Senior Advisor & Client Experience Coach
$150k - $200kNaifahouston
Stepp & Rothwell is seeking a Senior Advisor in the Kansas City Metro area, offering a base salary of $150,000 to $200,000. The role focuses on enhancing client experiences by collaborating with advisors without managing client relationships. Candidates should have over 15 years of experience in financial planning, be CFP certified, and exhibit high emotional intelligence and strong organizational skills. This position encourages a supportive, team-oriented atmosphere for personal and professional growth. #J-18808-Ljbffr Naifahouston
- Stepp & Rothwell, Inc. in Kansas City is seeking a Senior Advisor to enhance client experiences and develop advisory talent. This role focuses on fostering... ...position offers support in client meetings, real-time coaching, and performance-based incentives, with a...SeniorRemote job
- ...independent wealth management firm is seeking a Senior Client Relationship Manager in Overland Park,... ...candidate will have client service experience, strong communication skills, and a... ...Responsibilities include supporting financial advisors, managing workflows, and ensuring a...Senior
- H&R Block is seeking an Office Manager in Kansas City, Missouri, who will own the client experience in their offices. This role emphasizes leadership, coaching, and operational discipline to ensure quality client interactions and satisfaction. With at least 3 years of related...SuggestedWork at office
- ...deliver tailored financial planning services to high-value family clients. The role requires strong interpersonal skills, a background... ...have a Bachelor's degree and at least 5 years of relevant experience. UMB offers competitive compensation and a comprehensive benefits...Senior
$150k - $200k
...planning, and high-touch client service. We meet with... ..., we have developed advisors internally and built a... ...grow, we are adding a senior advisor who can both serve... ...elevate both client experience and advisor capability... ...Provide real-time coaching and feedback to developing...SeniorWork at officeRemote work$150k - $200k
Senior Advisor Location: Overland Park, Kansas (Kansas City Metro Area; remote... ...firm leadership, participates in client meetings, and helps elevate client experience and advisor capability without... ...complex situations Provide real‑time coaching and feedback to developing...SeniorFull timeRemote work- ...Banker in Kansas City to deliver friendly service and understand client needs using the latest banking technology. In this role, you... ...skills are essential. This position requires at least 1 year of experience in Retail Banking and a high school diploma or equivalent. #J-...
- Chase is hiring a Relationship Banker in Kansas City, MO, who will focus on creating memorable experiences for clients and building lasting relationships through attentive service. The role requires at least 1 year of sales experience in retail banking or related fields...
$87.4k - $123.4k
Empower Retirement, LLC is seeking a Senior Wealth Advisor, Practice Lead in Overland Park, Kansas... ...this role, you will lead a dedicated client practice team and serve as the primary... ...Bachelor’s degree and over 4 years of experience in financial services, with a strong background...SeniorRemote job- ...compliance with departmental standards. Ideal candidates should have strong leadership capabilities, problem-solving skills, and experience in a similar role. Benefits include health insurance, a 401(k) matching plan, and a positive work-life balance. #J-18808-Ljbffr DiPasquale...
- ...Senior Associate, Data & Analytics (Investor Reporting) Founded in 1988, Trimont is... ...extraordinary team members who serve a global client base from offices in Atlanta (... ...ethics and excellence meet to create an experience that matches our capabilities. There are...SeniorWork at office
$24 - $25 per hour
...financial solutions to customers who value an individualized relationship and advisory experience. For more than a century, we've invested in our people as a resource who can help clients achieve their unique financial and lifestyle goals. We embrace our corporate values...Local areaFlexible hours- ...Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with... ...'s degree in finance, accounting, or a related field. Experience in financial consulting or a similar role is preferred....
