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.
1mo
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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
3d
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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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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
3w
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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
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.
1w
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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.
6d
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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
5d
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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.
2w
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Financial Advisor - Kansas City, MO - Market 08, Region 321
Kansas City, Missouri, United States
$45k-$100k/yr OnsiteFull Time
Ability to build client relationships, complete required securities registrations (SIE, Series 7, Series 66) and state insurance licensing, and complete paid training; bachelor's degree preferred or equivalent financial services experience.
1w
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Non-Reg On-Caller - Higginsville, MO
Higginsville, Missouri, United States
OnsitePart Time
Client service and administrative support for financial advisors, account processing, strong attention to detail, analytical skills, conversational ability, and computer literacy (MoneyGuide, Salesforce, Microsoft Office).
MoneyGuide, Salesforce, Microsoft Office
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