ats/web.php/application/style/logo?clientkey=6FF1BA2FE714357C4A0C1FBDB41C7F22\"},\"jobLocation\":{\"@type\":\"Place\",\"address\":{\"streetAddress\":\"4803 S National Ste 100\",\"addressLocality\":\"Springfield\",\"addressRegion\":\"MO\",\"postalCode\":65810,\"addressCountry\":\"USA\"}},\"qualifications\":\"KNOWLEDGE, SKILLS AND ABILITIES\\n\\n\\n\\tExcellent oral and written communication skills;\\n\\tSales oriented and ability to interact with clients understand their goals and financial needs and recommend solutions;\\n\\tAssertive, competitive, self-starter, goal-oriented and results-driven with an entrepreneurial spirit;\\n\\tHighly self-motivated, creative, decisive. Ability to respond effectively and quickly to clients’ needs and issues. Excellent customer service skills;\\n\\tProficient with the complete Microsoft Office  suite including: Word, Excel, Outlook, etc.;\\n\\tMust be able to work independently with minimum supervision;\\n\\tProfessional demeanor;\\n\\tAbility and experience articulating complex and in-depth concepts.\\n\\n\\n \\n\\nThe following specifications are general guidelines based on the minimum education and experience normally considered essential to the satisfactory performance of this position.  The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner.  Individual abilities may result in some deviation from these guidelines.\\n\\nEDUCATION, TRAINING AND EXPERIENCE REQUIREMENTS\\n\\n\\n\\tFINRA Series 7, 63 &amp; 65 or Series 7 &amp; 66 (Required);\\n\\tLife &amp; Health Insurance License (Required);\\n\\tClean U-4 and U-5 history;\\n\\tAbility to retain 60%+ of current book of business during transition to Ameriprise;\\n\\tMinimum 5 years as a producing advisor; and, \\n\\tBachelor’s degree preferred.\\n\\n\\n \\n\\nCORE COMPENTENCIES\\n\\nExhibits Southern Bank’s values, as further described through our values in action.\\n\\nSelf-Motivated: Demonstrating a willingness to commit to one's work and to invest one's time, talent, and best efforts in accomplishing organizational goals.\\n\\nBuilding Customer Loyalty: Effectively meeting customer needs; building productive customer relationships; taking responsibility for customer satisfaction and loyalty.\\n\\nSales Ability/Persuasiveness: Using appropriate interpersonal styles and communication methods to gain acceptance of a product, service, or idea from prospects and clients\",\"experienceRequirements\":\"KNOWLEDGE, SKILLS AND ABILITIES\\n\\n\\n\\tExcellent oral and written communication skills;\\n\\tSales oriented and ability to interact with clients understand their goals and financial needs and recommend solutions;\\n\\tAssertive, competitive, self-starter, goal-oriented and results-driven with an entrepreneurial spirit;\\n\\tHighly self-motivated, creative, decisive. Ability to respond effectively and quickly to clients’ needs and issues. Excellent customer service skills;\\n\\tProficient with the complete Microsoft Office  suite including: Word, Excel, Outlook, etc.;\\n\\tMust be able to work independently with minimum supervision;\\n\\tProfessional demeanor;\\n\\tAbility and experience articulating complex and in-depth concepts.\\n\\n\\n \\n\\nThe following specifications are general guidelines based on the minimum education and experience normally considered essential to the satisfactory performance of this position.  The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner.  Individual abilities may result in some deviation from these guidelines.\\n\\nEDUCATION, TRAINING AND EXPERIENCE REQUIREMENTS\\n\\n\\n\\tFINRA Series 7, 63 &amp; 65 or Series 7 &amp; 66 (Required);\\n\\tLife &amp; Health Insurance License (Required);\\n\\tClean U-4 and U-5 history;\\n\\tAbility to retain 60%+ of current book of business during transition to Ameriprise;\\n\\tMinimum 5 years as a producing advisor; and, \\n\\tBachelor’s degree preferred.\\n\\n\\n \\n\\nCORE COMPENTENCIES\\n\\nExhibits Southern Bank’s values, as further described through our values in action.\\n\\nSelf-Motivated: Demonstrating a willingness to commit to one's work and to invest one's time, talent, and best efforts in accomplishing organizational goals.\\n\\nBuilding Customer Loyalty: Effectively meeting customer needs; building productive customer relationships; taking responsibility for customer satisfaction and loyalty.\\n\\nSales Ability/Persuasiveness: Using appropriate interpersonal styles and communication methods to gain acceptance of a product, service, or idea from prospects and clients\",\"validThrough\":\"-0001-11-30\"}",
