Wealth & Retirement Planner
GUARDIAN KANSAS CITY AGENCY
GUARDIAN KANSAS CITY AGENCY in Overland Park is seeking an Associate Financial Specialist. This role is vital in helping clients develop financial strategies to achieve their goals. You will work closely with clients to assess their financial needs, identify opportunities, and deliver tailored solutions in areas like wealth accumulation and retirement planning. The ideal candidate is driven by helping others and is eager to grow in a collaborative environment. This position offers significant professional development opportunities while contributing to clients' financial well-being. #J-18808-Ljbffr GUARDIAN KANSAS CITY AGENCY
- ...clients and provide tailored financial strategies. You'll leverage financial expertise to offer investment opportunities, retirement planning, and wealth management solutions. The role involves utilizing advanced financial tools for assessments and developing effective...Suggested
$60k - $100k
...About American Senior Benefits ASB is a premier leader in the insurance industry, specializing in providing clients with tailor-made retirement solutions. We are a subsidiary of Integrity Marketing Group, a powerhouse in the industry that serves over 12 million clients and...Suggested$49k - $200k
AMERICAN SENIOR BENEFITS LLC in Overland Park, Kansas, seeks an experienced insurance agent to provide customized retirement planning solutions. The role requires active engagement with clients and compliance with regulations, emphasizing relationship-building and exceptional...Suggested$98k - $162.5k
...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 also managing a portfolio of existing credit relationships...SuggestedWork at officeShift workDay shift- NACBA is seeking a Senior Credit Underwriter to conduct thorough risk assessments and document credit analyses to support profitable loan growth. This role involves working closely with Credit Advisors and managing existing credit relationships for ultra-high-net-worth ...Suggested
$50 - $60 per hour
...in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be able to choose which projects you want to...Hourly payContract workFor contractorsWork experience placementRemote work- ...exceptional attention to detail, a service-oriented mindset, and the ability to manage multiple priorities within a fast-paced trust and wealth management environment. Essential Duties/Responsibilities to be performed with or without accommodation. Trust Officer Support...Work at office
$134.28k - $164.12k
## PWM Private Wealth AdvisorApplylocations: Kansas City, MOtime type: Full timeposted on: Posted Todaytime left to apply: End Date:... ...Pregnancy disability and parental leave* 401(k) and employer-funded retirement plan* Paid vacation (from two to five weeks depending on salary...Temporary workWork experience placementLocal area- ...Your Schedule 5. Immediate Ownership 100% Vested From Day One Own Your Book of Business Immediately No Waiting Period Build Long-Term Wealth Through Renewals Getting Started Is Simple! No Prior Insurance Experience Needed No College Degree Required Must Be 18+ Years Old...Immediate startRemote work
- The Production Underwriter is responsible for underwriting and marketing accounts throughout approved states/territories. Develop new business, manage assigned agencies, select advantageous risks and build a profitable portfolio of accounts. Represent the Amynta Group ...Contract workWork experience placementFlexible hours
$21.4 - $27.65 per hour
Commerce Trust is a division of Commerce Bank, offering wealth management services such as financial planning, estate and tax planning, investment management, private banking, and trust administration. We support ultra‑high net worth clients through dedicated Private Client...Hourly payFull time- ...shift (not including breaks/lunch) Benefits Parallon offers a total rewards package that supports the health, life, career and retirement of our colleagues. The available plans and programs include: Comprehensive benefits for medical, prescription drug, dental,...Temporary workWork from homeFlexible hoursShift work
- ...activities involving various departments within the Bank. Coordinate other client services to include Treasury Management, Card Solutions, Wealth Management and Mortgage. Facilitate ongoing portfolio management which may include coordinating appraisal reviews, collateral...Work at officeLocal area
$69.2k - $148.2k
Executive Underwriter - UH07CD Senior Underwriter – UH08CA Underwriter – UH08CB We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals...Temporary workWork at officeRemote work3 days per week- We are looking for an experienced Underwriter to join our dynamic Personal Lines team in Kloof, KZN. The candidate will be responsible for complete and accurate administration related to all policies and clients. Mission, Values and Service Strategy To Uphold and support...Temporary work
$32k - $100k
Schedule: Full-Time Salary Range: USD $32000.00 - $100000.00 Job Category: Sales - Comparion Description Comparion Insurance Agency is hiring self-motivated, relationship-driven professionals for a rewarding outside sales career. This role offers autonomy and flexibility...Full timeWork at officeLocal areaRemote workFlexible hours- Job Description Credit Manager A well-established and growing mid-sized company is seeking a motivated and strategic Credit Manager to join its accounting and finance team. This is a highly visible role responsible for leading credit, collections, and accounts ...Immediate start
$21.4 - $27.65 per hour
## Trust Employee Benefits Operations Specialist - Wealth OperationsApplyremote type: Hybridlocations: MO - Kansas City Downtown/Plaza - Kansas City - KC Downtown Trust Building (922 Walnut) (64106)time type: Full timeposted on: Posted Todayjob requisition id: 38120**About...Hourly payFull timeShift work- Description Allied National is seeking an experienced Medical Underwriter to join our Underwriting Department. The Underwriting Department applies the knowledge of Allied’s products, plan documents, underwriting manuals and computer systems. The Underwriter will work in...Work experience placementWork at office
$80.28k - $98.12k
## Private Wealth Management Trust OfficerApplylocations: Kansas City, MOtime type: Full timeposted on: Posted Todaytime left to apply... ...disability and parental leave* 401(k) and employer-funded retirement plan* Paid vacation (from two to five weeks depending on salary...Temporary workWork experience placementLocal area$104k - $171.7k
...family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment. Retirement: Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum....Local area- Mercantil Commerce Bank is seeking a Trust Employee Benefits Operations Specialist in Kansas City to process pension benefit payments and maintain accurate records. The role requires strong customer service skills and problem-solving abilities, alongside an Associate’s ...Full time
- Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices...Full timeWork at officeLocal area
$19 per hour
Overview The Teller is accountable for exceptional service when processing customer transactions at branch locations. Tellers work with FNBO customers with a friendly, positive attitude; they must take pride in their work and be committed to a common set of values outlined...Hourly payFull timeFlexible hours$124k - $199.8k
Senior Executive Underwriter - UW07CC Executive Underwriter - UW07CD We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to...Temporary workWork at office3 days per week- When is the last time someone truthfully told you that working in the insurance industry was fun? Today, I have a client that has created an amazing work culture and offers professional and personal growth opportunities. Start your career in an industry that values critical...Internship
- Position Summary The Senior Production Underwriter is responsible for underwriting and marketing accounts across approved states and territories. This role is integral to Amynta Dealer Solutions’ production underwriting capabilities, owning the results of their book of ...Contract workWork experience placementFlexible hours
- IAT Insurance Group, Inc. is seeking an experienced Underwriter to join their Moving and Storage Underwriting team in Overland Park, Kansas. The ideal candidate will have a Bachelor’s degree and at least five years of relevant experience in commercial insurance underwriting...
- 1 hour ago Be among the first 25 applicants Direct message the job poster from Polikov Recruitment Solutions Commercial Insurance Recruiter at Polikov Recruitment Solutions Our client is seeking a seasoned Commercial Multi-Line Underwriter to join their niche division based...Full time
- ...and jury duty Cost‑friendly insurance plans: dental, vision, critical illness, accident, supplemental life & AD&D 100% match of retirement savings (up to plan limit) Discounted financial service fees on select OMB products and services Plus more perks that make futures...Part timeMonday to Friday
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