Wealth Planning & Protection Advisor
WizeHire, Inc
WizeHire, Inc is looking for a motivated Associate Financial Specialist to join their team in Overland Park, Kansas. This position focuses on providing personalized financial strategies to clients, helping them build and protect their wealth. Ideal candidates should be client-focused and have the ability to develop strong relationships while offering guidance in investments, insurance, and retirement planning. This role offers an exciting opportunity for career growth in a supportive and team-oriented environment. #J-18808-Ljbffr WizeHire, Inc
$87.4k - $123.4k
...investment management, household financial planning, and general financial wellness. Utilize... ...). Collaborate with Empower Personal Wealth to refer participants whose needs align... ...genetic information, or any other status protected by applicable state or local law. Drug‑free...Suggested16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeFlexible hours- ...have a Bachelor's degree in finance or accounting and strong analytical skills. The position offers benefits such as top-tier health coverage, a 401(k) retirement plan, and opportunities for career growth and ongoing training. #J-18808-Ljbffr WealthBridge Financial GroupSuggested
- ...Wealth Planning Associate Come work with us! At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help... ...the program, you will have the opportunity to join a Financial Advisor team to deliver a consistent experience in support of the...SuggestedLocal areaWork from homeHome office
- ...Credit Underwriter II (CUII) / Senior Credit Underwriter (SCU) partners closely with the Credit Advisor (CA) to develop and expand custom lending relationships with strategic wealth clients. This role supports responsible and profitable loan and revenue growth while...SuggestedWork at officeShift workDay shift
$25 - $30 per hour
Class 101 in Overland Park is searching for dedicated College Planners to support students in navigating their college admissions process. The ideal candidate will be self-motivated and work collaboratively with a team to deliver personalized guidance to families. This ...SuggestedHourly payFlexible hours$25 - $30 per hour
...next generation of young people? Class 101 is a national college planning franchise whose mission is to provide students and families... ...search, admissions, and financial aid process. As dedicated college advisors, we recommend potential colleges fitting clients’ factors and...Hourly payFull timePart timeWork at officeFlexible hoursNight shift- ...tailored advice and strategies that align with their goals. You’ll leverage your financial expertise for investment opportunities and wealth management. We value strong analytical and problem-solving skills as well as excellent communication abilities to build lasting...
$83.2k - $178.8k
A financial services institution located in Kansas City is looking for an experienced Wealth Planner. The role involves delivering financial planning services to high-value family clients, managing client interactions, and providing guidance to other planners. The ideal...- ...insurance agency in the United States is seeking a Retirement Advisor to establish and enhance relationships with educational institutions... ...involves helping clients prepare for retirement and financial planning. The ideal candidate will recruit new clients and provide...Remote work
- ...About the job Vacation Planning Consultant Vacation Planning Consultant (Remote) We're looking for a Vacation Planning Consultant who is passionate about turning travel ideas into unforgettable experiences. This role is perfect for someone who enjoys helping...Remote work
$120.75k - $189k
...Every step of the UMB Private Wealth Management investment process... ...Management, Financial Planning, or Brokerage that includes communicating... ...(attorneys, financial advisors, accountants) to enhance business... ..., or any other status protected by applicable federal, state,...Local areaFlexible hours- ...success. What You'll Be Doing The Wealth Strategist I serves as a resource for Financial Advisors ("FAs") on issues affecting... ...Strategist provides estate and tax planning knowledge and consultation in... ...-based compensation, asset protection, multi-generational wealth transfer...Work at office
- A leading financial institution in Kansas City is seeking an experienced Wealth Planner to deliver tailored financial planning services to high-value family clients. The role requires strong interpersonal skills, a background in financial services, and the ability to manage...
