Financial Advisor Northwestern MutualFinancial AdvisorLeawood, Kansas$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Advisor Development Program - Financial Solutions Advisor Trainee: Westlink Financial Center Bank of America CorpAdvisor Development Program - Financial Solutions Advisor Trainee: Westlink Financial CenterWichita, KSRole Specifics:As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
NewMerrill Advisor Development Program - Financial Advisor: Western Long Island Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Western Long Island MarketGarden City, KansasUS - NY - Forest Hills - 6965 Yellowstone Blvd - Queens (NY5552), US - NY - Garden City - 1325 FRANKLIN AVE - MERRILL LYNCH (NY3325), US - NY - Great Neck - 805 Northern Blvd - Great Neck Ny (NY3104), US - NY - Lynbrook - 266 Merrick Rd (NY3310). Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs.
Financial Advisor The IMA Financial Group IncFinancial AdvisorWichita, KSWork collaboratively with the IMA Private Wealth investment team to design, implement, and manage investment portfolios focused on long-term principal growth and protection using disciplined asset allocation, rebalancing, and ongoing monitoring processes. Construct and deliver goals-based financial planning (in partnership with specialized planning resources where needed) across retirement, fee-based investment management, tax-aware strategies, estate planning coordination, risk management, and education funding.
Financial Advisor IMA Financial GroupFinancial AdvisorWichita, KSWork collaboratively with the IMA Private Wealth investment team to design, implement, and manage investment portfolios focused on long-term principal growth and protection using disciplined asset allocation, rebalancing, and ongoing monitoring processes. Construct and deliver goals‑based financial planning (in partnership with specialized planning resources where needed) across retirement, fee-based investment management, tax‑aware strategies, estate planning coordination, risk management, and education funding.
Virtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemoteKSRemote$24.03–$26.44 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Experienced Financial Advisor Synergy Wealth SolutionsExperienced Financial AdvisorOverland Park, KSThis opportunity is ideal for an advisor who wants to expand within a firm that can support multiple practice models, including holistic planning, wealth management, or protection-focused business development. You will work with individuals, families, and business owners to deliver thoughtful advice, deepen client relationships, and continue growing your practice in a supportive, growth-oriented environment.
Financial Advisor Associate (TRAINING & LICENSING PROVIDED) Career Headhunter LLCFinancial Advisor Associate (TRAINING & LICENSING PROVIDED)Park City, KSFull timeStrategic Financial Concepts helps individuals, families, and business owners pursue financial confidence through comprehensive planning strategies while providing advisors with the training, mentorship, technology, and support needed to build successful careers. Most people never find a career that allows them to make a meaningful impact, build professional independence, create long-term wealth, and enjoy unlimited growth opportunities.
Financial Advisor Southern Missouri Bancorp IncFinancial AdvisorKSExcellent oral and written communication skills; Sales oriented and ability to interact with clients understand their goals and financial needs and recommend solutions; Assertive, competitive, self-starter, goal-oriented and results-driven with an entrepreneurial spirit; Highly self-motivated, creative, decisive. Financial Advisors have access to a full range of wealth building, managing and preserving services through the Broker/Dealer, including mutual funds, stocks, bonds, managed accounts, ETFs, REITs, annuities, insurance and estate planning.
Sr. Financial Advisor First National Bank of OmahaSr. Financial AdvisorKSFinancial Advisor is accountable to advise affluent clients through multiple delivery channels of investment management, fiduciary advice, specialized asset management, full service financial planning and business succession planning. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey.
Patient Financial Advisor Supervisor The University of Kansas Health SystemPatient Financial Advisor SupervisorKansas City, KSOversees the financial advisor functions including but is not limited to, contacting the patient, contacting responsible payers including government and non-government payers, contacting the patient's employer, referring uninsured and underinsured accounts to the Financial Counselors, and taking any other necessary actions. Acts as a resource supporting day to day operations which includes collecting health insurance, homeowner's insurance, workman's compensation insurance, pre-paid packages, grants, studies, COBRA, VA benefits, Crime Victim, auto insurance, Medicaid or Medicare.
