Top 577 Finance Jobs in Independence, Mo

Client Service Manager to Financial Advisor
Caliber Wealth Management —Overland Park, KS
- $65,000 - $75,000 a year
- Full-time
- Background check
- Microsoft Outlook
- Management
- Health savings account
- Health insurance
Quick Apply
Financial Systems Manager
Shook, Hardy and Bacon —Kansas City, MO
- Hybrid work
- System design
- Research
- Finance
Quick Apply
Credit Analyst II/Senior
Cornerstone Bank - Overland Park, KS —Overland Park, KS
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Research
- Disability insurance
- Health insurance
Quick Apply
Chief Credit Officer
VERIMORE BANK —Liberty, MO
- Email
- Background check
- 5 years
- Writing skills
- Health savings account
- Health insurance
Quick Apply
Financial Analyst - AI Trainer
DataAnnotation —Leawood, KS
- $50 - $100 an hour
- Part-time
- Remote
- Mid-level
- Master's degree
- Bachelor's degree
Quick Apply
Financial Analyst
Winchester Ammunition —Independence, MO
- $106,800 - $138,800 a year
- Microsoft Excel
- ERP systems
- Research
8d
Fraud Prevention Analyst
UMB Financial Corporation —Kansas City, MO
- $59,085 - $86,922 a year
- Email
- Mid-level
- Office
- Analysis skills
- Paid holidays
- Health insurance
8d
FBI Special Agent: CPA/Accounting/Finance Expertise
Federal Bureau of Investigation —Kansas City, MO
- $103,263 - $133,200 a year
- Full-time
- Doctoral degree
- CPA
- Master's degree
Special Agent: Accounting/Finance Background
Federal Bureau of Investigation —Kansas City, MO
- $103,236 - $133,200 a year
- Full-time
- Mid-level
- Finance
- Bachelor's degree
Wealth Management Trainee (MO)
Bankers Life —Kansas City, MO
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Wealth Management Trainee (MO)
Bankers Life —Lee's Summit, MO
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Credit Analyst
UMB Financial Corporation —Kansas City, MO
- $51,291 - $75,460 a year
- Email
- Finance
- Bachelor's degree
- Accounting
- Paid holidays
- Health insurance
8d
Personal Banker -Lee's Summit, MO
CommunityAmerica Credit Union —Lees Summit, MO
- $27.71 - $30.00 an hour
- Full-time
- Basic math
- Mid-level
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
Actuarial Analyst (Remote)
MEM —Kansas City, MO
- $66,400 - $99,600 a year
- Full-time
- Remote
- Finance
- Bachelor's degree
- Business Administration
- Profit sharing
- Paid jury duty
Financial Planner
WealthBridge Financial Group —Lee's Summit, MO
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Financial Analyst - Hybrid
North Kansas City Hospital —North Kansas City, MO
- Full-time
- Hybrid work
- Marketing
- Hospital
- 5 years
Credit Analyst II
Academy Bank, N.A. —Kansas City, MO
- From $70,000 a year
- Writing skills
- Mid-level
- Office
- Paid holidays
- Disability insurance
Quick Apply
Finance Specialist
City of Greenwood —Greenwood, MO
- $23.12 - $28.16 an hour
- Full-time
- Computer literacy
- Mid-level
- Office
Quick Apply
7d
Finance Operations Analyst - Behavioral Health
University Health KC —Kansas City, MO
- Full-time
- Oracle
- 5 years
- Microsoft Office
Power Market Finance Analyst - Parent - Summer 2026
Kiewit Corporation —Lenexa, KS
- $70,000 - $83,000 a year
- Overtime
- Microsoft Word
- Microsoft Outlook
- Construction site
- Health insurance
- Dental insurance

I want to receive the latest job alert for finance in independence, mo

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

finance jobs near independence, mo

Client Service Manager to Financial Advisor

Caliber Wealth Management
Overland Park, KS

Quick Apply

Job Details

Full-time
$65,000 - $75,000 a year

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
401(k) 4% Match
Parental leave
Vision insurance
401(k) matching
Life insurance

Qualifications

Financial planning
Management
Supervising experience
Bachelor's degree
Customer relationship management
Financial services

Full Job Description

Weekly

Client Service Manager (CSM) Job Description

Job Title: Client Service Manager (CSM)

Reports to: Director of Service Delivery

Compensation:

Salary: $65-$75
Bonus: 4% of salary (granted at 1%/quarter based on objectives determined each quarter)
PTO: 10 days
Sick Time: 5 days
Company Holidays: 10
Benefits: $300/month insurance credit (applies only to employees enrolled in Caliber’s group health plan)
401(k) : 4%match on 401K contributions of EE contributions (after first 90 days)

