1mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
3mo
Save
Mark Applied
Hide
Client Advocacy Advisor (Account Manager – Employee Benefits)
Overland Park, Kansas, United States
HybridFull Time
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
1mo
Save
Mark Applied
Hide
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.
1w
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
2mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
2w
Save
Mark Applied
Hide
Financial Advisor
Leawood, Kansas, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, ability to build client relationships, obtain SIE, Series 6/7/63 and life/accident & health certifications, entrepreneurial drive, strong communication and critical thinking, legal US work authorization required.
2w
Save
Mark Applied
Hide
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.
21h
Save
Mark Applied
Hide
Advisor Administrative Assistant
Overland Park, Kansas, United States
OnsiteFull Time
Manage client servicing and onboarding, schedule appointments, prepare reports, support advisors; associate degree required, strong organizational and communication skills, proficiency with Excel/Outlook/Salesforce.
Microsoft Excel, Microsoft Outlook, Salesforce, eMoney, Morningstar, Orion
Explore Jobs