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New York Life-Kansas City 3.8
Finance advisor job in Kansas City, MO
Job Description
Our firm is rapidly expanding, and we are currently looking for a new financialadvisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!
Compensation:
$60,000 - $120,000 yearly
Responsibilities:
Seek, identify, and secure strong relationships with new clients by serving as their trusted financialadvisor
Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations
Be a coachable, organized team member interested in pursuing training development and educational opportunities
Gather and assess each client's financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
Qualifications:
Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
A required Bachelor's degree in business administration, finance, or similarly related field
Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
Baseline knowledge about financial industry concepts, financial products, and the role of a financialadvisor is desired
As a Financial Professional with New York Life, you will be able to build your practice and help those in your community prepare for their financial futures. We're looking for people who possess the following characteristics:
Highly self-motivated and self-disciplined with the ability to work effectively and independently
Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others
Fearless, positive attitude, and willingness to be accountable for results
Organized, detail-oriented, and excellent time-management skills
The desire for continuous learning
Good communicator-excellent listening skills and ability to explain complex information in a simple and concise manner
About Company
New York Life - Company Overview:
A Legacy of Stability & Trust
Founded in 1845, New York Life is the largest mutual life insurer in the U.S., meaning it's owned by its policyholders rather than shareholders. The company consistently ranks among the top on the Fortune 500 list-currently at No. 69.
Unwavering Financial Strength
New York Life has received the highest possible financial strength ratings from all major credit agencies:
A.M. Best: A++
Fitch Ratings: AAA
Moody's: Aaa (or Aa1 in some recent updates)
Standard & Poor's: AA+
These affirmations highlight the company's exceptional capital position, diversified liabilities, strong operational performance, and disciplined distribution model.
$60k-120k yearly 17d ago
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Financial Advisor - Kansas City, MO
Corebridgefinancial
Finance advisor job in Overland Park, KS
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.
We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:
We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.
Who You'll Work With
Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too.
About the Role
Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a FinancialAdvisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team.
Responsibilities
You will meet with existing and prospective clients to plan their financial future.
Utilize our company-provided technology and tools to improve your operation.
You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers.
Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices.
To help you get started, we offer you the resources needed to create your own success:
Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
Company-paid E&O, licensing fees, continuing education and compliance support
Skills and Qualifications
High school diploma or GED
Ideally, you have 2+ years of experience working as a FinancialAdvisor.
A proven and successful sales track record.
You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66.
You also have an active state variable life and health license.
Work Location
This position is currently designated as remote.
Estimated Travel
May include up to 25% travel.
#LI-CBF
#LI-LR1
This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.
Why Corebridge?
At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.
Benefit Offerings Include:
Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
Employee Assistance Program: Confidential counseling services and resources are available to all employees.
Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.
Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.
We are an Equal Opportunity Employer
Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.
We will consider for employment qualified applicants with criminal histories, consistent with applicable law.
To learn more please visit: ***************************
Functional Area:
SC - Sales CommissionEstimated Travel Percentage (%): Up to 25%Relocation Provided: NoThe Variable Annuity Life Insurance Company
$36k-72k yearly est. Auto-Apply 15d ago
Financial Advisor - Kansas City, MO
Corebridge Financial Inc.
Finance advisor job in Overland Park, KS
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:
* We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
* We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
* We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
* We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.
Who You'll Work With
Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too.
About the Role
Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a FinancialAdvisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team.
Responsibilities
* You will meet with existing and prospective clients to plan their financial future.
* Utilize our company-provided technology and tools to improve your operation.
* You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers.
* Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices.
To help you get started, we offer you the resources needed to create your own success:
* Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
* Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
* Company-paid E&O, licensing fees, continuing education and compliance support
Skills and Qualifications
* High school diploma or GED
* Ideally, you have 2+ years of experience working as a FinancialAdvisor.
* A proven and successful sales track record.
* You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66.
* You also have an active state variable life and health license.
Work Location
* This position is currently designated as remote.
Estimated Travel
* May include up to 25% travel.
#LI-CBF
#LI-LR1
This role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.
Why Corebridge?
At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.
Benefit Offerings Include:
* Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
* Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
* Employee Assistance Program: Confidential counseling services and resources are available to all employees.
* Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
* Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
* Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.
Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.
We are an Equal Opportunity Employer
Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.
We will consider for employment qualified applicants with criminal histories, consistent with applicable law.
To learn more please visit: ***************************
Functional Area:
SC - Sales Commission
Estimated Travel Percentage (%): Up to 25%
Relocation Provided: No
The Variable Annuity Life Insurance Company
$36k-72k yearly est. Auto-Apply 60d+ ago
Supervision and Regulation Intern- Bank Examiner
Federal Reserve Bank of San Francisco 4.7
Finance advisor job in Kansas City, MO
CompanyFederal Reserve Bank of Kansas CityChallenging and Rewarding Work | Commitment to Integrity and Service | Leadership Opportunities Consider a career with an organization focused on promoting a healthy regional and national economy. As an intern, you will directly contribute to the trust and confidence in the nation's financial system through challenging work assignments and rewarding professional experiences. We focus on personal development and growth and reward high performance with increasingly complex assignments and promotional opportunities.
The internship opportunities will be available in all branches across the 10th district and will last approximately 10 weeks.
Key Activities:
• Completes a variety of projects and assignments, similar to those handled by full-time staff. Projects range from quantitative analytical work to qualitative presentations and write-ups. Examples include assisting on bank examinations by conducting financial analysis and reviewing compliance with laws and regulations, including those focused on consumer protection, evaluating statutory and other relevant factors that must be considered in connection with processing a bank application, and providing continuous improvement recommendations on the use of internal websites and automated tools.
