Top 237 Personal Financial Advisors Jobs in Kansas City, MO

Financial Advisor
Capitol Federal —Overland Park, KS
- Full-time
- Mid-level
- Office
- 3 years
- Paid holidays
- Disability insurance
10d
Entry Level – Financial Advisor
Equitable Advisors —Kansas City, MO
- $31,500 - $125,000 a year
- Full-time
- Background check
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Quick Apply
Relationship Advisor-Personal Banker (New Location)
MAZUMA CREDIT UNION —Kansas City, MO
- $18 - $20 an hour
- Extended hours
- Mid-level
- Office
- High school diploma or GED
- AD&D insurance
- Paid holidays
Financial Advisor
Edward Jones —Kansas City, MO
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
4d
Financial Planning Specialist II
Busey Bank —Kansas City, MO
- $64,000 - $80,000 a year
- Full-time
- Research
- Mid-level
- Office
- Profit sharing
- Wellness program
Quick Apply
3d
Trust Officer
First National Bank of Omaha —Kansas City, MO
- $107,552 - $182,838 a year
- Email
- CPA
- 5 years
- Office
- Health savings account
- Disability insurance
Equipment Engineer - Mobile Equipment
Advantage Metals Recycling LLC —Kansas City, KS
- Up to 50% travel
- Schematics
- Engineering
- Profit sharing
- Paid training
8d
Sales Account Executive
OEC Group —Kansas City, MO
- $50,000 - $70,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Business development
- Health insurance
- Dental insurance
Quick Apply
Principal Contracts Advisor
MRIGlobal —Kansas City, MO
- $128,000 - $160,000 a year
- Email
- Microsoft Excel
- Finance
- Analysis skills
- Paid parental leave
- Paid holidays
Quick Apply
4d
HCM, Sales Consultant / Business Solutions Advisor
Insperity —Kansas City, MO
- Full-time
- Mid-level
- High school diploma or GED
- Bachelor's degree
- Health insurance
- Dental insurance
4d
Trust Employee Benefits Operations Specialist – Wealth Operations
Commerce Bank —Kansas City, MO
- $21.40 - $27.65 an hour
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
10d
HCM, Sales Consultant / Business Solutions Advisor
Insperity —Leawood, KS
- Full-time
- Mid-level
- High school diploma or GED
- Bachelor's degree
- Health insurance
- Dental insurance
4d
HCM, Sales Consultant / Business Solutions Advisor
Insperity —Leawood, KS
- Full-time
- Mid-level
- High school diploma or GED
- Bachelor's degree
- Health insurance
- Dental insurance
4d
Insurance Agent - Professional Experience Required
Aflac —Lenexa, KS
- Full-time
- Mid-level
- Leadership
- Under 1 year
- On-the-job training
- Life insurance
Quick Apply
5d
Maintenance Technician Level 6- Night Shifts Available
Panasonic Energy —De Soto, KS
- From $46.75 an hour
- Overtime
- In person
- Microsoft Excel
- Microsoft Outlook
- English
- Paid holidays
- Health insurance
Quick Apply
3d
Locum Physician (MD/DO) - Surgery - Orthopedic in Missouri
LocumJobsOnline —Missouri
- Full-time
- Medicine
- Surgery
- PALS Certification
5d
Branch Office Administrator
Edward Jones —Kansas City, MO
- Full-time
- Computer literacy
- Office
- Communication skills
- Profit sharing
- Health savings account
Branch Office Administrator
Edward Jones —Prairie Village, KS
- Full-time
- Computer literacy
- Office
- Communication skills
- Profit sharing
- Health savings account
Manager or Senior Manager, Tax, Family Office
KPMG —Kansas City, MO
- Full-time
- Management
- CPA
- Bachelor's degree
- Disability insurance
- Health insurance
Senior Procurement Manager
Busey Bank —Leawood, KS
- $98,000 - $140,000 a year
- Full-time
- Bachelor's degree
- Senior level
- Business
- Profit sharing
- Wellness program
Quick Apply
10d

