NewBusiness Banking Client Advisor Enterprise Bank and TrustBusiness Banking Client AdvisorOverland Park, KSDevelop and maintain comprehensive knowledge of all commercial products including loans, cash management, credit cards and deposits to facilitate cross-selling and enhance the client experience. Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live.
Financial Solutions Advisor Registration Candidate Consumer Investments - Cherry Creek Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate Consumer Investments - Cherry Creek Financial CenterWichita, KSBack to search results Financial Solutions Advisor Registration Candidate Consumer Investments - Cherry Creek Financial Center Wichita, Kansas Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products.
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.
Financial Advisor IMA Financial GroupFinancial AdvisorWichita, KansasWork 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.
NewFinancial 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.
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.
Merrill Advisor Development Program- Financial Advisor: Greater Kansas City Market Bank of America CorpMerrill Advisor Development Program- Financial Advisor: Greater Kansas City MarketLeawood, KSOur Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Back to search results Merrill Advisor Development Program- Financial Advisor: Greater Kansas City Market Springfield, Missouri; Leawood, Kansas Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Senior Investment Manager BOK Financial CorpSenior Investment ManagerOverland Park, KSKnowledge of the different types of investment accounts (i.e. trust, retirement, agency, institutional, etc.) and levels of authority (i.e. directed, joint, discretionary, etc.) and the implications on trading activity Ability to communicate with Investment Advisor, Trust Advisor, Relationship Manager, and/or professional staff (legal and tax counsel) regarding financial plans, investment strategies and the related tax implications of our proposed solutions Excellent decision-making capabilities with the ability to independently manage and interpret data with a material downstream impact to clients and regulatory reporting Excellent decision making and problem-solving skills * Excellent oral, written and communication skills, including interpersonal skills BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. Req ID: 76739 Areas of Interest: Business Development; Financial Advisor; Investment Management; Investment Sales; Portfolio Management; Private Wealth Advisor; Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 12/31/2025 Recruiter: Emily Headrick Farley Hiring Manager: Victoria Ungashick Job Grade: 08 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc.
Advisor Development Program - Financial Solutions Advisor Trainee: Westlink Financial Center Bank of AmericaAdvisor Development Program - Financial Solutions Advisor Trainee: Westlink Financial CenterWichita, KansasOur 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. 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.
Senior Investment Operations Manager Claire Myers ConsultingSenior Investment Operations ManagerLeawood, KansasYou will work closely with advisors and team members to manage workflows, facilitate execution, and continuously improve how investment operations are delivered across the firm. It is best suited for someone who takes ownership, builds systems, and ensures both client experience and internal processes operate seamlessly.
Executive VP of Advisor Wealth Experience & Platforms Advisors Excel LLCExecutive VP of Advisor Wealth Experience & PlatformsTopeka, KSWhat you'll do: Lead the strategy, evolution, and continuous improvement of AE Wealth Management's advisor-facing platforms and experiences, ensuring solutions are designed around advisor needs, business outcomes, and long-term growth objectives. Represent AE Wealth Management at conferences, advisor events, and industry forums by delivering engaging presentations, sharing thought leadership, and communicating the firm''s vision for the future of advisor technology and experience.
Managing Director - Strategic Equity Investment Partnerships Advisors Excel LLCManaging Director - Strategic Equity Investment PartnershipsTopeka, KSOverview: Advisors Excel is seeking a Managing Director to lead the structuring, execution, and ongoing management of strategic equity investment partnerships with independent financial advisory firms within our network. In this role, you'll work alongside internal teams responsible for market strategy and opportunity sourcing, taking ownership of high-potential opportunities and driving them through structuring, negotiation, and successful execution.
Managing Director – Strategic Equity Investment Partnerships Advisors ExcelManaging Director – Strategic Equity Investment PartnershipsTopeka, KansasPosition: Managing Director – Strategic Equity Investment Partnerships Department: Advisors Support Network Reporting to: Managing Partner Location: Lenexa, KS/ Topeka, KS - Onsite Overview: Advisors Excel is seeking a Managing Director to lead the structuring, execution, and ongoing management of strategic equity investment partnerships with independent financial advisory firms within our network. In this role, you’ll work alongside internal teams responsible for market strategy and opportunity sourcing, taking ownership of high-potential opportunities and driving them through structuring, negotiation, and successful execution.
Investment Banking Senior Manager Accenture PlcInvestment Banking Senior ManagerOverland Park, KSKey responsibilities of the Investment Banking Consulting Senior Manager may include: Lead the design, execution, and governance of large-scale, complex transformation programs for global investment banks, spanning business, operational, regulatory, and digital operating model change. Provide senior leadership across dynamic consulting engagements with significant client interaction throughout the end-to-end trading lifecycle, including Front, Middle, Back Office, and Technology & Operations.
Registered Operations Leader - Ameriprise Financial Advisors - Overland Park, KS Ameriprise FinancialRegistered Operations Leader - Ameriprise Financial Advisors - Overland Park, KSLeawood, KSLeverage 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!
J.P. Morgan Wealth Management - Private Client Advisor - Topeka / Manhattan, KS (area) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Topeka / Manhattan, KS (area)Topeka, 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.
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.
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.
Investment Platform Analyst OneDigital Investment AdvisorsInvestment Platform AnalystOverland Park, KansasWorking closely with client portfolio managers, advisors, trading, operations, custodians, and technology partners, this individual manages complex conversion projects frominitialstrategyselectionthrough account implementation and ongoing stabilization. OneDigital 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.
Investment Platform Analyst OneDigital Health and Benefits, Inc.Investment Platform AnalystOverland Park, KSWorking closely with client portfolio managers, advisors, trading, operations, custodians, and technology partners, this individual manages complex conversion projects from initial strategy selection through account implementation and ongoing stabilization. OneDigital 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.