- Edward Jones (Kansas City, MO)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... **READY** If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with… more
- First National Bank of Omaha (Overland Park, KS)
- …is subject to change based on business needs. **Summary of the Job:** The Senior Financial Advisor is a trusted advisor who will serve customers ready ... financial wellbeing. Through an advisor led approach, the Senior Financial Advisor will serve as a planning generalist to help individuals in every life… more
- Edward Jones (Overland Park, KS)
- …**Job Overview** **If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice,… more
- Thrivent Financial (Kansas City, MO)
- Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them ... comprehensive advisor onboarding program. Job Description As a Thrivent Financial advisor , you'll: + Build a financial practice guiding Christians on… more
- Bank of America (Leawood, KS)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... Description:** If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment,… more
- Bank of America (Leawood, KS)
- …provide you with the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work ... Merrill Financial Solutions Advisor - Greater Kansas City Market Leawood, Kansas;Wichita, Kansas; Columbia, Missouri; Springfield, Missouri; Kansas City,… more
- Jack Henry & Associates (Lenexa, KS)
- Financial Analyst Advisor **General information** Press space or enter keys to toggle section visibility JobID 14104 Position Level Individual Contributor Team ... us. We can't do it without you. We are looking for a Financial Analyst Advisor to join our internal reporting group. The ideal candidate uses professional… more
- JPMorgan Chase (Blue Springs, MO)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive … more
- Deloitte (Kansas City, MO)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge… more
- Foresters Financial Services (Kansas City, KS)
- …financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as ... broker-dealers encompassing, among others, Cetera Advisors (https://www.ceteraadvisornetworks.com/welcome) , Cetera Advisor Networks (https://www.ceteraadvisornetworks.com/welcome) , Cetera Financial Institutions,… more
- Edward Jones (Leawood, KS)
- …Office Support Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call ... their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most… more
- Bank of America (Leawood, KS)
- …The Investment ManagementSpecialistis responsible for supporting the Financial Advisor (s) and/or AdvisorTeam(s)overallinvestmentmanagement philosophy through ... *Series7, 63/65 or 66 or equivalent; mustobtainall state registrations in support of Financial Advisor (s) and AdvisorTeam(s) If Series7, 63/65 or 66 or… more
- Clark Construction Group, LLC (Kansas City, MO)
- …and social infrastructure with over 20 years of experience. Working as a Financial Advisor to Edgemoor, Align provides quantitative and qualitative analysis on ... advisory firm dedicated to exploring, identifying, and executing creative and innovative financial structures that result in better outcomes for their customers, and… more
- Bank of America (Kansas City, MO)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... are guided by a common purpose to help make financial lives better through the power of every connection....offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the… more
- Bank of America (Leawood, KS)
- …regular basis, support office initiatives, in addition to the businesses of a particular Financial Advisor . For established clients, the CA will often serve as ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- Deloitte (Kansas City, MO)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector of… more
- Deloitte (Kansas City, MO)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Experience ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… more
- Deloitte (Kansas City, MO)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… more
- Deloitte (Kansas City, MO)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector of… more
- Deloitte (Kansas City, MO)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + Advanced degree such as master's in ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more