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Associate Financial Advisor

RK Partners · Springfield, IN · RK Partners financial advisory team

Compensation

$64k – $70k /yr

Employment type

Full-time

Work setting

On-site

Location

Springfield, IN

Schedule

Day shift

Posted

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Job overview

The Associate Financial Advisor role is listed in Springfield, IN, according to the location fields, while the title references Springfield, IL. Compensation is $63,550–$70,000 per year. The role helps clients work toward long-term financial goals through personalized investment solutions. The advisor works with current and prospective members to explain financial services, build community relationships, and participate in mentor-led appointments. The role contributes to client financial planning through prospecting, outreach, and relationship development.

What you'll do

  • Provide current or prospective members with information about financial services their families may use
  • network with people in the community
  • prospect for potential clients
  • participate in mentor-led appointments
  • engage in personal observation through the community.

What we're looking for

Skills & competencies
associate financial advisor
financial services
investment solutions
client relationships
prospecting
community networking
springfield in listing
springfield il title
rk partners
full-time
$63,550–$70,000
401(k) match
pension plan
Work arrangement
  • Weekend coverage required

Benefits & perks

  • Medical, dental, and vision insurance paid for
  • 401(k) with company match
  • pension plan
  • group term life insurance.

Why this role

Medical, dental, and vision insurance paid for; 401(k) retirement planning with company match; pension plan; group term life insurance.

About the employer

RK Partners is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.

Additional details

Industry sector
52
Industry
Portfolio Management and Investment Advice
Occupation code
13-2052.00
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