CEO LifeNewLicensed Life Insurance Advisor - Commission Based CEO LifeLicensed Life Insurance Advisor - Commission BasedKansas City, MOThis 1099 entrepreneurial partnership is tailored for self-starting professionals who want to maximize their earning potential by utilizing a diverse portfolio of over 50 premier insurance carriers alongside a fully automated backend infrastructure. Advanced Digital Ecosystem: Leverage full access to enterprise-grade CRM software, automated nurturing campaigns, and instant multi-carrier quoting engines.
Career Headhunter LLCFINANCIAL ADVISOR – WEALTH MANAGEMENT ADVISOR Career Headhunter LLCFINANCIAL ADVISOR – WEALTH MANAGEMENT ADVISOROverland Park, KSRemoteFull timeThis position is ideal for experienced financial services professionals seeking business development autonomy, expanded product access, and long-term income growth through commission and residual compensation. We are seeking a licensed Financial Advisor to provide comprehensive wealth management, retirement planning, investment advisory, portfolio management, and insurance planning services.
Career Headhunter LLCFINANCIAL ADVISOR (ENTRY-LEVEL) Career Headhunter LLCFINANCIAL ADVISOR (ENTRY-LEVEL)Kansas City, KSRemoteFull timeThe company provides comprehensive financial planning services including retirement planning, investment advisory services, portfolio management, insurance solutions, estate planning coordination, and wealth management strategies. We are hiring an Entry-Level Financial Advisor to provide financial planning, retirement planning, insurance planning, and investment advisory support.
Northwestern MutualFinancial Advisor Northwestern MutualFinancial AdvisorOlathe, Kansas$61,000–$250,000 / yearNorthwestern 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.
First Command Financial Services, Inc.Financial Advisor First Command Financial Services, Inc.Financial AdvisorLeavenworth, KSFirst Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces, or any other third-party mentioned on this site. We have a specialized licensing and comprehensive training program designed for veterans transitioning service members and military spouses to start and grow a successful Financial Advisor career.
Thrivent Financial for LutheransFinancial Advisor - Kansas City Metro Thrivent Financial for LutheransFinancial Advisor - Kansas City Metrokansas city, MOThrivent 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. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Southern Missouri Bancorp IncFinancial Advisor Southern Missouri Bancorp IncFinancial AdvisorLeawood, KSExcellent 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.
LPL Financial Holdings IncFinancial 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.
WealthBridge Financial GroupFinancial Advisor - Learn & Lead in Advanced Strategies for HNW Clients WealthBridge Financial GroupFinancial Advisor - Learn & Lead in Advanced Strategies for HNW ClientsBasehor, KS$75,000–$150,000Join 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.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Kansas City, Missouri JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Kansas City, Missourikansas city, MOThis 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.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Kansas City, Missouri JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Kansas City, MissouriKansas 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.
Corebridge FinancialNewRemote Wealth Advisor - Client-Focused Planner Corebridge FinancialRemote Wealth Advisor - Client-Focused PlannerKansas City, MORemoteThis role involves meeting clients, leveraging company tools for operations, and utilizing marketing resources to expand the client base. A leading financial services provider is looking for a Financial Advisor to assist clients in planning their financial futures.
KMO - Northwestern MutualFinancial 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.
Americo Financial Life and AnnuityTalent Acquisition Advisor Americo Financial Life and AnnuityTalent Acquisition AdvisorKansas City, MOThis 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. Lead sourcing efforts through multiple channels, including media platforms, networking, recruitment agencies, colleges, universities, and professional organizations.
AdamsBrown, LLCStrategic Business Advisor - Manufacturing AdamsBrown, LLCStrategic Business Advisor - ManufacturingOverland Park, KSStrategic Business Advisors work to create, package, and sell unique and differentiating Service Offerings based on their interest and expertise, provide insight, analysis and guidance on financial and business matters to clients, and assist with special projects for the industry team and firm. The Advisor has knowledge in topics such as production management, inventory management, ERP systems, market competition, finance, licensing regulations, economics, marketing, risk management, and emerging issues impacting the manufacturing industry.
JPMorgan Chase Bank, N.A.Senior Home Lending Advisor - Independence MO JPMorgan Chase Bank, N.A.Senior Home Lending Advisor - Independence MOIndependence, MOFull timeJob 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.
JPMorgan Chase Bank, N.A.Senior Home Lending Advisor - Kansas City MO JPMorgan Chase Bank, N.A.Senior Home Lending Advisor - Kansas City MOKansas City, MOFull timeJob 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.
