Relationship Banker & Personal Finance Advisor
Mazuma Credit Union
Mazuma Credit Union seeks a Relationship Advisor in Kansas City to deliver exceptional service and foster strong member relationships. This role involves understanding members' financial needs and providing tailored solutions. The successful candidate will process financial transactions, open accounts, and actively promote credit union products, contributing to individual and team sales goals. An environment that encourages teamwork, creativity, and professional growth awaits you at Mazuma Credit Union. #J-18808-Ljbffr Mazuma Credit Union
- ...Details Location: Midtown, Kansas City, MO 64130 Position Type: Full Time Role The Relationship Advisor delivers exceptional member service, fosters strong relationships, and provides personalized financial guidance. The role includes product and service recommendations,...PersonalFull time
- ...market accounts Consumer and mortgage loan discounts Role The Relationship Advisor is responsible for delivering exceptional member service... ...understanding of each Member’s financial needs and providing personalized guidance and solutions tailored to those needs. The...PersonalFull timeTemporary workWork at officeLocal area
- Mazuma Credit Union is looking for a Relationship Advisor in Kansas City, MO. This role involves delivering exceptional member service, engaging with customers, and providing personalized financial guidance. The ideal candidate will have at least 1 year of customer service...PersonalFull time
- The Bank of Montreal in Independence, MO is seeking a Retail Banking Advisor to deliver exceptional service. Responsibilities include engaging with customers, providing advice on financial solutions, and making credit recommendations. Ideal candidates have 2-3 years of...Personal
- ...Financial Advisor Job Category: Advisor Development Full-Time St Louis, MO 63110, USA... ...City. Our mission: Using creative business and personal planning, we help our clients achieve financial freedom… one relationship at a time. We feel that our true team...PersonalFull timeFlexible hours
- ...financial professional who loves building relationships, delivering strategic investment... ...This Role Matters As a Financial Advisor, you'll be the trusted advisor clients... ...term financial direction. You'll manage a personal book of business, shape investment strategies...PersonalBase plus commission
- ...large-scale impact & help guide others to find their personal success. Equitable Advisors is a leading firm in the wealth management industry with... ...to develop markets and sustain long-term relationships • Desire to help others plan for and protect their financial...PersonalTemporary workLocal areaRemote work
$74k - $120k
...strategic, and definitive financial advisor to fill an entry-level... ...financial advice based on each person’s individual financial status... ...identify, and secure strong relationships with new clients by serving... ...plus • A Bachelor’s degree in finance, business administration, or...PersonalStart working todayWork at office- ...strategic, and definitive financial advisor to fill an entry-level... ...financial advice based on each person's individual financial status... ...identify, and secure strong relationships with new clients by serving... ...plus • A Bachelor's degree in finance, business administration, or...PersonalStart working todayWork at office
- ...the Job: The Sr. Financial Advisor is accountable to advise... ...development activities and effective relationship management experience. ~... ...~ Strong knowledge of the finance industry and the local, state... ...experience of helpful, easy and personal. ~ Flexibility of schedule...PersonalContract workTemporary workFor contractorsLocal area
- ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing... ...lives of service and faith. Provide personal, actionable and achievable advice and... ...and maintain genuine, long-term relationships throughout generations based on trust and...Personal
$90k - $100k
...Financial Advisor at CAPTRUST Join Our Team as a Financial Advisor at CAPTRUST!... ...Responsibilities Develop Client Relationships: Identify, establish, and manage new client... ...surrounding you with opportunities for personal growth. Our Employee Benefits Package...PersonalTemporary workLocal areaFlexible hours- A 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 of business, and shape investment strategies. You should possess 3-5 years of relevant experience...Personal
$20.6k - $114.4k
...sales, business development, and ongoing relationship involvement with prospects and clients... ...MINIMUM: ~7 years financial advisor or investment sales experience ~ College... ...understand how we collect and use your personal information when you apply for employment...PersonalWork at officeLocal areaFlexible hours$50k
...Financial Advisor Apply ( locations MO - Kansas City Downtown/Plaza - Kansas... ...learn, to connect with others, and build relationships with the people around you. You’ll have... ...life insurance, paid vacation, and paid personal time. In addition, we offer career...PersonalFull timeLocal areaShift work$150k - $250k