- ...Requirements Forvis Mazars Wealth Advisors delivers personalized financial... ...adaptive investment strategies rooted in each client's values and vision for the future.... ...Bachelor's Degree ~7+ years of relevant experience in financial planning, including serving...SeniorFlexible hours
$87.4k - $123.4k
Senior Wealth Advisor, Practice Lead We empower clients to reach financial freedom. As a Senior Wealth Advisor, you will... ...with a Wealth Advisor and Client Experience Specialist. Provide first‑class... ...educational planning. Delegate, coach, and train team members and resources...SeniorRemote job16 hoursTemporary workCasual workLocal areaRelocation packageFlexible hours$500 per month
...Senior Paid Media Specialist Job Description As a Senior Paid Media Specialist... ...implementation and optimization of your client's paid search marketing programs. You... ...Manager, and Data Studio Required Experience ~ Google Ads Certification ~ Bachelor...SeniorFull timeTemporary workCasual workWork at officeLocal areaMonday to FridayFlexible hours- ...University of Kansas Health System is seeking a Data Analytics Liaison Senior who will bridge analytics and business intelligence teams. The... ...a Bachelor's Degree in a relevant field alongside 4+ years of experience in performance improvement based on data. This is a full-time...SeniorFull time
$90k - $120k
...preparing legal documents, drafting pleadings, corresponding with clients, and ensuring document accuracy. Candidates must possess a Jurist Doctor (J.D.) and a Kansas license, while family law experience is preferred. The position offers a competitive salary ranging from...SeniorFull time- WellSky Corporation is seeking a Client Success Executive based in Overland Park, KS. The role involves managing key client relationships... ...drive growth. Candidates should have 8-12 years of relevant experience and a Bachelor’s degree. This full-time position includes...SeniorFull time
- ...rewarding role that offers flexibility and the ability to work from home. In this position, you will conduct virtual consultations, assess client needs, and develop lasting relationships. The role emphasizes personal growth and comes with a qualified lead program, weekly pay,...Remote jobWeekly payWork from home
- ...from home while focusing on securing families' financial well-being. Responsibilities include conducting virtual consultations with clients, assessing their needs, and maintaining long-term relationships. With no cold calling and a supportive mentorship program, this...Remote jobWork from home
- WealthBridge Financial Group is looking for a results-oriented Financial Consultant to join our team in Olathe, Kansas. You will engage with clients to understand their financial objectives and provide tailored advice on investment opportunities, retirement planning, and wealth...
- ...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... .... You should possess 3-5 years of relevant experience and a strong sales instinct. A Bachelor's degree...
- Mariner is seeking a Tax Manager in Overland Park, Kansas, to lead a team, manage client relationships, and develop tax strategies. The ideal candidate will have over 5 years of relevant experience, a Bachelor’s degree, and preferably a CPA or EA. Responsibilities include...Senior
- ...fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and... ...team dedicated to guiding clients to fulfilling the dream of... ...homeownership. Job responsibilities Coaches and mentors the branch... ...an outstanding customer experience by utilizing centrally...SeniorWork experience placementLocal areaImmediate startRelocation
- ...Command Financial Services, Inc. is looking for a Financial Advisor to coach military families toward financial security. This role involves... ...engaging with local military organizations to connect with clients. The position offers a comprehensive training program aimed at...Local area
- Empower Retirement, LLC in Overland Park is seeking a Financial Advisor to conduct in-depth advice conversations regarding financial wellness. Candidates should have at least 7 years of relevant experience and be familiar with FINRA registrations. The role includes responsibilities...
- ...risk management strategies through advanced statistical modeling. This role requires a Bachelor's degree and at least 8 years of experience in a highly analytical environment, alongside skills in data analysis and presentation. Responsibilities include developing predictive...Senior
- Chief of Staff KC is seeking Wealth Advisors (Associate and Senior) in Kansas City. The firm focuses on fiduciary... ..., while Senior Advisors will lead client relationships and mentor lower-level staff. Ideal candidates bring experience, a team-first mindset, and a...Senior
- ...Bank is seeking an Investment Executive to coach licensed retail bankers and achieve sales... .... The ideal candidate will ensure client needs are met, maintain strong relationships... ...This role requires significant brokerage experience along with Series 7 and 66 licenses. Competitive...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Advisor & Client Experience Coach. Be the first to apply!
- remote advisor Overland Park, KS
- service advisor assistant service manager Overland Park, KS
- advisor Overland Park, KS
- hvac comfort advisor Overland Park, KS
- comfort advisor Overland Park, KS
- trust advisor Overland Park, KS
- solution advisor Overland Park, KS
- care advisor Overland Park, KS
- college advisor Overland Park, KS
- operations advisor Overland Park, KS