Patient Financial Advisor The University of Kansas Health SystemPatient Financial AdvisorKansas City, KS3 or more years of combined experience in financial advising, claims processing, collections, customer service, or revenue cycle positions (includes admitting, patient accounting, prior authorizations, or pre-registration). Determines possible Medicaid or Disability linkage for patients as needed; this includes the ability to interpret the patients H&P to determine disability.
Financial Advisor - OakStar Bank LPL Financial Holdings IncFinancial Advisor - OakStar BankOverland Park, KS$45,000–$90,000 / yearThis position will offer: • The ability to build a strong client base with the Bank's exceptional referral system • Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals • The opportunity to find new clients via the bank's client base • The opportunity to create client solutions without proprietary products • The ability to grow your business with LPL's combination of tools, technology, and support • The benefit of LPL's experience helping financial institutions grow and maximize their investment programs • The opportunity to capitalize on the bank's reputation and community standing. Your partnership includes: • Access to our proprietary technology and a suite of customized services • An open architecture platform with access to thousands of investment products from leading third-party product sponsors • Resources and expertise across the firm to help you create client solutions • The freedom to create solutions specific to your client's goals.
NewAssociate Financial Advisor Strategic People AdvisorsAssociate Financial AdvisorWichita, KSFull timeStrategic People Advisors (https://www.strategicpeopleadvisors.com/) is a boutique recruitment agency representing elite clients in the financial services sector. Compensation features a structured hybrid model, typically utilizing a starting base salary or draw program paired with performance bonuses, new business commissions, and joint-work payout splits.
Senior Financial Advisor - Experienced Professionals First Command Financial Services, Inc.Senior Financial Advisor - Experienced ProfessionalsWichita, KS2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations-tailored to the unique needs of military families.
Financial Advisor Internship Synergy Wealth SolutionsFinancial Advisor InternshipOverland Park, KSAt Synergy Wealth Solutions, we help individuals, families, and business owners move toward financial freedom through holistic planning, exceptional service, and strong long-term relationships. We also believe in developing future advisors early by giving them real exposure, meaningful mentorship, and the kind of environment where motivated people can grow fast.
Financial Advisor UMB Financial CorpFinancial AdvisorLeawood, KSProducts include, but not limited to: mutual funds, variable and fixed insurance products, CDs, UITs, fixed income and equity securities, managed accounts such as mutual fund wrap accounts, SMAs, UMAs, affiliated IA programs and investment advisory and trust accounts managed by UMB Bank. 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 Financial Advisor - Kansas City, MO Corebridge Financial IncWealth Financial Advisor - Kansas City, MOOverland Park, KSCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Senior Financial Advisor – Experienced Professionals First Command Financial Services, Inc.Senior Financial Advisor – Experienced ProfessionalsWichita, KSFull timeDevelop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations—tailored to the unique needs of military families. This independent contractor role offers the opportunity to work with existing First Command clients, deepen long-term client relationships, and grow your business through a high-touch, consultative approach.
Financial Advisor Synergy Wealth SolutionsFinancial AdvisorOverland Park, KS$70,000–$200,000 / yearWe provide the training, mentorship, and support needed to help new advisors grow into confident professionals who deliver holistic planning and exceptional service. This role is ideal for someone who is persuasive, competitive, entrepreneurial, and energized by the opportunity to grow a business while making a real difference in clients’ lives.
Financial Advisor UMB BankFinancial AdvisorLeawood, KansasProducts include, but not limited to: mutual funds, variable and fixed insurance products, CDs, UITs, fixed income and equity securities, managed accounts such as mutual fund wrap accounts, SMAs, UMAs, affiliated IA programs and investment advisory and trust accounts managed by UMB Bank. 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.
Financial Advisor Capitol Federal Savings BankFinancial AdvisorOverland Park, KansasMaintains and services current customer accounts by answering questions about the market, appraising the customer’s portfolio, giving investment advice and acting as a liaison with other departments within the Bank. Develops and maintains a personal marketing plan to identify target markets, prospect new customers and further develop individual portfolio of existing customers.
