NewFinancial Advisor Wealth GpacFinancial Advisor WealthWichita, KS58000–90000Key Responsibilities: - Develop and maintain strong relationships with bank clients - Manage client wealth, insurance, and trust services - Collaborate with and train a newer Financial Advisor to ensure seamless service and portfolio growth Benefits: - Comprehensive healthcare coverage through United Healthcare - Very competitive benefits package If you are a proactive Financial Planner looking to expand your career in a supportive environment with growth potential, we want to hear from you! For additional information regarding this position or other banking, accounting, please reach out to a top banking recruiter Vanessa Wergin confidential direct line 605-809-8558
Financial Advisor Northwestern MutualFinancial AdvisorOlathe, Kansas$61,000–$250,000 / yearFull timeNorthwestern 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.
NewAdvisor Development Program - Financial Solutions Advisor Trainee: Westlink Financial Center Bank of AmericaAdvisor Development Program - Financial Solutions Advisor Trainee: Westlink Financial CenterWichita, KansasOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Merrill Advisor Development Program- Financial Advisor: Greater Kansas City Market Bank of America CorpMerrill Advisor Development Program- Financial Advisor: Greater Kansas City MarketLeawood, KSOur Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Back to search results Merrill Advisor Development Program- Financial Advisor: Greater Kansas City Market Springfield, Missouri; Leawood, Kansas Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Merrill Advisor Development Program - Financial Advisor: Western Long Island Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Western Long Island MarketGarden City, KansasUS - NY - Forest Hills - 6965 Yellowstone Blvd - Queens (NY5552), US - NY - Garden City - 1325 FRANKLIN AVE - MERRILL LYNCH (NY3325), US - NY - Great Neck - 805 Northern Blvd - Great Neck Ny (NY3104), US - NY - Lynbrook - 266 Merrick Rd (NY3310). Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs.
NewAssociate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorOverland Park, KSFull-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Financial Advisor The IMA Financial Group IncFinancial AdvisorWichita, KSWork collaboratively with the IMA Private Wealth investment team to design, implement, and manage investment portfolios focused on long-term principal growth and protection using disciplined asset allocation, rebalancing, and ongoing monitoring processes. Construct and deliver goals-based financial planning (in partnership with specialized planning resources where needed) across retirement, fee-based investment management, tax-aware strategies, estate planning coordination, risk management, and education funding.
Financial Advisor IMA Financial GroupFinancial AdvisorWichita, KSWork collaboratively with the IMA Private Wealth investment team to design, implement, and manage investment portfolios focused on long-term principal growth and protection using disciplined asset allocation, rebalancing, and ongoing monitoring processes. Construct and deliver goals‑based financial planning (in partnership with specialized planning resources where needed) across retirement, fee-based investment management, tax‑aware strategies, estate planning coordination, risk management, and education funding.
Virtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemoteKSRemote$24.03–$26.44 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Experienced Financial Advisor Synergy Wealth SolutionsExperienced Financial AdvisorOverland Park, KSThis opportunity is ideal for an advisor who wants to expand within a firm that can support multiple practice models, including holistic planning, wealth management, or protection-focused business development. You will work with individuals, families, and business owners to deliver thoughtful advice, deepen client relationships, and continue growing your practice in a supportive, growth-oriented environment.
Financial Advisor Southern Missouri Bancorp IncFinancial AdvisorKSExcellent oral and written communication skills; Sales oriented and ability to interact with clients understand their goals and financial needs and recommend solutions; Assertive, competitive, self-starter, goal-oriented and results-driven with an entrepreneurial spirit; Highly self-motivated, creative, decisive. Financial Advisors have access to a full range of wealth building, managing and preserving services through the Broker/Dealer, including mutual funds, stocks, bonds, managed accounts, ETFs, REITs, annuities, insurance and estate planning.
Financial Advisor Associate (TRAINING & LICENSING PROVIDED) Career Headhunter LLCFinancial Advisor Associate (TRAINING & LICENSING PROVIDED)Haysville, KSFull timeStrategic Financial Concepts helps individuals, families, and business owners pursue financial confidence through comprehensive planning strategies while providing advisors with the training, mentorship, technology, and support needed to build successful careers. Most people never find a career that allows them to make a meaningful impact, build professional independence, create long-term wealth, and enjoy unlimited growth opportunities.