    "applyAvailable": true,
    "educationLevel": "",
    "qualifications": "<p><span style=\"font-size:11pt;\"><span style=\"line-height:normal;\"><span style=\"font-family:Calibri, sans-serif;\"><b>KNOWLEDGE, SKILLS AND ABILITIES</b></span></span></span></p>\n\n<ul>\n\t<li style=\"margin-left:8px;\"><span style=\"font-size:11pt;\"><span style=\"line-height:normal;\"><span style=\"font-family:Calibri, sans-serif;\">Excellent oral and written communication skills;</span></span></span></li>\n\t<li style=\"margin-left:8px;\"><span style=\"font-size:11pt;\"><span style=\"line-height:normal;\"><span style=\"font-family:Calibri, sans-serif;\">Sales oriented and ability to interact with clients understand their goals and financial needs and recommend solutions;</span></span></span></li>\n\t<li style=\"margin-left:8px;\"><span style=\"font-size:11pt;\"><span style=\"line-height:normal;\"><span style=\"font-family:Calibri, sans-serif;\">Assertive, competitive, self-starter, goal-oriented and results-driven with an entrepreneurial spirit;</span></span></span></li>\n\t<li style=\"margin-left:8px;\"><span style=\"font-size:11pt;\"><span style=\"line-height:normal;\"><span style=\"font-family:Calibri, sans-serif;\">Highly self-motivated, creative, decisive. Ability to respond effectively and quickly to clients’ needs and issues. Excellent customer service skills;</span></span></span></li>\n\t<li style=\"margin-left:8px;\"><span style=\"font-size:11pt;\"><span style=\"line-height:normal;\"><span style=\"font-family:Calibri, sans-serif;\">Proficient with the complete Microsoft Office  suite including: Word, Excel, Outlook, etc.;</span></span></span></li>\n\t<li style=\"margin-left:8px;\"><span style=\"font-size:11pt;\"><span style=\"line-height:normal;\"><span style=\"font-family:Calibri, sans-serif;\">Must be able to work independently with minimum supervision;</span></span></span></li>\n\t<li style=\"margin-left:8px;\"><span style=\"font-size:11pt;\"><span style=\"line-height:normal;\"><span style=\"font-family:Calibri, sans-serif;\">Professional demeanor;</span></span></span></li>\n\t<li style=\"margin-left:8px;\"><span style=\"font-size:11pt;\"><span style=\"line-height:normal;\"><span style=\"font-family:Calibri, sans-serif;\">Ability and experience articulating complex and in-depth concepts.</span></span></span></li>\n</ul>\n\n<p> </p>\n\n<p style=\"margin-bottom:13px;\"><span style=\"font-size:11pt;\"><span style=\"line-height:115%;\"><span style=\"font-family:Calibri, sans-serif;\"><i>The following specifications are general guidelines based on the minimum education and experience normally considered essential to the satisfactory performance of this position.  The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner.  Individual abilities may result in some deviation from these guidelines.</i></span></span></span></p>\n\n<p><span style=\"font-size:11pt;\"><span style=\"line-height:normal;\"><span style=\"font-family:Calibri, sans-serif;\"><b><span style=\"font-size:12pt;\">EDUCATION, TRAINING AND EXPERIENCE REQUIREMENTS</span></b></span></span></span></p>\n\n<ul>\n\t<li style=\"margin-left:8px;\"><span style=\"font-size:11pt;\"><span style=\"line-height:normal;\"><span style=\"font-family:Calibri, sans-serif;\">FINRA Series 7, 63 &amp; 65 or Series 7 &amp; 66 (Required);</span></span></span></li>\n\t<li style=\"margin-left:8px;\"><span style=\"font-size:11pt;\"><span style=\"line-height:normal;\"><span style=\"font-family:Calibri, sans-serif;\">Life &amp; Health Insurance License (Required);</span></span></span></li>\n\t<li style=\"margin-left:8px;\"><span style=\"font-size:11pt;\"><span style=\"line-height:normal;\"><span style=\"font-family:Calibri, sans-serif;\">Clean U-4 and U-5 history;</span></span></span></li>\n\t<li style=\"margin-left:8px;\"><span style=\"font-size:11pt;\"><span style=\"line-height:normal;\"><span style=\"font-family:Calibri, sans-serif;\">Ability to retain 60%+ of current book of business during transition to Ameriprise;</span></span></span></li>\n\t<li style=\"margin-left:8px;\"><span style=\"font-size:11pt;\"><span style=\"line-height:normal;\"><span style=\"font-family:Calibri, sans-serif;\">Minimum 5 years as a producing advisor; and, </span></span></span></li>\n\t<li style=\"margin-left:8px;\"><span style=\"font-size:11pt;\"><span style=\"line-height:normal;\"><span style=\"font-family:Calibri, sans-serif;\">Bachelor’s degree preferred.