Sr. Financial Advisor First National Bank of OmahaSr. Financial AdvisorKansas City, MOFinancial 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.
Financial Advisor - Learn & Lead In Advanced Strategies For HNW Clients WealthBridge Financial GroupFinancial Advisor - Learn & Lead In Advanced Strategies For HNW ClientsOlathe, KSJoin 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.
NewFinancial Advisor - Learn & Lead in Advanced Strategies for HNW Clients WealthBridge Financial GroupFinancial Advisor - Learn & Lead in Advanced Strategies for HNW ClientsKansas City, 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 Solutions Advisor Registration Candidate - CLAIRBORNE, KS Bank of AmericaFinancial Solutions Advisor Registration Candidate - CLAIRBORNE, KSOlathe, 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 - Barry Road At Zona Rosa, MO Bank of AmericaFinancial Solutions Advisor Registration Candidate - Barry Road At Zona Rosa, MOKansas 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 - Belton, MO Bank of America CorpFinancial Solutions Advisor Registration Candidate - Belton, MOBelton, MOOnce 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 - Liberty Fountain, MO Bank of America CorpFinancial Solutions Advisor Registration Candidate - Liberty Fountain, MOLiberty, MOOnce 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 - COLLEGE-ANTIOCH, KS Bank of AmericaFinancial Solutions Advisor Registration Candidate - COLLEGE-ANTIOCH, KSOverland Park, 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 Aid Advisor Remote Concorde Career Colleges IncFinancial Aid Advisor RemoteKansas City, MORemoteAssist in the completion of financial aid forms, including the Free Application for Federal Student Aid (FAFSA), the Master Promissory Note, and other institutional documentation. High School diploma (or GED) (required) and one (1) year experience working in financial aid - or - Associate degree in relevant field (preferred).
Financial Analyst Advisor Finance Business Partner Jack Henry & Associates IncFinancial Analyst Advisor Finance Business PartnerLenexa, KSMinimum 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. This role is ideal for a Finance Leader who thrives on delivering complex financial insights and partnering closely with business leaders to drive performance and strategic decision-making.
Client Advisor with Athletic Background KMO - Northwestern MutualClient Advisor with Athletic BackgroundKansas City, MOFull 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: Growing his practice alongside his team, building long-term client relationships, spending time with friends and family, staying active through sports and exercise, cheering on Kansas City teams, and relaxing near the water.
Block Advisors Tax Advisor H&R BlockBlock Advisors Tax AdvisorOVERLAND PARK, KansasFull timeYou'll use your expertise to prepare accurate returns, uncover savings opportunities, and build lasting client relationships — backed by industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards your impact as you build your tax expertise and serve clients. Build trusted, year-round client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant Block Advisors products and services.
Block Advisor Tax Advisor H&R Block IncBlock Advisor Tax AdvisorKANSAS CITY, MOYou'll use your expertise to prepare accurate returns, uncover savings opportunities, and build lasting client relationships - backed by industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards your impact as you build your tax expertise and serve clients. Build trusted, year-round client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant Block Advisors products and services.
Sr Financial Planner UMB Financial CorpSr Financial PlannerKansas City, MO$83,200–$178,800 / yearResponsible 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.
Financial Planner & Investment Adviser - USA Skybound Wealth Management LtdFinancial Planner & Investment Adviser - USAKansas City, MOAbout Skybound Wealth Management USA: Skybound Wealth Management USA is a distinguished Registered Investment Adviser (RIA) firm, dedicated to delivering holistic financial planning and investment management services. As 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.
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.
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.
Senior Financial Planner Aprio Technologies, Inc.Senior Financial PlannerOverland Park, KSAprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services. Meet with clients to learn about their unique situation; leverage financial planning technology and other tools to develop and deliver personalized financial plans for clients, including retirement, estate, insurance, education, and investment planning.
Senior Financial Planner AprioSenior Financial PlannerOverland Park, KSAprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services. Meet with clients to learn about their unique situation; leverage financial planning technology and other tools to develop and deliver personalized financial plans for clients, including retirement, estate, insurance, education, and investment planning.
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.