UNKNOWN

FEED

How you will spend you time: You will be a subject matter expert and point of contact for Program Administrators, Company Contacts and internal Business Partners to provide consultation, research, and solutions for complex card program inquiries, issues and escalations to appropriate resolution. As a Client Advisor - Commercial Card you will align to a geographic banking territory and/or Account Executive (AE)/Card Sales Officer (CSO) in support of Tier 2 and Tier 3 Commercial Card Program Clients and Program Administrators.

YEAR

UMB Financial Corp

Client Advisor-1

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FULL_TIME

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

<h1>Who We Are</h1>
 What we believe. 
 We believe relationships are built on trust. That our lives and our work matter. And that doing what’s right is good for everyone — our clients, our employees, our financial representatives and our communities. 
 These beliefs launched our company nearly 160 years ago. Today, they’re just a few of the reasons why people choose to build careers at Northwestern Mutual.
 
 
 We’re known for our financial strength. 
 That means we’ll be here for the millions of people who are counting on us—our clients, our employees, our financial representatives and our communities. 
 
 We care.
 We make a positive difference in our communities. Nationally, thousands have benefited from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they’re passionate about. 
 

<h1>Why Work Here</h1>
 We’re strong and growing. 
 In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We’re strong, innovative and growing. And we want you to grow with us.
 
 
 We invest in our people. 
 We provide opportunities for employees to grow themselves, their careers, and, in turn, our business. Movement around the company is encouraged and we help our people build meaningful, long-term careers.
 
 Be part of building our future.
 We’re expanding our campus in downtown Milwaukee overlooking Lake Michigan. The Northwestern Mutual Tower and Commons will include a state-of-the-art employee Learning Institute, and will feature a natural light-filled, 21st century work environment. This signature development reinforces our commitment to job growth, attracting top talent and drawing new business to Milwaukee. 
 
 Enjoy Milwaukee. 
 Located on beautiful Lake Michigan, Milwaukee offers a perfect balance of big city and small town living. Home to Summerfest, the world’s largest music festival, Milwaukee has a thriving music scene, a celebrated annual film festival and vibrant performing arts community. Professional sports teams include the Milwaukee Brewers, Milwaukee Bucks and other major teams. And outdoor family fun is easy here. An extensive urban bike path network links our lakefront parks, beaches and other recreational hotspots. 
 
 <h1>Our Culture</h1>
 We are always evolving. 
 At Northwestern Mutual, our employees, and our business, are always evolving. We are agile and continuously learning and improving. We have a work environment that empowers problem solving and encourages innovation—you will make an impact here.
 
 
 We do what’s right. 
 Our “do-what’s-right” value is pervasive. We ask ourselves: “Is this in the best interest of our clients? Our employees? Our financial representatives?” Acting on this value improves our clients’ experience, and makes Northwestern Mutual a better place to work. 
 
 We recognize and develop possibilities in our people.
 Onsite training and leadership development programs help employees succeed and grow. We also sponsor learning opportunities outside the company to help employees stay current in their fields, network with peers and gain external perspective. 
 
 Diversity makes us better. 
 We believe diversity and inclusion cultivate creativity, innovation and a better experience for our clients. That’s why we recruit and grow people who bring unique perspectives, ideas, beliefs and cultural backgrounds.

Northwestern Mutual

Financial Advisor

[AW]-iCims

The Service Advisor is responsible for managing the customer experience from vehicle check-in through delivery while maximizing service sales opportunities and ensuring effective communication between customers and technicians. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information.

