Premier & Private Banking - Private Client Advisor - Overland Park, KS

The Client Service Manager (CSM) will provide support for at least 300 Caliber Households/Clients and their corresponding Advisors. They will act as co-primary point of contact for clients addressing inquiries concerns and requests. · ...

The Advisor Support Associate plays a key role in supporting our advisory team by coordinating client service activities, · preparing meeting materials, · and ensuring a smooth and high-quality experience for plan sponsors and participants.Assist advisors with day-to-day service ...

We are expanding our advisory team with individuals who want more than a paycheck. People who want ownership, long term growth and the ability to build something meaningful. · ...

The Account Executive (AE) on the Commercial Risk Team is a strategic advisor and relationship leader. You own client relationships, drive renewal strategy, · Coverage design and risk planning conversations.This is not servicing only role—and not transactional one. · ...

We take immense pride in our work and are in search of like-minded individuals who are eager to make a significant impact. If you're ready to be a part of a team that's shaping the future of financial services, we'd love to hear from you. · Serve as the primary strategic partner ...

Wealth Advisor to serve as our internal subject matter expert in tax planning, strategic lending (SBLOC), and charitable giving. Partnering closely with senior advisors to design and implement sophisticated strategies for clients whose financial lives are becoming increasingly co ...

We are seeking a Financial Solutions Advisor Stage I (FSA I) who will obtain their Securities Industry licenses through dedicated classes. Once licensed, they will learn foundational skills needed to build client relationships and provide advice on financial products. · Build suc ...

We are a growth-oriented financial firm in Overland Park where the sky is the limit when it comes to career advancement. · The Client Concierge will be responsible for following up with clients weekly throughout the process and prioritizing day-to-day tasks, · working closely wit ...

We're hiring a small number of entry-level financial advisors who want to start with a strong foundation and grow into a long-term, high-impact career. · ...

Hiring a National Director of Financial Planning & Sales to build a Financial Planning vertical from the ground up. · ...

+Job summary · About the Role:This role requires a seasoned leader with deep expertise in legal operations and enterprise legal technology,+ · +<ul style= ...

CreativeOne Wealth is seeking an Advisory Billing Specialist to process billing for advisory services provided to clients. · ...

We are building a selective team of future full‑time financial advisors who start part‑time while they train license and build their foundation the right way. · This is a professional advisory career with a flexible entry point designed for people who want to transition into a lo ...

This is an entrepreneurial career path for individuals who want to build and own a book of business as financial advisors using an established advisory platform. · Flexible schedule · Paid time off · Parental leave · ...

We are seeking an organized, proactive and friendly Director of First Impressions to serve as the welcoming face of our Overland Park office and provide essential administrative support across our audit accounting and tax teams. · Greet clients and visitors with professionalism a ...

We are looking for an experienced Director of Experience Center Operations to lead a high complexity service focused call center supporting clients financial advisorsagents and distribution partners across annuity and retirement plan books of business. · This role will be instrum ...

This is a job opportunity at Retirement Solutions Group. As a marketing coordinator you will be responsible for planning and executing campaigns to drive engagement and generate quality leads. · ...

Chief of Staff KC is seeking a dedicated and proactive Client Service Coordinator for a client of ours within the Overland Park area. · ...

We're looking for ambitious, entrepreneurial professionals who want to own their business and help clients prepare for life's planned and unexpected moments with the right insurance products. · COUNTRY Financial Insurance Agents have the opportunity and the autonomy to build a re ...

We are seeking an experienced candidate who is ready to step into a high‑impact paraplanner role and contribute immediately. · Build detailed financial plans and planning scenarios with minimal supervision · ...