• Presents oral and written findings and assessments to Federal Reserve Bank Management.
Requirements:
• Undergraduate or graduate students within one year of graduation with a degree in finance, accounting, economics, or a business-related field.
• Strong written and verbal communication, analytical, problem solving, initiative, and leadership skills.
• Ability to work independently or in a team environment.
• Proficient computer skills in programs including, but not limited to, Word, Excel, and PowerPoint.
Please attach the following with your application:
Resume
Unofficial Transcript
Cover Letter - Optional
Note: You will not be able to attach documents after application submission.
Posting Close Date: Thursday, March 5, 2026
Additional Information
How We Work:
On-site, full-time with 5 days per month remote work flexibility
Location(s): Kansas City, MO- Denver, CO- Oklahoma City, OK- Omaha, NE
Remote Only Eligible: No
Pay Rate:
$21.00 per hour
Final offers are determined by factors including the candidate's qualifications, internal alignment considerations, district assignment, and geographic location.
Screening Requirements:
Bank employees may not own or control, directly or indirectly, any debt or equity interest in a depository institution and, in certain assignments, in a primary dealer of government securities. A "depository institution" means a bank, a trust company, or any institution that accepts deposits, including a bank chartered under the laws of a foreign country. This restriction also applies to an employee's spouse or minor child. Prospective hires will be required to abide by this restriction and may be asked to divest of their financial holdings as a condition of employment.
This position has additional screening requirements due to the information accessed while performing the job. These additional screenings would be initiated at the time of offer acceptance and can take up to a couple of months to be completed. The candidate's start date may be impacted by completion of the screening. The areas screened may include education/employment verification, criminal history, credit history, and reference checks.
In some cases, positions require access to confidential supervisory information, access to which is limited to "Protected Individuals" as defined by regulation of the Board of Governors of the Federal Reserve System, 12 CFR 268.205. Protected Individuals include, but are not limited to, U.S. citizens, U.S. nationals, and lawful permanent resident aliens (also known as "green card holders") who are eligible for and seeking United States citizenship within the requisite timeframes.
Sponsorship: Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.
About Us
Who We Are
What We Do
Follow us on
LinkedIn
, Instagram,
X (formerly Twitter)
, and
YouTube
Full Time / Part TimeFull time Regular / TemporaryTemporaryJob Exempt (Yes / No) NoJob CategoryInternship Family GroupWork ShiftFirst (United States of America)
The Federal Reserve Banks are committed to equal employment opportunity for employees and job applicants in compliance with applicable law and to an environment where employees are valued for their differences.
Always verify and apply to jobs on Federal Reserve System Careers (************************************* or through verified Federal Reserve Bank social media channels.
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$21 hourly Auto-Apply 6d ago
Public Finance Investment Banking Analyst
Northland Securities 3.8
Finance advisor job in Overland Park, KS
At Northland, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.
Summary of the Job:
Serve as a key figure in the Public Finance investment banking group as lead analyst on deal analytics, disclosure and offering documents, and serving as a key contact with internal and external stakeholders. Comply with all applicable regulatory and ethical requirements of the industry, markets and organization.
About This Role:
Develop a thorough understanding and ability to execute Public Finance including the business, market, issues / sectors, requirements, regulations, and analytic structure options and process
Obtain and summarize market data to assist PF with understanding, identifying, and analyzing trend opportunities within the market including markets, products, services, sectors, types of issuances, underwriting, and Public Finance structures
Develop understanding of Northland strategic vision
Participate in identifying and maintaining understanding of strengths, weaknesses, opportunities, threats, gaps
Assist with entering new markets, products, etc.
Provide input and recommendations to manager to enhance departmental effectiveness and the strategic plan
Contribute to and support defined strategy, revenue targets, goals, objectives and activities with regard to individual, Public Finance, and Capital Markets
Provide ongoing support to the Public Finance team including providing analytic support, offering document creating and review, closing document creation and review, and serving as an internal and external liaison
Learn the applicable data systems and how the support the structuring of debt
Research outstanding debt for targeted issuers to identify and run potential refunding scenarios
Run various financing structure alternatives for prospects and clients as requested
Assist with business development activities
Identify prospects for the Public Finance bankers to engage and prompting and follow-ups when beneficial; make initial contact with targeted issuers to set up introductory meetings
Assist in creation of financing proposals, presentations, pitch books and one-pagers as requested by the Public Finance bankers; participate in presentations to prospects
Identify, register for, and attend applicable trade shows
Assist with internal deal processing activities including engagement committee process, credit analysis, and sales bulletin preparation
Coordinate file documentation and closings
Develop strong working relationship with issuers, counsel, rating agencies and credit enhancers to serve as an effective Northland Public Finance liaison
Develop appropriate reporting tools to communicate with Northland management regarding general Public Finance activities, including business development activities
Understand and adhere to all Northland policies, laws, and FINRA / SEC regulations application to role (Ongoing)
Complete compliance continuing education
Ensure adherence to Northland compliance requirements in business development materials and process documents
Maintain awareness on the Capital Markets compliance and regulatory environment (e.g. NASD, SEC) (Ongoing)
Report all issues, violations of law or regulations in accordance with the steps defined in the Northland compliance standards
Understand and adhere to all of the accountabilities listed above specifically related to Anti-Money Laundering and the USA Patriot Act
Exhibit professional behavior, promote positive working relationships, and drive your personal and professional development
Research, identify and recommend in-depth / comprehensive / detailed training and learning opportunities for self based on individual development plan
Practice Northland values and support the goals and strategic plan
Be proactive and respectful in all relationships; exercise a willingness to be a resource to colleagues
Complete special projects as assigned within allotted time frame
Be accountable for continuous best efforts to complete the job assigned
Conduct all work activities ethically
The Ideal Candidate for This Role:
MUST HAVE: Experience in Public Finance
Bachelor's degree in Accounting and/or Finance preferred
3 plus years in an Accounting, Finance or Investments role
General understanding of credit/finance related concepts
Must be detailed oriented
Proficient in MS office suite
Must have strong communications/presentation skills
Achieve or maintain series 50, 52, 63, SIE exam/licenses
Salary range for this role is between $100,000 - 150,000.00 & is dependent on location and candidate experience.