Thorndale PartnersPartner - Wealth Advisor Thorndale PartnersPartner - Wealth AdvisorOverland Park, KSStrategic 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.
CBIZ IncCommercial Insurance Advisor | Property & Casualty CBIZ IncCommercial Insurance Advisor | Property & Casualtykansas city, MOWith unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate whats next and discover new ways to accelerate growth. CBIZ strives to be our team members employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Legacy Harbor AdvisorsVirtual Sales Advisor - Work from Anywhere, Anytime Legacy Harbor AdvisorsVirtual Sales Advisor - Work from Anywhere, AnytimeKansas City, MOFull timeWhether you're an experienced professional or just starting out, Legacy Harbor Advisors invites you to join us as a Sales Advisor under a 1099 contract. Products Offered: Indexed Universal Life (IUL), Annuities, Life Insurance, and other financial solutions.
AMERICAN SENIOR BENEFITS LLCKS-Olathe Insurance Advisor AMERICAN SENIOR BENEFITS LLCKS-Olathe Insurance AdvisorOlathe, Kansas$61,000–$101,000 / yearFlexible Schedule #Hands on Training #Career Growth Opportunities #Mon-Fri Schedule # Unlimited Earning Potential . We offer our agent partners more support, more and better compensation, more products and solutions for their clients, more training, and more marketing materials.
Genesis Health ClubsFitness Advisor Genesis Health ClubsFitness AdvisorMerriam, KSMainly responsible for leading and participating in all sales related areas including prospecting, new member sales and member retention. Qualified applicants will be self-motivated, have a strong sales background, along with the ability to work with a team.
First BankMtge Home Ln Advisor First BankMtge Home Ln AdvisorOverland Park, KSAnalyze perspective borrowers financial status, income, and debt by obtaining required paperwork needed for loan submission • Notify borrower of credit report appraisals ordered to determine feasibility of making a mortgage loan • Submit completed applications and confer with underwriters to aid in resolving mortgage application concerns • Advise borrowers of underwriting decisions • Work with the borrower and underwriter to ensure all underwriting conditions are met • Work with both the processor and borrower if loan is denied about reconstructing loan under a different program • Coordinate loan closing, escrow, signing, ordering of loan documents, and assisting borrowers in the closing process. To be successful in this role, you will need: • A high school diploma or general education degree (GED) • One to two years related experience and/or training • Proficiency with Windows-based software • The ability to drive a car or obtain other reliable transportation (required) • The ability to speak, read, write, and effectively interpret documents and reports • Competent math skills • Registration under the Nationwide Mortgage Licensing System (NMLS) - required upon hire • Self-motivation and extreme attention to detail • The ability to thrive in a fast-paced, constantly changing environment.
CBIZ IncSenior Manager | Financial Valuation CBIZ IncSenior Manager | Financial ValuationKansas City, MOBachelors degree required • 8 years experience in public accounting or related field • 5 years supervisory experience • Must have active CPA or equivalent certification • Ability to manage all aspects of client engagements • Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally • Proficient use of applicable technology • Must be able to travel based on business needs. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate whats next and discover new ways to accelerate growth.
Mallett Region - Modern Woodmen of AmericaFinancial Representative - Seeking Growth Mallett Region - Modern Woodmen of AmericaFinancial Representative - Seeking GrowthOverland Park, KS$97,000–$192,000 / yearPossessing a competitive nature or experience as a former athlete (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, try-athletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer, etc.) is a bonus. The Role of Financial Representative: As a Financial Representative at Modern Woodmen, you play a pivotal role in addressing members’ financial needs, demonstrating leadership in the community, and supporting the continued growth of the local office.
Mclarty DanielNewService Advisor Mclarty DanielService AdvisorOlathe, KSPerform customer service duties, i.e. answering the phone, scheduling service appointments, and calling customers to inform them their vehicles are ready for pick up . In this role, you will act as the point of contact for our automotive customers, initially greeting them, explaining our services, and collecting payment.
Davis Family Financial LLCFinancial Planning Associate Davis Family Financial LLCFinancial Planning AssociateKansas City, MO$60,000–$70,000Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.
Genesis HealthcareNewFitness Advisor Genesis HealthcareFitness AdvisorOverland Park, KSWhether you're training clients one-on-one or helping families stay active through our extended brands, you'll be part of a purpose-driven team transforming lives, one workout, one smile, one connection at a time. We now operate a family of brands that includes trampoline parks, water parks, ice skating rinks, meal prep services, and baseball tournament venues.
