Top 564 Investment Jobs in Kansas

Paraplanner
People People —Lenexa, KS
- Full-time
- Microsoft Excel
- Office
- Entry level
- Profit sharing
- Disability insurance
Quick Apply
7d
Financial Analyst
Inceed —Olathe, KS
- $36 - $39 an hour
- Hybrid work
- Oracle
- Analysis skills
- Continuous improvement
- Paid holidays
- Disability insurance
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7d
Investment Research Analyst
Nomura —Overland Park, KS
- $174,000 - $202,000 a year
- 5 years
- Office
- Financial services
- Paid time off
- Parental leave
Senior Market Strategist
Aprio —Overland Park, KS
- $200,000 - $225,000 a year
- Full-time
- Hybrid work
- Continuous improvement
- Senior level
- Master of Business Administration
- Profit sharing
- Wellness program
Senior Investment Data Analyst (Boston, MA)
Colby College —Colby, KS
- $94,000 - $124,800 a year
- Full-time
- Computer Science
- Office
- 3 years
Governance & Investment Review Board (IRB) Analyst
JYG Innovations —Kansas City, KS
- Full-time
- Remote
- Microsoft Office
- Military encouraged
- Organizational skills
- Paid holidays
- Disability insurance
Quick Apply
14d
Public Finance Investment Banking Analyst
Piper Sandler & Co. —Leawood, KS
- $80,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- Finance
Quick Apply
5d
Backend Capability Product Specialist
CVS Health —Kansas
- $106,605 - $284,280 a year
- Full-time
- Remote
- HIPAA
- High school diploma or GED
- AWS
- Health insurance
- Dental insurance
Investment Platform Analyst
OneDigital —Overland Park, KS
- Full-time
- Analysis skills
- Quality control
- Organizational skills
- Health insurance
- Paid time off
Commodity Trading Associate 2027 - Multiple U.S. Locations
Cargill —Olathe, KS
- $74,000 a year
- Online Application
- Sales
- Office
- Analysis skills
8d
Investment Banking Consultant
Accenture —Overland Park, KS
- $59,100 - $205,800 a year
- Full-time
- Research
- Bachelor's degree
- US work authorization
- Paid holidays
- Disability insurance
Financial Planner
WealthBridge Financial Group —Overland Park, KS
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Mergers & Acquisitions Analyst
Olsson —Overland Park, KS
- $80,000 - $153,000 a year
- Full-time
- Remote
- Mid-level
- Office
- Finance
- Wellness program
- Health insurance
Financial Advisor - Learn & Lead in Advanced Strategies for HNW Clients
WealthBridge Financial Group —Overland Park, KS
- $75,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Financial Consultant - Learn & Lead in Advanced Strategies for HNW Clients
WealthBridge Financial Group —Overland Park, KS
- $75,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Sr Analyst, Credit Risk Mgmt
T-Mobile USA, Inc. —Overland Park, KS
- $84,600 - $152,600 a year
- Full-time
- 18 years or older
- 5 years
- Bachelor of Science
- Paid parental leave
- AD&D insurance
Work From Home- Make a difference Part time Full Time
EGoebel & Associates —Lawrence, KS
- $20,000 - $150,000 a year
- Part-time
- Hybrid work
- 18 years or older
- No experience needed
- Entry level
- Work from home
- Flexible schedule
Quick Apply
Associate Underwriter
Burns & Wilcox —Overland Park, KS
- Full-time
- Mid-level
- Office
- Business development
- Wellness program
- Paid holidays
Senior Manager, Strategic Planning (IC)
CVS Health —Kansas
- $67,900 - $199,144 a year
- Full-time
- Remote
- 6 years
- Bachelor's degree
- Fair chance
- Health insurance
- Dental insurance
6d
Actuarial Analyst (Remote)
MEM —Kansas
- $66,400 - $99,600 a year
- Full-time
- Remote
- Finance
- Bachelor's degree
- Business Administration
- Profit sharing
- Paid jury duty

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investment jobs near kansas

Paraplanner

People People
Lenexa, KS

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Job Details

Full-time
7 days ago

Benefits

Profit sharing
Disability insurance
Dental insurance
401(k)
401(k) 6% Match
Vision insurance
401(k) matching
Opportunities for advancement

