Relationship Advisor - Overland Park

We're looking for a Relationship Advisor - Personal Banker to join our team at Mazuma Credit Union. As a key member of our sales and service model, you will be responsible for delivering exceptional Member experiences and exceeding their expectations. · ...

We're looking for a Relationship Advisor - Personal Banker to deliver an amazing Member experience through sales and service model. · 1 year cash handling required · 1 year of Sales and/or Advising required · 1 year hospitality industry or financial institution experience require ...

+We're looking for a Relationship Advisor with a heart for helping people to make Kansas City a better place to live, work and bank. This role is responsible for delivering an amazing Member experience through sales and service model. · +Evaluate Members' needs and educate them o ...

+We're seeking a Relationship Advisor to join our team at Mazuma Credit Union. As a key member of our sales and service model, you will work with Members and Team Members directly and indirectly to engage and connect, evaluate to identify needs, educate on solutions, and enrich t ...

CAPTRUST is seeking a dynamic and client-focused Financial Advisor Relationship Manager to serve as the primary point of contact for our clients. · This role will lead client review meetings, · present and update financial plans, · and clearly communicate CAPTRUST's investment ph ...

CAPTRUST is seeking a dynamic and client-focused Financial Advisor Relationship Manager to serve as the primary point of contact for our clients. · This role will lead client review meetings, present and update financial plans, and clearly communicate CAPTRUST's investment philos ...

The Relationship Advisor is responsible for delivering exceptional member service and fostering strong, lasting relationships with Members of Mazuma Credit Union.This role centers on gaining a deep understanding of each Member's financial needs and providing personalized guidance ...

The Relationship Advisor is responsible for delivering exceptional member service and fostering strong relationships with members of Mazuma Credit Union. · ,Achieving both individual and team sales goals requires actively promoting credit union products/services/participating in ...

The Relationship Advisor delivers exceptional member service and fosters strong relationships with Members of Mazuma Credit Union. · Gain deep understanding of each Member's financial needs. · Provide personalized guidance and solutions tailored to those needs. · ...

This position requires receiving incoming calls to determine products or services needed by members. · Assists members with transactions · Determines products or services required by members · ...

The Relationship Advisor is responsible for delivering exceptional member service and fostering strong lasting relationships with Members of Mazuma Credit Union. · ...

The Relationship Advisor is responsible for delivering exceptional member service and fostering strong relationships with Members of Mazuma Credit Union.The Role centers on gaining a deep understanding of each Member's financial needs and providing personalized guidance and solut ...

Mazuma Credit Union is seeking a Relationship Advisor to deliver exceptional member service and foster strong relationships with Members. · Minimum of 1 year of experience in customer service · ...

Wealth Advisor position at CreativeOne Wealth/CreativeOne Advisors Group in Overland Park, KS. · ...

We help business leaders protect what matters and build what's next through smarter risk management, transparent insurance strategy, and trusted advisory relationships. · ...

A Lead Advisor at Triune serves clients by doing true financial life planning. · ...

Voya Financial Advisors Inc is seeking a Financial Professional to join their team in the greater Overland Park area. · Prospect schedule and conduct one on one appointments with clients · Recommend and implement investment strategies · ...

We are looking for a growth-minded client-focused Associate Financial Advisor to join our advisory team. · ...

Are you experienced in doing true financial life planning as opposed to just managing money Are you a people person who is willing to invest in growing meaningful client relationships that go beyond just numbers Are you eager to be part of an established successful team that is i ...

This role serves as a key contributor to the creation oversight and ongoing enhancement of a centralized investment platform supporting a nationwide wealth management organization. · Platform Oversight: · Support implementation monitoring and quality control of investment strateg ...