Priority Objectives:

Client Relationship Management – provide support for at least 300 Caliber Households/Clients and their corresponding Advisors. Act as co-primary point of contact for clients, addressing inquiries, concerns, and requests.
Client Retention & Satisfaction – monitor client satisfaction and proactively address any issues or concerns alongside Department Director to ensure high levels of client retention.
Reporting & Tracking – prepare and deliver scheduled reports in full and on time. Correspond with the Service Delivery Team and Advisors to address all items.
Team Collaboration – collaborate with internal teams, including Operations, Compliance, Billing and Department Director to ensure seamless service for clients.
Continuous Improvement – continuously seek opportunities to enhance client service processes, streamline workflows, and improve overall efficiency. Actively participate in required professional development and training to remain in good standing with industry compliance standards.

Organization

Claim and clear all Custodial Alerts for the Advisors you support – Daily
Link all correspondence in Advyzon – manage Unlinked CRM
Reporting & Tracking – proactively address actionable items.
‘Zero out’ tasks by end of each week
Meeting Prep – see schedule below
Prompt follow up with clients to confirm inquiries and requests.

Client Onboarding – facilitate onboarding process start to finish:

Client Profile Setup
Account Setup
Ancillary forms
Everplans
Client Access Setup
GPM Data Entry
Account Transfers
Investment Agreement(s)

Account Maintenance – track and complete all requests/tasks via Outlook Tasks synced to CRM

ROTH Conversions
Excess IRA contribution removals
Establish Dividend Reinvestments
Life Insurance Quotes
Rebalance Tool Model & Linking
Death and Divorce settlements
Basic trades to meet cash needs/distributions
401K Rollovers
Annuity Surrenders/processing
Donor Advised Funds – setup & servicing
Security-Based Loan Applications – setup & servicing
Enhanced Savings Program – setup & servicing
Qualified Charitable Distributions

Client Inquiries & Advisor Requests

Complete Advisor requests by designated due date or within 24 hours of request if due date is not noted.
Same day response to all client inquiries received before 3pm.
Money Movement Requests to meet cash needs.
Manage and track client inquiries from start to finish
Review previous meeting notes to identify old inquiries and prep for upcoming meetings.

Regular Reporting & Tracking

Service Activity & Calendars
Prospect & Client Onboarding Workflow
Rejected documents and resolution plan
Insufficient Funds Report/Periodic Payment lookahead including negative cash balances.
High Cash Balance Report – Discretionary Managed Accounts
Outstanding Docusign Envelopes
Client Onboarding Approvals
Alerts Portal – address all active alerts & activity with plan to claim and resolve

Monthly

Prudent Process report 3rd Monday of each month (Q3 and Q4)
RMD reports 1st Monday of each month (Q3 and Q4)
Update and address Active Wealth Advisory Plans and corresponding Billing Report
Submit Billing Template to Advyzon
Low-Trade Report
Documents Due– review and communicate plan of action to complete/resolve any outstanding documents

Annual

Q1 - In Jan and Dec each year, pull IRA funding reports to identify ROTH IRA funding opportunities for current and previous year

Recurring Meetings

Daily Check-In with Director of Service Delivery – 1 hr total/week
Weekly 1:1 with Advisors
Bi-Weekly Service Delivery Team meeting
Bi-weekly 1:1 with Director of Service Delivery

Job Type: Full-time

Pay: $65,000.00 - $75,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible spending account
Health insurance
Health savings account
Paid time off
Parental leave
Vision insurance

Education:

Bachelor's (Required)

Experience:

Work in a Financial Planning Practice: 1 year (Required)

Work Location: In person

Quick Apply

Refine Your Search

finance jobs in independence, mo

Client Service Manager to Financial Advisor

Financial Systems Manager

Credit Analyst II/Senior

Chief Credit Officer

Financial Analyst - AI Trainer

Financial Analyst

Fraud Prevention Analyst

FBI Special Agent: CPA/Accounting/Finance Expertise

Special Agent: Accounting/Finance Background

Wealth Management Trainee (MO)

Wealth Management Trainee (MO)

Credit Analyst

Personal Banker -Lee's Summit, MO

Actuarial Analyst (Remote)

Financial Planner

Financial Analyst - Hybrid

Credit Analyst II

Finance Specialist

Finance Operations Analyst - Behavioral Health

Power Market Finance Analyst - Parent - Summer 2026

I want to receive the latest job alert for finance in independence, mo

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected