Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Management Advisor

Mindlance

Duration: 6+ Months (Possibility of Extension/Conversion) Location: St Louis, MO (Hybrid) Summary We are looking for professionals with brokerage operations, complaint resolution, or client support experience to join a fast-paced financial services team. Key Responsibilities Handle escalated FINRA and brokerage-related complaints Research, investigate, and resolve complex client issues Draft professional written responses and resolutions for clients Review account activity, transactions, and service interactions Partner with internal teams to ensure timely complaint resolution Maintain compliance with FINRA regulations and internal policies Required Qualifications Active FINRA Series 7 License Experience in brokerage operations, complaint handling, compliance, or client support Strong analytical, communication, and problem-solving skills EEO Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of – Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans. #J-18808-Ljbffr

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Advisor in Kansas City, MO vacancy
  •  ...of Staff KC Chief of Staff KC has partnered with a growing wealth management firm who is seeking a dedicated Financial Planner to focus on...  ...and regular communication. Collaborate with clients' other advisors and team to analyze information, develop recommendations, implement... 
    Suggested
    Full time
    Internship
    Work at office

    Chief of Staff Kansas City

    Kansas City, MO
    3 days ago
  • TIAA is seeking a Wealth Management Advisor in Overland Park, KS to build and maintain relationships with affluent clients, analyze financial landscapes, and recommend tailored retirement and investment solutions. You will obtain required licenses within 120 days, collaborate... 
    Suggested

    TIAA

    Overland Park, KS
    2 days ago
  • Wealth Management Advisor At TIAA, Wealth Management Advisors help clients achieve confidence in retirement by building deep relationships and growing their practice through referrals. We are recognized for ethical conduct and diversity excellence, and we hire and develop... 
    Suggested
    Work experience placement

    TIAA

    Overland Park, KS
    2 days ago
  • $65k - $80.2k

    A national financial institution is seeking a Wealth Management Advisor in Missouri to lead investment planning and provide tailored financial services to affluent clients. The role requires a bachelor's degree, financial sales experience, and relevant licenses. Key responsibilities... 
    Suggested

    U.S. Bank

    Kansas City, MO
    3 days ago
  • Our client, a successful wealth management firm, is seeking an Associate Wealth Management Advisor to support senior advisors in delivering comprehensive financial planning and wealth management services to affluent individuals and families. This role plays a key part in... 
    Suggested
    Work experience placement
    Work at office

    Claire Myers Consulting

    Kansas City, KS
    2 days ago
  • $84.68k

    Position Type: Classified Support Positions Date Posted: 4/30/2026 Location: Center For Academic Achievement Date Available: 09/01/2026 Additional Information: Show/Hide Salary Range: Classified Exempt - C starting salary - $84,682 Attachment...

    Shawnee Mission School District

    Overland Park, KS
    2 days ago
  •  ...prepare students for college, careers, and lifelong interpersonal skills. More information is available at Role Description The Budget Manager is a full-time, on-site role based in the Kansas City Metropolitan Area, supporting the financial planning needs of Shawnee Mission... 
    Full time
    Work at office
    Flexible hours

    Shawnee Mission School District

    Overland Park, KS
    4 days ago
  •  ...interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support... 

    JPMorgan Chase & Co.

    Kansas City, MO
    2 days ago
  •  ...Store Office Manager Full Time – Entry Level Reports Directly To Store Director Assistant Store Director Grocery Manager Directs Store Office Assistant Guest Relations Manager Pyramid Foods Team Objective Pyramid Foods believes in supporting our local communities and is... 
    Full time
    Work at office
    Local area
    Flexible hours

    Pyramid Foods

    Kansas City, MO
    3 days ago
  •  ...stopping you! Job Title: Business Banking Officer Job Description: Essential Duties and Responsibilities: Aid in the management and servicing of business banking relationships by working closely with customers, focusing on relationship retention.... 
    Full time
    Work at office
    Local area

    Enterprise Bank and Trust

    Lenexa, KS
    25 days ago
  • $60.8k - $91.2k

     ...negotiation with Pharmacy companies, as well as assist in the development of corresponding coverage analyses, for assigned clinical trials managed through The University of Kansas Cancer Center (KUCC) Clinical Trials Office. The University of Kansas Cancer Center is the region’... 
    Full time
    Contract work
    Work experience placement
    Work at office
    Remote work

    Dormont Manufacturing Company

    Kansas City, MO
    14 hours ago
  • $72.56k - $157.95k

    IAT Insurance Group is seeking a Senior Product Manager to support our Property Insurance line of business. This role is responsible for ensuring product competitiveness and compliance by leading the development, enhancement, and maintenance of coverage forms and endorsements... 
    Contract work
    Traineeship
    Work at office
    Remote work
    Visa sponsorship

    IAT Insurance Group

    Overland Park, KS
    4 days ago
  •  ...by the closing date of the announcement. For more information on the qualifications for this position, visit Office of Personnel Management's General Schedule Qualification Standards. Your application and resume must clearly show that you possess the experience requirements... 
    Work at office

    US Farm Production and Conservation (FPAC) Business Center

    Kansas City, MO
    4 days ago
  • $75k

     ...skills and learn new ones "I can succeed as a Divisional Wealth Management Consultant at Capital Group." As a Divisional Wealth...  ...will include educating, training, and motivating financial advisors from all channels, with an ultimate goal of increasing sales... 
    Full time
    Temporary work
    Local area
    Flexible hours

    Capital Group

    Kansas City, MO
    14 hours ago
  • $70.35k - $205.8k

     ...process. Understanding the strategic direction set by senior management as it relates to team goals. Ability to manage dynamic technology...  ...2+ years of industry experience or equivalent knowledge of the wealth management industry (e.g., back and middle office operations,... 
    Live in
    Work at office
    Local area

    Accenture

    Overland Park, KS
    2 days ago
  • $75k

    Dormont Manufacturing Co is looking for a Divisional Wealth Management Consultant to lead sales initiatives in Missouri. The ideal candidate will engage with Financial Advisors for training and motivation, fostering strong client relationships. A proven track record in... 