Registered Operations Leader - Ameriprise Financial Advisors - Overland Park, KS AmeripriseRegistered Operations Leader - Ameriprise Financial Advisors - Overland Park, KSOverland Park, KansasLeverage your strong leadership skills by managing branch staff (including Registered Client Service Associates and non-registered Client Service Associates), working directly with employee advisors, and partnering with additional branch leaders. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and create a positive impact on a client’s overall experience, we invite you to take your career to the next level by applying to join our team today!
Financial Advisor Capitol Federal Financial IncFinancial AdvisorOverland Park, KSMaintains and services current customer accounts by answering questions about the market, appraising the customer's portfolio, giving investment advice and acting as a liaison with other departments within the Bank. Develops and maintains a personal marketing plan to identify target markets, prospect new customers and further develop individual portfolio of existing customers.
NewFinancial Wealth Advisor Gables Search GroupFinancial Wealth AdvisorTopeka, KSResponsibilities: Building and managing a portfolio of high-net-worth clients, cultivating long-term relationships based on trust, service, and performance. Develop and present tailored investment portfolios, making adjustments as market conditions and client needs evolve.
Financial Solutions Advisor - Kansas Market Bank of AmericaFinancial Solutions Advisor - Kansas MarketWichita, KansasKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor - Western Long Island Market Bank of AmericaFinancial Solutions Advisor - Western Long Island MarketLawrence, KansasKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor Registration Candidate - Towne-West Wichita Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate - Towne-West Wichita Financial CenterWichita, KSOnce 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. Job Description: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.
Wealth Financial Advisor - Kansas City, MO Corebridge FinancialWealth Financial Advisor - Kansas City, MOOverland Park, KansasCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Financial Solutions Advisor Registration Candidate - Kansas Market Bank of AmericaFinancial Solutions Advisor Registration Candidate - Kansas MarketWichita, 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. Job Description : 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, Greater KC Bank of AmericaFinancial Solutions Advisor Registration Candidate - Barry Road at Zona Rosa, Greater KCKansas 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.
Financial Solutions Advisor Registration Candidate - Greater KC Market Bank of America CorpFinancial Solutions Advisor Registration Candidate - Greater KC MarketPrairie Village, KSMerrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). Once 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.
Financial Solutions Advisor Registration Candidate- Village Crossing Bank of America CorpFinancial Solutions Advisor Registration Candidate- Village CrossingKSMerrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). Once 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.
Financial Analyst Finance Business Partner Advisor Jack Henry & Associates IncFinancial Analyst Finance Business Partner AdvisorKSMinimum 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. At Jack Henry, we deliver technology solutions that are digitally transforming and empowering community banks and credit unions to provide enhanced and streamlined user experiences to their customers and members.
Financial Advisor - Learn & Lead in Advanced Strategies for HNW Clients WealthBridge Financial GroupFinancial Advisor - Learn & Lead in Advanced Strategies for HNW ClientsLiberal, 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 Advisor - Learn & Lead in Advanced Strategies for HNW Cleints WealthBridge Financial GroupFinancial Advisor - Learn & Lead in Advanced Strategies for HNW CleintsWichita, 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.
Sr. Advisor, Financial Systems Cardinal Health IncSr. Advisor, Financial SystemsKS$105,100–$150,100 / yearActs as Functional Subject Matter Expert and liaison between EIT and the Business Units on SAP projects and special assignments to articulate business requirements and translates the requirements into functional specifications and recommends system enhancements and non-technical solutions after rigorous research and discussions with all teams. Collaborate with EIT, business units, team members and cross functional teams to identify requirements, identify deliverables, recommend solutions design, integration, testing, and deployment of SAP solutions.
J.P. Morgan Wealth Management - Private Client Advisor - Wichita, KS (including surrounding areas) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Wichita, KS (including surrounding areas)Wichita, KSUsing 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.
NewWealth Management Advisor - Overland Park, KS TIAAWealth Management Advisor - Overland Park, KSOverland Park, KansasSupported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Business 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.