Candidates must possess unrestricted work authorization and not require future sponsorship.
Compensation:
Compensation range (base pay): $62,047.00-$102,377.00
This role may have a specific starting pay within this range.
Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.
Work Environment:
It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.
Benefits Overview:
We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:
Medical, Dental, Vision Insurance
401k, With Matching Contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
Short-Term/Long-Term Disability Insurance
Learn more about our benefits here: ***************************************
For additional information regarding compensation and benefits, e-mail First National at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.
Job number: R-20251800
Registration Requirement:
This position requires Financial Industry Regulatory Authority (FINRA) registration. Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results.
Equal Opportunity & Belonging:
We believe that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey.
Learn more here.
Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.
Click here to download 'EEO is The Law' Self-Print Poster
Click here to download 'EEO is The Law' Supplement for Federal Contractors
Click here to download 'EEO is The Law' GINA Supplement
Northland is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC
Northland follows federal law regarding the use of marijuana
(this applies to all non-California applicants)
Application Deadline:
All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
$100k-150k yearly Auto-Apply 26d ago
Public Finance Investment Banking Analyst
Firstnational 3.8
Finance advisor job in Overland Park, KS
At Northland, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.
Summary of the Job:
Serve as a key figure in the Public Finance investment banking group as lead analyst on deal analytics, disclosure and offering documents, and serving as a key contact with internal and external stakeholders. Comply with all applicable regulatory and ethical requirements of the industry, markets and organization.
About This Role:
Develop a thorough understanding and ability to execute Public Finance including the business, market, issues / sectors, requirements, regulations, and analytic structure options and process
Obtain and summarize market data to assist PF with understanding, identifying, and analyzing trend opportunities within the market including markets, products, services, sectors, types of issuances, underwriting, and Public Finance structures
Develop understanding of Northland strategic vision
Participate in identifying and maintaining understanding of strengths, weaknesses, opportunities, threats, gaps
Assist with entering new markets, products, etc.
Provide input and recommendations to manager to enhance departmental effectiveness and the strategic plan
Contribute to and support defined strategy, revenue targets, goals, objectives and activities with regard to individual, Public Finance, and Capital Markets
Provide ongoing support to the Public Finance team including providing analytic support, offering document creating and review, closing document creation and review, and serving as an internal and external liaison
Learn the applicable data systems and how the support the structuring of debt
Research outstanding debt for targeted issuers to identify and run potential refunding scenarios
Run various financing structure alternatives for prospects and clients as requested
Assist with business development activities
Identify prospects for the Public Finance bankers to engage and prompting and follow-ups when beneficial; make initial contact with targeted issuers to set up introductory meetings
Assist in creation of financing proposals, presentations, pitch books and one-pagers as requested by the Public Finance bankers; participate in presentations to prospects
Identify, register for, and attend applicable trade shows
Assist with internal deal processing activities including engagement committee process, credit analysis, and sales bulletin preparation
Coordinate file documentation and closings
Develop strong working relationship with issuers, counsel, rating agencies and credit enhancers to serve as an effective Northland Public Finance liaison
Develop appropriate reporting tools to communicate with Northland management regarding general Public Finance activities, including business development activities
Understand and adhere to all Northland policies, laws, and FINRA / SEC regulations application to role (Ongoing)
Complete compliance continuing education
Ensure adherence to Northland compliance requirements in business development materials and process documents
Maintain awareness on the Capital Markets compliance and regulatory environment (e.g. NASD, SEC) (Ongoing)
Report all issues, violations of law or regulations in accordance with the steps defined in the Northland compliance standards
Understand and adhere to all of the accountabilities listed above specifically related to Anti-Money Laundering and the USA Patriot Act
Exhibit professional behavior, promote positive working relationships, and drive your personal and professional development
Research, identify and recommend in-depth / comprehensive / detailed training and learning opportunities for self based on individual development plan
Practice Northland values and support the goals and strategic plan
Be proactive and respectful in all relationships; exercise a willingness to be a resource to colleagues
Complete special projects as assigned within allotted time frame
Be accountable for continuous best efforts to complete the job assigned
Conduct all work activities ethically
The Ideal Candidate for This Role:
MUST HAVE: Experience in Public Finance
Bachelor's degree in Accounting and/or Finance preferred
3 plus years in an Accounting, Finance or Investments role
General understanding of credit/finance related concepts
Must be detailed oriented
Proficient in MS office suite
Must have strong communications/presentation skills
Achieve or maintain series 50, 52, 63, SIE exam/licenses
Salary range for this role is between $100,000 - 150,000.00 & is dependent on location and candidate experience.
Candidates must possess unrestricted work authorization and not require future sponsorship.
Compensation:
Compensation range (base pay): $62,047.00-$102,377.00
This role may have a specific starting pay within this range.
Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.
Work Environment:
It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.
Benefits Overview:
We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:
Medical, Dental, Vision Insurance
401k, With Matching Contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
Short-Term/Long-Term Disability Insurance
Learn more about our benefits here: ***************************************
For additional information regarding compensation and benefits, e-mail First National at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.
