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
- ...firm in Overland Park is seeking a dedicated professional for a senior-level role focused on managing high-net-worth client relationships. The ideal candidate will have over 5 years of client-facing experience, a strong track record in processing money movement...Senior
- ...with hospitality, utilizing modern banking solutions to assist clients. Your role will involve welcoming clients, understanding their... .... Candidates should have a minimum of one year of sales experience in Retail Banking, excellent communication skills, and a commitment...Suggested
- ...Overland Park, Kansas. In this role, you will provide excellent client service, educate clients on banking solutions, and establish... ...lasting relationships. You are expected to have over a year of sales experience in Retail Banking and possess strong communication skills. The...Suggested
- ...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- ...financial institution in Overland Park seeks a Private Wealth Advisor to serve ultra-affluent clients. The advisor will work collaboratively with a team to... .... Ideal candidates will have over 10 years of experience in wealth management and strong communication skills....SeniorWork at office
- ...involves managing commercial loans and providing a suite of financial products to middle-market clients. Candidates should have a Bachelor’s degree and 5-7 years of experience in commercial lending. We value teamwork, integrity, and innovation in our culture, aiming to...Senior
- ...seeking an Investment Banking Consulting Senior Manager in Overland Park, KS. The role... ...global investment banks, managing senior client relationships, and mentoring consulting... ...Ideal candidates will have over 10 years of experience in investment banking and consulting,...Senior
- ...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
- ...have a Bachelor's degree in Finance, over 5 years of industry experience, and a strong understanding of the investment business. Responsibilities... ...include providing financial planning support, cultivating client relationships, and preparing accurate financial plans to help...Senior
- ...professional to bridge technical depth with business outcomes for elite clients. This role involves leading client engagements, mentoring... .... The ideal candidate has over 10 years of product management experience and strong consulting abilities to connect technical issues to...Senior
- ...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...
$125k - $150k
...Senior Financial Planner Join Aprio's Wealth Management team, and you will help clients maximize their opportunities. Aprio Advisory Group,... ...integrated into an existing advisor relationship. In addition,... ...provide exemplary client experience and plan implementation....SeniorFull timeWork at officeLocal areaRemote workFlexible hours$38.91k - $75.08k
...individualized relationship and advisory experience. For more than a century, we’ve invested... ...our people as a resource who can help clients achieve their unique financial and lifestyle... ...are We are more than a company. We are advisors, consultants, problem solvers, friends,...Local areaFlexible hours- ...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 workWork from home
$132.5k - $338.3k
...drive meaningful transformation for our clients, preparing them for future challenges. Our... .... About the Role As a Financial Crime Senior Manager in the Finance Risk Compliance... ...demand. Basic Qualifications 7+ years of experience in financial crime risk management,...SeniorWork at office$132.5k - $338.3k
...work at the heart of our clients’ organizations so that... ...Banking Consulting Senior Manager may include:... ...requirements. Act as a trusted advisor to senior and... ...consulting/program management experience leading large-scale,... ...leaders through coaching, mentoring, and sponsorship...SeniorLive inWork at officeLocal area- ...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
- A global consulting firm is seeking a Senior Technical Consultant with expertise in Guidewire to work with clients in implementing technology solutions to business problems... ...Science or a related field and relevant experience in the insurance industry. Responsibilities include...Senior
- ...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... ...business. Job Responsibilities Coaches and mentors the branch... ...and introduces new clients to bankers for additional... ...create an outstanding customer experience by utilizing centrally managed...SeniorWork experience placementLocal areaImmediate startRelocation
- WellSky Corporation is seeking a Client Success Executive for their Home Care Solutions team in Overland Park, KS. The role involves... ...candidates should have a Bachelor’s degree and 8-12 years of relevant experience, along with strong skills in stakeholder engagement and data...SeniorFull time
- ...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
- ...team member who is excited to join and expand upon their current experience. We are looking for an electrical engineer who craves... ...projects and provide solutions to technical problems supporting clients from coast to coast in North America and the United Kingdom....SeniorWork at officeFlexible hours
- ...financial services company is seeking a Senior Grant Manager to support or lead HUD CDBG... ...regulations and proven grant management experience. The role includes guiding program... ...collaboration to deliver impactful services to clients, with a focus on disaster recovery and...SeniorContract work
- JPMorgan Chase & Co. seeks a Relationship Banker in Shawnee, Kansas, to enhance client experiences through attentive service and financial solutions. The role involves managing client relationships, ensuring compliance with banking standards, and utilizing technology to...Weekend workAfternoon shift
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