Financial Advisor

Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Overland Park area to work plan sponsor relationships, in tax exempt markets and retail. This position will be responsible for 403(b)/457 enrollment,...

Company Description Synergy Wealth Solutions is a financial services firm located in Overland Park, KS. We believe in the power of teamwork and provide holistic and comprehensive solutions to help our clients leave a lasting legacy. With our collaborative culture and innovative strategies, we are committed to delivering excellence and offering premier...

Company DescriptionSynergy Wealth Solutions is a financial services firm located in Overland Park, KS. We believe in the power of teamwork and provide holistic and comprehensive solutions to help our clients leave a lasting legacy. With our collaborative culture and innovative strategies, we are committed to delivering excellence and offering premier...

Company DescriptionSynergy Wealth Solutions is a financial services firm located in Overland Park, KS. We believe in the power of teamwork and provide holistic and comprehensive solutions to help our clients leave a lasting legacy. With our collaborative culture and innovative strategies, we are committed to delivering excellence and offering premier...

Company Description MOKAN Wealth Management provides tax-efficient retirement planning and investment management for pre-retirees, with a focus on fiduciary duty and tax planning. As a fee-only firm, we offer unbiased financial advice tailored to each client's unique financial situation. Our comprehensive and custom approach to wealth management sets us...

Company Description MOKAN Wealth Management provides tax-efficient retirement planning and investment management for pre-retirees, with a focus on fiduciary duty and tax planning. As a fee-only firm, we offer unbiased financial advice tailored to each client's unique financial situation. Our comprehensive and custom approach to wealth management sets us...

Company Description MOKAN Wealth Management provides tax-efficient retirement planning and investment management for pre-retirees, with a focus on fiduciary duty and tax planning. As a fee-only firm, we offer unbiased financial advice tailored to each client's unique financial situation. Our comprehensive and custom approach to wealth management sets us...

Job SummaryThe Client Service Associate plays a critical role in supporting the Financial Advisor team at Kestra Financial Independent Advisor. This position requires excellent customer service and problem-solving skills to provide timely, efficient, and professional support to clients.Key ResponsibilitiesAssist in client meeting preparation and follow-up,...

About the RoleWe are seeking a highly organized and detail-oriented Financial Operations Specialist to join our team at Advisor Employee Services. As a key member of our team, you will be responsible for ensuring the client acquisition process from application submission to policy delivery is seamless and efficient.Key ResponsibilitiesProcess and complete...

Service Advisor Job DescriptionWe are seeking a highly skilled and detail-oriented Service Advisor to join our team at LaBarge Financial in Severna Park, MD. As a Service Advisor, you will play a critical role in providing exceptional customer service and supporting our financial advisors in delivering top-notch service to our clients.Key...

About Plante MoranPlante Moran is a leading audit, tax, consulting, and wealth management firm with a strong presence in the United States. Our firm is committed to delivering exceptional client service and building long-term relationships with our clients.Job SummaryWe are seeking a highly motivated and detail-oriented Financial Advisor to join our team. As...

Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor, you will: Build a client base and develop knowledge of Bankers Life financial...

Job Title: Financial Aid AdvisorWashington Adventist University is seeking a highly motivated and organized Financial Aid Advisor to join our Student Financial Services team. As a Financial Aid Advisor, you will play a critical role in facilitating the recruitment, enrollment, and retention of students by assisting students in completing financial aid...

Job SummaryThe Client Service Associate plays a critical role in supporting the Financial Advisor team at Kestra Financial Independent Advisor. This position requires excellent customer service and problem-solving skills to provide timely, efficient, and professional support to clients.Key ResponsibilitiesAssist in client meeting preparation and follow-up,...

About Mazuma Credit UnionMazuma Credit Union is a local, award-winning financial institution that has been serving the Kansas City community since 1948. Our purpose is to make a positive impact on the lives of our members and team members alike.Our CultureWe value diversity, positivity, creativity, and teamwork, and our culture reflects these values. Our...

SummaryThe Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.Essential Duties and Responsibilities Assist...

Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner. Essential Duties and Responsibilities ...

Job OverviewThe Client Service Associate plays a pivotal role in supporting the Financial Advisor, ensuring that client interactions are handled with the utmost professionalism and efficiency. This position is essential for optimizing the Advisor's time and enhancing client satisfaction through exceptional service and problem-solving capabilities.Key...

Job Description Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones,...

Summary: As a Wealth Advisor, you play a pivotal role in helping our members achieve their long-term financial goals. You'll develop customized financial plans and offer investment recommendations to support their financial future. Duties & Responsibilities: Analyze investment strategies and provide well-informed recommendations to our members. Achieve...