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.
NewRegistered Operations Leader - Ameriprise Financial Advisors - Overland Park, KS AmeripriseRegistered Operations Leader - Ameriprise Financial Advisors - Overland Park, KSOverland Park, KansasLeverage 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!
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.
NewAdvisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Wichita, KS Merrill Office Bank of America CorpAdvisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Wichita, KS Merrill OfficeWichita, KSThe Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by 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 Advisor Northwestern MutualFinancial AdvisorWichita, 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.
Merrill 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.
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.
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.
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.
Merrill Financial Solutions Advisor (Partially Licensed) - Greater Kansas City Market Bank of America CorpMerrill Financial Solutions Advisor (Partially Licensed) - Greater Kansas City MarketLeawood, KSJob expectations include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business and providing opportunities for advisors to pursue a career within the bank. Our 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.
Merrill Financial Solutions Advisor (Partially Licensed) – Greater Kansas City Market Bank of AmericaMerrill Financial Solutions Advisor (Partially Licensed) – Greater Kansas City MarketLeawood, KansasJob expectations include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business and providing opportunities for advisors to pursue a career within the bank. Our 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.
Financial Solutions Advisor - Greater KC Market Bank of America CorpFinancial Solutions Advisor - Greater KC MarketPrairie Village, KSKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
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 - Towne-West Wichita Financial Center Bank of AmericaFinancial Solutions Advisor Registration Candidate - Towne-West Wichita Financial CenterWichita, 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. Job Description : 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.
Registered Branch Associate Edward D Jones & Co LPRegistered Branch AssociateOverland Park, KSFull-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 Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism.