13 client advisor jobs at 6 companies in Saint Marys, KS

6d
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Work From Home - Client Benefits Advisor
Wichita, Kansas, United States
RemoteFull Time
AO Garcia Agency
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Requires dedication to customer service, strong communication and interpersonal skills, team leadership ability, and commitment to professional growth.
Zoom
1mo
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J.P. Morgan Wealth Management – Private Client Advisor - Wichita, KS (including surrounding areas)
Wichita, Kansas, United States
OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
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.
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, entrepreneurial ambitions, relationship-building or client-facing success, time management, critical thinking, communication, motivation, and legal US work authorization without sponsorship.
proprietary planning software
3w
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Associate Financial Advisor
Wichita, Kansas, United States
$60k-$120k/yr HybridFull Time
Wisepath Financial Group
Wisepath Financial Group: Providing personalized wealth management and comprehensive estate planning services.
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.
3mo
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Financial Solutions Advisor - Kansas Market
Andover, Kansas, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
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.
3w
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Advisor Development Program - Financial Solutions Advisor Trainee: Westlink Financial Center
Wichita, Kansas, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
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
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
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.
3mo
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Financial Solutions Advisor Registration Candidate - Kansas Market
Andover or Wichita
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Licensing: obtain SIE, Series 7, Series 66; build client relationships; provide advisory solutions; multitask in a fast-paced environment.
2mo
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Financial Solutions Advisor Registration Candidate - Towne-West Wichita Financial Center
Wichita, Kansas, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
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.
6d
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Financial Solutions Advisor Registration Candidate Consumer Investments - Cherry Creek Financial Center
Wichita, Kansas, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOERequires a high school diploma or GED, financial services or sales experience, client relationship skills, effective communication, multitasking, and ability to obtain required industry licenses.
6d
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Financial Solutions Advisor Registration Candidate Consumer Investments - Cherry Creek Financial Center
Wichita, Kansas, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Requires high school diploma/GED, financial services or sales experience preferred, client relationship and advisory skills, ability to obtain licenses, and strong communication, collaboration, and risk management skills.
2mo
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Financial Solutions Advisor Registration Candidate - Towne-West Wichita Financial Center
Wichita, Kansas, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
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.
1w
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Branch Office Administrator - Derby, KS
Derby, Kansas, United States
OnsiteFull Time
Edward Jones
Edward Jones: Offers investment management and financial planning through local branches.
Provides client service, account management, administrative support, scheduling, marketing assistance, accurate recordkeeping, and technology use while supporting financial advisors.
MoneyGuide, Salesforce, Microsoft Office