Job number: R-20251800
Registration Requirement:
This position requires Financial Industry Regulatory Authority (FINRA) registration. Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results.
Equal Opportunity & Belonging:
We believe that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey.
Learn more here.
Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.
Click here to download 'EEO is The Law' Self-Print Poster
Click here to download 'EEO is The Law' Supplement for Federal Contractors
Click here to download 'EEO is The Law' GINA Supplement
Northland is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC
Northland follows federal law regarding the use of marijuana
(this applies to all non-California applicants)
Application Deadline:
All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
$100k-150k yearly Auto-Apply 26d ago
Entry-Level Financial Advisor
Career Headhunter
Finance advisor job in Lawrence, KS
Entry-Level FinancialAdvisor - Remote / Hybrid
Launch Your Career with Fortune-500-Level Support
Uncapped Earnings - Base draw plus commission, residual income, and performance bonuses.
Big-Firm Resources - National brand, marketing engine, proprietary planning tech, and licensing sponsorship.
Mentorship & Training - Pair with senior advisors, earn while you learn, and fast-track to a full advisory practice.
Flexibility & Autonomy - Remote or hybrid schedule that supports work-life balance.
Comprehensive Benefits - 401(k) match, medical, dental, vision, life/disability insurance, and incentive trips.
What You'll Do
Generate & Qualify Leads - Prospect by phone, email, social media, and networking events; screen for fit.
Build Relationships - Nurture prospects, request referrals, and coordinate meetings with senior advisors.
Support Clients - Address questions, surface needs, and introduce insurance and investment solutions.
Joint Work & Learning - Handle hand-offs, shadow seasoned professionals, and master our economic-based planning tool.
Expand Our Reach - Cultivate channel partners (business owners, associations, community groups).
What You'll Bring
Education: Bachelor's in Business, Marketing, or similar (or equivalent experience).
Experience: 1+ year in sales or finance preferred; proven comfort with cold outreach and CRM tools.
Skills: High energy, clear communicator, metrics-driven, eager to learn the advisory profession.
Licensing: Life & Health license preferred-or commitment to obtain quickly (firm-sponsored).
We Provide
Compensation & Benefits
W-2 with 7.5 % FICA
401(k) with 6 % match
Medical, dental, vision, life & disability coverage
National recognition programs and chairman's trips
Career Launch Package
Licensing fees and study materials paid
Structured 90-day ramp with dedicated mentor
Marketing leads, digital tools, and administrative support
Clear pathway to Senior Advisor, Recruiting, or Leadership tracks
Your Next Step
Ready to turn ambition into a rewarding advisory career?
Strategic Financial Concepts - Your success starts here.
Career Headhunter is committed to equal opportunity and diversity in the workplace. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status. All inquiries and applications are kept confidential.
$36k-71k yearly est. Auto-Apply 18d ago
Investment Banking Analyst (Summer 2026 Start)
Fireclay Partners
Finance advisor job in Kansas City, MO
Analyst - Fireclay Partners (In-Person | Downtown Kansas City)
About Fireclay
Fireclay Partners is a Kansas City-based strategic advisory firm focused on M&A and capital advisory across multiple industries. Current coverage spans Industrials (aerospace, automotive, manufacturing), Energy, Natural Resources (chemicals, metals, renewables, agriculture), Financial Institutions, Technology & Services (industrial tech, automation), Consumer, Healthcare, and Real Estate.
What You'll Do
Build financial models & valuation work (DCF, comps, accretion/dilution).
Create client materials: teasers/CIMs, pitches, management presentations.
Support buy-side & sell-side execution: diligence, data rooms, process tracking.
Drive industry & company research across our sectors, including transportation & logistics and energy focus areas where applicable.
Help with BD & coverage: market maps, pipeline hygiene, target/buyer screens.
Synthesize findings into client-ready insights for senior bankers & C-suite.
This role is in-person at our downtown KC HQ; occasional client travel.
What You Bring
Bachelor's in Finance, Econ, Business, or related.
0-3 years in investment banking, consulting, corp dev/finance, or relevant internships.
Strong Excel/PowerPoint; crisp writing & presentation.
Organized, detail-obsessed, and comfortable juggling multiple workstreams.
Nice-to-haves: CapIQ/PitchBook/Apollo; sector interest in industrials/energy/transport & logistics.
Why Fireclay
Direct exposure to live deals and senior decision-makers.
Multi-sector learning with room to go deep where you're strong.
Small, entrepreneurial team-outsized impact from day one.
Fireclay Partners is an Equal Opportunity Employer committed to an inclusive workplace.
$56k-89k yearly est. Auto-Apply 60d+ ago
Financial Advisor
Northwestern Mutual 4.5
Finance advisor job in Olathe, KS
Becoming a financialadvisor 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 becoming a financialadvisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financialadvisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financialadvisors to learn the business through first-hand experience.
To become a financialadvisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our FinancialAdvisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.
