1mo
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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.
2mo
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Client Service Advisor
Kansas City, Missouri, United States
OnsiteFull Time
2+ YOE2+ years in client service; high school diploma required; bachelor's degree preferred; property & casualty license preferred; CE training; strong MS Office skills.
Microsoft Office Suite, Email, Phone Etiquette
1w
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Client Advisor with Athletic Background
Leawood or Kansas City or Wichita
$67k-$89k/yr HybridFull Time
Obtain state insurance licenses (training provided), bachelor’s degree preferred, strong interpersonal and analytical skills, sales and client-development focus, coachable and goal-oriented.
1w
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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.
2mo
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BMW Client Advisor
Kansas City, Missouri, United States
OnsiteFull Time
Hendrick Automotive Group: Operates a network of automotive dealerships and service centers.
3+ YOEHigh school diploma required; valid driver’s license; up to 3 years sales or customer service experience; automotive interest/experience preferred.
2mo
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Commercial Lines Client Advisor
Overland Park, Kansas, United States
HybridFull Time
2+ YOE2+ years in client-facing or business development; Property and Casualty license preferred or able to obtain; insurance industry experience preferred.
CRM, AI applications, data analytics tools
2mo
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Private Client Advisor Associate
Kansas City, Missouri, United States
$24-$28/hr OnsiteFull Time
2+ YOE2+ years of office experience required; high school diploma or equivalent; knowledge of wealth management; strong customer service; proficient with Microsoft Office.
Microsoft Word, Microsoft Excel, Microsoft Outlook
1mo
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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.
1mo
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Client Service Associate
Kansas City, Missouri, United States
HybridFull Time
2+ YOEProvide client relationship and operational support for advisors; obtain Series 65 within 12 months; bachelor\u0002s degree preferred; 2+ years financial services or client service experience preferred; proficiency with Microsoft Office, CRM, and virtual collaboration tools.
Microsoft Office Suite, CRM systems, Zoom, Teams
1w
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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
1mo
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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.
3mo
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Wealth Advisor
Saint Joseph, Missouri, United States
HybridFull Time
Bachelor's in finance, accounting, or related field; experience in financial consulting preferred; strong analytics, communication, and client-relations skills; licenses/certifications in financial planning a plus.
2mo
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Lead Advisor
Overland Park, Kansas, United States
$90k-$125k/yr OnsiteFull Time
5+ YOE4+ MgmtCFP designation, bachelor’s degree, life/health licenses, CKA coursework, 5+ years in financial services, 4+ years leading client meetings, in-office role.
Financial Planning Software, CRM, Microsoft Excel, PowerPoint
3d
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Advisor Assistant
Overland Park, Kansas, United States
HybridFull Time
2+ YOEHigh school diploma, 2 years office/clerical experience, strong verbal/written communication, customer service skills, discreet with client interactions, proficient with Microsoft Office, able to learn and work in team.
Microsoft Office
3w
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Private Wealth Advisor
Topeka, Kansas, United States
OnsiteFull Time
3+ YOEAdvisory experience with high-net-worth clients, financial planning, investment strategy, strong communication, Microsoft Office proficiency; typically 3–7 years industry experience and may carry FINRA licensure or advanced credentials (CFA/CPA/CFP).
Microsoft Office, CRM
2w
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Part-Time Beauty Advisor - Sephora
Liberty, Missouri, United States
$16/hr OnsitePart Time
Client-facing retail experience, passion for beauty, excellent communication, flexible availability for days/nights/weekends/holidays, ability to lift up to 50 lbs and perform physical tasks.
1w
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1099 Real Estate Advisor
Kansas City, Missouri, United States
OnsiteContract
Missouri real estate license (or working toward), strong sales and communication skills, reliable transportation, ability to pass background check, familiarity with Microsoft Office, self-motivated and client-focused.
Microsoft Office
1w
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PWM Private Wealth Advisor
Kansas City, Missouri, United States
$118k-$144k/yr OnsiteFull Time
8+ YOEBachelor's degree or equivalent, NMLS registration required, 8+ years working with high/ultra-high net worth clients; strong relationship management, analytical and communication skills; CFA/CFP preferred.
5d
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Wealth Management Advisor - Overland Park, KS
Overland Park, Kansas, United States
HybridFull Time
5+ YOE5+ years managing a book of affluent clients; deep investment and planning knowledge; FINRA Series 7 and 63, Series 65 or 66; life and health insurance license within 120 days; strong client relationship and sales skills.
1mo
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KS-Overland Park Senior Insurance Advisor
Overland Park, Kansas, United States
$49k-$200k/yr OnsiteFull Time
Active health and life insurance license required; proven success in insurance sales; strong communication, organizational, and consultative selling skills; computer/CRM proficiency; ability to pass a criminal background check; must work from local office and meet clients in person.
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