- 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
- Bank of America (Leawood, KS)
- …targets to measure their ability to progress to the next phase as an advisor + Prioritizes client requests and makes introductions to appropriate internal ... world specializing in goals-based wealth management, including planning for retirement , education, legacy, and other life goals through investment...service providers based on client needs and asset thresholds **The Advisor … more
- Bank of America (Kansas City, MO)
- …your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a ... Financial Solutions Advisor Stage I-Registration Candidate-Consumer Investments - Greater KC...buying a home, building a family or planning for retirement . As part of our commitment, we are looking… more
- Edward Jones (Leawood, KS)
- …the skills, systems and business practices you need to succeed in our client -first business model. The new financial advisor compensation program includes ... at a professional crossroads, a career as a financial advisor may be the right change for you. Financial...clients to help them achieve their long-term financial goals: retirement , building wealth, estate strategies, funding education and more.… 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; ... in the world specializing in goals-based wealth management, including planning for retirement , education, legacy, and other life goals through investment advice and… 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
- Bank of America (Overland Park, KS)
- Financial Solutions Advisor - Consumer Investments - Greater KC Market Prairie Village, Kansas;Overland Park, Kansas; Olathe, Kansas **Job Description:** At Bank of ... clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client … more
- Bank of America (Leawood, KS)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are ... Registered Wealth Management Client Associate Leawood, Kansas **Job Description:** Merrill Wealth...world specializing in goals-based wealth management, including planning for retirement , education, legacy, and other life goals through investment… more
- World Insurance Associates, LLC. (Overland Park, 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
- Edward Jones (Olathe, KS)
- …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 team, and we credit much of our success… more
- BMO Financial Group (Kansas City, MO)
- …in the local markets leveraging a strong local network, including an existing client base and prospect relationships to drive profitable new client acquisition. ... Bank through significant business development and excellent management of key client relationships; maintains an outstanding and continuous record of significant… more
- WSP USA (Kansas City, MO)
- …grows our market share to fulfill our goal that WSP become the preferred, trusted advisor to our clients. + Client Program: Works with National, Global and ... Leads to extend WSP services for key clients. Serve as a catalyst for client coordination and cross-selling efforts, in coordination with other Regional Leaders and … more
- WSP USA (Kansas City, MO)
- …**Junior Civil Engineer- Energy** to join our Power & Energy team at our client 's office located in **Rochester, NY** . The following location will be considered: ... a part of a growing organization that meets our client 's objectives and solves their challenges. Your Impact +...of mobile access plans + Civil engineering lead and advisor for all projects and the capital program +… more
- BMO Financial Group (Leawood, KS)
- …support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This ... Policies & Procedures. + Establishes cross-selling initiatives to increase penetration with client . + Applies deep expertise in bank products, processes and systems… more
- Grant Thornton (Kansas City, MO)
- …leaders, resource managers (onshore and offshore) and other internal and external client service delivery teams to ensure engagements are staffed to optimize ... team to resolve staffing conflicts and escalations while understanding client prioritization and risk + Strengthening global C&RM relationships...Grant Thornton. + Ability to serve as a trusted advisor to senior leadership. + Aptitude to learn and… more
- Grant Thornton (Kansas City, MO)
- …resources to create meaningful connections between our service offerings and industry-specific client needs. Your Day-to-Day May Include: + Partnering with heads of ... Field Marketing, and Sales Enablement to ensure integrated, consistent client experiences + Managing industry-specific marketing budgets and timelines to… 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
- Kiewit (Lenexa, KS)
- …training to staff at all levels * Function as a principal technical advisor and coordinator for environmental issues * Coordinate with relevant crews on their ... risks to project management * Attend field visits with Client and regulatory agencies * Liaise with the ...voluntary wellness and employee assistance programs, life insurance, disability, retirement plans with matching, and generous paid time off.… more
- Kiewit (Lenexa, KS)
- …with a focus on safe, cost-effective, and innovative designs that achieve client expectations and further Kiewit's legacy of excellence. On our team, you'll ... asset to operations. + The interface to the Engineering, Construction and Client . + Develop Project Site Specific Commissioning Manual. + Develop and Track… more