- World Insurance Associates, LLC. (Overland Park, KS)
- …plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk ... client "pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to your effort and your performance. We… more
- Bank of America (Kansas City, MO)
- …targets to measure their ability to progress to the next phase as an advisor + Prioritizes client requests and makes introductions to appropriate internal ... service providers based on client needs and asset thresholds **The Advisor Development Program (ADP) Journey:** During this stage of your journey, the Merrill… more
- UMB Bank (Leawood, KS)
- …as well as being responsible for leading in the development of new client relationships. The Financial Advisor , through a planning-led approach, will discuss ... a listen-first approach that keeps the focus on the client , always striving to understand their story, their dreams...needs now, and in the future. As the **Financial Advisor ** , you will be responsible for maintaining the… more
- HNTB (Kansas City, MO)
- …knowledge and experience in partnership with internal project team members and external client counterparts. Serves as an advisor on complex projects to provide ... or unusual engineering projects within discipline. + Coordinates technical aspects with client counterpart and teaming partners at local leadership level for work… more
- Edward Jones (Kansas City, MO)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... relationships. It's our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide every possible resource to help you succeed. A… more
- UMB Bank (Kansas City, MO)
- …provides another opportunity for the company to have a diverse revenue stream. The Trust Advisor team is one part of the client relationship team that is ... available to our high net worth clients. The Trust Advisor team serves as subject matter expert on probate estates, conservatorships, personal trusts (inter vivos… more
- Bank of America (Leawood, KS)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in… more
- Thrivent Financial (Kansas City, MO)
- Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their ... contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. Job Description As a Thrivent Financial advisor… more
- H&R Block (Kansas City, MO)
- **524559BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to ... about their lives, careers, businesses and money, you'll build client relationships that will grow stronger every year. Joining...stronger every year. Joining **Block Advisors** as a **Tax Advisor ** means you'll serve clients with diverse tax and… more
- Black & Veatch (Overland Park, KS)
- **Senior Advisor - Strategic Asset Management Group** Date: Jan 9, 2025 Location: Virginia Beach, VA, US US Company: Black & Veatch Family of Companies At Black & ... **Job Summary** Black & Veatch has an exciting opportunity for a Senior Advisor in our Strategic Asset Management group within our Specialized Solutions practice.… more
- Bank of America (Kansas City, MO)
- Financial Solutions Advisor - Consumer Investments - Greater Kansas City Market Olathe, Kansas;Shawnee, Kansas; Overland Park, Kansas; Kansas City, Missouri; Belton, ... clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client … more
- Commerce Bank (Kansas City, MO)
- …We are currently seeking a motivated and customer focused individual for a Financial Advisor opportunity supporting in our KC market. About This Job The main purpose ... to individual investors. Essential Functions + Manage an existing client book of business with recurring revenue + Partner...some roles. This compensation range is for the Financial Advisor I & II job and contemplates a wide… more
- UMB Bank (Kansas City, MO)
- As the **Trust Advisor I** , you will be building long-term client relationships through quality customer service, including anticipating client needs, clear ... communications, effective client meetings, and meeting client service level standards. You will provide proper fiduciary administration for all aspects of… more
- Bank of America (Kansas City, MO)
- Wealth Strategies Advisor Minneapolis, Minnesota;Chicago, Illinois; Kansas City, Missouri; Clayton, Missouri; Houston, Texas **Job Description:** At Bank of America, ... Join us! **Job Description:** Partner with Advisors or Relationship Managers in client solicitation efforts and generating wealth management strategies for our U/HNW… more
- Kohl's (Lee's Summit, MO)
- About the Role As Beauty Lead Advisor , you will drive sales through an authentic passion for beauty and engage clients by identifying their needs with a consultative ... Sephora at Kohl's standards and ensure an excellent overall client experience. What You'll Do + Build strong ...client experience. What You'll Do + Build strong client loyalty and influence clients by identifying their needs… more
- Kohl's (Independence, MO)
- About the Role As Beauty Advisor , you will drive sales through an authentic passion for beauty and engage clients by identifying their needs with a consultative ... approach and ensure an excellent overall client experience. You will maintain expert knowledge of top...at Kohl's standards. What You'll Do + Build strong client loyalty and influence clients by identifying their needs… more
- Sedgwick (Kansas City, MO)
- …Place to Work(R) Most Loved Workplace(R) Forbes Best-in-State Employer Claims Advisor , Professional Liability **Job Description Summary** To analyze complex or ... coordinate case management within company standards, industry best practices and specific client service requirements; and to manage the total claim costs while… more
- Equitable (Overland Park, KS)
- Wealth Management Advisor - KS, Overland Park (2685) ( PIN\_15706 ) **Primary Location** : UNITED STATES-KS-Overland Park **Organization** : Equitable Advisors ... designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, market development, role play and access to… more
- Anywhere Real Estate (Kansas City, MO)
- **PRIMARY FUNCTION** The primary function of the Client Invoicing Analyst is to accurately process client invoices according to contractual agreements for a ... portfolio of clients while ensuring customer and client needs are met in a timely and efficient...unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction.… more
- Deloitte (Kansas City, MO)
- … stakeholders, implement recommendations, and begin to build long-term trusted advisor relationships with client counterparts. Required Qualifications + ... Bachelor's Degree + 4 years relevant consulting and/or investment management experience + 2+ years' experience in one or more of the following various sector packages; Charles River, Aladdin, Fidessa, EZE, Calypso/Murex, Bloomberg AIM, Portware, FlexTrade,… more