Financial Advisor - Learn & Lead in Advanced Strategies for HNW Clients WealthBridge Financial GroupFinancial Advisor - Learn & Lead in Advanced Strategies for HNW ClientsLawrence, KansasJoin WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Financial Solutions Advisor Registration Candidate - CLAIRBORNE, KS Bank of AmericaFinancial Solutions Advisor Registration Candidate - CLAIRBORNE, KSOlathe, KansasOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Financial Solutions Advisor Registration Candidate - STANLEY, KS Bank of AmericaFinancial Solutions Advisor Registration Candidate - STANLEY, KSOverland Park, KansasOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Financial Solutions Advisor Registration Candidate - Barry Road At Zona Rosa, MO Bank of AmericaFinancial Solutions Advisor Registration Candidate - Barry Road At Zona Rosa, MOKansas City, KansasOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
NewFinancial Aid Advisor - Remote Concorde Career Colleges, Inc.Financial Aid Advisor - RemoteKansas City, MissouriRemoteAssist in the completion of financial aid forms, including the Free Application for Federal Student Aid (FAFSA), the Master Promissory Note, and other institutional documentation. High School diploma (or GED) (required) and one (1) year experience working in financial aid - or - Associate degree in relevant field (preferred).
Financial Analyst Advisor Finance Business Partner Jack Henry & Associates IncFinancial Analyst Advisor Finance Business PartnerLenexa, KSMinimum 10 years of combination of experience in any of the following financial categories: Strategic Finance, P&L Ownership, Accounting, Finance Business Partner, Finance Operations, Corporate Finance, or Financial Planning & Analysis (FP&A) such as annual budgeting, monthly forecasting, performing expense analysis, management reporting. This role is ideal for a Finance Leader who thrives on delivering complex financial insights and partnering closely with business leaders to drive performance and strategic decision-making.
NewBlock Advisors Tax Advisor H&R BlockBlock Advisors Tax AdvisorOVERLAND PARK, KansasFull timeYou'll use your expertise to prepare accurate returns, uncover savings opportunities, and build lasting client relationships — backed by industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards your impact as you build your tax expertise and serve clients. Build trusted, year-round client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant Block Advisors products and services.
Sr Financial Planner UMB Financial CorpSr Financial PlannerKansas City, MO$83,200–$178,800 / yearResponsible for managing day-to-day client financial planning interactions, supporting wealth advisors across client advice topics. Understand the client's overall business needs and help identify value-added services that Private Wealth can provide.
J.P. Morgan Wealth Management - Private Client Advisor - Kansas City, MO (including surrounding areas) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Kansas City, MO (including surrounding areas)Kansas City, MOFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Financial Planner & Investment Adviser - USA Skybound Wealth Management LtdFinancial Planner & Investment Adviser - USAKansas City, MOAbout Skybound Wealth Management USA: Skybound Wealth Management USA is a distinguished Registered Investment Adviser (RIA) firm, dedicated to delivering holistic financial planning and investment management services. As part of the global Skybound Wealth Management Group, with entities across the UK, Switzerland, Cyprus, the Middle East and Malaysia, we leverage our international presence to provide unparalleled expertise in cross-border wealth management.
Director of Financial Planning UMB Financial CorpDirector of Financial PlanningLeawood, KS$124,690–$268,200 / yearProvide ongoing support and accountability to Managing Partners in key areas of practice management including client experience, business growth and development, establishing a clear vision and strategy, and strong business and financial management. Function Specific Job Duties: Meet regularly with direct reports and managing partners to proactively understand trends, risks, and opportunities to deliver financial planning solutions to clients.
Financial Planner & Investment Adviser - USA Skybound Wealth ManagementFinancial Planner & Investment Adviser - USAKansas City, KansasAs part of the global Skybound Wealth Management Group, with entities across the UK, Switzerland, Cyprus, the Middle East and Malaysia, we leverage our international presence to provide unparalleled expertise in cross-border wealth management. Comprehensive Financial Planning: Provide personalized, investment advice and holistic wealth management services, encompassing goal based planning, tax optimization, estate planning, and portfolio management.
Director of Financial Planning & Practice Development UMB BankDirector of Financial Planning & Practice DevelopmentLeawood, KansasProvide ongoing support and accountability to Managing Partners in key areas of practice management including client experience, business growth and development, establishing a clear vision and strategy, and strong business and financial management. The posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors.
Wealth Management Advisor - Overland Park, KS Teachers Insurance and Annuity Association of America (TIAA)Wealth Management Advisor - Overland Park, KSOverland Park, KSBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. TIAA offers an industry-leading benefits package including a top-tier retirement plan, tuition reimbursement, hybrid-flex work arrangements, and robust professional development resources - because taking care of our people is just as important as taking care of our clients.
Sr Financial Planner UMB BankSr Financial PlannerKansas City, MissouriUMB’s Private Wealth Management team custom-tailors services for clients, incorporating financial planning, private banking, investment management, personal trust and lifestyle services, estate management and insurance services. The posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors.
NewSenior Financial Planner Aprio Technologies, Inc.Senior Financial PlannerOverland Park, KSAprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services. Meet with clients to learn about their unique situation; leverage financial planning technology and other tools to develop and deliver personalized financial plans for clients, including retirement, estate, insurance, education, and investment planning.
Sr. Trust Advisor First National Bank of OmahaSr. Trust AdvisorKansas City, MissouriAccountable for risk management of assigned accounts in adherence to all applicable regulations, including Part 9, as well as all applicable state laws to ensure the bank is meeting all fiduciary duties to current and remainder beneficiaries in relation to all facets of administration, investments and asset allocations including managing regulatory risk and addressing the needs of the assigned accounts, in coordination with Advisor RMs where applicable. Serve as Senior Trust Advisor with primary accountability for the sound decision making in exercising discretion in the best interests of the beneficiaries, executing the terms of the estate plan or documents in which FNBO serves as Trustee, Personal Representative or Conservator, or Guardian, often exercising broad discretion for beneficiaries with competing interests, and managing financial risk for the organization.
Senior Financial Planner AprioSenior Financial PlannerOverland Park, KSAprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services. Meet with clients to learn about their unique situation; leverage financial planning technology and other tools to develop and deliver personalized financial plans for clients, including retirement, estate, insurance, education, and investment planning.
J.P. Morgan Wealth Management - Private Client Advisor - Kansas City, MO (including surrounding areas) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Kansas City, MO (including surrounding areas)Kansas City, MOUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
NewFinancial Professional Cetera Financial Group IncFinancial ProfessionalKansas City, MOCetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Cetera Financial Group (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions.