- UMB Bank (Kansas City, MO)
- ** RETIREMENT CLIENT ADVISOR ** The Retirement Client Advisor generates new business opportunities and manages a customer portfolio defined in the ... unparalleled customer experience while managing a book of business and building client relationships. + Partners with UMB Portfolio Management and Research to fully… more
- Edward Jones (Kansas City, MO)
- ** Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team.** At Edward Jones, we're all about making a ... licensed branch associates are highly visible members of the client team, working under the leadership of a financial... team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are… 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; ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial- Advisor \_24007333) **Job Description:** Merrill Wealth Management is a leading… more
- Edward Jones (Kansas City, MO)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... relationships. It's our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide every possible resource to help you succeed. A… more
- H&R Block (Overland Park, KS)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... about their lives, careers, businesses and money, you'll build client relationships that will grow stronger every year. Joining...stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and… more
- H&R Block (Overland Park, KS)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... make confident, informed decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year. It would be even… more
- H&R Block (Overland Park, KS)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... make confident, informed decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year. Joining H&R Block as… more
- H&R Block (Overland Park, KS)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... you'll support a single retail office during tax season to consistently exceed client expectations and provide daily operations direction for the tax office. You'll… more
- Edward Jones (Lees Summit, MO)
- …Team 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 on the ... them coming a mile away. You and your financial advisor are essential in working together to help your...clients. Our BOAs are a valued part of the client support team, and we credit much of our… more
- Edward Jones (Independence, MO)
- …Team 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 on the ... them coming a mile away. You and your financial advisor are essential in working together to help your...clients. Our BOAs are a valued part of the client support team, and we credit much of our… more
- World Insurance Associates, LLC. (Prairie Village, KS)
- …plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk ... and bring the entire World platform to each client (P&C, Employee Benefits, Retirement Plans, Wholesale,..."pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to… more
- Foresters Financial Services (Kansas City, KS)
- …FINRA licensing within 12 months of hire to allow the incumbent to expand the client support provided to the Representative. What you will do: + Act as a liaison ... the incumbent is FINRA licensed. + As directed by the representative, based on client needs, run product illustrations, graphs, charts, etc. for presentation to the … more
- SAM LLC (Merriam, KS)
- …mitigate risks, achieve strategic objectives, and drive costs out of our client 's business. Our vision is to advance spatial data acquisition, improve analysis ... potential and existing clients. + Utilize your consulting background to assess client requirements and develop tailored GIS solutions. + Provide expert advice on… more
- US Bank (Overland Park, KS)
- …to better serve your business clients today and into the future. Strong client relationships are based on trust, assessing and attending to clients' banking needs, ... obtaining and processing client and account information, educating clients on available deposit...US Bank Business Banking Relationship Managers are the primary advisor for our business clients and are responsible for… more
- CoStar Realty Information, Inc. (Kansas City, MO)
- …and expertise in the Commercial Real Estate industry to build your client portfolio by prospecting, studying industry trends and news, and conducting effective ... build relationships with clients to drive advertising revenue and become a trusted advisor on all matters related to their strategic marketing plan. + **Business… more
- Panasonic North America (De Soto, KS)
- …the CFO of the business segment. The CFO will be a highly strategic business advisor and operator who leads all finance functions for PECNA's Nevada (NV) and Kansas ... and fostering, by example, a sense of urgency, strong commitment/accountability, client -focus and sound decision making to achieving goals. + **Business Acumen**… more
- Kiewit (Lenexa, KS)
- …in accounting and finance related functions. You'll serve as a trusted advisor to both operations managers and executive management. The Finance Manager position ... generation markets, to drive safe and cost-effective solutions that achieve client expectations and further Kiewit's core values of People, Integrity, Excellence,… more