5 client account manager jobs at 4 companies in Webb City, MO
1w
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Branch Manager - Joplin Rangeline
Joplin, Missouri, United States
OnsiteFull Time
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
1mo
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Branch Office Administrator - Grove, OK
Grove, Oklahoma, United States
OnsiteFull Time
Provide administrative support to financial advisors, manage client accounts, handle client inquiries, and support branch business planning; strong computer and interpersonal skills.
MoneyGuide, Salesforce, Microsoft Office
1w
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Wealth Advisor
Overland Park or Camdenton or Joplin
OnsiteFull Time
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
3w
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Wealth Advisor
United States
RemoteFull Time
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
1mo
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Branch Office Administrator
Grove, Oklahoma, United States
$21-$23/hr OnsiteFull Time
Provides client service, account management, administrative support, scheduling, marketing coordination, and financial-services operations using strong computer literacy, communication, attention to detail, and teamwork.
MoneyGuide, Salesforce, Microsoft Office