Why should you join our team? American AgCredit offers a unique opportunity to be a part of a national financial system supporting those who feed, clothe and fuel the world. We are a growing organization embracing collaboration and innovation while delivering transformative solutions. American AgCredit provides a cultivating environment where you truly make a difference for our customers and teams.
Benefits offered by American AgCredit:
* Commitment to agriculture and the communities we serve
* Family friendly work environment
* Investment in employee development
* Medical, Dental and Vision coverage
* Outstanding 401k - automatic 3% employer contribution, plus match up to 6%
* Generous Paid Time Off (Vacation accrued at 21 days annually, Sick Days accrued at 15 days annually, 12 paid holidays, plus 16 hours of volunteer time)
* Competitive Incentive Compensation Plan
* Disability & Life Insurance
* Employee mental, physical, and financial wellness programs
* The position is bonus eligible based on association and personal performance
Position will be posted until filled.
BASIC FUNCTION:
Responsible for the management of a designated loan portfolio typically consisting of large, complex commercial and mortgage loans, including loans participated/syndicated with other Farm Credit Associations or Commercial Banks. Key industries of focus for this position include Dairy and Protein. Analyzes new loan applications and other loan servicing requests through the thorough analysis of financial statements and other pertinent credit information, and develops credit packages. The Senior Portfolio Analyst will assist the Relationship Manager in gathering the required information necessary to make appropriate credit decisions, and analyze credit and servicing requests from start to finish. Will serve as a secondary point of contact for the customer. This position will make recommendations on loan and servicing requests based on the Association's Loan Underwriting Standards. Responsible for the approval/denial of credit actions through either the utilization of assigned delegated authority or recommendation to a higher level of delegated authority.
ESSENTIAL DUTIES:
* Assists the Relationship Manager in the gathering of information necessary to make appropriate credit decisions. This includes meeting with the customer and asking appropriate questions regarding the financial information submitted as well as all aspects of their operation. Able to call the customer directly for follow up questions on the application package submitted and lead additional conversations as needed.
* Develops credit packages and loan servicing actions.
* Responsible for larger and more complex credits in the portfolio
* Reviews and analyzes credit information presented; determines the need for more thorough investigation or additional information.
* Requests appraisal/field reports, obtain third party verifications, obtain credit reports, and request lien searches as necessary.
* Completes loan analysis, including financial statements, cash flows, loan analysis forms, trend sheets, writing narratives, and offering opinions concerning credit worthiness, risks and mitigants, and other forms as required. Formulates projections using historical financial data, current budgets and other information.
* Exhibits a strong understanding of sound credit administration practices with the ability to differentially analyze complex requests and accurately identify risks and inconsistencies.
* Inputs all required financial information and data into the financial analysis, loan origination and other loan processing systems.
* Makes approval recommendations on loan actions based on the Association's Loan Underwriting Standards while complying with regulatory requirements. Able to independently make approval recommendations on complex credits with limited oversight from organizational management. Participates in loan committee meetings as may be required.
* Responsible for preparing information for Participation/Syndication partners as needed and participates in lender meetings as may be required.
* Demonstrated analytical and statistical skills to effectively evaluate loan requests and make the appropriate independent opinion of credit worthiness of the applicant, aligned with the credit philosophy and risk appetite of the organization.
* Monitors assigned portfolio to determine potential servicing needs of the customer and to ensure customers stay in compliance with the terms and conditions of their loan(s).
* Determines and reviews legal documentation. Coordinates with all credit and approval departments as well as with attorney's and title companies on loan closings, as needed.
* Contribute to process improvement initiatives as assigned.
* Represent the underwriting team in cross-functional projects and strategic planning efforts as assigned.
* Performs other duties assigned.
LEVELS OF SUPERVISION EXERCISED AND RECEIVED:
Generally exercises no supervision but may serve as a mentor; makes independent decisions; works under general supervision of Director of Underwriting, or designee.
TYPICAL EDUCATION AND EXPERIENCE:
* BA/BS degree with emphasis on agribusiness, business administration, or equivalent.
* Eight or more years of progressively responsible banking or related agricultural lending experience in the dairy or protein sector.
* Demonstrated analytical and statistical skills to effectively evaluate loan request and make the appropriate independent opinion of credit worthiness of the applicant, aligned with the credit philosophy and risk appetite of the organization.
* Demonstrated understanding of agricultural lending principles and practices, and association and Farm Credit System operating policies and procedures.
* Knowledge of Participation and Syndication credits.
* Knowledge of FCA regulations, association, and district policies and procedures.
* Demonstrated proficiency in organizing and prioritizing work to meet deadlines.
* Strong written and verbal communication skills.