$49k-86k yearly est. Auto-Apply 16d ago
Merrill Experienced Financial Advisor
Bank of America 4.7
Finance advisor job in Leawood, KS
Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh, North Carolina; Bellevue, Washington; Salt Lake City, Utah; Wichita, Kansas; Pepper Pike, Ohio; Milwaukee, Wisconsin; El Paso, Texas; Atlanta, Georgia; Austin, Texas; Fort Worth, Texas; Worcester, Massachusetts; The Woodlands, Texas; Peoria, Illinois; Houston, Texas; Wellesley Hills, Massachusetts; Indianapolis, Indiana; Phoenix, Arizona; Houston, Texas; Wayzata, Minnesota; Carmel, California; Greensboro, North Carolina; Allentown, Pennsylvania; Columbus, Ohio; Little Rock, Arkansas; Dallas, Texas; Providence, Rhode Island; Wilmington, North Carolina; New York, New York; Albany, New York; Chicago, Illinois; Philadelphia, Pennsylvania; Garden City, New York; Melville, New York; Columbia, South Carolina; Dallas, Texas; Santa Clarita, California; San Jose, California; Pittsford, New York; Knoxville, Tennessee; Lisle, Illinois; Boston, Massachusetts; Oak Brook, Illinois; Albuquerque, New Mexico; San Antonio, Texas; Chattanooga, Tennessee; Mount Pleasant, South Carolina; Bridgewater, New Jersey; Mount Laurel, New Jersey; Paramus, New Jersey; Buffalo, New York; Norfolk, Virginia; Newport Beach, California; New Orleans, Louisiana; Northbrook, Illinois; Pasadena, California; Westlake Village, California; Boca Raton, Florida; Tulsa, Oklahoma; San Diego, California; Palm Beach Gardens, Florida; Miami, Florida; Birmingham, Alabama; Wayne, New Jersey; New York, New York; Sarasota, Florida; Tampa, Florida; Indian Wells, California; Vienna, Virginia; Lexington, Kentucky; Bakersfield, California; Savannah, Georgia; Louisville, Kentucky; Washington, District of Columbia; Short Hills, New Jersey; Wayne, Pennsylvania; Baltimore, Maryland; Los Angeles, California; Princeton, New Jersey; Pittsburgh, Pennsylvania; Fort Lauderdale, Florida; Seattle, Washington; San Francisco, California; Miami, Florida; Manchester, New Hampshire; Nashville, Tennessee; Orlando, Florida; Portland, Oregon; Palo Alto, California; Tucson, Arizona
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge (**********************************************************************************************************
**:**
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's FinancialAdvisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective
**Job Description:**
If you have at least 5+ years of experience as a FinancialAdvisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals.
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's financialadvisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financialadvisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities.
Key Responsibilities:
+ Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs
+ Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies
+ Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies
+ Source prospective clients and capitalize on referrals
+ Deliver customized solutions and the full resources of Bank of America Merrill
+ Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a FinancialAdvisor
Required Skills:
+ FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience
+ Established and portable practice with a minimum of $1MM in production
+ Experience managing client portfolios and driving growth
+ Proven relationship building and business development skills
Desired Skills:
+ Bachelor's degree or higher strongly preferred
+ Proven ability to partner and promote lead generation.
+ Experience balancing investment management, sales activities and new client development.
+ Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
+ Possess excellent communication skills, both written and verbal
+ Highly entrepreneurial
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$37k-59k yearly est. 60d+ ago
Organizational Change Management (OCM) Intern
Maximus 4.3
Finance advisor job in Kansas City, MO
Description & Requirements The OCM Intern will assist the CDIO organization in implementing change management strategies that help employees adapt to organizational changes. This internship is designed for individuals eager to learn about structured change methodologies and gain hands-on experience in supporting enterprise transformation initiatives. You will work closely with experienced practitioners and project teams to contribute to communication, training, and stakeholder engagement activities.
Additionally, the selected intern will gain knowledge of general business principles, corporate organizational structure and government process improvement. Throughout the summer, you will have the opportunity to meet, interact, and collaborate among various project teams, consultants, senior management, executives and peers. Guidance and training on operations standards and protocols will be provided by the Manager.
BENEFITS / COMPENSATION:
Hourly pay range is competitive and commensurate with education and experience. Interns are eligible for benefits. All computer equipment and access to digital systems will be provided to the hired candidate. Students may also complete the internship for academic credit, subject to the qualifications of their academic program.
PROGRAM DETAILS:
This position requires a commitment of 40 full-time hours per week, with availability during usual business hours (8AM-6PM ET), for the duration of a 10-week summer program: starting Tuesday, May 26th and ending Friday, August 7th, 2026
Essential Duties and Responsibilities:
- Provide data analysis support to project and operations management.
- Perform routine administrative functions.
- Assist in special projects across various operational departments.
- Work on assignments that are moderately difficult and escalate issues to management.
- Assist with ad-hoc reporting.
Key Responsibilities
• Support Change Initiatives: Assist in applying change management frameworks and tools under the guidance of senior team members.
• Impact & Readiness Analysis: Help gather data for impact assessments and readiness evaluations.
• Communications & Training: Contribute to drafting communication materials and preparing training content; assist in scheduling and coordinating sessions.
• Documentation & Reporting: Maintain organized records of change activities and help prepare progress reports.
• Collaboration: Participate in team meetings and support project managers with administrative tasks related to change management.
• Research & Best Practices: Explore industry trends and share insights to improve processes.
Minimum Requirements
- Currently enrolled in an accredited college or university and pursuing a college degree in a related field.
- Must have completed a minimum of 2 years of coursework.
- Skilled in standard computer applications and platforms such as Outlook and MS Office Suite, PowerPoint, and Excel.
- Demonstrated ability to juggle multiple priorities with superior attention to detail.
- Ability to perform comfortably in a fast-paced, deadline-oriented work environment.
- Strong interpersonal communication, teamwork, and customer service skills.
Currently pursuing a bachelor's or master's degree in business, Organizational Development, Communications, Psychology, or related field.
Strong written and verbal communication skills.
Detail-oriented with good organizational abilities.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Also preferred:
Interest in change management principles (e.g., Prosci, ADKAR).
Familiarity with HR technologies or enterprise systems is a plus.
EEO Statement
Maximus is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information and other legally protected characteristics.
