49 client advisor jobs at 24 companies in Buckner, MO
2mo
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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
4w
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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.
4w
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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.
3mo
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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
2h
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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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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.
3w
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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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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.
2mo
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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
3w
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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
1w
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Client Advisor with Athletic Background
Leawood or Kansas City or Wichita or Milwaukee
$67k-$89k/yr HybridFull Time
Strong interpersonal, communication, analytical, and relationship-building skills; bachelor's degree preferred. Insurance licenses required, with training provided and sponsorship considered.
1w
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Client Advisor with Athletic Background
Leawood or Kansas City or Wichita
$67k-$89k/yr HybridFull Time
Ability to obtain state insurance licenses; bachelor’s degree preferred; strong interpersonal, communication, and analytical skills; coachable and goal-oriented; training provided and sponsorship considered.
5d
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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
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.
3d
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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
1w
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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.
1mo
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SR. Business Advisor
Kansas City, Missouri, United States
OnsiteFull Time
3+ YOE3+ years B2B professional services sales experience to small/midsize companies, bachelor’s degree or equivalent, proven sales results, strong communication and client relationship skills.
2d
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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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