Client-Focused Financial Advisor & Personal Banker
Mazuma Credit Union
Mazuma Credit Union is looking for a Relationship Advisor in Kansas City, MO. This role involves delivering exceptional member service, engaging with customers, and providing personalized financial guidance. The ideal candidate will have at least 1 year of customer service experience and a strong sales background. Responsibilities include processing financial transactions, recommending products, and maintaining positive relationships with members. This full-time position offers opportunities for professional growth and development. #J-18808-Ljbffr
Vacancy posted 21 hours ago
Similar jobs that could be interesting for youBased on the Client-Focused Financial Advisor & Personal Banker in Kansas City, MO vacancy
- ...A leading financial services provider is looking for a Financial Advisor to assist clients in planning their financial futures. This role involves meeting clients, leveraging company tools for operations, and utilizing marketing resources to expand the client base. Candidates...FinancialRemote work
Corebridge Financial, Inc.
Kansas City, MOa month ago - Bank of America is looking for a Financial Solutions Advisor Stage I in Kansas City, MO. In this role... ...skills required to guide clients through their complex financial needs... ...ll receive world-class training and personalized coaching as you work towards becoming...Financial
- ...National Bank of Omaha (FNBO) is seeking a Personal Banker to connect with customers and assist with their financial needs. You will engage with clients, helping with transactions, and... ...FNBO offers a collaborative environment focused on community, training, and development...Financial
$16.5 per hour
A financial services provider seeks an enthusiastic Personal Banker in Kansas City. The role involves fostering client relationships, promoting banking products, and achieving sales goals in a fast-paced environment. Candidates should demonstrate digital banking expertise...FinancialHourly payFull time- Chase Wealth Management seeks a Private Client Advisor in Missouri to provide exceptional financial planning and advice. You will cultivate client relationships, offering personalized investment solutions while focusing on achieving client goals. A minimum of 2 years of...Financial
- A financial services company in Overland Park is seeking a results-oriented Financial Consultant to join their team. This role involves engaging with clients to assess their financial objectives and provide tailored advice. The ideal candidate will have a Bachelor's degree...Financial
$74k - $120k
New York Life - Kansas City is seeking an eager, strategic financial advisor for an entry-level position. This role offers potential for growth and involves customizing financial plans, supporting clients towards their financial goals, and using various financial tools....Financial- LPL Financial is looking for a Financial Advisor at OakStar Bank in Overland Park, KS. This role enables you to build a robust client base while benefiting from the bank’s exceptional referral... ...Join a dedicated team and create personalized financial solutions for your...Financial
- A respected financial institution is seeking a Financial Advisor in Overland Park, KS. In this role, you will guide clients in financial decisions, manage a personal book of business, and shape investment strategies. You should possess 3-5 years of relevant experience and...Financial
$50k
A financial services company in Kansas City seeks a Financial Advisor to manage client relationships and sell investment products. The ideal candidate will have over 5 years in financial services, a Bachelor's degree, and required FINRA licenses. Responsibilities include...FinancialFull time- Join J.P. Morgan Chase in Kansas City as a Private Client Advisor, focusing on delivering personalized financial solutions to clients. You will be instrumental in cultivating relationships and providing holistic financial coaching, ensuring exceptional service and client...Financial
$75k - $105k
A leading financial services provider is seeking a Licensed Experienced Financial Professional in Kansas City. This full-time... ...ranging from $75,000 to $105,000 yearly, and focuses on providing clients with expert financial advice. You will work in a supportive...FinancialFull time- ...of business and deliver personalized investment solutions to your clients by relying on leadership... ...done with a consistent focus on relationship management... ...a deep understanding of financial markets and sound... ...2 years in a Financial Advisor role or equivalent financial...Financial
- ...enthusiasm for helping our clients, taking care of our... ...solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management... ...of business and deliver personalized investment solutions to... ...done with a consistent focus on relationship management...Financial
- ...Bank of America is seeking a client engagement associate in Kansas City, Missouri. This role focuses on assisting clients with transactions through self-service resources... ...must be enthusiastic, adaptable, and possess a strong sense of financial acumen. #J-18808-Ljbffr...Financial
Bank of America
Kansas City, MO20 hours ago - ...tech to offer multiple financial products and services... ...businesses and individual clients. We connect clients to... ...Lines Client Advisor to drive new business,... ...engagement platforms to personalize outreach, track interactions... ...the industry with a focus on utilizing...FinancialImmediate startFlexible hours
