- Commerce Bank (Leawood, KS)
- …of Commerce Bank. As a fiduciary and Wealth Management expert the Private Client Advisor Associate's primary responsibility is the support of our Private ... compensation range for some roles. This compensation range is for the Private Client Advisor Associate job and contemplates a wide range of factors that are… more
- 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
- 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
- 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
- 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
- Commerce Bank (Kansas City, MO)
- …are currently seeking a motivated and customer focused individual for a Financial Advisor opportunity supporting our Kansas City market. 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
- 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
- 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 ... you'll support a single retail office during tax season to consistently exceed client expectations and provide daily operations direction for the tax office. You'll… 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 ... make confident, informed decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year. Joining H&R Block as… more
- OEC Group (Kansas City, MO)
- …Work closely with our sales support team to ensure quotes align with each client 's requirements. + Be a trusted advisor : Conduct in-person meetings with existing ... is your chance to develop your skills, forge strong client relationships, and make an impact! What we're looking...+ Leverage cutting-edge tools: Utilize Sugar (CRM) to track client 's information, manage your sales pipeline, and measure success… more
- OEC Group (Kansas City, MO)
- …Work closely with our sales support team to ensure quotes align with each client 's requirements. + Be a trusted advisor : Conduct in-person meetings with existing ... record in freight forwarding? Do you have the drive to build lasting client relationships and expand business opportunities? Join OEC Group and make a meaningful… more
- Anywhere Real Estate (Kansas City, MO)
- The ** Client Experience Specialist** is a service-minded professional who manages all non-licensed aspects of the transaction, from contract to close, to create a ... 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