- Equitable (Kansas City, KS)
- Wealth Management Associate - Retirement Benefits Group - Kansas City (5108) ( 240000A5 ) **Primary Location** : UNITED STATES-KS-KANSAS CITY ... career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power...build and support our communities. Our specialized team, The Retirement Benefits Group (RBG), addresses the unique retirement… more
- US Bank (Kansas City, MO)
- …a service and support representative functioning as the primary, daily contact between Wealth Management Trust, Banking, or Investment customers and US Bank. ... and problem resolution, escalating items beyond specified authority to the assigned Wealth Management Advisor or respective specialist. Works proactively to… more
- Aston Carter (Kansas City, MO)
- Aston Carter is partnered with a growing wealth management company who is looking to hire a few Conciege Associates to their team. They require a Series 7 and 65 ... (or 66) and are looking for someone with relative wealth management experience. The company offers competitive...if interested in hearing more! Job Description The Concierge Associate plays a pivotal role in cultivating prospective client… more
- Foresters Financial Services (Kansas City, KS)
- …and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and ... Sales Support Associate Sales Kansas City, Kansas Apply Description What...services including Mutual Funds, Annuities and Life Insurance, + Retirement products including IRAs and 403(b)s + College funding… more
- Dollar Tree (Kansas City, MO)
- …to get things done make you the right person for our Customer Service Associate II position. Join our team today and let's create an inviting shopping experience ... for our customers. **Your Role:** As a Customer Service Associate II, you'll be responsible for assisting with the daily operations of your assigned store, from… more
- Dollar Tree (Liberty, MO)
- We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the ... pulling, and repetitive lifting + Excellent customer service and relationship management skills are required + Strong organizational and communication skills are… more
- UMB Bank (Kansas City, MO)
- …delivers private banking credit and deposit solutions. Additionally, will partner with wealth management , retail, commercial banking & other lines of business ... 7 years experience in direct financial sales + You have 10 years of wealth management /private banking experience in the financial services industry + You possess… more
- UMB Bank (Kansas City, MO)
- …of trust professionals across assigned regions or markets within the Private Wealth Management organization. The Manager will supervise and provide leadership ... regular capacity planning studies and assigning resources to meet demand + Manage associate performance across the team + Manage accounts as assigned + Designs and… more
- Stanley Black and Decker (Kansas City, MO)
- …+ Manage administrative aspects and timely reporting for all territory management areas, including Expense Management (travel and samples), paperwork, ... In fact, you embrace it. You also have: + Bachelor's/ Associate degree in a related field, or 5+ years...Salesforce.com or other CRM is preferred. + Demonstrated time management skills, ability to set priorities is required. +… more
- US Bank (Kansas City, MO)
- …discover what you excel at-all from Day One. **Job Description** Private Wealth Management (PWM) Analysts have shared responsibility for soliciting, developing, ... specialty area and developing the superior client facing skills needed to become an Associate Advisor. On the Job Training will focus on teaching the Analyst the… more