• Investment Counselor

    TEKsystems (Kansas City, MO)
    …Manager to support a large Client within the financial industry! Job Title: Investment Counselor Location: Fully Onsite, 3 locations available Tampa, FL - ... Friday, 8am to 5pm Duration: Long term career, direct hire! Description: As an Investment Counselor , you are the voice to our clients in the United States. You… more
    TEKsystems (06/21/24)
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  • Merrill Financial Solutions Advisor - Greater…

    Bank of America (Kansas City, MO)
    …with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align ... through reviews and presentations, including assessing financial goals and recommending investment advisory strategies + Communicates solutions to clients that are… more
    Bank of America (04/27/24)
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  • M&A Human Capital Due Diligence Specialist Leader

    Deloitte (Kansas City, MO)
    …the capability to leverage them to the fullest. We are often amazed at how much investment is put into new solutions as compared with the time taken to upskill the ... and external stakeholders, including other Deloitte diligence workstreams, legal counsel, investment banks, and Client's HR leadership. + Practice Development &… more
    Deloitte (07/02/24)
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  • US Experienced Financial Advisor

    Edward Jones (Kansas City, MO)
    …services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. ... offices in the US and Canada than any other investment firm, serving over eight million clients. Our financial...PLANNER (TM) and/or CRPC (TM) or Chartered Retirement Planning Counselor (TM) **Awards & Accolades** At Edward Jones, we… more
    Edward Jones (06/11/24)
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