Acrisure LLC
Overland Park, KS7 hours ago - ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for... ...investment solutions to meet their financial needs. As a Private Client... ...of business and deliver personalized investment solutions to your... ...be done with a consistent focus on relationship management,...Financial
Chase
Independence, MO2 days ago - ...Wealth Management - Private Client Advisor - Kansas City, Missouri Location... ...solutions to meet their financial needs. As a Private Client... ...book of business and deliver personalized investment solutions to your... ...be done with a consistent focus on relationship management,...Financial
- ...Description: Are you a driven financial professional who loves... ...guidance, and helping clients achieve their... ...Matters: As a Financial Advisor, you’ll be the trusted... .... You’ll manage a personal book of business, shape... ...financial products A customer-focused mindset with high...FinancialBase plus commission
Capitol Federal Savings Bank
Overland Park, KS21 hours ago - ...Position Summary A Personal Banker is responsible for... ...experience while focusing on building and enhancing... ...ways to provide financial solutions to new and... ...management and financial advisors. Maintains a strong... ..., create a wonderful client experience in the...FinancialFull timeWork at office
Security Bank of Kansas City
Mission, KS1 day ago $50k - $150k
...tech to offer multiple financial products and services... ...businesses and individual clients. We connect clients to... ...-performing Client Advisor to drive new business,... ...platforms to personalize outreach, track interactions... ...in the industry with a focus on utilizing technology...FinancialImmediate start$150k
...Retirement Plan Financial Advisor Join Our Team at CAPTRUST! Who Are... ...portfolio of retirement plan clients, including qualified plan... ...and plan participants. Our focus is on the "mid-market" defined... ...you with opportunities for personal growth. Our Employee Benefits...FinancialTemporary workWork at officeLocal areaFlexible hoursCAPTRUST
Kansas City, MO2 days ago$55k - $65k
...(RIA) in downtown Clayton, MO. and we are looking for an experienced Investment Advisor Service Associate. We are honored to serve the financial planning and investment needs of our clients, and retirement plans of dozens of employers across the Midwest. Our tagline is...FinancialTemporary workWork at office- ...Midtown, Kansas City, MO 64130 Position Type: Full Time Role The Relationship Advisor delivers exceptional member service, fosters strong relationships, and provides personalized financial guidance. The role includes product and service recommendations, transaction processing...FinancialFull time
Mazuma Credit Union
Kansas City, MO21 hours ago $50k
...Join a financial services firm where your contributions are... ...first. With over 9 million clients and 20,000 financial advisors across the U.S. and... ...privately-owned, placing the focus on our clients rather than... ...accelerate trust and create personalized, comprehensive strategies...FinancialWork at officeWork from homeHome officeFlexible hoursEdward Jones
Kansas City, MO1 day ago$50k - $75k
Morgan Hunter is seeking a dedicated financial advisor in Overland Park, Kansas. This unique opportunity focuses on long-term client relationships and real mentorship, rather than traditional sales tactics. Ideal candidates have 3-5 years of experience in financial services...Financial- ...Financial Solutions Advisor Registration Candidate - Greater KC Market Overland... ...and delivering for our clients, teammates, communities, and... ...you receive dedicated and personalized classes for your... ...Management Customer and Client Focus Portfolio Management...FinancialWork at officeImmediate startMonday to FridayShift workDay shift
Bank of America
Overland Park, KS2 days ago - Thrivent, a Fortune 500 financial services organization, is seeking a Financial Advisor in Kansas City. This role focuses on providing financial clarity and personalized advice to clients. In addition to commission-based earnings, the position includes extensive training...Financial
- A leading financial services firm is seeking a Private Client Banker in Kansas City, MO. This role involves managing complete banking relationships of affluent clients... ...requirements. Competitive compensation and a focus on diversity and inclusion are central to this position...Financial
- ...impact providing expert financial advice with heart.... ...Thrivent’s comprehensive advisor onboarding program.... ...and faith. Provide personal, actionable and achievable... ...advice and connect clients to Thrivent products and... ...of our customers. We focus on their goals and priorities...FinancialLocal area
Thrivent Financial
Kansas City, MO4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client-Focused Financial Advisor & Personal Banker. Be the first to apply!
Related searches
- customer service associate remote Kansas City, MO
- card services representative Kansas City, MO
- patient customer service representative Kansas City, MO
- participant services representative Kansas City, MO
- logistics customer service representative Kansas City, MO
- airport customer experience specialist Kansas City, MO
- customer success associate Kansas City, MO
- international customer service representative Kansas City, MO
- medical customer service representative Kansas City, MO
- customer service rep part time Kansas City, MO