Pay Transparency
Maximus compensation is based on various factors including but not limited to job location, a candidate's education, training, experience, expected quality and quantity of work, required travel (if any), external market and internal value analysis including seniority and merit systems, as well as internal pay alignment. Annual salary is just one component of Maximus's total compensation package. Other rewards may include short- and long-term incentives as well as program-specific awards. Additionally, Maximus provides a variety of benefits to employees, including health insurance coverage, life and disability insurance, a retirement savings plan, paid holidays and paid time off. Compensation ranges may differ based on contract value but will be commensurate with job duties and relevant work experience. An applicant's salary history will not be used in determining compensation. Maximus will comply with regulatory minimum wage rates and exempt salary thresholds in all instances.
Accommodations
Maximus provides reasonable accommodations to individuals requiring assistance during any phase of the employment process due to a disability, medical condition, or physical or mental impairment. If you require assistance at any stage of the employment process-including accessing job postings, completing assessments, or participating in interviews,-please contact People Operations at **************************.
Minimum Salary
$
21.32
Maximum Salary
$
31.27
$34k-63k yearly est. Easy Apply 4d ago
Financial Representative
Guardian Kansas City 4.2
Finance advisor job in Overland Park, KS
Job Description
Guardian Kansas City is seeking an Associate Financial Specialist to join our growing team in Overland Park, KS. In this role, you'll collaborate with individuals and families to design customized plans that build, protect, and sustain their financial well-being. You'll guide clients across investments, insurance, and retirement planning to help them achieve their long-term goals.
Responsibilities:
This is a full-time, hybrid position based in Overland Park, KS, with flexibility for some remote work. As an Associate FinancialAdvisor with Guardian Life, you'll focus on comprehensive financial planning, investment strategies, insurance solutions, and retirement preparation.
Qualifications:
Knowledge of financial planning and retirement planning concepts
Familiarity with insurance and investment products
Background in finance or a related industry preferred
Strong analytical and problem-solving skills
Excellent communication and relationship-building abilities
Ability to work both independently and collaboratively
Bachelor's degree or 5 years experience in Finance, Economics, Business, or a related field
About Company
The Guardian Kansas City office provides comprehensive insurance and financial services to individuals, families, and businesses that are seeking to integrate the many aspects of their “personal economy” into a unified strategy. Our team of professionals has experience in every dimension of financial services. Working in close collaboration with clients and their legal and accounting advisors, the office provides the protection and planning strategies necessary to help build and preserve wealth.
$33k-43k yearly est. 18d ago
Financial Reporting Intern
Propio 4.1
Finance advisor job in Overland Park, KS
Propio Language Services is a provider of the highest quality interpretation, translation, and localization services. Our people take pride in every resource we offer, and our users always have access to the best technology, support, and experience. We are driven by our passion for innovation, growth, and connecting people. If you believe in the transformative power of technology-driven solutions and meaningful communication, Propio could be the ideal place for you.
Propio's Summer Internship Program is an eight-week experience that offers students the opportunity to engage in real-world client work while receiving mentorship from industry-leading professionals. As an intern, you'll make meaningful contributions from day one because we believe you are the future of our business.
Program Benefits:
Onsite experience that promotes hands-on learning, team engagement, and a deeper understanding of our company culture
Competitive hourly pay
One-on-one mentorship with experienced professionals
Ongoing learning and development
Networking opportunities and social events with peers and professionals
Potential for full-time employment upon graduation
Position Overview
We are seeking a motivated and detail-oriented Financial Reporting Intern to join our team. This internship offers hands-on experience supporting financial reporting, month-end close activities, and core accounting processes. In this role, you will gain exposure to the full suite of financial operations and contribute to meaningful projects in a fast-paced environment.
Responsibilities
Support the finance team in day-to-day operations to support employee payment, client billing and account reconciliation
Help prepare balance sheets and income statements
Assist with invoice processing, vendor payments, and expense tracking
Compile, review, and organize financial data to ensure accuracy, completeness, and compliance
Assist with month-end and period-end close activities, reconciliations, and reporting deliverables
Assist with account reconciliations, variance analysis, and basic financial trend reporting
Assist the payroll team with preparing and processing payroll for US-based and international employees
Help review timecards, employee deductions, and tax information for accuracy
Support with payroll reporting, including earnings summaries and tax filings
Maintain confidentiality while handling sensitive payroll and employee data
Assist in addressing employee payroll questions and routing them to appropriate contacts when necessary
Update documentation for standard operating procedures for recurring tasks
Collaborate with internal teams to support business operations and special projects
Requirements
Currently pursuing a degree in Finance, Accounting, Economics, Business Administration, or a related field
Minimum of a 3.0 GPA strongly preferred
Strong interest in financial reporting, accounting, or corporate finance
Active involvement in campus, community, or other volunteer activities and/or organizations preferred
Strong written and verbal communication skills
High level of confidentiality and professionalism
Excellent attention to detail and organizational skills
Basic knowledge of Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
Prior internship or office experience a plus, but not required
Candidates must be legally authorized to work in the United States on a full-time basis without requiring future sponsorship for employment visa status
What you'll Gain
Exposure to real-world B2B financial processes and systems
Experience working with cross-functional teams
Mentorship and support from industry leading Finance professionals
Opportunities to make meaningful contributions to organizational projects
A stronger understanding of career paths within corporate finance
$35k-42k yearly est. 11d ago
Financial Analyst
Euronet Worldwide 4.8
Finance advisor job in Leawood, KS
Euronet facilitates the movement of payments around the world and serves as a critical link between our partners - financial institutions, retailers, service providers - and their end consumers, both locally and globally. We are seeking a financial analyst who will help provide financial insights and analytical decision support, drive process improvements, track KPIs and initiatives, monitor and make daily cash movements and provide day-to-day reporting and forecasting support. The successful candidate will split their time working on the Company's consolidated financial forecast as well as on various operational and analytical functions within the treasury group. This role will have visibility and require collaboration with business unit professionals and leaders throughout the global organization. This position will be based in the Leawood, KS office reporting to the Corporate Treasurer and will have the opportunity for a hybrid work schedule.
