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3 client account manager jobs at 3 companies in Frontenac, KS

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Branch Manager - Joplin Rangeline
Joplin, Missouri, United States
OnsiteFull Time
QCR Holdings
QCR HoldingsNasdaq: QCRH: Provides commercial and consumer banking and wealth management services.
3+ YOE3+ MgmtBachelor's degree or equivalent, 3+ years banking or client service experience, 3 years supervisory experience, MLO registration within 30 days, familiarity with Microsoft 365 and banking software, ability to lift 50 lbs.
Microsoft 365
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Wealth Advisor
Overland Park or Camdenton or Joplin
OnsiteFull Time
OakStar Bank
OakStar Bank: Community bank providing personal and business financial solutions.
3+ YOERequires 3+ years in investment sales, wealth management, or financial planning focused on high-net-worth clients; Series 7, Series 66 (or 63/65), and insurance licenses; strong financial analysis and client relationship skills.
email, Microsoft Word, Microsoft Excel, calculator, computer
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Wealth Advisor
United States
RemoteFull Time
Kilter Group
Kilter Group: Provides personalized wealth management and financial planning services.
15+ YOE15+ years in wealth management or financial planning; CFP or equivalent required; track record with high-net-worth clients, business development, and complex planning; experience with Tamarac, Orion, or Black Diamond.
Tamarac, Orion, Black Diamond
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