</span></span></span></li>\n</ul>\n\n<p> </p>\n\n<p><span style=\"font-size:11pt;\"><span style=\"line-height:normal;\"><span style=\"font-family:Calibri, sans-serif;\"><b><span style=\"font-size:12pt;\">CORE COMPENTENCIES</span></b></span></span></span></p>\n\n<p style=\"margin-left:48px;margin-bottom:13px;\"><span style=\"font-size:11pt;\"><span style=\"line-height:115%;\"><span style=\"font-family:Calibri, sans-serif;\">Exhibits Southern Bank’s values, as further described through our values in action.</span></span></span></p>\n\n<p style=\"margin-left:48px;margin-bottom:13px;\"><span style=\"font-size:11pt;\"><span style=\"line-height:115%;\"><span style=\"font-family:Calibri, sans-serif;\">Self-Motivated:<i> Demonstrating a willingness to commit to one's work and to invest one's time, talent, and best efforts in accomplishing organizational goals.</i></span></span></span></p>\n\n<p style=\"margin-left:48px;\"><span style=\"font-size:11pt;\"><span style=\"line-height:115%;\"><span style=\"font-family:Calibri, sans-serif;\">Building Customer Loyalty: <i>Effectively meeting customer needs; building productive customer relationships; taking responsibility for customer satisfaction and loyalty.</i></span></span></span></p>\n\n<p style=\"margin-left:48px;\"><span style=\"font-size:11pt;\"><span style=\"line-height:115%;\"><span style=\"font-family:Calibri, sans-serif;\">Sales Ability/Persuasiveness: <i>Using appropriate interpersonal styles and communication methods to gain acceptance of a product, service, or idea from prospects and clients</i></span></span></span></p>",
    "descriptionTitle": "Description",
    "travelPercentage": "",
    "jobYoutubeVideoId": "",
    "legalRevisionDate": {
      "date": "2016-10-07T14:35:07.000Z",
      "timezone": "America/Chicago",
      "timezone_type": 3
    },
    "secondaryLocations": [
      "Arnold Branch - Arnold, MO 63010",
      "Cape  Kingshighway Branch - Cape Girardeau, MO 63701",
      "Cape William Street Branch - Cape Girardeau, MO 63701",
      "Chillicothe Branch - Chillicothe, MO 64601",
      "Dexter Branch - Dexter, MO 63841",
      "Kansas City Barry Branch - Kansas City, MO 64153",
      "Leawood Branch - Leawood, KS 66211"
    ],
    "primaryPhoneCountry": "US",
    "primaryPhoneEnabled": true,
    "qualificationsTitle": "Qualifications",
    "primaryPhoneRequired": true,
    "primaryPhoneNumberDoesNotExist": false
  },
  "preview": {
    "jobId": 474929,
    "isHotJob": false,
    "jobTitle": "Financial Advisor",
    "postedOn": "",
    "locations": "Springfield National Branch - Springfield, MO 65810; Dexter Branch - Dexter, MO 63841; Cape  Kingshighway Branch - Cape Girardeau, MO 63701; Cape William Street Branch - Cape Girardeau, MO 63701; Arnold Branch - Arnold, MO 63010; Kansas City Barry Branch - Kansas City, MO 64153; Leawood Branch - Leawood, KS 66211; Chillicothe Branch - Chillicothe, MO 64601",
    "remoteType": "",
    "description": "PRIMARY PURPOSE OF JOB\n\nThe Financial Advisor combines interpersonal skills with all the resources Southern Bank and Ameriprise to help community clie...",
    "positionType": "Full Time"
  },
  "detail_meta": {
    "url": "https://portal-applicant-tracking.us-cent.paycomonline.net/api/ats/job-postings/474929",
    "http_status": 200,
    "content_type": "application/json",
    "response_bytes": 40620
  },
  "detail_errors": []
}
Get this page with API

Rendered from the bluedoor Job Postings API. Reproduce it:

GET https://api.bluedoor.sh/job-postings/v1/jobs/fe90425a55f99fe15905780a7ef5040d7d859254?include=descriptionJSON
GET https://api.bluedoor.sh/job-postings/v1/orgs/064f637b-74a6-4c62-8a7f-93662e9e672eJSON
GET https://api.bluedoor.sh/job-postings/v1/sources/4e8ba14f-47df-4f72-bd08-48f002856c17JSON
GET https://api.bluedoor.sh/job-postings/v1/jobs/fe90425a55f99fe15905780a7ef5040d7d859254/eventsJSON

Docs · Get an API key