Lead Financial Advisor
$90k - $110kClaire Myers Consulting
4 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Our client is a boutique financial services firm in Kansas City, known for providing personalized attention and tailored solutions to their clients. They are looking for a driven and fully licensed Advisor to join their team. This individual will spend 75% of their time seeking out new business opportunities and 25% servicing existing clients. The ideal candidate is comfortable working in a boutique environment and understands the value of building long-term client relationships. Key Responsibilities: Proactively identify and pursue new business opportunities to grow the firm’s client base Build and maintain relationships with potential clients, understanding their financial goals and needs Provide exceptional service to existing clients, offering personalized financial solutions Present and explain financial products, such as investment and retirement plans, to potential clients Collaborate with internal teams to ensure seamless onboarding and service delivery Handle client inquiries and concerns, ensuring satisfaction and trust Maintain a positive mindset and resilience in the face of rejection while continually seeking new business leads Qualifications: Licensed with the Series 7 and Life & Health Insurance Proven ability to generate new business and build lasting relationships Strong communication and interpersonal skills Ability to thrive in a boutique firm environment and appreciate a personalized approach to client services Comfortable with rejection and able to remain persistent in pursuit of new business Self-motivated with a strong work ethic $90,000 - $110,000 base salary dependent on experience Total compensation: $135,000 - $185,000 (including performance-based incentives) Boutique firm atmosphere with personalized attention and close-knit team culture Health and wellness benefits package Opportunities for professional development and growth within the firm Seniority level Seniority level Not Applicable Employment type Employment type Full-time Job function Job function Other Referrals increase your chances of interviewing at Claire Myers Consulting by 2x Sign in to set job alerts for “Financial Advisor” roles. Overland Park, KS $70,000.00-$150,000.00 1 month ago Kansas City, MO $130,000.00-$180,000.00 1 month ago Kansas City, MO $125,000.00-$165,000.00 1 month ago Director of Retirement Plan Investment Strategy Kansas City, MO $57,760.00-$124,170.00 2 weeks ago Kansas City, MO $100,000.00-$130,000.00 2 weeks ago Leawood, KS $99,750.00-$214,370.00 2 weeks ago Kansas City Metropolitan Area $15,000.00-$80,000.00 3 days ago Kansas City, MO $120,000.00-$140,000.00 3 weeks ago Associate Financial Operations Analyst (PA-DSR-Q2-4) Kansas City Metropolitan Area $70,000.00-$120,000.00 4 days ago Kansas City, MO $113,000.00-$145,000.00 2 weeks ago Financial Consultant Academy - January and April 2026 Cohorts College Financial Representative, Internship Program Overland Park, KS $70,000.00-$150,000.00 2 weeks ago Nationally Ranked Internship: Financial Representative 2025/2026) Overland Park, KS $90,000.00-$125,000.00 6 months ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr Claire Myers Consulting
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WealthBridge Financial Group
Kansas City, KS1 day ago - Dormont Manufacturing Co is seeking a Patient Financial Advisor Supervisor in Kansas City to oversee financial advising practices in the healthcare system. This role includes managing a team, ensuring compliance with regulations, and assisting patients in financial matters...SuggestedFull time
$50 - $60 per hour
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Mission, KSmore than 2 months ago- ...Position Title Patient Financial Advisor Days - Full Time Westwood Medical Pavilion - West Position Summary / Career Interest: The Patient Financial Advisor is responsible for providing financial assistance to all patients and families throughout the...SuggestedFull time
The University of Kansas Health System
Westwood, KS1 day ago - ...Job Description The Lead EMS is an EMS Provider who reports directly to the EMS Manager and is responsible for overseeing assigned 12-hour duty/call shifts. Shift supervision includes training and guidance of crews; checking and maintenance of truck, equipment,...SuggestedFull timeReliefShift work
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$25 - $50 per hour
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...vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform... ...who apply from March 25 to April 30. The Senior Wealth Advisor, Practice Lead plays a vital role in helping Empower's Personal Strategy clients...Remote job16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaWork from homeWork visaRelocation packageFlexible hours- ## Patient Financial Advisor SupervisorApplylocations: Kansas City, KStime type: Full timeposted on: Posted Todayjob requisition id: R-54025... ...pricing, or as a patient accounting rep.* 2 or more years of lead or supervisory experience.**Preferred Education and Experience...Full timeImmediate startAll shifts
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Enterprise Bank and Trust
Merriam, KS29 days ago $25 per hour
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Mission, KS1 day ago- Atlas Roofing Corporation in Kansas City is seeking a Production Leader to operate equipment and ensure product quality while training staff. The ideal candidate will have a high school diploma and experience in manufacturing, along with leadership abilities to meet production...
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- ...Panera Catering Lead Our Panera cafes are upscale, friendly cafes which feature freshly baked breads and pastries. We serve made-to-order soups, salads and sandwiches as well as specialty espresso beverages. We're known for our artisan breads, quality soups, salads and...Daily paidFlexible hours
Panera
Kansas City, KS3 days ago - ...Catering Lead As a Catering Lead, you will be a part of something special where you will have the opportunity to connect with our amazing customers, impact our growing business, and most importantly serve local communities across the country. Come make a difference...Hourly payContract workLocal areaFlexible hours
Panera - Flynn Group
Kansas City, KS3 days ago - .... We are committed to being America's best first job. Let's talk. Make your move. See a day in the life of a Guest Experience Lead at McDonald's Requirements: We believe in letting you do you. If you're looking for a part-time job that supports your...Full timePart time
McDonald's
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Bass Pro Shops
Kansas City, KS4 days ago - ...we are expanding our footprint across the country. We foster a culture built on five core values: Generosity First, Always: We lead with kindness. Our best work happens when we act in service of others Constant Curiosity: We are eager to learn, grow, and...Local areaShift work
CAVA
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Enterprise Bank & Trust
Merriam, KS2 days ago - ARCO National Construction Company is seeking a Lead Superintendent to oversee construction projects by demonstrating strong leadership, developing schedules, and ensuring project specifications are met. The ideal candidate will have 5-25 years of experience and proficiency...
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ABM Industries
Riverside, MO22 hours ago $74k - $120k
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Dormont Manufacturing Company
Prairie Village, KS3 days ago $61k - $119k
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Kansas City, MO1 day ago
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