- Medium is seeking dedicated individuals for a work-from-home financial services position aimed at protecting families. The role emphasizes integrity, helping others, and offering opportunities for personal and professional growth. The ideal candidates will have strong...Remote jobWork from home
$600 per month
...growing financial services organization focused on helping families protect what matters most. We prioritize fast pay, low startup costs,... ...is that a full‑time agent will sell 5 to 10 mortgage protection plans per week. In addition to mortgage protection, we also offer...Full timePart timeRemote workFlexible hours2 days per week$61k - $101k
AMERICAN SENIOR BENEFITS LLC, based in Olathe, Kansas, is seeking dedicated individuals to join their team. Candidates will implement marketing strategies, evaluate coverage, and build strong relationships with clients. The offered role emphasizes flexible schedules, career...Flexible hours- Peterson Life & Wealth is seeking motivated individuals in Kansas City, Missouri, for a commission-only, remote role in life insurance sales. You'll help families secure their financial futures by offering various life insurance and wealth-building products. Whether working...Full timePart timeRemote work
$61k - $101k
...systems to find and place the best solutions for your clients. Work alongside clients to deliver risk management strategies to help protect their retirement. Nurture your relationships with existing clients. Partner with a team to support your community. Maintain all...Flexible hours$49k - $200k
AMERICAN SENIOR BENEFITS LLC in Olathe, Kansas is seeking driven professionals for a hybrid insurance sales role. Candidates will educate the retirement community on products, assist Medicare beneficiaries, and generate new business. Qualifications include a health and...- The Griffin Agency in Olathe, Kansas is looking for motivated individuals to join as insurance agents. You will consult with clients to identify their insurance needs and recommend suitable products within life, health, and retirement insurance. No prior insurance experience...Remote workFlexible hours
- A financial services company in Olathe, Kansas is seeking dedicated Sales Representatives to enhance their team. This role offers the flexibility of full-time or part-time hours. The ideal candidate is self-motivated and possesses strong time management skills. Responsibilities...Full timePart timeFlexible hours
$41.5k - $101k
AMERICAN SENIOR BENEFITS LLC is seeking dedicated insurance agents in Olathe, Kansas, to build a career with unlimited earning potential. The role entails conducting client interviews, educating seniors on insurance options, and creating custom solutions tailored to their...Local areaFlexible hours$41.5k - $101k
AMERICAN SENIOR BENEFITS LLC is seeking Insurance Agents in Olathe, Kansas to help seniors secure their retirement and navigate their benefit options. The role involves assessing client needs, customizing solutions from over 220 carriers, and providing ongoing support. ...Flexible hours- ...families secure their future. In this role, you will meet with clients to assess their needs and develop customized life insurance plans, building strong relationships through exceptional service. Benefit from our award-winning company culture, tremendous compensation...Remote jobFull timePart timeFlexible hours
- CCSI CC Services, Inc. in Overland, Missouri is seeking ambitious individuals to become COUNTRY Financial® Insurance Agents. This role allows for entrepreneurial professionals to build a rewarding and financially stable career while helping clients prepare for life's moments...
- ...Life Insurance Agents. This fully remote opportunity offers the flexibility to work from home while helping individuals and families protect their financial future. What You’ll Do Build Strong Client Relationships Connect with clients to understand their insurance needs...Remote jobWork from homeFlexible hours
- ...individuals to become insurance agents. This role offers the freedom to manage your own business while helping clients prepare for life's planned and unexpected moments. As an independent contractor, you will diversify your income and establish your office while serving your...For contractorsWork at office
$65k
Job Description Job Description Location: Overland Park, KS (Kansas City Metro) Employment Type: Full-time, In-Office Department: Underwriting Salary: $65,000/year + equity Steadily is hiring an Assistant Underwriter to join our growing team in the...Full timeWork at officeMonday to Friday$80.9k - $103.95k
...to travel to the Dublin, Ohio office quarterly. The Global Tax Planning Senior Analyst is a key professional role within the Finance... ...regard to public assistance, genetic status or any other status protected by federal, state or local law. #J-18808-Ljbffr Cardinal...Temporary workWork at officeLocal areaImmediate startRemote workWork from homeFlexible hours- ...expanding our network of established financial protection specialists. This 1099 entrepreneurial... ...to structure and implement high-level wealth preservation and protection strategies.... ...Incentives: Management overrides for advisors focused on agency building and talent acquisition...Contract workWork at officeImmediate startRemote work
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