- 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)
- Private Client Advisor II Kansas City, Missouri **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... **Job Description:** This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve… more
- Hendrick Automotive Company (Kansas City, MO)
- …This job has no direct supervisory responsibilities. Essential Duties and Responsibilities include the following: + Meets dealership sales goals. + Greets customer ... and determines make, type, and quality of vehicle desired. + Explains features and demonstrates operation of vehicle in showroom or on demonstration drive. + Suggests optional equipment for customer to purchase. + Computes and quotes sales price, including… more
- Bank of America (Leawood, KS)
- …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 (Overland Park, KS)
- …knowledge and experience in partnership with internal project team members and external client counterparts. Serves as an advisor on complex projects to provide ... to join our team of employee-owners. This opportunity is for a Sr Technical Advisor for Traffic Analysis in our Central States Office (Missouri, Kansas, Iowa, and… more
- HNTB (Overland Park, KS)
- …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
- HNTB (Overland Park, KS)
- …and experience in partnership with internal project team members and external client counterparts. Serves as a geotechnical advisor /task leader on complex ... engineering projects within discipline. + Coordinates technical aspects with client counterpart and teaming partners at local leadership level...articles, and white papers. + Serves as a trusted advisor to clients, is sought out for expertise in… more
- Bank of America (Kansas City, MO)
- …your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a ... Financial Solutions Advisor Stage I - Registration Candidate - Consumer...of America's core banking, investment solutions and approach to client care. We will equip you with everything you… more
- Edward Jones (Kansas City, MO)
- …the skills, systems and business practices you need to succeed in our client -first business model. The new financial advisor compensation program includes ... at a professional crossroads, a career as a financial advisor may be the right change for you. Financial...contribute to the firm's purpose. They deeply understand the client 's goals and why they are important to accelerate… 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
- 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
- Optiv (Kansas City, MO)
- The Associate Portfolio Security Advisor (SA) plays a critical role in serving as a trusted partner to Optiv's clients. **This role will be performed on-site daily ... at our office in the Kansas City area.** **The Security Advisor will be** **hyper-focused on demo and lab capabilities to build out customer use cases.** By… more
- H&R Block (Overland Park, KS)
- **524498BR** **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
- Morgan Stanley (Kansas City, MO)
- …Provides tailored recommendations to the Financial Advisor / Private Wealth Advisor about specific client situations and opportunities to consider * ... and investment portfolios. Under the direction of the Financial Advisor / Private Wealth Advisor , this industry...across the firm to respond quickly and accurately to client questions and concerns. The Wealth Management Associate is… more
- Bank of America (Olathe, KS)
- Financial Solutions Advisor - Consumer Investments - Greater Kansas City Market Olathe, Kansas;Overland Park, Kansas; Kansas City, Missouri; Belton, Missouri; ... 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 (Lawrence, KS)
- …currently seeking a motivated and customer focused individual for a Financial Advisor opportunity supporting our KC West/Lawrence markets. About This Job The main ... 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