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Personal Financial Advisors jobs near Kansas City, MO

Financial Advisor

Capitol Federal -
Overland Park, KS

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Job Details

Full-time
10 days ago

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Retirement plan

Qualifications

Life Insurance License
Customer communication
Financial sales
Series 7
Driver's License
FINRA License
Experience practicing in the securities industry

Full Job Description

Job Description:

Job Title: Financial Advisor

Location: Overland Park, KS

Employment Type : Full-Time

About Capitol Federal

At Capitol Federal Savings Bank , we are committed to helping individuals, families, and communities achieve financial success. With a long-standing tradition of integrity, service, and financial stewardship, we strive to deliver exceptional banking experiences to every customer we serve.

Our team members are the foundation of our success. We believe in fostering a supportive environment where employees can grow professionally, contribute meaningfully, and build rewarding careers.

Position Summary

This position is responsible for managing an individual portfolio through the development and servicing of investment relationships. Promotes the relationship banking concept through deposit accounts and other banking services to prospective and existing customers. Applies advanced knowledge of investment principles and technologies to work performed.

Key Responsibilities

The responsibilities listed below represent the primary duties of this position. Additional duties may be assigned as needed.

Sells securities to corporations, banks, individuals, partnerships, foundations or trust customers which meet their needs or purchases securities when customer objectives change or need arises.
Counsels with customers on investment related topics including retirement planning, tax planning, income management, suitability and investment objectives.
Maintains and services current customer accounts by answering questions about the market, appraising the customer’s portfolio, giving investment advice and acting as a liaison with other departments within the Bank.
Performs investment related research on products, the market and the economy.
Develops and maintains a personal marketing plan to identify target markets, prospect new customers and further develop individual portfolio of existing customers. Monitors production activity and ensures individual sales goals are met.
Perform other duties as assigned.
Participate in proactive team efforts to achieve departmental and company goals.
Must comply with current applicable laws, regulations and bank policies and procedures. Comply with all safety policies, practices and procedures.
Report all unsafe activities to supervisor and/or Human Resources.

Experience

Three to five years of similar or related experience, including preparatory experience.
Has a demonstrated ability to sell and negotiate financial products.
A significant level of trust, credibility and diplomacy is required. In-depth dialogues, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance.

Required Qualifications

A college degree and a professional certificate or a post graduate degree.
Valid driver’s license.
Has a current Series 7 and 66 (or Series 63 and 65), a current MSRB Series 52 and State of Kansas life insurance licenses.

Core Competencies

Successful candidates typically demonstrate the following competencies:

Customer Focus
Communication Skills
Integrity and Professionalism
Problem Solving
Attention to Detail
Team Collaboration
Unconditional Ethics

Why Join Capitol Federal?

Capitol Federal offers employees a supportive workplace and opportunities for career growth.

Benefits may include:

Competitive compensation
Retirement and savings plans
Flexible Spending Accounts
Paid time off and holidays
Employee Assistance Program
Health, Dental, Life and Disability coverage
Parental Leave
Professional development opportunities
Career Advancement Pathways

CapFed® is an equal opportunity employer.

Apply Now

Refine Your Search

Personal Financial Advisors jobs in Kansas City, MO

Financial Advisor

Entry Level – Financial Advisor

Relationship Advisor-Personal Banker (New Location)

Financial Advisor

Financial Planning Specialist II

Trust Officer

Equipment Engineer - Mobile Equipment

Sales Account Executive

Principal Contracts Advisor

HCM, Sales Consultant / Business Solutions Advisor

Trust Employee Benefits Operations Specialist – Wealth Operations

HCM, Sales Consultant / Business Solutions Advisor

HCM, Sales Consultant / Business Solutions Advisor

Insurance Agent - Professional Experience Required

Maintenance Technician Level 6- Night Shifts Available

Locum Physician (MD/DO) - Surgery - Orthopedic in Missouri

Branch Office Administrator

Branch Office Administrator

Manager or Senior Manager, Tax, Family Office

Senior Procurement Manager

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