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131 client advisor jobs at 21 companies in Kansas

4d
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Client Advisor with Athletic Background
Leawood or Kansas City or Wichita
$67k-$89k/yr HybridFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance, investment services, and financial planning.
Obtain state insurance licenses (training provided), bachelor’s degree preferred, strong interpersonal and analytical skills, sales and client-development focus, coachable and goal-oriented.
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1mo
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Private Client Advisor
Wichita, Kansas, United States
$73k-$85k/yr OnsiteFull Time
Commerce Bank
Commerce BankNASDAQ: CBSH: Provides personal and commercial banking and wealth management services.
3+ YOEBachelor's degree, 3+ years trust/wealth management experience, CFP/CTFA preferred, valid driver’s license, advanced Microsoft Word/Excel/Teams/Outlook skills, strong analytical and communication abilities.
Microsoft Word, Microsoft Excel, Microsoft Teams, Microsoft Outlook
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2mo
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Commercial Lines Client Advisor
Overland Park, Kansas, United States
HybridFull Time
Acrisure
Acrisure: Provides AI-powered insurance, financial, and business risk solutions.
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
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3w
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Work From Home - Client Benefits Advisor
Garden City, Kansas, United States
RemoteFull Time
AO Garcia Agency
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Remote client-facing advisory role working with interested clients; must be self-driven, competitive, coachable, and comfortable with performance-based income. Interviews via Zoom.
Zoom
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3mo
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Client Advocacy Advisor (Account Manager – Employee Benefits)
Overland Park, Kansas, United States
HybridFull Time
The Lewer Companies
The Lewer Companies: Provides insurance brokerage and benefit administration for diverse clients.
3+ YOEBachelor’s degree or equivalent; 3-7 years in employee benefits client service; strong communication; proficient with Microsoft Office, Excel, PowerPoint; CRM systems; familiarity with Employee Navigator and AgencyBloc; life & health license or obtain within 90 days.
Microsoft Excel, Microsoft PowerPoint, Adobe, CRM, Employee Navigator, AgencyBloc
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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
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
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.
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1mo
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Wealth Advisor
Derby, Kansas, United States
HybridFull Time
Wisepath Financial Group
Wisepath Financial Group: Providing personalized wealth management and comprehensive estate planning services.
Experienced financial advisor focused on long-term client relationships, comprehensive planning, practice development, and use of CRM and planning technology.
CRM, Planning Technology
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1w
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Client Relationship Analyst
Leawood, Kansas, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
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
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1w
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Client Relationship Analyst
Leawood, Kansas, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
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
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1mo
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Experienced Financial Advisor
Overland Park, Kansas, United States
OnsiteFull Time
Synergy Wealth Solutions
Synergy Wealth Solutions: Personal and business financial planning and insurance services.
Proven financial advisor experience with client acquisition/retention, holistic planning and wealth management knowledge, appropriate licenses/registrations, and a relationship-driven, growth-oriented approach.
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3mo
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Trust Advisor
Wichita, Kansas, United States
OnsiteFull Time
INTRUST Bank
INTRUST Bank: Provides personal, commercial, and wealth management banking services.
2+ YOEManage and grow high-net-worth trust and wealth accounts; estate, trust, IRA, and investments expertise; strong client relationships; compliant with regulations.
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1w
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Financial Advisor
Wichita, Kansas, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, ability to obtain Life/Accident & Health, SIE, Series 6, 7, 63; client-building, time-management, communication skills; legal authorization to work in the US without sponsorship.
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1w
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Wealth Advisor- 6 Meridian
Wichita, Kansas, United States
OnsiteFull Time
Hightower
Hightower: Provides independent wealth management and financial planning services.
3+ YOEBachelor's in business/finance, 3+ years client-facing wealth management/paraplanning experience, Series 7 and 66 (or equivalent), CFP preferred/in-progress, expertise with financial planning and client communication.
eMoney, CRM
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3mo
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WEALTH ADVISOR - WICHITA
Wichita, Kansas, United States
OnsiteFull Time
RCB Bank
RCB Bank: Provides retail and commercial banking services in Oklahoma and Kansas.
3+ YOEHigh school diploma; 3+ years in trust administration or financial advisory; strong knowledge of investments and trust services; ability to develop business and grow client relationships; understands banking products and sales processes.
Investment knowledge, Trust administration systems, Portfolio management tools
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1mo
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Strategic Insights Advisor
Alabama or Arkansas or Arizona or Connecticut or Florida or Georgia or Iowa or Illinois or Idaho or Indiana or Kansas or Kentucky or Maryland or Minnesota or Missouri or Mississippi or Nevada or North Carolina or Ohio or Oklahoma or Oregon or Pennsylvania or South Carolina or Tennessee or Texas or Utah or Virginia or Washington or Wisconsin
$95k-$105k/yr RemoteFull Time
Walmart
WalmartNYSE: WMT: Operates a global chain of hypermarkets, discount department stores, and grocery stores.
5+ YOE5+ years in CPG/retail analytics or related fields; experience with syndicated/retailer data; advanced PowerPoint and Excel; strong analytical, storytelling, and client communication skills.
Circana (IRI), NielsenIQ, Retail Link, Luminate, Stackline, 84.51°, Microsoft PowerPoint, Microsoft Excel, Microsoft Power BI, Tableau, SQL, Microsoft Power Query
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2w
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Private Wealth Advisor
Topeka, Kansas, United States
OnsiteFull Time
BOK Financial
BOK FinancialNASDAQ: BOKF: Provides commercial, consumer banking, and wealth management services.
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
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1w
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Part-Time Beauty Advisor - Sephora
Topeka, Kansas, United States
$13/hr OnsitePart Time
Kohl's
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Authentic passion for beauty, client-facing retail experience, strong communication, flexible availability (days/nights/weekends/holidays), ability to lift up to 50 lbs, basic computer and math skills.
handheld scanners, multiple frequency devices
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3mo
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Financial Advisor - Learn & Lead in Advanced Strategies for HNW Clients
Basehor, Kansas, United States
HybridFull Time
WealthBridge Financial Group
WealthBridge Financial Group: Providing comprehensive wealth management and financial planning services.
Bachelor’s degree in finance or accounting; experience preferred; strong analytical, communication, and client-relations skills.
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1d
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Wealth Management Advisor - Overland Park, KS
Overland Park, Kansas, United States
HybridFull Time
TIAA
TIAA: Provides retirement and financial services for academic and non-profit sectors.
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.
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4w
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KS-Overland Park Senior Insurance Advisor
Overland Park, Kansas, United States
$49k-$200k/yr OnsiteFull Time
American Senior Benefits
American Senior Benefits: Insurance brokerage firm selling life, health, and retirement products.
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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