Talent.com
FINANCIAL ADVISOR
FINANCIAL ADVISORJamie Grayem • Kansas City, MO, United States
FINANCIAL ADVISOR

FINANCIAL ADVISOR

Jamie Grayem • Kansas City, MO, United States
18 days ago
Job type
  • Full-time
Job description

FINANCIAL ADVISOR

$75,000-90,000 Base Salary + Quarterly Production Bonus + Full Benefis

MUST HAVE 7 / 66 (63 / 65)

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Your position requires SAFE Act registration and you'll be required to register and submit to the required SAFE Act background check and registration process. Failure to obtain and / or maintain SAFE Act registration may result in your immediate termination.

WE PROVIDE

  • A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.
  • Marketing strategies to reach wider audiences with greater appeal.
  • Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.
  • Potential Opportunities for professional growth.
  • Leadership opportunities, including leading client and conference seminars

Required skills :

  • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
  • Has two years' experience working in the financial service industry and / or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services)
  • Is a self-starter who efficiently manages time and capacity.
  • Sets and accomplishes goals, achieving whatever you put your mind to.
  • Builds and nurtures strong relationships.
  • Collaborates effectively with others to get things done.
  • Communicates effectively and confidently and is comfortable engaging all clients.
  • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
  • Likes to learn, adapts to new information and seeks the right solutions for clients.
  • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
  • Desired skills :

  • Proven ability to partner and promote lead generation.
  • Experience balancing investment management, sales activities and new client development.
  • Strong computer skills and the ability to multitask in a demanding environment.
  • A bachelor's degree, preferably in business-related field.
  • Achieved additional professional designations such as Certified Financial Planner (CFP) and / or Chartered Retirement Planning Counselor (CRPC).
  • Obtained insurance licenses.
  • Create a job alert for this search

    Financial Advisor • Kansas City, MO, United States

    Related jobs
    Regional Sales Associate

    Regional Sales Associate

    RepRally • Spring Hill, KS, United States
    Full-time
    We are seeking a motivated and customer-focused Field Sales Representative to join our dynamic team as we change the distribution industry. We're creating a unified platform that connects brands, sa...Show more
    Last updated: 30+ days ago • Promoted
    Merrill Experienced Financial Advisor

    Merrill Experienced Financial Advisor

    Bank of America • Leawood, KS, United States
    Full-time
    Merrill Experienced Financial Advisor.Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York. Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood,...Show more
    Last updated: 18 days ago • Promoted
    Financial Advisor

    Financial Advisor

    BOK Financial • Overland Park, KS, US
    Full-time
    You place great value on building meaningful relationships, and you do so by leveraging your excellent interpersonal skills. You find satisfaction in helping others by offering sound advice.You make...Show more
    Last updated: 30+ days ago • Promoted
    Patient Financial Advocate

    Patient Financial Advocate

    Firstsource • Shawnee Mission, KS, United States
    Full-time
    Location : ONSITE at a Medical Facility in Shawnee Mission, KS.Hours : Sunday-Thursday 1 : 30pm-10pm.Join our team and make a difference!. The Patient Financial Advocate is responsible for screening pat...Show more
    Last updated: 30+ days ago • Promoted
    PayPal Technical Support Advisor

    PayPal Technical Support Advisor

    TradeJobsWorkforce • 64151 Kansas City, MO, US
    Full-time
    We’re looking for a PayPal Technical Support Advisor to perform responsibilities as a Technical Support Advisor.Deliver outstanding service to customers and colleagues. Stay adaptable to changing pr...Show more
    Last updated: 30+ days ago • Promoted
    Wealth Advisor

    Wealth Advisor

    UMB • Kansas City, MO, US
    Full-time
    The Private Wealth Management team serves to manage, protect and grow.As a fiduciary, we deliver financial outcomes for our clients through team-based advice. We collaborate on holistic and personal...Show more
    Last updated: 30+ days ago • Promoted
    Banking and Finance Associate Attorney - Kansas City

    Banking and Finance Associate Attorney - Kansas City

    Stinson LLP • Kansas City, MO, United States
    Full-time
    Stinson LLP seeks a highly motivated attorney with a minimum of 4 years of experience representing banks, other financial institutions and borrowers in connection with commercial financing transact...Show more
    Last updated: 30+ days ago • Promoted
    Financial Advisor - Kansas City Metro

    Financial Advisor - Kansas City Metro

    Thrivent Financial • Kansas City, MO, United States
    Full-time
    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...Show more
    Last updated: 18 days ago • Promoted
    Mobile Teller - Smithville

    Mobile Teller - Smithville

    Central Bancompany • Smithville, MO, United States
    Full-time
    As a valued member of the retail banking team, you will play a key role in supporting banking operations and contributing to important decisions. Tellers works in a fast-paced, engaging environment ...Show more
    Last updated: 26 days ago • Promoted
    Financial Advisor

    Financial Advisor

    Northwestern Mutual • Leawood, KS, United States
    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
    Last updated: 18 days ago • Promoted
    Mtge Home Ln Advisor

    Mtge Home Ln Advisor

    First Bank • Overland Park, KS, United States
    Full-time
    Mortgage Home Loan Advisor (Commission-Only).Do you hate sitting in an office all day? This position actually requires that you spend more than 80% of your time outside of your office.Like meeting ...Show more
    Last updated: 30+ days ago • Promoted
    Advisor, CFP

    Advisor, CFP

    Moneta Corporation • Mission, KS, United States
    Full-time
    Moneta is one of the nation's largest independent Registered Investment Advisors (RIAs) now partnering with financial advisors who want to enhance their client service by completely reframing what ...Show more
    Last updated: 18 days ago • Promoted
    Finacial Advisor

    Finacial Advisor

    TradeJobsWorkForce • 64150 Riverside, MO, US
    Full-time
    Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.Answering clien...Show more
    Last updated: 30+ days ago • Promoted
    Advisor, Merchant

    Advisor, Merchant

    Kansas Staffing • Olathe, KS, US
    Full-time
    Cargill's size and scale allows us to make a positive impact in the world.Our purpose is to nourish the world in a safe, responsible and sustainable way. Cargill is a family company providing food, ...Show more
    Last updated: 21 days ago • Promoted
    Bilingual Inbound Investment Advisor

    Bilingual Inbound Investment Advisor

    Edelman Financial Engines • Kansas City, MO, US
    Full-time
    At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.We believe that every dollar saved represents a lifetime of hard work and aspiration...Show more
    Last updated: 23 days ago • Promoted
    Financial Advisor - Kansas City (5206)

    Financial Advisor - Kansas City (5206)

    Equitable Advisors LLC • Kansas City, KS, United States
    Full-time
    Our management platform affords you the opportunity to have a large-scale impact & help guide others to find their personal success. Equitable Advisors is a leading firm in the wealth management ind...Show more
    Last updated: 18 days ago • Promoted
    Wealth Advisor

    Wealth Advisor

    UMB Bank • Kansas City, MO, United States
    Full-time
    Private Wealth Management team.As a fiduciary, we deliver financial outcomes for our clients through team-based advice.We collaborate on holistic and personalized financial plans that turn goals in...Show more
    Last updated: 26 days ago • Promoted
    Bilingual Utility Teller

    Bilingual Utility Teller

    Enterprise Bank & Trust • Belton, MO, United States
    Full-time
    Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community.From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is t...Show more
    Last updated: 26 days ago • Promoted