RK PartnersWealth Advisor-Kansas City RK PartnersWealth Advisor-Kansas CityMission Woods, KSOperational Leverage That Accelerates Growth: Once you earn the client’s “yes,” our established operations team steps in immediately—handling onboarding with a white-glove experience so you can stay focused on what you do best: building relationships and generating new business. An established and growing wealth management firm is seeking a Wealth Advisor to join a high-performing, collaborative team focused on serving affluent professionals and business owners.
Black & McDonald LimitedHSE Advisor Black & McDonald LimitedHSE AdvisorKansas City, MOThe company has followed a planned course of diversification and expansion, combining growth and financial stability with ongoing investment in our people, and a willingness to pioneer new business opportunities and directions. Black & McDonald is an integrated, multi-trade contractor providing electrical, mechanical, utility and maintenance services to government, industrial, commercial and institutional markets.
U.S. ArmyNewAttorney-Advisor (Contract) U.S. ArmyAttorney-Advisor (Contract)Kansas City, MOServes as Counsel to the Senior Contracting Official and Assistant Division Counsel, advising senior leaders, contracting officials, and district offices on complex acquisition and procurement matters. Provides legal advice on major procurements, acquisition strategies, source selections, contract formation and administration, claims, protests, disputes, procurement integrity, and related matters.
First National Bank of OmahaNewDirector, Private Wealth Advisor First National Bank of OmahaDirector, Private Wealth AdvisorOverland Park, KS$126,830–$215,612 / yearProvides personalized education, advice, guidance and solutions using the integrated delivery of investment management, fiduciary advice, specialized asset management, full service financial planning, business succession planning, and credit and depository services. Leverages specialty resources in a team led approach to advise, guide and deliver long term planning and investment advice and solutions to customers to effectively manage and preserve their overall wealth.
GTT, LLCNewFinancial Reporting Manager GTT, LLCFinancial Reporting ManagerKansas City, MOSupervises staff, assuring adequate coverage for critical tasks; provides training over processes and process changes; coaches and counsels staff to maximize performance and improve services; completes and delivers annual performance reviews for staff, responsible for recruitment, interviewing and hiring staff. This team is responsible for the accounting of marketing and admin expenses, interfaces between the General Ledger (GL) and Accounts Payable (AP) subledger, corporate investments, intercompany eliminations, corporate cost allocations, and other areas.
Creative Planning IncFinancial Planner Creative Planning IncFinancial PlannerKansas City, MOFor more information visit this pdf url : https://creativeplanning.com/wp-content/uploads/2025/09/Financial-Planner-2022.pdf.
Best BuyOutlet Customer Experience Specialist, Advisor Best BuyOutlet Customer Experience Specialist, AdvisorIndependence, MissouriWhat does a Sales Consultant - Appliance Outlet do?The Sales Consultant - Appliance Outlet ensures Best Buy delivers a world-class customer experience as THE destination and authority for technology products and services. You will provide velocity and solution support to solve customer needs to ensure that no customer is left...
Michael Sales - State Farm AgentInsurance and Financial Services Position - State Farm Team Member Michael Sales - State Farm AgentInsurance and Financial Services Position - State Farm Team MemberKansas City, MOSeeking an Insurance and Financial service representative to help grow and maintain our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. Serve as a trusted advisor to clients by assessing their insurance and financial needs and recommending appropriate products and services.
Internal Revenue ServiceNewTechnical Advisor Internal Revenue ServiceTechnical AdvisorKansas City, MO$75,897–$98,671 / dayFull timeYou will be assessed on the following competencies (knowledge, skills, abilities, and other characteristics): Attention to Detail Customer Service Decision Making Flexibility Integrity/Honesty Interpersonal Skills Learning Reading Comprehension Reasoning Self-Management Stress Tolerance Teamwork Overstating your qualifications and/or experience in your application materials or application questionnaire may result in your removal from consideration. Current Employees Documentation (recommended if applicable) If applying for a higher grade and you met time-in-grade (TIG) at another agency, it is recommended that you provide an SF-50(s) (Notification of Personnel Action) (or equivalent) which demonstrates you meet the 52-week TIG requirement (e.g., Promotion with an effective date more than one (1) year old, Within-Grade-Increase at the highest grade held).