Financial Advisor - OakStar Bank LPL Financial Holdings IncFinancial Advisor - OakStar BankOverland Park, KS$45,000–$90,000 / yearThis position will offer: • The ability to build a strong client base with the Bank's exceptional referral system • Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals • The opportunity to find new clients via the bank's client base • The opportunity to create client solutions without proprietary products • The ability to grow your business with LPL's combination of tools, technology, and support • The benefit of LPL's experience helping financial institutions grow and maximize their investment programs • The opportunity to capitalize on the bank's reputation and community standing. Your partnership includes: • Access to our proprietary technology and a suite of customized services • An open architecture platform with access to thousands of investment products from leading third-party product sponsors • Resources and expertise across the firm to help you create client solutions • The freedom to create solutions specific to your client's goals.
Associate Financial Advisor Strategic People AdvisorsAssociate Financial AdvisorWichita, KSFull timeStrategic People Advisors (https://www.strategicpeopleadvisors.com/) is a boutique recruitment agency representing elite clients in the financial services sector. Compensation features a structured hybrid model, typically utilizing a starting base salary or draw program paired with performance bonuses, new business commissions, and joint-work payout splits.
Patient Financial Advisor Citizens HealthPatient Financial AdvisorKSTo be successful within our organization you will need to: Self-starter who takes initiative, is open minded and a team player Maintain a positive attitude with good energy Create a positive, supportive working atmosphere Display integrity and accountability Accept and respond to constructive criticism and suggestions and strives for self-improvement Adhere to organization policies and procedures Arrive at work on time and when scheduled Demonstrate flexibility, initiative and ingenuity in performing job tasks Demonstrate professional conduct and maintains professional appearance Demonstrate behavior that reflects the image of the institution Knowledge of common safety hazards and precautions to establish a safe work environment. If you need assistance to complete this application or during any phase of the application, interview, or employment process, please notify the Human Resources Department (785) 460-4842, or visit their office located at 100 E. College Drive in the Annex building.
Senior Financial Advisor - Experienced Professionals First Command Financial Services, Inc.Senior Financial Advisor - Experienced ProfessionalsWichita, KS2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations-tailored to the unique needs of military families.
Financial Advisor Internship Synergy Wealth SolutionsFinancial Advisor InternshipOverland Park, KSAt Synergy Wealth Solutions, we help individuals, families, and business owners move toward financial freedom through holistic planning, exceptional service, and strong long-term relationships. We also believe in developing future advisors early by giving them real exposure, meaningful mentorship, and the kind of environment where motivated people can grow fast.
Patient Financial Advisor The University of Kansas Health SystemPatient Financial AdvisorKansas City, KS3 or more years of combined experience in financial advising, claims processing, collections, customer service, or revenue cycle positions (includes admitting, patient accounting, prior authorizations, or pre-registration). Determines possible Medicaid or Disability linkage for patients as needed; this includes the ability to interpret the patients H&P to determine disability.
Wealth Financial Advisor - Kansas City, MO Corebridge Financial IncWealth Financial Advisor - Kansas City, MOOverland Park, KSCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Senior Financial Advisor – Experienced Professionals First Command Financial Services, Inc.Senior Financial Advisor – Experienced ProfessionalsWichita, KSFull timeDevelop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations—tailored to the unique needs of military families. This independent contractor role offers the opportunity to work with existing First Command clients, deepen long-term client relationships, and grow your business through a high-touch, consultative approach.
Financial Advisor Synergy Wealth SolutionsFinancial AdvisorOverland Park, KS$70,000–$200,000 / yearWe provide the training, mentorship, and support needed to help new advisors grow into confident professionals who deliver holistic planning and exceptional service. This role is ideal for someone who is persuasive, competitive, entrepreneurial, and energized by the opportunity to grow a business while making a real difference in clients’ lives.
Financial Solutions Advisor - Greater KC Market Bank of America CorpFinancial Solutions Advisor - Greater KC MarketPrairie Village, KSKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Sr. Financial Advisor First National Bank of OmahaSr. Financial AdvisorKSFinancial Advisor is accountable to advise affluent clients through multiple delivery channels of investment management, fiduciary advice, specialized asset management, full service financial planning and business succession planning. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey.
