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Financial counselor Jobs in Independence, MO

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Financial counselor • independence mo

Last updated: 21 hours ago

Financial Advisor

Commerce BankKansas City, MO, United States
$50,000.00 yearly
Full-time

Commerce Financial Advisors is a division of Commerce Bank.For over 35 years, Commerce Financial Advisors has been working to help clients achieve their financial goals.We are currently seeking a m... Show more

Financial Counselor

Three Trails Behavioral HospitalBLUE SPRINGS, Missouri
Full-time

Three Trails Behavioral Hospital.We are seeking a detail-oriented and compassionate.This role is essential in helping patients and families understand financial responsibilities, verify insurance c... Show more

Spiritual Counselor - Full Time - Independence

Harbor Healthcare SystemIndependence, MO, United States
Full-time

We are currently seeking qualified candidates for a full time Spiritual Counselor in the Independence area.The Spiritual Counselor is an integral part of the interdisciplinary care team and as such... Show more

Financial Systems Lead

AmericoKansas City, MO, United States
Full-time

Americo Financial Systems Lead.Americo is hiring a full-time Financial Systems Lead to join our expanding team!.This position is full time and based in office at our Kansas City, MO location.This r... Show more

Senior Financial Accountant

Greater Kansas City Community FoundationKansas City, MO, United States
Full-time

Accounting And Financial Reporting Specialist.This position is responsible for accounting and financial reporting activities, including the preparation of financial statements, the execution of the... Show more

Financial Planner

WealthBridge Financial GroupNorth Kansas City, MO, US
Full-time
Quick Apply

WealthBridge Financial Group is seeking a results-oriented .In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and st... Show more

Financial Advisor

Northwestern Mutual Life Insurance CompanyKansas City, MO, United States
$61,000.00 yearly
Full-time

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Show more

Chief Financial Officer

KKR Recruiting TeamKansas City, MO, United States
$180,000.00 yearly
Full-time

Location: Kansas City, Missouri.Salary: $180,000 – $250,000 + Performance Bonus.We are a KKR-backed company and part of the KKR portfolio, focused on driving sustainable growth, operational excelle... Show more

Sr. Financial Advisor

First National of NebraskaKansas City, MO, United States
Full-time

At FNBO, our employees are the heart of our storyand we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.Financ... Show more

Counselor Technician - Full Time - Overnights

ReDiscoverKansas City, MO, United States
$40.00 hourly
Full-time

Counselor Technician - Full Time - Overnights.Make a Difference as a Counselor Technician with ReDiscover.Join ReDiscover's Women & Children Department and be part of a mission-driven organization ... Show more

Financial Analyst

LightedgeKansas City, MO, United States
Full-time

LightEdge Solutions is developing the IT solutions that will propel businesses forward over the next 10 years.Using a combination of shared and private/dedicated platforms, LightEdge has been succe... Show more

 • New!

Sr Financial Planner

UMBKansas City, MO, United States
$83,200.00 yearly
Full-time

UMB's Private Wealth Management team custom-tailors services for clients, incorporating financial planning, private banking, investment management, personal trust and lifestyle services, estate man... Show more

Remote Financial Analyst

Micro1Independence, Missouri, US
Remote
Full-time +1

Investment Strategy & Advisory.Predictive Analytics & Visualization.AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowled... Show more

Financial Analyst

EPR PropertiesKansas City, MO, United States
$10.00 hourly
Full-time

Financial Planning And Analysis Support.Provide support regarding the financial planning and analysis of EPR Properties and manage the Company's financial systems.Assist with the completion of the ... Show more

Financial Advisor

Northwestern MutualKansas City, MO, United States
$61,000.00 yearly
Full-time

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi... Show more

Financial Business Analyst

Smiths InterconnectKansas City, Missouri
Permanent

Smiths Interconnect, a Molex company, is seeking a Financial Business Analyst in our Irving, Texas location.You’ll join a dynamic team that works closely with business leaders to strengthen our wor... Show more

Financial Program Analyst

U.S. Department of Housing and Urban DevelopmentKansas City, MO, United States
Full-time

Department of Housing and Urban Development is to foster strong communities by supporting access to quality, affordable housing, expanding the housing supply, and unlocking homeownership opportunit... Show more

Financial Systems Manager

Shook, Hardy and Bacon LLPKansas City, MO, United States
Full-time

Manages suite of financial accounting systems that are secure, deliver proper accounting controls, are appropriately designed to address firm management/reporting needs, meet business and audit req... Show more

Financial Counselor

Foundations for LivingBLUE SPRINGS, Missouri, United States
Full-time

Three Trails Behavioral Hospital.We are seeking a detail-oriented and compassionate.This role is essential in helping patients and families understand financial responsibilities, verify insurance c... Show more

Financial Technology Manager

Global Technical TalentKansas City, MO, United States
$80.00 hourly
Full-time

Contract Duration: 6 months (conversion to full-time possible).Work Authorization: Applicants must be authorized to work for ANY employer in the U.We are unable to sponsor or take over sponsorship ... Show more

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The cities near Independence, MO that boast the highest number of financial counselor jobs are:
Financial Advisor

Financial Advisor

Commerce BankKansas City, MO, United States
30+ days ago
Salary
$50,000.00 yearly
Job type
  • Full-time
Job description

Financial Advisor Opportunity

Commerce Financial Advisors is a division of Commerce Bank. For over 35 years, Commerce Financial Advisors has been working to help clients achieve their financial goals. We are currently seeking a motivated and customer focused individual for a Financial Advisor opportunity supporting our Kansas City market.

About This Job

The main purpose of this job is to sell investment products to individual investors.

Essential Functions

  • Manage an existing client book of business with recurring revenue
  • Partner with internal team members to generate new business opportunities
  • Contact customers to introduce your planning, investment and insurance services
  • Leverage digital tools to enhance your client's experience, including MoneyGuidePro, eSignature and SalesForce
  • Perform other duties as assigned

Knowledge, Skills, & Abilities Required

  • Strong knowledge of the brokerage and financial services industry
  • Strong ability to build client relationships and sell financial services
  • Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
  • Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
  • Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
  • Basic level proficiency with Microsoft Word, Excel, Teams and Outlook

Education & Experience

  • Bachelor's degree or equivalent combination of education and experience required.
  • 5+ years related financial services experience required
  • FINRA Series 7 & 66 licenses, and Life & Health licenses required. Clean CRD required.

**Level of role is determined by knowledge, experience, skills, abilities, and education

***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Financial Advisor I & II job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $50,000 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals.

The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits.