Client-Focused Financial Planner & Relationship Builder
Fidelity Investments Inc.
Fidelity Investments Inc. is seeking a Financial Consultant to engage face‑to‑face with clients in the Investor Center, delivering guidance, tailored financial plans, and deeper relationships. You’ll leverage an open architecture platform and strong resources to support growth and client outcomes. In this role, you’ll build rapport, present investment strategies, and help clients protect and grow their assets while staying compliant with FINRA requirements and company standards. #J-18808-Ljbffr Fidelity Investments Inc.
- Bankmw is seeking a Relationship Banker I in Overland Park to build and maintain strong client relationships, educate customers on banking products, and promote digital... ...high school diploma and sales experience, with a focus on accuracy, customer service, and adherence to...SuggestedFlexible hours
- Bank of America is seeking a client engagement associate in... ...Kansas City, Missouri. This role focuses on assisting clients with... ...transactions, fostering client relationships, and driving a positive... ...and possess a strong sense of financial acumen. #J-18808-Ljbffr Bank...Suggested
$16.5 per hour
...Bank is seeking enthusiastic Personal Bankers in Shawnee, Kansas, to deliver outstanding client experiences and promote bank products. Successful candidates will build relationships, achieve sales goals, and demonstrate digital banking solutions. This role requires a...Suggested- U.S. Bank is seeking a Client Relationship Consultant in Kansas City to build and maintain strong relationships with customers through various engagement channels. This role focuses on providing optimal client experiences, understanding client needs, and guiding them through...Suggested
- Bankmw is looking for a Relationship Banker II in Overland Park, Kansas. This role involves providing exceptional client service, developing relationships with business partners... ...clients, and introducing clients to new financial products and digital solutions. Candidates...SuggestedRemote job
- Simmons First National Corporation is seeking a Relationship Banker to grow and retain client relationships while delivering an exceptional experience.... ...and present bank products and services to help achieve financial goals. In this role, you will open and close accounts...
- JPMorgan Chase & Co. is seeking a Relationship Banker in Kansas City, MO. This role involves representing the brand with hospitality while managing client relationships using banking technologies and financial products. The successful candidate will educate clients and...
- NBH Bank is seeking a Relationship Banker I in Overland Park, KS. The role focuses on building client relationships, driving financial product adoption, and delivering superior service using the latest banking technology. Responsibilities include meeting diverse client...
- ...Bank is seeking a motivated Retail Banker in Kansas City to support customers with their financial needs and build lasting relationships. This role involves engaging with clients, assisting in account openings, and promoting various financial products. We're committed...
- ...need. When a banker looked at a client, they wouldn't just see a... ...solutions. That's the basics of Relationships. Fairness. Simplicity. When... ...has detailed work as a major focus of the job, and those details... ...providing a broad base of financial and credit services. Additionally...Flexible hours
- ...is seeking a motivated individual to engage clients and assist with banking transactions in their Missouri financial centers. The role involves educating clients... ...-service banking options and building strong relationships to meet financial goals. Successful candidates...
- A leading financial services company is seeking a Private Client Banker in Kansas City, MO. This role involves managing the banking relationships of affluent clients and providing tailored financial advice. Candidates should have a minimum of one year of relevant experience...
- Koitecc Solutions is looking for a Relationship Banker in Missouri to enhance client relationships through exceptional service. The ideal candidate will have... ...1 year of sales experience in Retail Banking or Financial Services, excellent communication skills, and a high...
- Bank of America is seeking a Financial Center Client Service Representative in Olathe, Kansas. This role involves actively engaging clients... ...resources like online banking and ATMs. You will develop client relationships to better understand their financial needs and educate...
- Simmons Bank is seeking a Relationship Banker I to work in Houston, MO. In this full-time role, you will build and maintain client relationships while providing exceptional customer service. Your responsibilities will include managing accounts, facilitating consumer loans...Full time
$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...Hourly payFull time- Koitecc Solutions is seeking a Relationship Banker in Kansas City, MO, responsible for ensuring client satisfaction through exceptional service and relationship management. You will leverage financial knowledge and technology to foster and maintain client relationships....
- ...You will work as an individual contributor with clear processes, assisting other departments as needed while building strong client relationships. The role emphasizes a steady pace, accuracy, and the ability to educate clients on banking products and digital tools....
- JPMorgan Chase & Co. is seeking a Private Client Advisor in Kansas City to provide comprehensive financial planning and investment solutions to clients. You will focus on building client relationships and delivering personalized services. Ideal candidates should have at...
- U.S. Bank is looking for a Client Relationship Consultant 2 to join their team in Douglas Square, MO. This role involves fostering relationships with clients, identifying their banking needs, and providing tailored solutions. The ideal candidate will possess strong communication...Full time
$20.25 - $24.75 per hour
...Job Title Client Relationship Consultant Job Description Client Relationship Consultants build relationships with customers, engaging... ...and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions...Temporary workLocal area$20.25 - $24.75 per hour
...Job Title Client Relationship Consultant Job Description Client Relationship Consultants build relationships with customers, engaging... ...and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions...$27 - $33 per hour
...customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow... ...discover what you excel at—all from Day One. Responsibilities Client Relationship Consultants build relationships with customers, engaging them...Hourly payTemporary work$27 - $33 per hour
...Job Title Client Relationship Consultants Job Description Client Relationship Consultants build relationships with customers, engaging... ...and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions...Temporary work- ...to do our best. Helping customers and businesses make better financial decisions and enabling communities to grow and succeed. A... ...and discover what you excel at—from Day One. Job Description Client Relationship Consultants build relationships with customers, engaging them...Temporary work
$20.25 - $24.75 per hour
...customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow... ...discover what you excel at—all from Day One. Job Description Client Relationship Consultants build relationships with customers, engaging them...Temporary work- ...Business Banking Officer in Overland Park, Kansas. This role involves managing business banking relationships, evaluating credit risks, and collaborating closely with clients and internal teams. The ideal candidate will have a Bachelor’s degree in Business...
- ...Business Banking Officer responsible for maintaining banking relationships and ensuring credit evaluations are completed accurately. Candidates... ...and Google Drive. This position emphasizes relationship retention with clients in a dynamic banking environment. #J-18808-Ljbffr...Work at office
- ...Responsibilities Engaging clients in the lobby to educate and assist... ...in‑depth knowledge of the financial and life priorities and connecting... ...excellence. Building relationships with clients to meet financial... ...strong work ethic and intense focus on results, acting in the best...Flexible hoursWeekend work
- Commerce Financial Advisors, a division of Commerce Bank, seeks a motivated Financial Advisor to sell investment products... ...investors in the Kansas City market. The role focuses on growing a recurring revenue client book, partnering with internal teams, and using digital...
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