WealthBridge Financial GroupFinancial Planner WealthBridge Financial GroupFinancial PlannerOlathe, KS$125,000–$150,000Join 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.
Northwestern MutualCollege Financial Representative, Internship Program Northwestern MutualCollege Financial Representative, Internship ProgramOlathe, Kansas$500–$1,000 / yearInternOur college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.
Walmart Inc(USA) Tire and Battery Service Advisor (Part Time) Walmart Inc(USA) Tire and Battery Service Advisor (Part Time)Kansas City, MO$20–$28 / hourLeverages technology to enhance operations and engagement by using digital tools and handheld devices to plan sales, improve the service experience, make real-time business decisions, stay informed about products and training, and encourage THE adoption of new tools among team members. Operates hardware, for example cash registers, processes member purchases, and assists in payments, returns, refunds, and exchanges using appropriate procedures for different membership and payment types.
Edward JonesNewBranch Office Administrator - Independence, MO Edward JonesBranch Office Administrator - Independence, MOIndependence, MOEdward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Edward JonesNewBranch Office Administrator Edward JonesBranch Office AdministratorOverland Park, KSEdward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
The Northwestern Mutual Life Insurance CoField Tech Solutions Consultant The Northwestern Mutual Life Insurance CoField Tech Solutions ConsultantLeawood, KS$67,690–$125,710 / yearThis role involves cultivating strong relationships with advisors, teams, and network office leadership, delivering customized consulting to align digital strategies with specific business objectives, and championing the adoption of Northwestern Mutual's technology suite. Operational Excellence: Focuses on lowering operational risks, running costs, and increasing revenues by identifying, designing, and implementing efficient and effective operational processes and systems that drive performance improvement and achieve business goals.
Ascend Learning LLCDirector Finance M&A Ascend Learning LLCDirector Finance M&ALeawood, KSHeadquartered in Burlington, MA, with additional office locations and hybrid and remote workers in cities across the U.S., Ascend Learning was recognized by Newsweek and Plant-A Insights Group as one of Americas 2025 Greatest Workplaces as well as Americas Best Places to work for Mental Well-Being for 2025. Ascend Learning, a leading healthcare and learning technology company, is the connection between a powerful portfolio of brands serving students, educators, and employers with outcomes-based, data-driven solutions across the lifecycle of learning.
Carson Group Holdings LLCRelationship & Operations Associate Carson Group Holdings LLCRelationship & Operations AssociateOverland Park, KS$40,000–$65,000 / yearPart timePartner with advisors as the primary operational resource to determine and complete actions required to open new accounts and maintain existing accounts accurately and on time. We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners.
Advisors Excel LLCVice President of Wealth Management Advisors Excel LLCVice President of Wealth ManagementLenexa, KSAs our Vice President of Wealth Management, you''ll play a key role in helping financial advisors grow comprehensive, client-centered practices while leading a team dedicated to delivering exceptional support, coaching, and strategic guidance. You''ll work closely with advisors across the country, helping them expand their wealth management offerings, implement growth strategies, and maximize the value of our securities platform.
Country FinancialInsurance Agent - Olathe, KS Country FinancialInsurance Agent - Olathe, KSOlathe, KSCOUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company, COUNTRY Mutual Insurance Company, and their respective subsidiaries, located in Bloomington, Illinois. Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products.
Insight Performance IncWealth Management Operations Analyst Insight Performance IncWealth Management Operations AnalystOverland Park, KSOneDigital complies with all criminal history inquiry [or 'ban the box'] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington. Reporting, Monitoring & Performance Metrics · Produce, maintain, and distribute regular operational reports (daily, weekly, monthly) on key metrics such as throughput, error rates, ticket backlog, and SLA adherence.
Advisors Excel LLCCompliance Examiner Advisors Excel LLCCompliance ExaminerLenexa, KSAs part of our comprehensive compliance department, this team is responsible for conducting branch audits of registered representatives and investment advisor representatives across the country who utilize our Wealth Management and Financial Services platforms. Regular communication with advisors and office staff for audit prep, records, document maintenance, required reporting submissions, and prompt response to various compliance needs.
Thorndale PartnersTax Manager Thorndale PartnersTax ManagerOverland Park, KSThis role will serve as the lead tax professional in a newly established regional office, focusing on managing client relationships, supporting financial advisory teams, and helping build a full-service tax practice. Serve as a trusted tax resource for financial advisors by participating in client meetings, answering tax-related questions, and supporting integrated planning discussions.