Sales Advisor Career Changer Opportunity KMO - Northwestern MutualSales Advisor Career Changer OpportunityLeawood, KSFull timePrevious 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.
Wealth Management Advisor - Overland Park, KS Teachers Insurance and Annuity Association of America (TIAA)Wealth Management Advisor - Overland Park, KSOverland Park, KSBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. TIAA offers an industry-leading benefits package including a top-tier retirement plan, tuition reimbursement, hybrid-flex work arrangements, and robust professional development resources - because taking care of our people is just as important as taking care of our clients.
Advisor Administrative Assistant Renaissance FinancialAdvisor Administrative AssistantOverland Park, KansasComplete all necessary tasks to onboard a new client to renaissance including gathering documentation, sending electronic applications, transferring accounts, linking bank accounts, establishing systematic deposit schedules, guiding clients through an application insurance underwriting process, establishing client electronic access. Use software systems and client information gathered by the Financial Advisor to manage Model Portfolio Accumulation Systems (MAPS) risk tolerance for clients.
Sr Financial Planner UMB BankSr Financial PlannerKansas City, MissouriUMB’s Private Wealth Management team custom-tailors services for clients, incorporating financial planning, private banking, investment management, personal trust and lifestyle services, estate management and insurance services. The posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors.
Wealth Management Advisor - Overland Park, KS TIAAWealth Management Advisor - Overland Park, KSOverland Park, KansasRelated SkillsBusiness 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 Anticipated Posting End Date: TIAA offers an industry-leading benefits package including a top-tier retirement plan, tuition reimbursement, hybrid-flex work arrangements, and robust professional development resources — because taking care of our people is just as important as taking care of our clients.
Financial Planning Specialist II First Busey CorpFinancial Planning Specialist IIKansas City, MO$64,000–$80,000 / yearResponsible for all aspects of financial planning services, including meeting with client and Wealth Advisor to gather information, input of data into financial planning software, analyzing the data, and reviewing the resulting financial plan with the Wealth Advisor and the client. Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement").
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.
Business Analyst Advisor Level Enterprise Cloud Transformation Jack Henry & Associates IncBusiness Analyst Advisor Level Enterprise Cloud TransformationLenexa, KSRemote$90,000–$150,000 / yearWe 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.
Business Segment Controller Senior Advisor Accountant Jack Henry & Associates IncBusiness Segment Controller Senior Advisor AccountantLenexa, KS$97,800–$145,000 / yearFosters 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).
Senior Talent Acquisition Advisor Americo Financial Life and AnnuitySenior Talent 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.
Financial Representative Trainee (Sales) - Kansas City, KS Mutual of Omaha Insurance CompanyFinancial Representative Trainee (Sales) - Kansas City, KSKansas City, KS$36,000–$75,000 / yearAs a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career.
Private Client Advisor II Bank of AmericaPrivate Client Advisor IIKansas City, KansasKey responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
College Planning Advisor Class 101 Overland Park KSCollege Planning AdvisorOverland Park, Kansas$25–$30 / hourAs dedicated college advisors, we recommend potential colleges fitting clients’ factors and budget, as well as assist in identifying a career path that aligns with their abilities and interests. We are seeking college planners at our Overland Park office-someone who will work collaboratively with a team to provide direct college planning to students through individual meetings.
Associate Wealth Management Advisor Claire Myers ConsultingAssociate Wealth Management AdvisorKansas City, KansasOur client, a successful wealth management firm, is seeking an Associate Wealth Management Advisor to support senior advisors in delivering comprehensive financial planning and wealth management services to affluent individuals and families. This position is ideal for someone who enjoys the analytical and service aspects of wealth management, thrives in a collaborative team environment, and takes pride in keeping client deliverables organized and on track.
Tax Advisor H&R Block IncTax AdvisorKANSAS CITY, MODeliver forward-looking advice - Go beyond this year's return by helping clients define financial goals and providing proactive tax planning guidance, including identifying relevant H&R Block products and services. Translate complexity into clarity - Present tax concepts in straightforward, client-friendly language so clients fully understand their return, their options, and the steps they can take to improve their financial picture.
Senior Relationship Banker - Sales Advisor | Wichita First Busey CorpSenior Relationship Banker - Sales Advisor | WichitaLeawood, KS$24.50–$30 / hourThe Advisor role requires extensive knowledge of banking products, services, and customer relationship management and is expected to handle the most complex transactions, provide leadership assistance within the branch, and drive sales and operational excellence. Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement").
PWM Private Wealth Advisor U.S. BancorpPWM Private Wealth AdvisorKansas City, MO$118,170–$144,430 / yearPartners with Private Wealth Management Product Specialists to provide counsel and expert advice in all areas of Private Wealth Management (Trust, Private Banking and Investments) to ensure comprehensive financial advice and planning for clients, and fiduciary administration and adherence to compliance requirements. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Wealth Management Advisor-Douglas Square U.S. BancorpWealth Management Advisor-Douglas SquareLees Summit, MO$65,000–$80,200 / yearWMAs advise clients using U.S. Bank''s Asset Management Group (AMG) or U.S. Bancorp Investment''s open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client''s unique situation. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Sourcing Category Manager Senior Advisor Jack Henry & Associates IncSourcing Category Manager Senior AdvisorLenexa, KSYou will work closely with IT, Finance, Legal, and business leaders as a trusted advisor-helping teams select the right partners, structure engagements for success, and maximize the value delivered through consulting, systems integrators, managed services, and reseller relationships. In this highly visible role, you will lead category strategy, supplier strategy, negotiate complex service and reseller agreements, and establish best-in-class governance models that enable the business to move fast while managing cost and risk.
Senior Home Lending Advisor - Kansas City MO JPMorgan Chase & CoSenior Home Lending Advisor - Kansas City MOKansas City, MOJob 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.