Relationship Advisor

Mazuma is a local, award-winning Credit Union that has been in business since 1948. Our purpose is to make Kansas City a better place to live, work and bank! Our philosophy is to treat our members and team members like family. We value diversity, positivity, creativity, and teamwork; and we believe our culture exhibits just that. It looks something like...

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 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...

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,...

**Customer Experience Specialist (Advisor) - Job Details** **Customer Experience Specialist (Advisor)** Share Job **Overview** Full Time Entry Level Store Associates You are in for some awesome perks (Part-time and Full-time benefits based on your role and tenure) * Backup childcare * Tuition assistance for yourself and dependents * Generous employee...

General Description: The USI Insurance Services Personal Risk Practice provides comprehensive risk management and insurance consultation to high net worth individuals and family offices with complex financial and insurance needs. The Private Risk Advisor (PRA) is an outside sales position responsible for cultivating relationships with all partners and...

Customer Service Advisor - Matlock, Derbyshire  Rate of Pay: £22,700 National Office based – Hybrid working - fixed term contract October 2024 - October 2025YHA have amazing properties in some of the most iconic and inspiring places in England and Wales. A job with YHA could see you supporting YHA to achieve its mission and strategic objectives by...

Customer Service Advisor - Bandar SunwayCompany DescriptionFrasers Group are a global powerhouse within retail, made up of household names such as Sports Direct, USC, Flannels, Jack Wills and etc.Sports Direct Malaysia currently operates a total of 34 retail stores domestically and manages a proprietary SportsDirect.com e-commerce site for domestic and...

About the RoleWe are seeking a highly skilled Tax Advisor to join our team at Block Advisors. As a Tax Advisor, you will play a critical role in providing tax preparation, tax audit support, and tax planning services to our clients.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their tax needs and provide personalized...

Job DescriptionJiffy Lube Multicare Service Advisor - Oak ParkJob Summary:We are seeking an experienced Service Advisor to join our team at Jiffy Lube Multicare. As a Service Advisor, you will play a key role in building and maintaining relationships with customers to grow our business.Key Responsibilities:Develop positive customer relationships and promote...

Job Title: Block Advisors Tax AdvisorAt H&R Block, we're seeking a highly skilled Tax Advisor to join our team of experts. As a Tax Advisor, you'll play a critical role in providing exceptional tax preparation, planning, and audit support to our clients.About the Role:We're looking for a motivated and detail-oriented individual with a passion for tax and a...

About the RoleWe are seeking a highly skilled Tax Advisor to join our team at Block Advisors. As a Tax Advisor, you will play a critical role in providing tax preparation, tax audit support, and tax planning services to our clients.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their tax needs and provide personalized...

Job DescriptionAbout the RoleCitizens is seeking a highly skilled Private Client Relationship Manager to join our team. As a key member of our Private Client Group, you will be responsible for acquiring, broadening, deepening, and retaining affluent and high-net-worth relationships.Key ResponsibilitiesClient Acquisition: Acquire qualified, new-to-wealth...

Job DescriptionAbout the RoleCitizens is seeking a skilled Private Client Relationship Manager to join our team. As a key member of our Private Client Group, you will be responsible for acquiring, broadening, deepening, and retaining affluent and high-net-worth relationships.Key ResponsibilitiesClient Acquisition: Acquire qualified, new-to-wealth...

About the RoleFidelity is seeking a skilled Relationship Manager to facilitate relationships with our most valuable clients. As a key member of our team, you will inspire client dedication and engagement, developing long-lasting, positive relationships with Fidelity. You will learn to nurture a book of business and successfully find opportunities to add...

DescriptionPrivate Client Relationship Manager - Royal Oak, MI Hubbed Circuit:At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending...

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,...

Job DescriptionDescriptionPrivate Client Relationship Manager - Royal Oak, MI Hubbed Circuit:At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances.  In this role, you’ll deepen relationships with your clients by collaborating with peers across...