- Bank of America (Overland Park, KS)
- Financial Solutions Advisor - Consumer Investments - Greater KC Market Prairie Village, Kansas;Overland Park, Kansas; Olathe, Kansas **Job Description:** ... are guided by a common purpose to help make financial lives better through the power of every connection....solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making… more
- Bank of America (Olathe, KS)
- Financial Solutions Advisor - Consumer Investments - 119 & BLACKBOB, KS Olathe, Kansas **Job Description:** At Bank of America, we are guided by a common ... purpose to help make financial lives better through the power of every connection....solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making… more
- Commerce Bank (Kansas City, MO)
- …is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money ... and external + Provide advice during the development and installation of solutions to ensure proper implementation of compliance requirements and development of… more
- Deloitte (Kansas City, MO)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... If you have a passion for improving computational software applications and proprietary solutions , we have the career opportunity to keep you buzzing! Work You'll… more
- Deloitte (Kansas City, MO)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... a passion for client consultation, improving computational software applications and proprietary solutions , we have the career opportunity to keep you buzzing! Work… more
- Bank of America (Olathe, KS)
- …* Partners with teams to provide financial center clients with both consumer and small business solutions , services, and strategies when uncovering personal ... (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager...drive to deliver an experience that improves our clients' financial lives + Confident in identifying solutions … more
- Commerce Bank (Kansas City, MO)
- …+ Act as a strategic partner to clients by understanding their unique financial needs and delivering tailored banking solutions + Work collaboratively across ... segments Essential Functions + Serve as the primary consultative advisor for an assigned portfolio of diverse and complex...and analytical problem solving abilities to drive effective client solutions + Ability to communicate complex financial … more