Customer Relationship Advisor

3 weeks ago


Kansas City, United States FDF Wealth Strategies Full time
Job DescriptionJob Description
  • FDF Wealth Strategies is an independent financial advising firm located in Kansas City, MO. We specialize in helping business owners and individuals make informed decisions with their money. Our services include retirement planning, investment management, 401k plans, insurance brokerage, and group benefits. visit www.fdfwealth.com
  • This is a full-time on-site position as a Client Relationship Advisor. The Advisor will be responsible for providing exceptional client service, assisting with customer support, and effectively communicating with clients. The role will also involve tasks related to finance, such as managing client accounts and processing transactions. The successful candidate will have at least three years of experience in the financial services industry, hold Series 65 and Series 7 licenses, and possess a strong understanding of finance and investment concepts. The ability to communicate investment strategies in person to clients and to prioritize tasks and manage time effectively are also essential. There are no production requirements for this position.
  • FDF Wealth is open 8am to 5pm Monday through Friday. There are very few instances where the office is open earlier or later. Most of the time will be spent in the office.
  • In addition to the base salary, monthy and quarterly incentive compensation is paid after the training period has been completed. The company subsidizes the cost of health insurance and offers a company match for those that participate in the 401k.


  • Kansas City, United States Aaron's Full time

    The salary range for this role is $13.25 to $14.00. This position is also eligible for incentive pay based on performance. Aaron’s Customer Account Advisors serve as coaches to our customer, driving payment collections and lease agreement renewals by understanding lease agreement benefits and ensuring customers are 100% satisfied with the product. As a...


  • Kansas City, United States Aaron's Family of Companies Full time

    Customer Accounts Advisor Kansas City, Kansas Overview A Customer Account Advisor plays a key role in assisting the Customer Accounts Department with lease agreement renewals. In this role you will also support the overall needs of the store by assisting other team members. You will have direct contact with customers and will act as a...


  • Kansas City, United States Aaron's Family of Companies Full time

    Customer Accounts Advisor Kansas City, Kansas Overview A Customer Account Advisor plays a key role in assisting the Customer Accounts Department with lease agreement renewals. In this role you will also support the overall needs of the store by assisting other team members. You will have direct contact with customers and will act as a...


  • Kansas City, United States Aaron's Full time

    **The salary range for this role is $13.25 to $14.00. This position is also eligible for incentive pay based on performance.** Aarons Customer Account Advisors serve as coaches to our customer, driving payment collections and lease agreement renewals by understanding lease agreement benefits and ensuring customers are 100% satisfied with the product. As a...


  • Kansas City, United States AIB Full time

    **Branch Customer Advisor, Retail Banking, Westport** **Location:** Westport, IE **Role:** Branch Customer Advisor Location: Westport This role is being offered on a Temporary basis. (23 month contract) **Were looking for someone who:** * Evidence of excellent customer relationship skills, ability to engage with customers and represent AIB with expertise ...


  • Kansas City, United States AIB Full time

    **Branch Customer Advisor, Retail Banking, Westport** **Location:** Westport, IE **Role:** Branch Customer Advisor Location: Westport This role is being offered on a Temporary basis. (23 month contract) **Were looking for someone who:** * Evidence of excellent customer relationship skills, ability to engage with customers and represent AIB with expertise ...


  • Kansas City, United States Schnitzer Steel Full time

    ** Customer Service Advisor** **Job Category****:** Retail **Requisition Number****:** TEMPL12574 Showing 1 location **Job Details** **Description** Responsibilities include working as part of a retail sales team to provide best in class customer care. The Customer Service Advisor (CSA) often begins as a Pick-n-Pull Greeter and can work their way up through...


  • Kansas City, United States The Bank Of Missouri Full time

    Job DetailsJob Location Mexico- 400 South Muldrow - Mexico, MO Position Type Full Time Job Category Banking DescriptionWorking at The Bank of Missouri At The Bank of Missouri we know it takes great people to support the communities we serve! We are passionate about caring for people and communities, and know how to recognize and reward our employees for...

  • Customer Advisor

    3 weeks ago


    New York City, United States Ermenegildo Zegna N.V Full time

    ABOUT ZEGNA Following the path traced by the founder Ermenegildo over 110 years ago, ZEGNA is now internationally recognized as a leading global luxury menswear brand. Established as a fabric maker in the mountains of Piedmont, ZEGNA is part of the Ermenegildo Zegna Group, which counts more than 6,000 employees. Managed by Gildo Zegna as Chairman and CEO,...