    Dormont Manufacturing Co

    Kansas City, MO
    4 days ago
  • $90k - $160k

     ...Wealth Management Consultant (WMC) The Wealth Management Consultant (WMC) provides the primary external sales support for Financial Advisors and the RBC Wealth Management platform. The WMC works closely with field leadership, service and support areas within RBC's Private... 
    Full time
    Work at office
    Immediate start
    Home office
    Flexible hours

    RBC

    Leawood, KS
    1 day ago
  •  ...Job Description Job Description Wealth Management Advisor Mission Woods, KS An established and growing wealth management firm is seeking a Wealth Adviso r to join a high-performing, collaborative team focused on serving affluent professionals and business owners... 
    Immediate start

    RK Partners

    Mission Woods, KS
    3 days ago
  • $100k - $150k

     ...Job Description Job Description Wealth Management Advisor (CFP®) Location: Leawood, KS | Greater Kansas City Area Work Model: Primarily On-Site Compensation: $100,000–$150,000 base salary plus performance-based bonus Total Compensation Potential:... 

    Claire Myers Consulting

    Leawood, KS
    29 days ago
  • $93k - $123.5k

    A prominent financial institution is seeking a Product Manager - Wealth Management in Kansas City. This role focuses on leading investments initiatives, creating strategic business plans, and delivering product roadmaps. Candidates should possess a Bachelor's degree in... 

    Mercantil Commerce Bank

    Kansas City, MO
    3 days ago
  •  ...Description Responsible for oversight and compliance management of non-traditional properties within the Housing Authority’s portfolio. Provides regular and real-time reporting on non-traditional (LIHTC, Market Rate, Workforce, and non-residential) properties. Enforces... 
    Night shift

    HAKC

    Kansas City, MO
    3 days ago
  •  ...here as they become available. Curious about a career with NorthPoint? NorthPoint is a leading industrial real estate investment, management and development company that has grown through combining an entrepreneurial spirit and empowerment of its team members. We are... 
    Immediate start
    Flexible hours

    Beyondthecontract

    Kansas City, MO
    14 hours ago
  •  ...Responsibilities Provide pro-active and effective management of trust real estate and other special assets for the Private Bank. Responsible for risk by openly exchanging ideas and opinions, raising concerns, and following policies and procedures. Achieve results by identifying... 
    For contractors

    Jobtailor

    Kansas City, MO
    1 day ago
  •  ...The Community Preservation Corporation in Kansas City seeks an Asset Manager to manage a portfolio of affordable multifamily loans. Responsibilities include monitoring loan performance, conducting property inspections, and ensuring compliance with investor requirements... 
    Remote work

    The Community Preservation Corporation

    Kansas City, MO
    1 day ago
  • $94.4k - $293.8k

     ...Job Description Life Insurance managers are focused on developing new capabilities for our life and annuity industry and bringing those to our clients through delivery. This requires delivery leadership coupled with expertise in life and annuity business processes,... 
    Live in
    Work at office
    Local area

    Accenture

    Overland Park, KS
    1 day ago
  •  ...superior, value-oriented insurance programs with a focus on safety, service and stability. General Summary: The Underwriting Manager is responsible for managing the day-to-day operations of the Underwriting Department for Federated Rural Electric Insurance... 
    Work at office

    Federated Rural Electric Insurance Exchange

    Shawnee, KS
    2 days ago
  • Job Title This position is located in the Farm Production and Conservation (FPAC) Business Center (BC), Chief Financial Operations Office, Budget Division. The incumbent performs a full range of budgetary functions and duties associated with all phases of the FPAC...
    Work at office

    US Government Jobs

    Kansas City, MO
    3 days ago
  • $86k - $112k

     ...handle keep our group challenged, but the uniqueness provides plenty of growth opportunities. Role Description: As a Liability Claims Manager, you will take ownership of assigned claims from initial assignment through closure. You will play a critical role in evaluating... 
    Work at office
    Remote work
    Work from home
    Home office
    Flexible hours
    3 days per week

    Safety National

    Kansas City, MO
    4 days ago
  • $72.5k - $108.8k

    Sun Life is seeking a Senior Manager for Life & Disability Claims in Kansas City. This role involves leading a team of claims professionals, fostering client relations, and ensuring operational efficiency. Candidates should have a strong background in disability claims,... 
    Flexible hours

    Sun Life

    Kansas City, MO
    4 days ago
  •  ...Job Details Job Title: Finance and Insurance Manager Business Function: Management Branch Name: MHC Financial Services Inc Date: 06-11-2026 City: Leawood State: KS Job Overview & Essential Functions MHC Financial Services, LLC represents MHC as their captive finance company... 
    Work at office
    Flexible hours

    Murphy-Hoffman

    Leawood, KS
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Advisor. Be the first to apply!