Qualifications

Customer follow-ups
Customer records maintenance
Financial planning software
Investment advisory support
Microsoft Excel
CFP
Tax documents
Investment management software
Greeting customers
Direct client contact
Client file management
Investment reports
Financial performance report preparation
Phone call screening
Life insurance knowledge
Schedule management
Financial records management
Guest direction assistance
Retirement planning advisory services
Adobe Acrobat
Entry level

Full Job Description

About BCWM

Our purpose is to provide Peace of Mind. We take this seriously and intentionally recruit

transparent individuals for our team who are of high integrity, self-motivated, and driven to

continually improve.

Job Summary

As a Paraplanner you have a variety of responsibilities surrounding our Wealth Management Reviews. You primarily provide technical and operational support for our Wealth Advisors. You are expected to be a team player, and you occasionally could correspond directly with our clients. You may participate in client meetings but not in an advice capacity. You will have no business development requirements, and you will have opportunity for advancement. This position will also share responsibility for greeting and directing clients and other visitors; for screening and routing telephone calls and performing a variety of other office duties.

Duties and Responsibilities

Become proficient with software we regularly use, such as Microsoft Office (particularly Excel/PowerPoint), Schwab Advisor Center, Tamarac, Advisor Engine, Adobe Acrobat, Modestspark, etc.
Maintain our schedule of Wealth Management Reviews with our existing clients and our prospective client pipeline.
Obtain and update client financial information.
Prepare financial reports such as Stock Incentive Summaries, Statements of Net Worth, Retirement/Education Projections, Life Insurance Needs, and ension/Social Security Claiming Strategies.
Compile and understand other important reports which comprise our Wealth Management Review books such as Investment Returns/Allocations, Projected Income, YTD Taxable Activity, Recent Transactions, etc.
Understand and maintain records related to Income Tax, Estate, Insurance, and Philanthropic planning.
Assist in interpreting tax documents issued by our custodian(s).
Ensure follow-up letters to client meetings are processed timely.

Salary and Benefits

Compensation

Salary will be commensurate with experience (80% base and 20% production). The production component simply means this portion fluctuates quarterly (it is not a bonus, per se) proportionate to our top-line revenues, which are communicated to you. We financially encourage a "client-first" culture, focusing on teamwork vs. individual production.

You will also be eligible for up to an additional $5,000 annually in incentive bonuses based on objective goals for you individually.

We greatly value becoming eligible for and passing the CFP® exam. Upon passing, your compensation will increase at an annual rate of $10,000 retroactive to the date of the exam. We also reimburse costs associated with preparing for and taking the CFP® exam up to $6,000. Passing the exam is the first step towards an advancement opportunity to become a client-facing Wealth Advisor.

Retirement Plan

We currently match 150% of the first 6% of your 401(k) contributions, and often make annual, discretionary contributions to our Profit Sharing Plan. There is a 5-year vesting schedule on any employer contributions.

Insurance Benefits

We currently offer group health, dental, vision, life, short and long-term disability insurance

Benefits, fully paid for by the firm.

Paid Personal Days

15 paid days annually (includes sick days).

Holidays

All days the securities markets are closed are considered paid holidays.

BCWM, LLC is an Equal Opportunity Employer

Quick Apply

Refine Your Search

investment jobs in kansas

Paraplanner

Financial Analyst

Investment Research Analyst

Senior Market Strategist

Senior Investment Data Analyst (Boston, MA)

Governance & Investment Review Board (IRB) Analyst

Public Finance Investment Banking Analyst

Backend Capability Product Specialist

Investment Platform Analyst

Commodity Trading Associate 2027 - Multiple U.S. Locations

Investment Banking Consultant

Financial Planner

Mergers & Acquisitions Analyst

Financial Advisor - Learn & Lead in Advanced Strategies for HNW Clients

Financial Consultant - Learn & Lead in Advanced Strategies for HNW Clients

Sr Analyst, Credit Risk Mgmt

Work From Home- Make a difference Part time Full Time

Associate Underwriter

Senior Manager, Strategic Planning (IC)

Actuarial Analyst (Remote)

I want to receive the latest job alert for investment in kansas

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