50 client advisor jobs at 25 companies in Archie, MO
3mo
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Client Advisor-Commercial Card
Kansas City, Missouri, United States
$47k-$69k/yr HybridFull Time
2+ YOE2+ years credit card program/financial services experience or 3–5 years client relationship management/sales experience; Bachelor's degree or equivalent; strong problem solving and communication.
1mo
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Private Client Advisor II
Kansas City, Missouri, United States
OnsiteFull Time
12+ YOESeries 7 and 63/65 (or 7 and 66) required or to be obtained within 90 days; SAFE Act registration for mortgage origination; 12+ years private banking/financial services; ability to drive new business for high-net-worth clients.
1mo
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Private Client Advisor II
Kansas City, Missouri, United States
OnsiteFull Time
12+ YOESeries 7/63/65 (or 7/66) required or must obtain within 90 days; SAFE Act registration for mortgage origination; 12+ years private banking/complex financial services; ability to drive new business for $3M+ investable assets; strong client relationship and leadership skills.
3mo
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BMW Client Advisor
Kansas City, Missouri, United States
OnsiteFull Time
3+ YOEHigh school diploma required; valid driver’s license; up to 3 years sales or customer service experience; automotive interest/experience preferred.
1d
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PRS Premier Sr. Client Advisor II
Des Moines or Chicago or Oak Brook or Schaumburg or Overland Park or Bloomington or Des Peres or Omaha or Brookfield or Kimberly
$85k-$100k/yr OnsiteFull Time
8+ YOERequires 8 years of personal lines property and casualty insurance experience, a state property and casualty insurance license, high school graduation, and strong communication skills. Industry designation preferred.
Sagitta, WorkSmart
1w
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Private Client Advisor Associate
Kansas City, Missouri, United States
$24-$28/hr OnsiteFull Time
2+ YOEHigh school diploma or equivalent and 2+ years of office experience required. Associate degree and financial institution experience preferred. Requires customer service, organization, communication, and Microsoft Office proficiency.
Microsoft Word, Microsoft Excel, Microsoft Outlook
2mo
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J.P. Morgan Wealth Management – Private Client Advisor - Kansas City, MO (including surrounding areas)
Leawood or Kansas City or Kansas City or Kansas City or Kansas City
OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent experience; active Series 7 and Series 66 (or 63/65 within 60 days); life, health and long term care insurance license (or obtained within 60 days); goals-based planning, client acquisition, and relationship management skills; CFP and bachelor’s degree preferred.
2w
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Work From Home - Client Benefits Advisor
Lee's Summit, Missouri, United States
RemoteFull Time
Requires dedication to customer service, strong communication and interpersonal skills, team leadership ability, and interest in professional growth and development.
Zoom
1mo
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Client Relationship Analyst
Leawood, Kansas, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors; strong Microsoft Office skills; detail oriented with client-service and communication skills; willingness to obtain Series 7/63/65/66 licenses.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
1mo
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Client Relationship Analyst
Leawood, Kansas, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors; high school diploma required, college preferred; willingness to obtain Series exams; advanced Microsoft Office skills and strong communication.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
2mo
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Experienced Financial Advisor
Overland Park, Kansas, United States
OnsiteFull Time
Proven financial advisor experience with client acquisition/retention, holistic planning and wealth management knowledge, appropriate licenses/registrations, and a relationship-driven, growth-oriented approach.
1w
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Client Advisor with Athletic Background
Leawood or Kansas City or Wichita
$67k-$89k/yr OnsiteFull Time
Bachelor's degree in finance, business, or related field preferred. Prior insurance or financial services experience beneficial but not required. Strong communication, interpersonal, analytical, and relationship-building skills required.
1w
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Customer Sales Advisor
Nevada, Missouri, United States
$55k/yr OnsiteFull Time
Seeking a friendly, persuasive, sales-focused advisor who can manage multiple tasks, deliver polished work, ensure positive client experiences, and pursue management growth.
3w
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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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Financial Advisor
Olathe, Kansas, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, client-facing or relationship-building success, strong communication, critical thinking, time management, motivation, and legal authorization to work in the US without sponsorship.
proprietary planning software
3mo
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Arbor Advisor
Raytown, Missouri, United States
$75k-$120k/yr OnsiteFull Time
5+ YOE5 years tree industry experience; ISA Certified Arborist; strong communication and problem-solving; ability to develop tree care plans and manage client relationships.
1mo
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Wealth Advisor
Frisco or Nashville or Chicago or Birmingham or Ann Arbor or Houston or Wheaton or Overland Park
$80k-$95k/yr OnsiteFull Time
3+ YOE3+ years financial services experience required; Series 7, 63 and 65 (or 66) required within 120 days; university degree preferred; client relationship and business development skills.
3w
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Beauty Advisor - Part Time
Overland Park, Kansas, United States
$18-$21/hr OnsitePart Time
Retail, hospitality, or client-service experience preferred; requires communication, product-learning, teamwork, reliability, and ability to lift and carry up to 50 pounds.
1w
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Beauty Advisor - Part Time
Kansas City, Missouri, United States
$18-$21/hr OnsitePart Time
Retail, hospitality, or client-focused experience; excellent communication; beauty and product knowledge; teamwork; reliability; and ability to lift and carry up to 50 pounds.
3w
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Beauty Advisor - Part Time
Overland Park or Kansas City
$18-$21/hr OnsitePart Time
Retail, hospitality, or client-service experience; strong communication, teamwork, product-learning, beauty-trend knowledge, and ability to lift and carry up to 50 pounds.
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