- Edward Jones (Kansas City, MO)
- **Job Overview** If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice,… 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 ... comprehensive advisor onboarding program. Job Description As a Thrivent Financial advisor , you'll: + Build a financial practice guiding Christians on… more
- Edward Jones (Kansas City, MO)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by… 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; ... Description:** If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment,… more
- UMB Bank (Leawood, KS)
- …help ensure their plan meets their needs now, and in the future. As the ** Financial Advisor ** , you will be responsible for maintaining the ongoing client ... responsible for leading in the development of new client relationships. The Financial Advisor , through a planning-led approach, will discuss investment… more
- Bank of America (Leawood, KS)
- …as core Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... and guidance through a defined path to become a successful and independent financial advisor . You will have the opportunity to work with both affluent and high… more
- Bank of America (Kansas City, MO)
- Financial Solutions Advisor Stage I - Registration Candidate - Consumer Investments - Stateline Station Financial Center Kansas City, Missouri **Job ... individual who is passionate about helping clients reach their financial goals, join Bank of America's ** Advisor ...their financial goals, join Bank of America's ** Advisor Development Program** and become an investment specialist in… more
- Bank of America (Belton, MO)
- Financial Solutions Advisor - Consumer Investments - Greater Kansas City Market Olathe, Kansas;Overland Park, Kansas; Kansas City, Missouri; Belton, Missouri; ... are guided by a common purpose to help make financial lives better through the power of every connection....offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the… more
- Morgan Stanley (Kansas City, MO)
- …servicing, financial plans and investment portfolios. Under the direction of the Financial Advisor / Private Wealth Advisor , this industry professional ... * Designs and produces strategy reports and other types of communications for Financial Advisor / Private Wealth Advisor to use with clients and prospects… more
- Deloitte (Kansas City, MO)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge… more
- Bank of America (Leawood, KS)
- …focused and effective. **Job Description:** This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client ... process, including client onboarding and resolving escalations + Assists the Financial Advisor team and/or Senior Business Managers in developing and monitoring… more
- Foresters Financial Services (Kansas City, KS)
- …financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as ... broker-dealers encompassing, among others, Cetera Advisors (https://www.ceteraadvisornetworks.com/welcome) , Cetera Advisor Networks (https://www.ceteraadvisornetworks.com/welcome) , Cetera Financial Institutions,… more
- Edward Jones (Overland Park, KS)
- …Office Support Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call ... their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most… more
- Edward Jones (Overland Park, KS)
- …Office Support Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call ... their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most… more
- HNTB (Kansas City, MO)
- …cash flow, and contract compliance. The Project Analyst acts as the primary financial advisor throughout the project lifecycle, ensuring success in areas such ... our team of employee-owners. This opportunity entails being responsible for providing financial guidance to project teams, with a focus on budgets, profitability,… more
- Deloitte (Kansas City, MO)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- Deloitte (Kansas City, MO)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- Deloitte (Kansas City, MO)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... to execute work streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) + Identify potential issues… more
- Deloitte (Kansas City, MO)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector of… more
- Deloitte (Kansas City, MO)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… more