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236 Results for

Financial Advisor Jobs in Kansas City, KS

Patient Financial Advisor Supervisor

Days - Full Time.

30+ days ago

Lenexa, KS
Remote

3 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.

30 days ago

Overland Park, KS

li>3 or more years experience in financial advising, claims processing, collections, customer service, revenue cycle positions that including: admitting, patient accounting, prior authorizations, or pre-registration. If you need to request reasonable accommodations for your disability as you navigate the recruitment process, please let our recruiters know by requesting an Accommodation Request form using this link asktalentacquisition@kumc.edu.

30+ days ago

Overland Park, KS

p>What You Bring:

3-5 years of investment, financial advising, or related experience A strong sales instinct and proven ability to negotiate financial products A customer-focused mindset with high trustworthiness, professionalism, and communication skills A desire to grow, perform, and be known as a top producer.

What's In It for You:

The freedom to grow your own book of business The credibility and support of a respected financial institution Direct impact on client success and long-term financial health A role where performance is recognized, rewarded, and celebrated A collaborative environment that values your expertise.

30+ days ago

Leawood, Kansas

b>Products 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.

If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB..

18 days ago

Overland Park, KS

Candidates 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.

30+ days ago
Ameriprise logo

Overland Park, Kansas

Leverage 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.

Business Support & Operations

Line of Business.

11 days ago

Overland Park, Kansas

We will consider for employment qualified applicants with criminal histories, consistent with applicable law.

To learn more please visit: www.corebridgefinancial.com.

Estimated Travel Percentage (%):

Relocation Provided:

The Variable Annuity Life Insurance Company.

30+ days ago

Leawood, KS

Products 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.

30+ days ago

KS
Remote
  • $80,900–$115,500 / year

Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Ensures data integrity, manages system interfaces, completes the chart of accounts, maintains access/controls, owns the financial data warehouse application and creates report building mechanisms and interfaces with IT.

24 days ago

Kansas City, Kansas

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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.

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.

30+ days ago

Overland Park, KS
  • $75,000–$150,000

p>Join 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.

30+ days ago

Prairie Village, KS

p>Merrill 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.

30+ days ago

KS

li>

Minimum 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.

30+ days ago

Prairie Village, KS

Account Management Advisory Client Experience Branding Customer and Client Focus Oral Communications Active Listening Attention to Detail Client Solutions Advisory Issue Management Pipeline Management Causation Analysis Client Management Policies, Procedures, and Guidelines Risk Management Written Communications. Merrill 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.

30+ days ago

KS
  • $130,000–$500,000 / year

Under general direction with a high level of autonomy, uses extensive knowledge and skills obtained through education, experience or certification to develop affiliations with advisor and/or financial planning professionals/organizations to recruit advisors and/or their practices to various Raymond James Financial divisions. At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

30+ days ago

kansas city, MO

This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP®) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. Using 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.

30+ days ago
New

Kansas City, MO

Using 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.

4 days ago

Kansas City, MO
  • Full time

Using 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.

30+ days ago

Kansas City, MO
  • $83,200–$178,800 / year

li>Responsible 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.

    • 30+ days ago

    Overland Park, KS

    Supported 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.

    30+ days ago

    Leawood, KS
    • $124,690–$268,200 / year

    Provide 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.

    30+ days ago

    Kansas City, MO

    p>Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.

    30+ days ago

    Kansas City, Missouri

    p style="text-align:left !important">If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB..

    UMB’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.

    30+ days ago
    KMO - Northwestern Mutual logo

    Leawood, KS

    Previous 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.

    30+ days ago

    Independence, MO

    p>Job Profile:

    Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.

  • Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.

    • 30+ days ago

    Kansas City, MO

    p>Job Profile:

    Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.

  • Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.

    • 30+ days ago

    Kansas City, MO

    p>This role supports hiring managers, business leaders, and candidates and plays a key role in delivering a full-cycle recruiting process, building strong talent pipelines, and ensuring an exceptional candidate experience within established guidelines and service level expectations.

    The SeniorTalent Acquisition department is responsible for attracting, engaging, and hiring top talent to support organizational growth and business objectives.

    30+ days ago
    PricewaterhouseCoopers LLP logo

    Kansas City, MO
    • $91,000–$321,500 / year

    p>PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. As a Senior Manager you are expected to lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success.

    30+ days ago

    KS
    Remote
    • $80,900–$103,950 / year

    p>Global Sourcing is responsible for creating and managing diverse strategic supplier partnerships that drive enterprise value with innovation, best cost and competitive advantages that benefit customers, suppliers and patients.

    Strategic Sourcing Indirect - IT Software is responsible for developing and executing strategy to source indirect software, SaaS, cloud services, and other related IT software related services to support our business stakeholders and programs.

    22 days ago

    Overland Park, Kansas

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    In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

    Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

    25 days ago

    Overland Park, Kansas

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    In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. Analytical Thinking, Business Assessment, Business Process Modeling, Consulting, Effectiveness Measurement, Information Capture, Problem Solving, Process Management, Project Management, Requirements Analysis, Software Product Business Knowledge

    Work Experience.

    12 days ago
    New

    Lenexa, KS
    • $97,800–$145,000 / year

    li>Fosters collaborative partnerships and supports accurate closure of the general ledger through work with accounting teams and FBPs for the designated BU, with the following responsibilities:

  • Ensures completeness and accuracy of Actuals in financial reports through thorough review during the month-end close process. Key responsibilities include proactively managing the closing of the general ledger for a specific business unit, ensuring accuracy and timeliness while effectively collaborating with shared service accounting and Finance Business Partners (FBPs).

    • 4 days ago

    Lenexa, KS
    Remote
    • $90,000–$150,000 / year

    p>We are seeking an experienced business analyst to work across teams to assist with a massive multiyear modernization of our enterprise infrastructure, including significant cloud migrations.

    This is a remote position, but candidates must live within approximately a 70-mile radius of our office locations in: Allen, TX; Birmingham, AL; Cedar Falls, IA; Charlotte, NC; Lenexa, KS; Louisville, KY; and Springfield/Monett, MO.

    30+ days ago
    CVS Health Corp logo

    KS
    Remote
    • $123,250–$208,000 / year

    The Health Plan Clinical Advisor is responsible for proactively managing the clinical relationship alongside the business lead (SAE/SAD) to understand and drive each of their client's priorities, financial targets, clinical goals and other commitments to their leadership. The Health Plan Clinical Advisor will analyze and evaluate the client's data and competitive marketplace conditions and forces to develop and execute a comprehensive business plan that supports the client's short- and long-term profitability and growth strategies.

    30+ days ago
    Thorndale Partners logo

    Overland Park, KS

    li> Strategic Growth & Scalability

    • Focus on net new asset acquisition and relationship deepening while the firm provides the "repeatable growth engine " and lead generation support you need to scale beyond your current AUM.
    • Expand Your Service Capabilities
      • Access a deep bench of in-house experts in advanced tax planning, Family office, complex insurance, estate coordination, and alternative investments to better serve your clients.

    30+ days ago

    Kansas City, MO

    Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

    You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.

    30+ days ago

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