Cogent Talent Solutions

Service Advisor

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Impactu003c/strongu003eu003c/pu003enu003culu003enu003cliu003eBe the day-to-day point of contact for clients, handling questions, requests, and advice within your licenseu003c/liu003enu003cliu003eEscalate to the advisors when it matters and follow through until it's resolvedu003c/liu003enu003cliu003ePartner with ourclient experience and operations teams to keep onboarding, account changes, and service requests movingu003c/liu003enu003cliu003eKeep client records and notes current so nothing slips through the cracksu003c/liu003enu003cliu003eFree up the advisors to focus on new business while you take on more as the practice continues to growu003c/liu003enu003c/ulu003enu003cpu003eu003cstrongu003eThe Ideal Matchu003c/strongu003eu003c/pu003enu003culu003enu003cliu003eSeries 65 (or equivalent) and experience in a client-facing planning, advisory, or service roleu003c/liu003enu003cliu003eCFP coursework or progress, or a financial planning backgroundu003c/liu003enu003cliu003eConfident on the phone, with the emotional intelligence to stay calm and helpful when a client is stressed or upsetu003c/liu003enu003cliu003eClear, professional communicator in writing and in conversationu003c/liu003enu003cliu003eOrganized, proactive, and comfortable owning follow-through from start to finishu003c/liu003enu003c/ulu003enu003cpu003eu003cstrongu003eBonus Pointsu003c/strongu003eu003c/pu003enu003culu003enu003cliu003eA small existing book (roughly $15M or less), to allow your focus to be on delivering world class service to existing and new clients. CRM experience (HubSpot, Salesforce, Redtail, or similar)u003c/liu003enu003cliu003eComfort picking up new wealth tech platforms quicklyu003c/liu003enu003c/ulu003enu003cpu003eu003cstrongu003eWhy Join Usu003c/strongu003eu003c/pu003enu003culu003enu003cliu003eWork alongside experienced advisors who have built a trusted, well-established practiceu003c/liu003enu003cliu003eHybrid in Springfield, MO or remote for the right personu003c/liu003enu003cliu003eCompetitive comp package that rewards impactu003c/liu003enu003cliu003eWork alongside some of the brightest minds in fintechu003c/liu003enu003cliu003eGround-floor opportunity at a fast-scaling startupu003c/liu003enu003cliu003eChart your own growth path as we expandu003c/liu003enu003cliu003eCompetitive health benefitsu0026nbsp;u003c/liu003enu003c/ulu003enu003cpu003eu003cstrongu003eReady to disrupt wealth management?

Farther Finance

Relationship Manager & Servicing Advisor

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The Private Client Advisor "PCA" and Trust Officer is accountable for the delivery of comprehensive advice and customized wealth management solutions for a portfolio of relationships comprised of fiduciary, investment management, and custody clients, and in their role as relationship manager is accountable for the overall client experience. This compensation range is for the Private Client Advisor I, II, III & Senior job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs.

Commerce Bancshares Inc

Private Client Advisor - Commerce Trust

The RFP process includes: appropriately engaging sales, account management, and other cross-functional leadership to review and develop a market-specific bid strategy and working together to understand and resolve any bid challenges; formatting RFP response documents in accordance with Express Scripts' brand; researching and incorporating responses from our response database and working with subject matter experts to develop custom responses for questions that need further research or buy-in; working with client pricing to provide a pricing arrangement and responses to pricing-specific questions; and submitting our proposal response externally. The Proposal Support Advisor may review contracts and be accountable for working with legal and other cross-functional SMEs, up through the VP and Senior Staff level, as appropriate, to ensure proper positioning of, and responses to, contract terms in our proposal responses, including redlining of contracts, as required.

The Cigna Group

Proposal Support Advisor - Evernorth Health Services

Interface with Advisory Operations and Advisory Compliance to resolve items regarding accounts, fees, trading, and other issues.• Coordinate with the Advisory Marketing team to ensure appropriate program information is shared with FAs and new recruits• Maintenance and periodic review of program procedures to ensure proper documentation and to identify opportunities for improvement.• Responsible for the maintenance of documentation and programs files. Ability to synthesize and explain advanced statistical measurements related to investment portfolios• Understanding of operational and regulatory considerations in developing advisory program solutions• Ability to act independently in meeting team objectives• Commitment to collaborative work and building consensus across disparate groups of stakeholders• Ability to consider the relative costs and benefits of potential actions to choose the most appropriate one.