* Strong persuasive and interpersonal skills.
* Proficient in use of PC, including word-processing, e-mail and electronic spreadsheet software.
JOB REQUIREMENTS:
Must have the ability to perform basic office tasks and work in a typical office setting. Employee will be sitting for extended periods of time and accomplishing work at a desk and work at a computer for an extended period. Must have strong written and verbal communication skills to adequately convey ideas and work well with a team. Ability to talk and hear, sit, and use their hands and fingers, and reach in all directions is essential in performance of the job. Some lifting and moving of items up to 25 pounds required. Work during established business hours and weekend and/or evening work. Some travel required.
PART-TIME REMOTE/HYBRID: These employees will work partly remote and partly onsite. Part-time remote employees will work with their managers to determine when and how often they are needed onsite.
PAY RANGE:
Minimum $98,644.40 - Max $171,887.88 Annual
This range is reflective of the national salary average for this position and will be adjusted using geographic variance for physical location of the hired candidate. American AgCredit may compensate outside of the salary range for bona fide reasons not related to membership in a protected class.
* Reflected is the national base pay range and title offered for this job at the current level.
* Compensation, title, and job level may be adjusted based on candidate qualifications including but not limited to achievements, skills, experience, or work location.
* Salary offered, within the applicable range, is one component of the total rewards package offered to candidates.
All hiring is contingent on eligibility to work in the United States. We are unable to sponsor or transfer visas for applicants.
American AgCredit provides equal opportunity in employment to all employees and applicants. We celebrate diversity and do not discriminate on the basis of race, color, creed, religion, national origin, ancestry, alienage or citizenship status, age, sex, sexual orientation, gender identity, gender expression, marital status, genetic information, medical condition, physical or mental disability, pregnancy, childbirth or related medical condition, military service or veteran status, victims of domestic violence, or any other characteristics protected by applicable federal, state, or local laws. American AgCredit prohibits harassment of any individuals on any of the bases listed above.
If you need assistance or an accommodation due to a disability, you may contact us at ***************.
$98.6k-171.9k yearly Auto-Apply 14d ago
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Financial Advisor
First Command Financial Services, Inc. 4.7
Finance advisor job in Wichita, KS
FinancialAdvisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command FinancialAdvisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on the path to financial security.
* 9 out of 10 of our FinancialAdvisors are veterans or military spouses.
* With 165+ offices nationwide, many are located near military installations.
First Command is committed to helping military families get their financial lives squared away. Are you seeking a financialadvisor job or wondering how to become a FinancialAdvisor at First Command? As we continue to expand our FinancialAdvisor force, we are seeking leaders who have entrepreneurial mindsets and a desire for professional growth. Your experience matters.
What our FinancialAdvisors do:
* They are the personal coach to our Nation's military families and are focused on a financial plan that is constantly evolving to meet short-term and long-term financial goals.
* They help military families manage day-to-day finances, build lifetime assets, and protect against the unexpected
* They engage with the community to bring new clients to First Command, with the support of the local district team and Home Office.
* They engage directly with the military community by partnering with local military organizations, military units, and other supporting institutions.
* They coach military families on how to build a comprehensive financial plan that includes:
* Savings/banking
* Investments/wealth management
* Insurance/risk management
What we offer:
* We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful FinancialAdvisor career.
* We will sponsor your pursuit of full registration and licensing as a FinancialAdvisor using our tools and resources to guide you through the process.
* You will prepare and test for your SIE, S6, S63, S65 and state Life & Health licenses.
* Upon successful completion of the licensing phase, First Command may offer you the opportunity to join our paid training program with a local district office.
* As you begin this career, your First Command FinancialAdvisor salary will consist of an hourly wage for 3 months, initially expected to be minimum wage in the state in which you are employed. After three months, you may transition to a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period.
What to expect after training:
* At the conclusion of the paid trainee program, First Command may offer you the opportunity to become an independent contractor FinancialAdvisor with First Command, through which you can control your career trajectory and be compensated based on your work and the results you achieve as an independent contractor.
* There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. The average compensation during the first year as an independent contractor FinancialAdvisor with First Command ranges in commissions and bonuses.
* We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities.
* Set your own schedule to manage work-life balance.
* Portable career opportunities throughout the United States which allow your career to move with you.
Desired Qualifications:
* Military experience or affiliation
* Bachelor's degree
* Proven leadership skills
Learn more about First Command:
First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers | First Command.
#LI-AS1
2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services, Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are provided by First Command Insurance Services, Inc. Banking products and services are provided by First Command Bank (Member FDIC).
Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met.
First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site.
In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd.