Essential Functions
Prepare the Corporate P&L forecast and consolidate the global forecast on a monthly basis
Provide analysis and reporting used for internal management reporting and external market guidance
Work with global business leaders to understand and improve forecasting processes and reporting
Prepare draft materials for Board of Director meetings
Analyze past results and perform variance analysis, identifying trends and anomalies
Evaluate financial performance by comparing actual results with plans and forecasts
Perform daily payments within the treasury function as required
Perform other duties and research as assigned
Requirements
Bachelor's degree in Business related field, or equivalent combination of education and experience required
Financial planning, analysis and modeling experience a plus
Benefits
401(k) Plan
Health/Dental/Vision Insurance
Employee Stock Purchase Plan
Company-paid Life Insurance
Company-paid disability insurance
Tuition Reimbursement
Paid Time Off
Paid Volunteer Days
Paid Holidays
Casual Office Attire
Plus many more employee perks & incentives!
We are an Equal Opportunity Employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, or national origin, age, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
$56k-72k yearly est. Auto-Apply 60d+ ago
Experienced Financial Professional
New York Life-Kansas City 3.8
Finance advisor job in Kansas City, MO
Job Description
Join us at New York Life, where your career as a Financial Professional will flourish. We're dedicated to empowering you with opportunities for unmatched career advancement and professional growth. Our legacy of stability and trust, coupled with our unwavering financial strength, sets the perfect foundation for your success. Not only will you be part of the nation's largest mutual life insurer, but you'll also enjoy competitive compensation packages that reflect your hard work and dedication.
In this role, you'll guide clients through the intricacies of life insurance and financial planning, helping them secure their financial futures. We're committed to your success, offering flexible work arrangements and comprehensive professional development programs tailored to your needs. At New York Life, we believe in fostering a supportive environment that encourages growth and innovation. Join us, and let's build a promising future together.
Compensation:
$75,000 - $105,000 yearly
Responsibilities:
Build and maintain long-term relationships with individuals, families, and businesses to provide tailored financial strategies.
Conduct client needs assessments to help identify goals in areas such as retirement, investments, business planning, and estate planning.
Educate clients on insurance, investment, and retirement solutions offered by New York Life and its affiliates.
Develop and implement customized strategies that help clients achieve financial security and peace of mind.
Proactively prospect and network to grow a client base within the community.
Maintain a high level of ethics, professionalism, and compliance with industry standards and company policies.
Continuously develop knowledge and expertise through ongoing training and professional development.
Qualifications:
Bachelor's degree preferred, but not required - strong consideration given to proven sales, leadership, or business-minded experience.
Life and Health Insurance License (must be obtained prior to starting).
Ability and willingness to pursue required securities registrations:
Path 1: SIE + Series 6 63.
Path 2: SIE + Series 7 66.
Strong communication and relationship-building skills with a servant-leadership mindset.
Driven, disciplined, and highly motivated by performance-based rewards.
Ability to work independently while also thriving within a team-oriented culture.
Commitment to personal integrity, professional growth, and community impact.
About Company
New York Life - Company Overview:
A Legacy of Stability & Trust
Founded in 1845, New York Life is the largest mutual life insurer in the U.S., meaning it's owned by its policyholders rather than shareholders. The company consistently ranks among the top on the Fortune 500 list-currently at No. 69.
Unwavering Financial Strength
New York Life has received the highest possible financial strength ratings from all major credit agencies:
A.M. Best: A++
Fitch Ratings: AAA
Moody's: Aaa (or Aa1 in some recent updates)
Standard & Poor's: AA+
These affirmations highlight the company's exceptional capital position, diversified liabilities, strong operational performance, and disciplined distribution model.
$75k-105k yearly 6d ago
Financial Advisor
Northwestern Mutual 4.5
Finance advisor job in Olathe, KS
Becoming a financialadvisor 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 becoming a financialadvisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financialadvisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financialadvisors to learn the business through first-hand experience.
To become a financialadvisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our FinancialAdvisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$49k-86k yearly est. Auto-Apply 19d ago
Financial Solutions Advisor - Western Long Island Market
Bank of America 4.7
Finance advisor job in Lawrence, KS
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver 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 workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. 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. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
Schedule:
• Monday - Fridays and rotating Saturdays
Required Qualifications:
• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
• Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• 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.
• Efficiently manages your time and capacity.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Desired Qualifications:
• Strong computer skills with an ability to multitask in a demanding environment.
• At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Obtained your insurance licenses.
Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent
Skills:
• Advisory
• Account Management
• Client Experience Branding
• Customer and Client Focus
• Oral Communications
• Issue Management
• Client Solutions Advisory
• Pipeline Management
• Active Listening
• Attention to Detail
• Risk Management
• Policies, Procedures, and Guidelines
• Client Management
• Causation Analysis
• Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
**Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NY - Hewlett - 1286 W Broadway - HEWLETT BC (NY5272), US - NY - Lawrence - 400 Central Ave - LAWRENCE-CEDARHURST BC (NY5291), US - NY - Lynbrook - 300 Merrick Rd - LYNBROOK BC (NY5205), US - NY - Wantagh - 3330 Park Ave (NY5204) Pay and benefits information Pay range$65,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Investment Banking Summer Analyst
Our competitive intern program is a robust experience that offers interns exposure to the business world and a meaningful work experience. Interns are treated as valuable team members while learning from experienced professionals in a collaborative and dynamic environment.
