Wealth Ops Specialist: Advisor Support & Efficiency
Curran Recruiting
Curran Recruiting is seeking a Wealth Management Operations Specialist to provide operational and analytical support to Wealth Advisors and internal teams in Overland Park, KS. The role serves as a primary contact for advisor service requests, operational issues, and data accuracy across custodial and technology platforms. The ideal candidate has 3+ years in financial services operations or custodial relationship management, with experience in an RIA or broker-dealer environment and proficiency #J-18808-Ljbffr Curran Recruiting
- OneDigital is seeking a Wealth Advisor Operations professional to provide high-level support to the Wealth Advisor community and internal teams. You will be the central contact for service requests, data quality, and multi-custodian workflows across major platforms and...Suggested
- ...leader in small business banking, our work supports local economies and meaningful growth—... ...paid holidays. Position Summary The Wealth Advisor is responsible for developing and implementing... ...errors. Practice effective and efficient organizational and time management skills...SuggestedContract workWork at officeLocal area
$80k - $95k
Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their financial goals, analyze their... ...And Duties Manages time and resources efficiently and effectively Develops and implements strategic...SuggestedWork experience placementWork at office$90k - $100k
...Financial Advisor at CAPTRUSTJoin Our Team as a Financial Advisor at CAPTRUST!Who Are We... ...Advisor to build and manage a holistic wealth management practice. You'll provide comprehensive... ...feel authentically seen, respected, and supported.It is our intent to maintain a work...SuggestedTemporary workLocal areaFlexible hours- ...goals with comprehensive planning and risk management. You will guide clients through planning for major life events, retirement, and wealth protection while building lasting relationships. The role emphasizes personalized strategies, clear communication, and a client-...Suggested
- Bank of America Merrill Wealth Management is seeking an Advisor Development Program participant to work with high-net-worth clients in a branch setting. Responsibilities include identifying needs, developing relationships, reviewing goals, and recommending investments aligned...
- ...contribute to the company's success. As a Wealth Advisor in PNC Wealth Management, you will be... ...an in-office company that fosters a supportive culture where employees can thrive and... ...business. Owns the client experience, efficiently handling sales and service,...Full timeTemporary workPart timeWork experience placementWork at office
- ...explore Banking Solutions Specialist If you're an experienced banker... ...and products accurately and efficiently. Be a reliable point of contact... ..., commercial banking, and wealth partners when a need exceeds retail scope. Support deposit and loan growth through...Full time
- ...help you grow it. Rally Wealth & Benefits is seeking... ...experienced Financial Advisor with an established... ...resources, operational support, and expanded growth opportunities... ...clients while having specialists and resources... ...their practice more efficiently. Rather than managing...
- TIAA in St. Louis, MO seeks a Wealth Management Advisor to build and deepen relationships with high-... ...retirement while collaborating with internal specialists. You will drive growth by expanding... ...comprehensive wealth solutions, supported by TIAA's extensive products and...Flexible hours
- First National Bank of Omaha is seeking a Senior Financial Advisor to provide comprehensive financial planning and investment management... ...on investment objectives and collaborating with internal bank specialists. The ideal candidate will have a Bachelor's degree, 3 years in...
$100k
...Merrill Wealth Management is a leading provider of comprehensive wealth management... ...advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates... ...program time ~ Is a self-starter who efficiently manages time and capacity ~ Sets and accomplishes...Work at officeShift workDay shift- FNBO is seeking an UHNW Financial Advisor in Kansas City, MO. The role focuses on advising ultra-affluent clients with $5M+ investible... ...assets, leveraging a team-based approach to deliver comprehensive wealth management, planning and fiduciary services. A strong record in...Work at office
$139.23k - $163.8k
...decisions and enabling the communities we support to grow and succeed. We believe it takes... ...Healthcare Treasury and Revenue Cycle Advisor reports to the Payments, Merchant & Institutional... ...financial performance and operational efficiency across the revenue and payment lifecycle...Full timeTemporary workWork at officeLocal areaRemote workFlexible hours3 days per week- ...education, tailored financial guidance, and a focus on diversity and inclusion. You will collaborate with specialists to connect clients with the right solutions, support self-service tools, and uphold regulatory requirements while delivering exceptional customer service...
$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...$100k - $300k
Description Home Comfort Advisor/ Outside Sales Professional Southern Home Services is a residential HVAC, Plumbing and Electrical... ...for their home comfort to help us build customers for life. Efficiently communicating during in-home conversations; helping homeowners...Work at officeLocal areaFlexible hoursWeekend workAfternoon shiftWeekday work- Moneta is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many... .... Tax Planning and Optimization: Advise clients on tax-efficient strategies to minimize their tax liabilities, considering various...Temporary work
- ...impact on our organization and community. We support and reward our staff through team... ...servicing and client onboarding, for the efficient operations of both the current client base... ...will work directly with the Financial Advisor to assist with all aspects of their daily...Full timeWork at officeShift work
$18 - $20 per hour
...Insurance Maternity & Menopause Support Programs Employee Assistance... ...needs. The Relationship Advisor will recommend appropriate credit... ...with accuracy and efficiency. The position plays a key part... ...Members to business, mortgage, and wealth management when appropriate....Hourly payTemporary workWork at officeLocal area$20 - $25 per hour
...organize incoming parts shipments Maintain a clean, organized, and efficient parts department Requirements Previous automotive parts... ...discounts on vehicles, automotive parts, and services Supportive team‑oriented work environment About the Company Kansas City...Hourly payWeekly payLocal area- ...team. This position plays a key role in keeping our shop running efficiently by delivering parts from the Parts Department to technicians... ...Parts Department. Maintain cleanliness and organization. Support technicians and staff to ensure efficient workflow. Qualifications...
- A leading HR service provider located in Overland Park, Kansas, is seeking a motivated HR Support Specialist. In this role, you will navigate high volumes of HR inquiries, provide technical support, and advocate for employees with diverse HR needs. Successful candidates...
- ...Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the corresponding financial solutions. A Financial Representative must...Work at officeLocal area
- ...strategies that protect and grow their wealth. We're seeking individuals who are naturally... ...solutions, and become a trusted advisor at every stage of their lives. You'll thrive... ...share insights and strategies, fostering a supportive team environment. Stay informed about...Work at office
- ...help clients build, protect, and grow their wealth. Guide clients through retirement... ...and wealth accumulation. Become a trusted advisor clients can count on through every stage... ...service, honest conversations, and proactive support. Continue learning and developing your expertise...
- ...Our client is seeking a Communication Specialist to join their team. As a Communication... ..., you will be part of the Presentation Support team supporting strategic proposal development... ...multiple projects and stakeholders efficiently What's in it for me? Opportunity to...
- ...large telecommunications company. COMMUNICATIONS SPECIALIST Team Details: You will play a key role in our presentation support team, reporting to our Director, Bid... ...and stakeholders simultaneously, while also efficiently prioritizing tasks An exceptional communicator...Remote workWeekend workAfternoon shift
- ...At Synergy Wealth Solutions, we know some of the best financial advisors start in entirely different industries. If you have built trust, influenced decisions, grown... ...to succeed here. We provide the development, support, and environment to help you turn those strengths...
$61k - $119k
...Education Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...goals Grow relationships with clients to support them through every stage of life Training... ...FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory...Full timeContract workFor contractors
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