  • Customer Advisor

    1 week ago


    New York City, United States Ermenegildo Zegna N.V Full time

    ABOUT ZEGNA Following the path traced by the founder Ermenegildo over 110 years ago, ZEGNA is now internationally recognized as a leading global luxury menswear brand. Established as a fabric maker in the mountains of Piedmont, ZEGNA is part of the Ermenegildo Zegna Group, which counts more than 6,000 employees. Managed by Gildo Zegna as Chairman and CEO,...


  • Kansas City, United States Schnitzer Steel Industries Inc Full time

    Responsibilities include working as part of a retail sales team to provide best in class customer care. The Customer Service Advisor (CSA) often begins as a Pick-n-Pull Greeter and can work their way up through Part Sales, Parts Specialist and eventually a store Sales Lead through positive work ethics and evaluations. This is a retail sales position that...


  • Kansas City, United States Never Ending Travels Full time

    About the job Remote Travel Advisor- Entry Are you passionate about travel and helping others plan their dream vacations? We have an exciting opportunity for you to become a Remote Travel Advisor. This role allows you to combine your love for travel with the freedom of working remotely. Have you been booking travel and not getting paid? This is the perfect...


  • Haines City, United States Aaron's, Inc Full time

    Customer Accounts Advisor (Bilingual) Job Schedule Corporate Retail Store Job ID 55428 Date posted 04/15/2024 Aaron's Customer Account Advisors serve as coaches to our customer, driving payment collections and lease agreement renewals by understanding lease agreement benefits and ensuring customers are 100% satisfied with the product. As a Customer Account...


  • Haines City, United States Aaron's, Inc Full time

    Customer Accounts Advisor (Bilingual) Job Schedule Corporate Retail Store Job ID 55428 Date posted 04/15/2024 Aaron's Customer Account Advisors serve as coaches to our customer, driving payment collections and lease agreement renewals by understanding lease agreement benefits and ensuring customers are 100% satisfied with the product. As a Customer Account...

  • Beauty Advisor

    1 week ago


    Kansas City, Missouri, United States Sephora Full time

    Job ID: 247686Store Name/Number: MO-Country Club Plaza (0956)Address: 424 Nichols Road, Kansas City, MO 64112, United States (US)Hourly/Salaried: Hourly (Non-Exempt)Full Time/Part Time: FlexPosition Type: RegularBeauty AdvisorAs a Beauty Advisor, you are a key team member who inspires and helps our customers become the best version of themselves. You are...

  • Internal Advisor

    2 weeks ago


    Kansas City, United States Camping World Holdings, Inc. Full time

    It's fun to work in a company where people truly BELIEVE in what they are doing! We're committed to bringing passion and customer focus to the business. Camping World is seeking an Internal Advisor for our growing team. Our Internal Advisors are prim Advisor, Internal, Internet, Retail, Business Services, Compensation, Camping

  • Gear Advisor II

    2 weeks ago


    Kansas City, United States Music and Arts Full time

    Join the Jam at Guitar Center! Gear Advisor II Wanted! (Schedule is 7AM – 4PM, Monday – Friday) Are you ready to turn your passion for music into a career that rocks? Guitar Center is on the lookout for our next Gear Advisor II, and we want someone as enthusiastic about gear as they are about turning up the volume on their career! Who We Are: At Guitar...

  • Gear Advisor II

    2 weeks ago


    Kansas City, United States Music and Arts Full time

    Join the Jam at Guitar Center! Gear Advisor II Wanted! (Schedule is 7AM – 4PM, Monday – Friday) Are you ready to turn your passion for music into a career that rocks? Guitar Center is on the lookout for our next Gear Advisor II, and we want someone as enthusiastic about gear as they are about turning up the volume on their career! Who We Are: At Guitar...

  • Gear Advisor II

    1 week ago


    Kansas City, United States Music and Arts Full time

    Join the Jam at Guitar Center! Gear Advisor II Wanted! (Schedule is 7AM – 4PM, Monday – Friday) Are you ready to turn your passion for music into a career that rocks? Guitar Center is on the lookout for our next Gear Advisor II, and we want someone as enthusiastic about gear as they are about turning up the volume on their career! Who We Are: At Guitar...


  • Haines City, United States Aaron's Inc Full time

    Aaron's Customer Account Advisors serve as coaches to our customer, driving payment collections and lease agreement renewals by understanding lease agreement benefits and ensuring customers are 100% satisfied with the product. As a Customer Account Advisor, you will build relationships with our customers over the phone and face-to-face to help bring them...