Registered 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 Solutions Advisor Registration Candidate - Greater KC Market Bank of America CorpFinancial Solutions Advisor Registration Candidate - Greater KC MarketPrairie Village, KSMerrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). Once 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.
Financial 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.
Investment Trading Associate Insight Performance IncInvestment Trading AssociateOverland Park, KSOneDigital 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. The Associate works closely with Investment Trading Specialists and Managers and cross-functional partners to support the full trade lifecycle and maintain effective day-to-day trading activity.
Financial Solutions Advisor - 76 & Stateline, Greater KC Bank of America CorpFinancial Solutions Advisor - 76 & Stateline, Greater KCPrairie Village, KSAccount Management Advisory Client Experience Branding Customer and Client Focus Oral Communications Active Listening Attention to Detail Client Solutions Advisory Issue Management Pipeline Management Causation Analysis Client Management Policies, Procedures, and Guidelines Risk Management Written Communications. Merrill Lynch Pierce Fenner & Smith Incorporated also referred to as MLPF&S or Merrill makes available certain investment products sponsored, managed, distributed, or provided by companies that are affiliates of Bank of America Corporation BofA Corp.
J.P. Morgan Wealth Management - Private Client Advisor - Kansas City, MO (including surrounding areas) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Kansas City, MO (including surrounding areas)Kansas City, MOUsing 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 - 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.
Financial Solutions Advisor Registration Candidate - Barry Road at Zona Rosa, Greater KC Bank of AmericaFinancial Solutions Advisor Registration Candidate - Barry Road at Zona Rosa, Greater KCKansas 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.
Registered Operations Leader Ameriprise Financial IncRegistered Operations LeaderLeawood, KSBy fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders - clients, advisors, employees and shareholders. • Assist advisors in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorRaymore, MO$45,000–$100,000 / yearBenefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
Registered Client Service Associate - Ameriprise Financial Services - Leawood, KS AmeripriseRegistered Client Service Associate - Ameriprise Financial Services - Leawood, KSOverland Park, KansasThe ideal candidate thrives in a fast paced, team oriented environment and enjoys working directly with clients while supporting a sophisticated wealth management and financial planning practice. This role is a key part of our client experience and daily operations, with a strong focus on money movement, trading and transaction management, client service support, and advisor team coordination.
Registered Client Service Associate Ameriprise Financial IncRegistered Client Service AssociateLeawood, KSAs a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships. Provide general administrative duties such as answering the advisors' phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts.
Supervision Specialist Advisors Excel LLCSupervision SpecialistLenexa, KSExperience you'll bring: Conduct ongoing review of registered investment advisors' and registered representatives' activities, including but not limited to trading activity; suitability review; fees analysis; outside business activities; checks/securities; correspondence; gift and business entertainment logs, and electronic communications and social media posts. What you'll do: Conduct ongoing review of registered investment advisors' activities, including but not limited to trading activity; suitability review; fees analysis; outside business activities; checks/securities; correspondence; gift and business entertainment logs, and electronic communications and social media posts.
Client Service Manager - Family Office Moneta Group LLCClient Service Manager - Family OfficeKSWe are one firm with many solutions and we provide a full spectrum of financial advisory services, but our true purpose is centered on building relationships and providing exceptional service to our clients around the globe. The position encompasses in-depth work and analysis in the areas of investments, retirement planning, cash flow management, tax planning, estate planning and charitable giving.
NewSupervision Specialist Advisors ExcelSupervision SpecialistLenexa, KansasPosition: Supervision SpecialistDepartment: ComplianceReporting to: Compliance ManagerLocation: Lenexa, KS/ Topeka, KS - Onsite Overview: As a Supervision Specialist, you will be responsible for supervising the daily business activities of investment advisor representatives and registered representatives who utilize our Wealth Management and Financial Service platforms. What you’ll do: Conduct ongoing review of registered investment advisors’ activities, including but not limited to trading activity; suitability review; fees analysis; outside business activities; checks/securities; correspondence; gift and business entertainment logs, and electronic communications and social media posts.