Your key tasks will include:
Supporting the team in the preparation of pitch materials, info memos, buyer lists and data rooms.
Creation of market and business analyses in the context of M&A transactions.
Database and market research.
Preparing company valuations, using a variety of valuation methods.
You should possess the following qualifications/skills:
An outstanding academic record.
A major in Finance or Accounting.
Advanced Microsoft Office skills (especially in Excel and PowerPoint).
Strong communication skills.
An ability to focus on detail and a passion for excellence.
A strong work ethic and a capacity for teamwork.
$32k-56k yearly est. Auto-Apply 60d+ ago
Finance Intern
Propio 4.1
Finance advisor job in Overland Park, KS
Internship Description
Propio Language Services is a provider of the highest quality interpretation, translation, and localization services. Our people take pride in every resource we offer, and our users always have access to the best technology, support, and experience. We are driven by our passion for innovation, growth, and connecting people. If you believe in the transformative power of technology-driven solutions and meaningful communication, Propio could be the ideal place for you.
Propio's Summer Internship Program is an eight-week experience that offers students the opportunity to engage in real-world client work while receiving mentorship from industry-leading professionals. As an intern, you'll make meaningful contributions from day one because we believe you are the future of our business.
Program Benefits:
Onsite experience that promotes hands-on learning, team engagement, and a deeper understanding of our company culture
Competitive hourly pay
One-on-one mentorship with experienced professionals
Ongoing learning and development
Networking opportunities and social events with peers and professionals
Potential for full-time employment upon graduation
Position Overview
We are seeking a motivated and ambitious Finance Intern to join our team. This internship provides hands-on experience in various finance functions including accounting, payroll, financial planning and analysis, and financial reporting. In this role, you will gain exposure to the full suite of financial operations and contribute to meaningful projects in a fast-paced environment.
Responsibilities:
Support the finance team in day-to-day operations to support employee payment, client billing and account reconciliation
Help prepare balance sheets and income statements
Assist with invoice processing, vendor payments, and expense tracking
Review and organize financial documents for accuracy and compliance
Assist the payroll team with preparing and processing payroll for US-based and international employees
Help review timecards, employee deductions, and tax information for accuracy
Support with payroll reporting, including earnings summaries and tax filings
Maintain confidentiality while handling sensitive payroll and employee data
Assist in addressing employee payroll questions and routing them to appropriate contacts when necessary
Update documentation for standard operating procedures for recurring tasks
Collaborate with internal teams to support business operations and special projects
Requirements
Qualifications:
Currently pursuing a degree in Finance, Accounting, Economics, Business Administration, or a related field
Minimum of a 3.0 GPA strongly preferred
Active involvement in campus, community, or other volunteer activities and/or organizations preferred
Strong written and verbal communication skills
High level of confidentiality and professionalism
Excellent attention to detail and organizational skills
Basic knowledge of Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
Interest in learning and contributing to a variety of [Department] functions
Prior internship or office experience a plus, but not required
Candidates must be legally authorized to work in the United States on a full-time basis without requiring future sponsorship for employment visa status
What you'll Gain
Exposure to real-world B2B financial processes and systems
Experience working with cross-functional teams
Mentorship and support from industry leading Finance professionals
Opportunities to make meaningful contributions to organizational projects
A stronger understanding of career paths within corporate finance
$35k-42k yearly est. 60d+ ago
Financial Analyst
Euronet Worldwide, Inc. 4.8
Finance advisor job in Leawood, KS
Job Description
Euronet facilitates the movement of payments around the world and serves as a critical link between our partners - financial institutions, retailers, service providers - and their end consumers, both locally and globally. We are seeking a financial analyst who will help provide financial insights and analytical decision support, drive process improvements, track KPIs and initiatives, monitor and make daily cash movements and provide day-to-day reporting and forecasting support. The successful candidate will split their time working on the Company's consolidated financial forecast as well as on various operational and analytical functions within the treasury group. This role will have visibility and require collaboration with business unit professionals and leaders throughout the global organization. This position will be based in the Leawood, KS office reporting to the Corporate Treasurer and will have the opportunity for a hybrid work schedule.
Essential Functions
Prepare the Corporate P&L forecast and consolidate the global forecast on a monthly basis
Provide analysis and reporting used for internal management reporting and external market guidance
Work with global business leaders to understand and improve forecasting processes and reporting
Prepare draft materials for Board of Director meetings
Analyze past results and perform variance analysis, identifying trends and anomalies
Evaluate financial performance by comparing actual results with plans and forecasts
Perform daily payments within the treasury function as required
Perform other duties and research as assigned
Requirements
Bachelor's degree in Business related field, or equivalent combination of education and experience required
Financial planning, analysis and modeling experience a plus
Benefits
401(k) Plan
Health/Dental/Vision Insurance
Employee Stock Purchase Plan
Company-paid Life Insurance
Company-paid disability insurance
Tuition Reimbursement
Paid Time Off
Paid Volunteer Days
Paid Holidays
Casual Office Attire
Plus many more employee perks & incentives!
We are an Equal Opportunity Employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, or national origin, age, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
How much does a finance advisor earn in Independence, MO?
The average finance advisor in Independence, MO earns between $24,000 and $88,000 annually. This compares to the national average finance advisor range of $34,000 to $121,000.
Average finance advisor salary in Independence, MO