Financial Advisor UMB Financial CorpFinancial AdvisorLeawood, KSProducts include, but not limited to: mutual funds, variable and fixed insurance products, CDs, UITs, fixed income and equity securities, managed accounts such as mutual fund wrap accounts, SMAs, UMAs, affiliated IA programs and investment advisory and trust accounts managed by UMB Bank. The posted compensation range on this listing represents UMB's good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors.
Financial Advisor UMB BankFinancial AdvisorLeawood, KansasProducts include, but not limited to: mutual funds, variable and fixed insurance products, CDs, UITs, fixed income and equity securities, managed accounts such as mutual fund wrap accounts, SMAs, UMAs, affiliated IA programs and investment advisory and trust accounts managed by UMB Bank. The posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors.
Financial Advisor Capitol Federal Savings BankFinancial AdvisorOverland Park, KansasMaintains and services current customer accounts by answering questions about the market, appraising the customer’s portfolio, giving investment advice and acting as a liaison with other departments within the Bank. Develops and maintains a personal marketing plan to identify target markets, prospect new customers and further develop individual portfolio of existing customers.
Registered Operations Leader - Ameriprise Financial Advisors - Overland Park, KS AmeripriseRegistered Operations Leader - Ameriprise Financial Advisors - Overland Park, KSOverland Park, KansasLeverage your strong leadership skills by managing branch staff (including Registered Client Service Associates and non-registered Client Service Associates), working directly with employee advisors, and partnering with additional branch leaders. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and create a positive impact on a client’s overall experience, we invite you to take your career to the next level by applying to join our team today!
Wealth Financial Advisor - Kansas City, MO Corebridge FinancialWealth Financial Advisor - Kansas City, MOOverland Park, KansasCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Financial Advisor Capitol Federal Financial IncFinancial AdvisorOverland Park, KSMaintains and services current customer accounts by answering questions about the market, appraising the customer's portfolio, giving investment advice and acting as a liaison with other departments within the Bank. Develops and maintains a personal marketing plan to identify target markets, prospect new customers and further develop individual portfolio of existing customers.
Financial Solutions Advisor - Kansas Market Bank of AmericaFinancial Solutions Advisor - Kansas MarketWichita, KansasKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor - Western Long Island Market Bank of AmericaFinancial Solutions Advisor - Western Long Island MarketLawrence, KansasKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Wealth Advisor Gables Search GroupFinancial Wealth AdvisorTopeka, KSResponsibilities: Building and managing a portfolio of high-net-worth clients, cultivating long-term relationships based on trust, service, and performance. Develop and present tailored investment portfolios, making adjustments as market conditions and client needs evolve.
Financial Solutions Advisor Registration Candidate - Towne-West Wichita Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate - Towne-West Wichita Financial CenterWichita, KSOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. Job Description:As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Financial Solutions Advisor Registration Candidate - Kansas Market Bank of AmericaFinancial Solutions Advisor Registration Candidate - Kansas MarketWichita, KansasOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. Job Description : As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Financial Solutions Advisor Registration Candidate- Village Crossing Bank of America CorpFinancial Solutions Advisor Registration Candidate- Village CrossingKSMerrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients.
Financial Advisor - Learn & Lead in Advanced Strategies for HNW Clients WealthBridge Financial GroupFinancial Advisor - Learn & Lead in Advanced Strategies for HNW ClientsSalina, KansasJoin WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Financial Advisor - Learn & Lead in Advanced Strategies for HNW Cleints WealthBridge Financial GroupFinancial Advisor - Learn & Lead in Advanced Strategies for HNW CleintsWichita, KansasJoin WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
NewFinancial Aid Advisor TCS Education SystemFinancial Aid AdvisorWichita, KS$26.27–$28.21 / hourThe Financial Aid Advisor is responsible for advising and assisting students with all aspects of financing their education, including establishing financial aid eligibility, clarifying policies, and providing accurate information on all financing options. To learn more about our competitive benefits and additional rewards, including generous paid time-off, medical and dental insurance coverage, life and disability insurance, retirement plan with employer contribution, multiple flexible spending accounts, tuition reimbursement, click the link below.