Director, Business Development NWPS Raymond James Financial IncDirector, Business Development NWPSKS$100,000–$130,000 / yearJob Summary: Under general direction with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience, to create new and manage existing relationships with retirement plan specialist, Registered Investment Advisors, financial advisors/brokers and agents to generate required production/sales revenue from service offerings throughout a given territory. At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
Divisional Retirement Plan Counselor - Nebraska, Kansas, Missouri, S. Illinois, Tulsa The Capital Group Companies, Inc.Divisional Retirement Plan Counselor - Nebraska, Kansas, Missouri, S. Illinois, TulsaKansas City, MO$121,000–$152,000 / yearAs one of our Divisional Retirement Plan Counselors, you'll work closely with the Retirement Plan Counselor to help drive sales initiatives in the Retirement Plan Sales market, identifying firm and firm representatives' needs and coordinating efforts to serve those needs. You apply a consultative skillset to sell through financial intermediaries and work collaboratively with other senior sales force members to identify opportunities for better Plan Sponsor and investor outcomes.
NewChief Operating Officer - Broker Dealer / RIA Lupton PartnersChief Operating Officer - Broker Dealer / RIAOverland Park, KansasThey aren’t just a financial firm; they are a vertically integrated growth engine for independent advisors across the U.S. In an industry defined by massive mergers, they have stayed independent and entrepreneurial—fueling a remarkable 40% year-over-year growth for their top offices. Tech & Custodial Mastery: Oversee the implementation of technology-driven tools (Orion, Tamarac) and manage critical relationships with custodians like Schwab and Fidelity.
NewClient Operations Lead (Sr. Client Serivces) Lupton PartnersClient Operations Lead (Sr. Client Serivces)Overland Park, KansasMoney Movement Integrity: Manage all wires, ACH transfers, RMDs, and distributions with a high degree of accuracy and strict adherence to internal compliance protocols. Communication Edge: A polished, professional communication style appropriate for high-net-worth individuals and business owners.
PGIM 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.
PGIM 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 Wealth - External Wholesaler (Wire Channel - MO, KS, IA, and NE) Prudential FinancialPGIM Global Wealth - External Wholesaler (Wire Channel - MO, KS, IA, and NE)Overland Park, KansasThe External Wholesaler is responsible for representing all PGIM Global Wealth products and vehicles including Mutual funds, ETF’s, SMA’s, Alternative Investments, CIT’s 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.
Corporate Legal Counsel Relation Insurance Services, IncCorporate Legal CounselOverland Park, KS$105,000–$189,000 / yearDrives M&A for the Legal Department by performing due diligence, reviewing purchase agreements and drafting other requisite documents, partnering with the Business Unit, M&A, HR, Finance/Accounting, IT, and other corporate functions to ensure seamless closing and integration of the transaction, and managing each deal throughout its life cycle. Conducts legal research and analysis on issues related to business operations and broader corporate matters (e.g., insurance licensing, real estate, employment, corporate governance, intellectual property, marketing, mergers and acquisitions, regulatory compliance, data privacy, AI governance).
Corporate Legal Counsel Relation InsuranceCorporate Legal CounselOverland Park, KansasDrives M&A for the Legal Department by performing due diligence, reviewing purchase agreements and drafting other requisite documents, partnering with the Business Unit, M&A, HR, Finance/Accounting, IT, and other corporate functions to ensure seamless closing and integration of the transaction, and managing each deal throughout its life cycle. Conducts legal research and analysis on issues related to business operations and broader corporate matters (e.g., insurance licensing, real estate, employment, corporate governance, intellectual property, marketing, mergers and acquisitions, regulatory compliance, data privacy, AI governance).
Associate Director, Client Relationship Management SS&C Technologies Holdings IncAssociate Director, Client Relationship ManagementKansas City, MO$85,000–$160,000 / yearThe Associate Director, Client Relationship Management will be responsible for fostering and maintaining strong relationships with Retail Alternatives Transfer Agency and Registered Fund Services' diverse client base, ensuring client satisfaction, retention, and identifying opportunities for growth. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.