Stifel Financial Corp

Advisor Directed Programs Specialist II

Experience Everything Mercedes-Benz of Creve Coeur, a division of MileOne Autogroup, has to Offer: - Competitive compensation - Great opportunities for career advancement - Positive, success driven work environment - Robust OEM support Our MileOne Employee Advantage: MileOne believes that taking care of our employees is the most important step in creating a positive workplace and a successful company. Employees in these positions must be able to meet MileOne's applicable technology and information security requirements, which includes access to a compatible mobile device and the use of MileOne-approved authentication or security applications.

Atlantic Automotive Corp.

Parts Advisor - Mercedes Benz Creve Coeur

This compensation range is for the Financial Advisor Trainee job and contemplates a wide range of factors that are considered in making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of.

HOUR

Financial Advisor Trainee

Golden Harvest brand corn and soybeans is looking to partner with self-motivated individuals with entrepreneurial aspirations interested in running their own businesses. As an Independent Seed Advisor promoting the sales of Golden Harvest, you will sell, distribute and service seed products directly to growers.

Syngenta AG

Independent Seed Advisor

Louis, Overland Park, Omaha, Phoenix and Salt Lake City.â¯Our Mission: Using creative business and personal planning, we help our clients achieve financial freedom… one relationship at a time.â¯We feel that our true team approach and entrepreneurial atmosphere sets us apart from other firms in our industry. This approach can give you an advantage as you build your practice and provides your clients with supportive specialists that work to help others pursue financial freedom.â¯.

Renaissance Financial

Complete all necessary tasks to onboard a new client to renaissance including gathering documentation, sending electronic applications, transferring accounts, linking bank accounts, establishing systematic deposit schedules, guiding clients through an application insurance underwriting process, establishing client electronic access. Use software systems and client information gathered by the Financial Advisor to manage Model Portfolio Accumulation Systems (MAPS) risk tolerance for clients.

Advisor Administrative Assistant

In addition to processing responsibilities, this role functions as a data owner within assigned areas of responsibility by establishing expertise, influencing outcomes, identifying improvement opportunities, and helping ensure the accuracy and reliability of critical data utilized throughout the firm. This role has broad responsibility for owning critical business processes, ensuring data quality and integrity, coordinating workflow execution, and supporting strategic initiatives across the department and firm.

Edward D Jones & Co LP

Data Advisor II

This exciting position will allow you to grow your career and business, helping the people and families that look to Simmons Bank for financial solutions. Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals.

LPL Financial Services

Financial Advisor - Simmons Bank

When you join INB, you're not just joining a workplace; you're becoming part of a purpose-driven culture built on our core values: Caring, Creative, Teamwork, Balance, Working Smart, and Assertive & Enthusiastic. INB offers progressive benefits as well as a competitive compensation program, which reflects our deeply held belief that the client relationship cannot be compromised by commission payments that may incent product sales.

Illinois National Bank

Investment Advisor Representative

WMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

U.S. Bank

Wealth Management Advisor-Douglas Square

In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Centralized marketing support, local marketing, and sales enablement tools including thought leadership content, local events, social media, email, and sales enablement tools.

Wealth Management Advisor - Farmington, MO

Partners with Private Wealth Management Product Specialists to provide counsel and expert advice in all areas of Private Wealth Management (Trust, Private Banking and Investments) to ensure comprehensive financial advice and planning for clients, and fiduciary administration and adherence to compliance requirements. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Business Advisor Jobs in Missouri

Client Advisor-1 UMB Financial Corp

Financial Advisor Northwestern Mutual

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Relationship Manager & Servicing Advisor Farther Finance

Private Client Advisor - Commerce Trust Commerce Bancshares Inc

Proposal Support Advisor - Evernorth Health Services The Cigna Group

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Parts Advisor - Mercedes Benz Creve Coeur Atlantic Automotive Corp.

Financial Advisor Trainee Commerce Bancshares Inc

Independent Seed Advisor Syngenta AG

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