NewFinancial Aid Advisor The Community SolutionFinancial Aid AdvisorWichita, KansasThe Financial Aid Advisor is responsible for advising and assisting students with all aspects of financing their education, including establishing financial aid eligibility, clarifying policies, and providing accurate information on all financing options. To learn more about our competitive benefits and additional rewards, including generous paid time-off, medical and dental insurance coverage, life and disability insurance, retirement plan with employer contribution, multiple flexible spending accounts, tuition reimbursement, click the link below.
NewFinancial Analyst Advisor Finance Business Partner Jack Henry & Associates IncFinancial Analyst Advisor Finance Business PartnerLenexa, KSMinimum 10 years of combination of experience in any of the following financial categories: Strategic Finance, P&L Ownership, Accounting, Finance Business Partner, Finance Operations, Corporate Finance, or Financial Planning & Analysis (FP&A) such as annual budgeting, monthly forecasting, performing expense analysis, management reporting. This role is ideal for a Finance Leader who thrives on delivering complex financial insights and partnering closely with business leaders to drive performance and strategic decision-making.
Financial Professional - KS, Wichita (5244) Equitable Financial Life Insurance CompanyFinancial Professional - KS, Wichita (5244)Wichita, KS416476'',''true'',''416476'',''false'',''Submission for the position: Financial Professional - KS, Wichita (5244) - (Job Number: 2600007H)'',''false'',''416476'',''false'',''true'',''Financial Professional - KS, Wichita (5244)'',''2600007H'',''UNITED STATES-KS-Wichita'',''UNITED STATES-KS-Wichita'','''','''',''Equitable Advisors'',''Equitable Advisors'','''','''',''!*! Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program.
J.P. Morgan Wealth Management - Private Client Advisor - Wichita, KS (including surrounding areas) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Wichita, KS (including surrounding areas)Wichita, KSUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Wichita, KS JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Wichita, KSWichita, KSFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Personal Financial Representative - KS AllstatePersonal Financial Representative - KSLincoln, KansasYou’ll also need to have: • At least 2 years of life insurance or financial services customer facing sales experience • State Life/Health Insurance Licenses • FINRA Series 6 or 7 and 63 (if applicable) licenses • Blended mix of protection and asset accumulation sales • Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred • Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred • Bachelor’s degree (or higher) with emphasis on business preferred. A typical agency office has one financial specialist who meets with customers face-to-face and a team of licensed professionals who enhances the team's ability to build deep relationships with customers and provide leads.
NewAdvisor Assistant Corebridge Financial IncAdvisor AssistantOverland Park, KSThe role has many responsibilities that are critical to the advisors' continued success, including: calling/answering telephone calls and assisting customers, following up on sales leads, performing data entry when orders are completed or changed, directing clients and sales leads to appropriate members of the team. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial.
NewWealth Management Advisor - Overland Park, KS Teachers Insurance and Annuity Association of America (TIAA)Wealth Management Advisor - Overland Park, KSOverland Park, KSBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. TIAA offers an industry-leading benefits package including a top-tier retirement plan, tuition reimbursement, hybrid-flex work arrangements, and robust professional development resources - because taking care of our people is just as important as taking care of our clients.
NewAdvisor Assistant Corebridge FinancialAdvisor AssistantOverland Park, KansasThe role has many responsibilities that are critical to the advisors’ continued success, including: calling/answering telephone calls and assisting customers, following up on sales leads, performing data entry when orders are completed or changed, directing clients and sales leads to appropriate members of the team. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial.
NewAdvisor Administrative Assistant Renaissance FinancialAdvisor Administrative AssistantOverland Park, KansasComplete 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.
Financial Representative Entry Level KMO - Northwestern MutualFinancial Representative Entry LevelLeawood, KSPrevious experience: Began as a college intern while attending Northwest Missouri State University and transitioned into a full-time financial advisor in 2018, building his career in Northwestern Mutual’s Kansas City office and advancing into leadership through growth and development roles. Passionate about: Developing future leaders, building strong client relationships, serving the Kansas City community, mentoring emerging advisors, and creating long-term impact through thoughtful, holistic financial planning.
Advisor Service Associate Advisors Excel LLCAdvisor Service AssociateTopeka, KSProvide outstanding customer service when handling incoming calls regarding pending applications, compensation, and financial transactions with advisors and their office staff. Who We Are: Advisors Excel is a fast-paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business.