Personal Financial Advisor jobs in Leawood, KS

Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a...

Remote Financial Aid Advisor The Financial Aid Advisor is responsible for providing guidance and assistance to students and families in navigating the financial aid process. This role involves evaluating student eligibility for financial aid, advising on funding options, and ensuring compliance with federal, state, and institutional regulations. The Financial Aid Advisor plays a critical role in...

OverviewRemote Financial Aid AdvisorThe Financial Aid Advisor is responsible for providing guidance and assistance to students and families in navigating the financial aid process. This role involves evaluating student eligibility for financial aid, advising on funding options, and ensuring compliance with federal, state, and institutional regulations. The Financial Aid Advisor plays a critical...

May include:Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals. Meeting Financial Advisor, Associate, Advisor, Financial, Banking

Position Title Patient Financial Advisor Westwood Medical Pavilion - West Position Summary / Career Interest: The Patient Financial Advisor is responsible for providing financial assistance to all patients and families throughout the health system. Assists patients and families to secure payer sources including insurance coverage, Medicaid/ Medicare and other sources available based on need....

Job DescriptionAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive...

Description : At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive...

Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance,...

Industry/SectorNot ApplicableSpecialismEntrepreneurial & Private Business (EPB) - GeneralManagement LevelDirectorJob Description & SummaryA career in our Personal Financial Service practice, within PwC Private, will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and...

About Metcalf Partners Wealth ManagementMetcalf Partners Wealth Management is a fast-growing, fully independent boutique wealth management firm based in Overland Park, Kansas. We serve a select group of emerging affluent and high net worth clients, helping them navigate complex financial decisions with clarity, confidence, and purpose.We take pride in our independent structure, collaborative...

Description & SummaryA career in our Personal Financial Service practice, within PwC Private, will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. You’ll have the opportunity to experience the...

Financial Aid Advisor The Financial Aid Advisor is responsible for providing guidance and assistance to students and families in navigating the financial aid process. This role involves evaluating student eligibility for financial aid, advising on funding options, and ensuring compliance with federal, state, and institutional regulations. The Financial Aid Advisor plays a critical role in...

Description & SummaryA career in our Personal Financial Service practice, within PwC Private, will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. You’ll have the opportunity to experience the...

A leading financial institution is seeking a Financial Solutions Advisor Stage I to provide client solutions and grow their financial knowledge. You will receive training for essential licenses and support in managing client relationships. Ideal candidates will have strong communication skills, a results-driven mindset, and a high school diploma. This full-time position is based in Mission Hills,...

Industry/SectorNot ApplicableSpecialismEntrepreneurial & Private Business (EPB) - GeneralManagement LevelSenior ManagerJob Description & SummaryA career in our Personal Financial Service practice, within PwC Private, will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational...

Opportunity OverviewIf you’re looking for a challenging and rewarding career the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.Our...

OverviewFinancial Aid AdvisorThe Financial Aid Advisor is responsible for providing guidance and assistance to students and families in navigating the financial aid process. This role involves evaluating student eligibility for financial aid, advising on funding options, and ensuring compliance with federal, state, and institutional regulations. The Financial Aid Advisor plays a critical role in...

Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive...

A leading financial services firm is seeking an Associate Financial Advisor in Kansas City, MO. The role involves working closely with clients to develop personalized financial strategies and growing business relationships within the community. Candidates should have relevant securities industry experience, strong analytical skills, and a High School Diploma; a Bachelor's degree is preferred....

Industry/SectorNot ApplicableSpecialismEntrepreneurial & Private Business (EPB) - GeneralManagement LevelManagerJob Description & SummaryA career in our Personal Financial Service practice, within PwC Private, will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and...