...Wealth Advisor Join Aprio's Wealth Management team and you will help clients maximize... ...Our client experience revolves around a personal financial plan and includes advice on... ...Responsibilities: Manage and maintain relationships with clients by earning trust,...PersonalFull timeWork at officeLocal areaRemote workFlexible hours$150k
...Retirement Plan Financial Advisor Join Our Team at CAPTRUST!... ...Cultivate New Client Relationships: Secure at least $150,000 in... ...Administration, Marketing, or Finance preferred. Experience: At... ...you with opportunities for personal growth. Our Employee Benefits...PersonalTemporary workWork at officeLocal areaFlexible hours- Capitol Federal Savings Bank is seeking a driven Financial Advisor to provide clarity and long-term financial direction for clients. You'll manage a personal book of business and help clients achieve their financial dreams with strategic investment guidance. Key responsibilities...Personal
$50k
...9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud... ...community. Key Responsibilities Build relationships to create new clients via face-to-face... ...to accelerate trust and create personalized, comprehensive strategies to help clients...PersonalWork at officeWork from homeHome officeFlexible hours- ...seeking an entry-level Financial Advisor to help clients achieve their financial goals through personalized planning services. Ideal... ...possess strong communication and relationship-building skills, along with a Bachelor’s degree in finance or a related field. The position...Personal
$55k - $200k
Caliber Wealth Management Advisor - Investment Consultant Base Salary Range: $55,000 - $... ...powerful work environment that prioritizes personal well‑being, career vision, and work‑life... ...Employment Type Full‑time Job Function Finance and Sales #J-18808-Ljbffr Caliber...PersonalFull timeWork at officeWork from home$60k
...better is also life-changing for you - personally, professionally, and financially. FINANCIAL... ...people, building personal, trusted relationships. Financial planning is interesting to you... ...life living! Our teams of financial advisors across the nation embody these beliefs...PersonalWork experience placement- Financial Advisor - Kansas City Leaders are critical to the growth of an organization... ...impact & help guide others to find their personal success. Equitable Advisors is a... ...develop markets and sustain long-term relationships Desire to help others plan for and protect...PersonalTemporary workLocal areaRemote work
- Commerce Bank in Independence, Missouri is seeking a Personal Banker to provide excellent financial services. This role involves educating... ..., managing transactions, and building long-lasting customer relationships. The ideal candidate should possess sales experience, an...PersonalFull timeMonday to FridayShift work
- ## AMP Financial Advisor TraineeApplylocations: Saint Louis, Missouri... ...service and compliance with personal and professional growth and... ...Manages the full scope of a client relationship by evaluating the client’s... ...Administration, Bachelor’s: Finance, High School (HS) (Required)*...PersonalApprenticeshipTraineeshipWork experience placement
- ...Financial Advisor Relationship Manager CAPTRUST is seeking a dynamic and client-focused Financial... ..., preferably with an emphasis in Finance or Accounting or equivalent work experience... ...you with opportunities for personal growth. Our Employee Benefits Package...PersonalTemporary workWork experience placementWork at officeLocal areaFlexible hours
$87.4k - $123.4k
Role Overview The Senior Wealth Advisor, Practice Lead is a key role focused on delivering... ...Experience Specialist to build lasting relationships with Empower clients enrolled in... ...client experience by leading proactive, personalized conversations that address onboarding,...Personal16 hoursTemporary workWork experience placementCasual workLocal area$87.4k - $123.4k
Senior Wealth Advisor, Practice Lead We empower clients to reach financial freedom. As... ...and safeguard their net assets through personalized financial and investment advice. Responsibilities... ...skills, building long‑term relationships and trust. Ability to navigate multiple...PersonalRemote job16 hoursTemporary workCasual workLocal areaRelocation packageFlexible hours- U.S. Bank seeks a Client Relationship Consultant 2-4 to join the Kansas City team. This role focuses on engaging customers through various channels to provide tailored financial counseling and solutions. Candidates should have retail banking experience and a strong ability...Full time
$20 - $21 per hour
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge... ...Who we are We are more than a company. We are advisors, consultants, problem solvers, friends,...PersonalLocal areaFlexible hoursAfternoon shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker & Personal Finance Advisor. Be the first to apply!
- private mortgage banker Kansas City, MO
- personal banker Kansas City, MO
- private banker Kansas City, MO
- program counselor Kansas City, MO
- child care counselor Kansas City, MO
- rehabilitation counselor Kansas City, MO
- substance use disorder counselor Kansas City, MO
- relationship consultant Kansas City, MO
- clinical counselor Kansas City, MO
- international student counselor Kansas City, MO

