- 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
- Commerce Bank (Leawood, KS)
- …the compensation range for some roles. This compensation range is for the Private Client Advisor Associate & Senior Associate job and contemplates a wide range ... management professionals across disciplines who collaborate to ensure each client 's financial journey is uniquely crafted for their goals....purpose of this job is to support the Private Client Advisors who are accountable for the delivery of… 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
- Bank of America (Leawood, KS)
- …targets to measure their ability to progress to the next phase as an advisor + Prioritizes client requests and makes introductions to appropriate internal ... service providers based on client needs and asset thresholds **The Advisor Development Program (ADP) Journey:** During this stage of your journey, the Merrill… more
- Aston Carter (Lenexa, KS)
- …with a reputable company in the Lenexa, KS, area that is seeking to hire a Tax Advisor . Our client offers a competitive salary of $80,000 per year, along with a ... in learning more, please apply! Job Description The Tax Advisor will be responsible for providing expert tax advice...to share knowledge, best practices, and insights to enhance client outcomes. + Assist with tax-related projects and initiatives,… more
- UMB Bank (Leawood, KS)
- …as well as being responsible for leading in the development of new client relationships. The Financial Advisor , through a planning-led approach, will discuss ... a listen-first approach that keeps the focus on the client , always striving to understand their story, their dreams...needs now, and in the future. As the **Financial Advisor ** , you will be responsible for maintaining the… more
- Bank of America (Leawood, KS)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are ... Registered Wealth Management Client Associate Leawood, Kansas **Job Description:** Merrill Wealth...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- Bank of America (Kansas City, MO)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are ... Private Wealth Client Associate Kansas City, Missouri **Job Description:** Merrill...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- HNTB (Overland Park, KS)
- …knowledge and experience in partnership with internal project team members and external client counterparts. Serves as an advisor on complex projects to provide ... or unusual engineering projects within discipline. + Coordinates technical aspects with client counterpart and teaming partners at local leadership level for work… more
- World Insurance Associates, LLC. (Overland Park, 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
- IBM (Overland Park, KS)
- …& AI Market Knowledge: Expertise in the Data & AI market to quickly become a trusted client advisor (training on IBM's Data & AI offerings will be provided). ... to their business. Your primary responsibilities will include: * Client Strategy Design: Creating client strategies for...will include: * Client Strategy Design: Creating client strategies for Data & AI infrastructure. * Solution… more
- Bank of America (Olathe, KS)
- …your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a ... Financial Solutions Advisor Stage I - Registration Candidate - Consumer...of America's core banking, investment solutions and approach to client care. We will equip you with everything you… more
- GAF (Kansas City, MO)
- …under this roof, we protect what matters most. **Team Summary** The Specified Solutions Advisor is a critical member of the Building and Roofing Science Team. This ... into a wide range of construction projects. **Job Summary** The Specified Solutions Advisor will support GAF Commercial and Siplast sales teams. As a Specified… more
- Optiv (Kansas City, MO)
- The Principal Security Advisor , Strategy & Risk aka Principal Domain Security Advisor (DSA) is the representative expert in a dedicated geography and brings deep ... business experience and advanced security practitioner knowledge for understanding a client 's requirements within Security Risk Management. The DSA aligns some of… 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
- UMB Bank (Leawood, KS)
- …provides another opportunity for the company to have a diverse revenue stream. The Trust Advisor team is one part of the client relationship team that is ... available to our high net worth clients. The Trust Advisor team serves as subject matter expert on probate estates, conservatorships, personal trusts (inter vivos… more
- UMB Bank (Leawood, KS)
- …provides another opportunity for the company to have a diverse revenue stream. The Trust Advisor team is one part of the client relationship team that is ... available to our high net worth clients. The Trust Advisor team serves as subject matter expert on probate estates, conservatorships, personal trusts (inter vivos… 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; ... advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in… 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
- H&R Block (Overland Park, KS)
- **524499BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to ... 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