- Bank of America (Kansas City, MO)
- Private Client Advisor II Kansas City, Missouri **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Kansas-City/Private- Client - Advisor -II\_25045243-2) **Job Description:** At Bank of America,… more
- JPMorgan Chase (Kansas City, MO)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- UMB Bank (Kansas City, MO)
- …over time that might create a change in their financial service needs. As a ** Client Advisor - Commercial Card** you will align to a geographic banking territory ... and escalations to appropriate resolution. + You will track client issues & resolution, work with appropriate resources to...appropriate resources to ensure follow up and satisfaction of client or business partner. + You will provide proactive… 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
- World Insurance Associates, LLC. (Prairie Village, 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
- APTIM (Lenexa, KS)
- … client projects. This individual will serve as a technical leader, trusted client advisor , and key contributor to the evolution of APTIM's environmental and ... Intelex, Sphera, Velocity) + Collaborate on solution design by analyzing client business needs, evaluating competing configuration strategies, and contributing to… more
- Commerce Bank (Kansas City, MO)
- …of Commerce Bank. As a fiduciary and Wealth Management expert the Private Client Advisor Associate's primary responsibility is the support of our Private ... management professionals across disciplines who collaborate to ensure each client 's financial journey is uniquely crafted for their goals.... Client Relationship Managers who are accountable for the delivery… more
- Anywhere Real Estate (Kansas City, MO)
- …with different backgrounds, approaches, and perspectives. + Expert relationship builder and client advisor . Ability to influence and engage partners at all ... expertise, network, and unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction. **We pursue talent** -… more
- Edward Jones (Kansas City, MO)
- ** Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team.** At Edward Jones, we're all about making a ... licensed branch associates are highly visible members of the client team, working under the leadership of a financial... team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are… 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; ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial- Advisor \_24007333) **Job Description:** Merrill Wealth Management is a leading… more
- UMB Bank (Kansas City, MO)
- …At UMB Private Wealth Management, your story is our focus. As the **Wealth Advisor ** , you will lead a highly integrated team-based approach working to ensure the ... client 's priorities are at the center of every action. The Sr. Wealth Advisor works closely with the Financial Planner, Private Banker, Portfolio Manager, Trust … more
- Fiserv (Kansas City, KS)
- …make a difference at Fiserv. **Job Title** Software Development Engineering - Advisor **Software Development Engineering - Advisor ** **What does a successful ... Software Development Engineering - Advisor do?** At Fiserv, we are dedicated to transforming...deliver solutions that align with our business goals and client needs. **Justification:** The DNA ATM team is responsible… more
- Thrivent Financial (Kansas City, MO)
- …contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income ... incentives based on your success. As a Thrivent Financial advisor , you will: + Build a financial practice guiding...to serve clients in your chosen community. + Make client appointments by leveraging your network and Thrivent's reputation,… more
- Commerce Bank (Kansas City, MO)
- …candidate the skills and training required to enter production as a Financial Advisor within an 18-month timeframe. Kansas City market. Essential Functions + Fulfill ... rotation with Sales Support Team + Shadow a Financial Advisor for a minimum of two-weeks + Support various...Skills, & Abilities Required + Strong ability to build client relationships and sell financial services + Motivated and… more
- H&R Block (Kansas City, MO)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... 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
- Sedgwick (Kansas City, MO)
- …to Work(R) Fortune Best Workplaces in Financial Services & Insurance Claims Advisor , Environmental | Professional Liability | REMOTE **Job Description Summary** To ... coordinate case management within company standards, industry best practices and specific client service requirements; and to manage the total claim costs while… more
- Kohl's (Kansas City, KS)
- 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)
- …Work(R) Fortune Best Workplaces in Financial Services & Insurance Sr IT Security Advisor **PRIMARY PURPOSE OF THE ROLE:** To manage the implementation of security ... or programs and provides written or verbal analysis to management. + Analyzes client and customer needs as required and provides clear and concise reports to… more
- Equitable (Kansas City, KS)
- Financial Advisor - Kansas City (5206) ( 250000JJ ) **Primary...SIE, FINRA Series 7, 66 and have a developed client base * Must pass FINRA Series 24 exam prior ... to stepping into leadership * Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships * Desire to help others plan for and protect their financial futures * Knowledge of our products & services *… more