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.
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.
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.
Concurrent Investment AdvisorsVice President of Accounting Concurrent Investment AdvisorsVice President of AccountingKansas City, Kansas$150,000–$200,000 / yearTechnical Accounting and Financial GovernanceServe as the firm’s technical accounting leader and oversee complex accounting matters including ASC 606, ASC 842, ASC 810, ASC 805, ASC 718, ASC 470, and ASC 835. The Vice President of Accounting is a senior finance leader responsible for overseeing the firm’s accounting function, financial reporting integrity, technical accounting matters, and internal control environment.
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.
Prudential Financial IncPGIM Global Wealth External Wholesaler (Wire Channel - Heartland) Prudential Financial IncPGIM Global Wealth External Wholesaler (Wire Channel - Heartland)Overland Park, KSThe External Wholesaler is responsible for representing all PGIM Global Wealth products and vehicles including Mutual funds, ETFs, SMAs, Alternative Investments, CITs across retail and retirement platforms to investment professionals in their respective territory. • The External Wholesaler is responsible to raising net new assets for the firm and servicing the firms existing client base across Wirehouses, Regional Broker Dealers and RIA Aggregator firms.
PGIM Global High Yield FundPGIM Global Wealth External Wholesaler (Wire Channel - Heartland) PGIM Global High Yield FundPGIM Global Wealth External Wholesaler (Wire Channel - Heartland)Overland Park, KSThe External Wholesaler is responsible for representing all PGIM Global Wealth products and vehicles including Mutual funds, ETFs, SMAs, Alternative Investments, CITs across retail and retirement platforms to investment professionals in their respective territory. • The External Wholesaler is responsible to raising net new assets for the firm and servicing the firms existing client base across Wirehouses, Regional Broker Dealers and RIA Aggregator firms.
Commerce Bancshares IncCommerce Funds Wholesaler Commerce Bancshares IncCommerce Funds Wholesalerkansas city, MO$65,000–$125,000 / yearEssential FunctionsDevelop strategic alliances with third party broker/dealers, administrators, correspondent banks, as well as their home offices and other potential delivery channels to increase the exposure of Commerce FundsProvide sales support for Commerce Investment Advisors, Commerce Trust Company (CTC), and Commerce FundsResearch new opportunities for distribution of the Commerce FundsProvide wholesaling support to third party distribution channelsAssist in new product developmentManage customer service requests from existing relationships. This compensation range is for the Commerce Mutual Funds Wholesaler job and contemplates a wide range of factors that are considered in making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs.
Trideum CorporationMCTP Joint Targeting Team Planner Trideum CorporationMCTP Joint Targeting Team PlannerFort Leavenworth, KSThe JTT Planner will ensure MIDB content and services comply with CJCSI 3500.01J, support entity-level target development across FIVE-O target types, enable interoperability with joint/subordinate planning tools, and provide mentorship, training, and AARs to MCTP stakeholders and supported headquarters. We are seeking a Joint Targeting Team (JTT) Planner to design, field, sustain, and employ a Mission Intelligence Database (MIDB) training capability to support up to five concurrent warfighter exercise (WFX) databases.
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.