Personal Financial Representative - KS AllstatePersonal Financial Representative - KSLincoln, KansasYou’ll also need to have: • At least 2 years of life insurance or financial services customer facing sales experience • State Life/Health Insurance Licenses • FINRA Series 6 or 7 and 63 (if applicable) licenses • Blended mix of protection and asset accumulation sales • Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred • Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred • Bachelor’s degree (or higher) with emphasis on business preferred. A typical agency office has one financial specialist who meets with customers face-to-face and a team of licensed professionals who enhances the team's ability to build deep relationships with customers and provide leads.
Financial Professional - KS, Wichita (5244) Equitable Financial Life Insurance CompanyFinancial Professional - KS, Wichita (5244)Wichita, KS416476'',''true'',''416476'',''false'',''Submission for the position: Financial Professional - KS, Wichita (5244) - (Job Number: 2600007H)'',''false'',''416476'',''false'',''true'',''Financial Professional - KS, Wichita (5244)'',''2600007H'',''UNITED STATES-KS-Wichita'',''UNITED STATES-KS-Wichita'','''','''',''Equitable Advisors'',''Equitable Advisors'','''','''',''!*! Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program.
Wealth Management Advisor - Overland Park, KS Teachers Insurance and Annuity Association of America (TIAA)Wealth Management Advisor - Overland Park, KSOverland Park, KSSupported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Business 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.
J.P. Morgan Wealth Management - Private Client Advisor - Wichita, KS JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Wichita, KSWichita, KSFull 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.
Private Client Advisor Commerce Bancshares IncPrivate Client AdvisorWichita, KS$72,500–$85,000 / yearBroad knowledge of wealth management services, such as wealth transfer planning, taxation, estate planning and wealth management products and services acquired through work-related experience and continuing education. This compensation range is for the Private Client Advisor I job and contemplates a wide range of factors that are considered in making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs.
NewWealth Advisor for High-Net-Worth Clients Riverscape Search AgencyWealth Advisor for High-Net-Worth ClientsTopeka, KSThis role focuses on building and managing portfolios for high-net-worth clients, requiring expertise in financial assessments and tailored investment advice. Applicants should have a bachelor's degree in a related field and hold CFP, CFA, or ChFC certifications, along with a Book of Business.
NewPrivate Wealth Advisor Fiduciary, Shareholder Growth IMA Financial GroupPrivate Wealth Advisor Fiduciary, Shareholder GrowthWichita, KSThe role offers competitive benefits, including annual bonuses and stock purchase options, as part of a dynamic and expanding organization committed to client success and team collaboration. A growing wealth management firm in Wichita seeks an experienced financial advisor to manage client relationships and develop a book of business.
NewWealth Advisor: Grow Your Book & Earn Commission Capitol Federal Savings BankWealth Advisor: Grow Your Book & Earn CommissionOverland Park, KSCapitol Federal Savings Bank is seeking a driven Financial Advisor to provide clarity and long-term financial direction for clients. Key responsibilities include advising on retirement planning, analyzing market trends, and executing a personal marketing plan to attract new clients.
Financial Representative Entry Level KMO - Northwestern MutualFinancial Representative Entry LevelLeawood, KSPrevious experience: Began as a college intern while attending Northwest Missouri State University and transitioned into a full-time financial advisor in 2018, building his career in Northwestern Mutual’s Kansas City office and advancing into leadership through growth and development roles. Passionate about: Developing future leaders, building strong client relationships, serving the Kansas City community, mentoring emerging advisors, and creating long-term impact through thoughtful, holistic financial planning.
Financial Planning Associate KEATINGFinancial Planning AssociateLawrence, KSFull timeTechnical proficiency and agility: Strong proficiency in Microsoft applications (Excel, Word, Outlook), knowledge of CRM systems, and ability to quickly learn and effectively apply new software, systems, and technologies. Successful Financial Planning Associates at Keating & Associates: Build strong client relationships where clients feel known, cared for, and confident in their planning process.
Sr. Wealth Management Advisor Claire Myers ConsultingSr. Wealth Management AdvisorLeawood, KansasThis is an excellent opportunity for an experienced advisor who enjoys owning client relationships, closing business, and delivering sophisticated planning solutions to high-earning professionals and business leaders. Our client, a growing and well-established wealth management firm in the Kansas City area, is seeking a CFP®-licensed Wealth Management Advisor to join their close-knit, 7-person team.