44 client advisor jobs at 25 companies in Ottawa, KS
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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
3w
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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.
3w
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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
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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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
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.
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.
22h
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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
2mo
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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
3w
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Financial Advisor
Leawood, Kansas, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, ability to obtain Life/Accident & Health, SIE, Series 6,7,63 licenses; entrepreneurial mindset, client relationship experience, strong communication, and legal US work authorization.
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.
2w
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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
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.
1mo
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Private Wealth Advisor
Topeka, Kansas, United States
OnsiteFull Time
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
2d
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Financial Advisor - Kansas City (67431)
Overland Park, Kansas, United States
OnsiteFull Time
Bachelor's degree required; strong interest in sales and client acquisition, excellent communication and interpersonal skills, proactive business development, comfortable with performance-based compensation.
Microsoft Office
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