14 client advisor jobs at 6 companies in Derby, KS
1w
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Private Client Advisor
Wichita, Kansas, United States
OnsiteFull Time
0+ YOE0-2 years experience; Property & Casualty license required; strong communication, math, and critical thinking skills; Microsoft Office proficiency; knowledge of policy forms and endorsements preferred.
Microsoft Office
1mo
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J.P. Morgan Wealth Management – Private Client Advisor - Wichita, KS (including surrounding areas)
Wichita, Kansas, United States
OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent experience; Series 7 and Series 66 (or 63/65) required or obtainable within 60 days; life, health & long-term care insurance license required or obtainable within 60 days; CFP and bachelor’s preferred.
4d
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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.
3w
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Financial Advisor
Wichita, Kansas, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, entrepreneurial drive, client-building experience, ability to obtain Life/Accident & Health, SIE, Series 6,7,63 licenses, strong communication and time-management, US work authorization without sponsorship.
1w
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Associate Financial Advisor
Wichita, Kansas, United States
$60k-$120k/yr HybridFull Time
1+ YOEFINRA Series 7 and 66 (or Series 6 and 63) preferred; state life & health insurance license required/obtainable within 30 days; 1+ years client-facing experience; high coachability and strong communication.
4d
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Financial Advisor Career Changer Opportunity
Leawood or Kansas City or Wichita
$62k-$83k/yr HybridFull Time
Provide financial planning and insurance advice; obtain Series and state insurance licenses; strong interpersonal, analytical, and client relationship skills; bachelor’s degree strongly preferred.
2mo
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Financial Solutions Advisor - Kansas Market
Andover, Kansas, United States
OnsiteFull Time
1+ YOEProvide comprehensive financial advice, build plans, and refer clients; requires Series 7/66 (63/65 alternative) licenses, 1+ year investments experience, and at least a High School diploma.
2w
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Advisor Development Program - Financial Solutions Advisor Trainee: Westlink Financial Center
Wichita, Kansas, United States
OnsiteFull Time
Obtain securities licenses (SIE, Series 7, Series 66), build client relationships, work in a sales role, apply regulatory due diligence, and demonstrate time management and communication skills.
1mo
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Advisor Development Program - Financial Solutions Advisor Trainee: Westlink Financial Center
Wichita, Kansas, United States
OnsiteFull Time
1+ YOESales-oriented trainee role to obtain SIE/Series 7/66 licenses, build and manage client relationships, apply regulatory due diligence; bachelor’s or 1+ year financial services/sales experience preferred.
2mo
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Financial Solutions Advisor Registration Candidate - Kansas Market
Andover or Wichita
OnsiteFull Time
Licensing: obtain SIE, Series 7, Series 66; build client relationships; provide advisory solutions; multitask in a fast-paced environment.
1w
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Financial Solutions Advisor Registration Candidate - Village Crossing Financial Center
Andover, Kansas, United States
OnsiteFull Time
1+ YOEObtain SIE, Series 7 and 66 within required timeframes; SAFE Act registration for mortgage origination; client relationship and sales aptitude; self-discipline and ability to learn technology.
2mo
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Financial Solutions Advisor Registration Candidate - Towne-West Wichita Financial Center
Wichita, Kansas, United States
OnsiteFull Time
Licenses (SIE, Series 7, Series 66), build client relationships, license timelines, high school required; Bachelor's degree or 1 year sales/financial services experience preferred.
1mo
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Financial Solutions Advisor Registration Candidate - Towne-West Wichita Financial Center
Wichita, Kansas, United States
OnsiteFull Time
1+ YOEObtain SIE/Series 7 and Series 66 (or 63/65) licenses, SAFE Act registration for mortgage origination, minimum 1 year financial services or sales experience preferred, high school diploma/GED required, strong communication and client-advisory skills.
1mo
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Branch Office Administrator - Wellington, KS
Wellington, Kansas, United States
OnsiteFull Time
Provide exceptional client service, manage account administration, support financial advisors, use MoneyGuide, Salesforce, and Microsoft Office; strong attention to detail and analytical thinking required.
MoneyGuide, Salesforce, Microsoft Office