- Bank of America (Independence, MO)
- …Eastland - Independence Financial Center Independence, Missouri **Job Description:** As an Advisor Development Program Financial Solutions Advisor ... Advisor Development Program - Financial Solutions Advisor Trainee:… more
- Bank of America (Kansas City, MO)
- …to appropriate internal service providers based on client needs and asset thresholds **The Advisor Development Program (ADP) Journey:** During this stage of ... Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network...reach wider audiences with greater appeal. + Ongoing professional development to deepen your skills and optimize your practice… more
- Thrivent Financial (Kansas City, MO)
- …comprehensive advisor onboarding program . Job Description As a Thrivent Financial advisor , you'll: + Build a financial practice guiding Christians ... Thrivent Financial Advisor Meaningful work. Rewarding career....programs to help you manage your physical, emotional and financial health. + Gift matching program to… 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; ... have at least 5+ years of experience as a Financial Advisor with a transportable practice, a...Contact us to get more details about our Experienced Advisor Program , competitive compensation package, and how… more
- WSP USA (Kansas City, MO)
- …challenges. WSP is currently initiating a search for a **full-time Senior Technical Advisor ** for our **Kansas City, MO** office. This position is best suited for ... a team-focused local office, for a large world-wide engineering firm. Career development , mentoring and employee satisfaction is key within our local MEP group… more
- EFI Global (Kansas City, MO)
- …performing assignments in a timely manner and within the financial constraints of budgetary requirements and contractual obligations. **ESSENTIAL FUNCTIONS ... business opportunities with new and existing client companies assisting in the development of business and marketing. + Completes project tasks in accordance with… more
- Charles Schwab (Leawood, KS)
- …identify new relationship development + Openness to build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial ... quo" and transform the finance industry together. As a Financial Consultant Partner (FCP), you are in the heart...will deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr. FC all… more
- Internal Revenue Service (Kansas City, MO)
- …work experience as a project/ program manager, team lead or project/ program lead, technical advisor , or senior specialist/analyst that included managing ... work experience as a project/ program manager, team lead or project/ program lead, technical advisor , or senior specialist/analyst that included managing… more
- Bank of America (Leawood, KS)
- …Specialist or Senior level depending on experience of the candidate and needs of the Financial Advisor Team. The Trainee is a non-exempt position for a hire ... **Job Description:** This EGP Specialist Trainee is a training program to develop and prepare candidates to further develop...the position. This job is responsible for working with Financial Advisor (FA) teams to provide comprehensive… more
- Edward Jones (Prairie Village, 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 ... see them coming a mile away. You and your financial advisor are essential in working together...results. + We recognize individual efforts through a rewards program that promotes a long-term career, your financial… more
- HUB International (Kansas City, MO)
- …compliance organization. The SVP will be responsible for aiding in the development and maintenance of compliance policies and procedures for all Hub-affiliated ... initiatives to demonstrate the strength and sustainability of RPW's compliance program , including: + Using a risk-based approach, conduct ongoing compliance reviews… more
- American Heart Association (Kansas City, MO)
- …Assistance** - We support the career development of all employees. This program provides financial assistance to employees who wish to further their ... This individual will function as a business partner and advisor to leaders and employees in the development...program and telemedicine, and medical consultation. + **Professional Development -** You can join one of our many… more
- Clark Construction Group, LLC (Kansas City, MO)
- …strong foundation in various aspects of construction, including project development , project management, field engineering and supervision, and business operations. ... you an understanding of the day-to-day and long-term business and financial management associated with construction projects. Responsibilities include: + … more
- Burns & McDonnell (Kansas City, MO)
- …their leadership role and serve as a sales resource by leading business development , pursuits, and engagement scoping. What You'll Do: As the Transaction Advisory ... all transaction advisory service offerings, including business planning, business development , project execution, and team leadership. You're a collaborative leader… more
- Deloitte (Kansas City, MO)
- Deloitte Consulting's Human Capital practice is a leading global advisor and implementation partner working with companies, governments, and organizations around the ... including Statements of Actuarial Opinion, pricing, mergers and acquisitions, financial modeling, economic capital modeling, enterprise risk management, new product… more
- Deloitte (Kansas City, MO)
- …+ PMP (Project Management Certification) + Contract & Commercial Management (CCM) Certification Program + Certified Financial Analyst (CFA) + PMI Agile Certified ... overall. Maintain relationships and serve clients holistically. + People Development : Participate in the development of team...planning, while also positioning tax as a strategic business advisor for the digital era. We specialize in tax… more
- Internal Revenue Service (Kansas City, MO)
- …work experience as a project/ program manager, team lead or project/ program lead, technical advisor , or senior specialist/analyst that included managing ... developmental and training needs of employees, providing or arranging for needed development and training. Initiate ways to improve production, work processes and/or… more
- Broadridge Financial Solutions (Kansas City, MO)
- …Sales Representative to join our dynamic team! As part of the Direct to Advisor Sales Team, you will engage with prospects and clients to develop awareness, ... deliver high call volumes in the pursuit of pipeline development goals + Entrepreneurial initiative that is motivated by...or by sending an email to ###@broadridge.com . Broadridge Financial Solutions, Inc. (NYSE: BR) , is a global… more
- Deloitte (Kansas City, MO)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... management clients. You will assist clients with effective analysis, solution development , and implementation of clients' tax objectives. You will manage the… more
- Deloitte (Kansas City, MO)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... management clients. You will assist clients with effective analysis, solution development , and implementation of clients' tax objectives. You will manage the… more