SIPC - Securities Investor Protection Corporation
Securities Investor Protection Corporation
$54k-88k yearly est. 14d ago
US Experienced Financial Advisor
Edward Jones 4.5
Finance advisor job in Wichita, KS
**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financialadvisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us.
**Job Overview**
As a financialadvisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financialadvisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financialadvisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results.
Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community.
**Key Responsibilities**
+ Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements).
+ Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals.
+ Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
+ Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
+ Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability.
+ As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.
+ A firm-provided branch office in the community.
+ Client support to help lighten the load so you can focus on your clients.
+ A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way.
**Benefits:**
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financialadvisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financialadvisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financialadvisors may be eligible for bonuses; profit sharing; paid medical and parental leave for FinancialAdvisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financialadvisors, please visit our benefits page (*********************************************************************************************** .
**Earn salary, commissions, new asset compensation**
+ No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
+ A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel
+ The flexibility that you need to balance your personal and professional lives - the best of both worlds
As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (******************************************************************************************************
Hiring Minimum $50,000
Hiring Maximum $125,000
Applications for this role are accepted on an ongoing basis.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .
Read More About Job Overview
**Skills/Requirements**
Financialadvisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financialadvisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment.
**What characteristics would make you a successful financialadvisor?**
+ Strong communications skills and self-starter
+ Love of learning and challenges, including determination to succeed
+ Skilled in long-term relationship building
+ Adaptable to new information seeking the right solutions for clients
+ Comfortable in your ability to think critically
+ Passion for new opportunities
**Candidate qualifications:**
+ Series 7 and Series 66 required
+ Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success
+ State insurance licenses preferred
+ Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor
Read More About Skills/Requirements
**Awards & Accolades**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (***********************************************************************
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************
Read More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financialadvisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
$50k-125k yearly 34d ago
Financial Advisor - Wichita, KS
Thrivent Financial 4.4
Finance advisor job in Wichita, KS
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.
At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success.
As a Thrivent Financialadvisor, you will:
Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.
Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.
Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community.
Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice.
Have the flexibility to control your schedule, allowing for work-life balance.
Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so.
Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business.
Desired Characteristics
Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financialadvisor if you're:
Self-disciplined, independent and driven to succeed.
Motivated by helping others and seeing them achieve their goals.
A natural coach or guide with strong interpersonal skills.
Passionate about living a life of generosity by serving others, not just selling products.
Successful Thrivent financialadvisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financialadvisor role.
Requirements
Bachelor's degree or equivalent experience. Military veterans are encouraged to apply.
Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
Compensation and Benefits
You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy:
Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify.
Medical, dental, vision, disability and accidental death and dismemberment insurance.
Pension, 401(k) and retiree medical plans.
Ongoing support, training and opportunity for professional growth as you build your business.
Well-being programs to help you manage your physical, emotional and financial health.
Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.
About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.
Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.
To learn more about the privacy of your information, visit our
workforce privacy policy at thrivent.com/privacy.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financialadvisors and professionals. Only individuals who are financialadvisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financialadvisors.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color,
sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
$36k-66k yearly est. Auto-Apply 60d+ ago
Associate Wealth Advisor - 6 Meridian
Hightower Advisors 4.7
Finance advisor job in Wichita, KS
Your Future Team 6 Meridian is a Wichita, KS-based registered investment practice founded in 2016. In 2021, 6 Meridian entered into a partnership agreement with Hightower, a move that provided 6 Meridian with resources for business acceleration, talent development and operational infrastructure to continue their strong, steady growth. Our 35 professionals have worked together for decades, serving over 800 households with $5 billion of assets under custody as of December 2025. In addition to investment management, 6 Meridian also provides wealth advisory services to high-net-worth individuals and institutions. Our mission is clear: Improve the financial lives of our clients by utilizing advanced investment management techniques, wealth planning resources, and superb relationship management.
What You'll Do
As a Associate Wealth Advisor, you will be responsible for leading and supporting all aspects of managing client relationships including preparation of financial plans and reports, reviewing portfolio performance and allocations, and completing projects as assigned by management. Over time, an Associate will gain an understanding of individual client relationships and eventually provide proactive support to clients as well as senior advisors.
Client Service & Coordination:Partner with lead advisors to manage client communications, produce customized reports, and support onboarding and account maintenance in collaboration with internal teams.
Meeting Management:Coordinate client meeting preparation for lead advisors with the assistance of the Paraplanning team. Manage account maintenance follow-up, meeting agenda creation, CRM documentation, and task tracking to ensure timely execution of action items.
Investment Support:Work with lead advisors to monitor cash balances, review portfolio allocations and performance, assist with investment product implementation and evaluate opportunities for new product solutions, ensuring proper execution and follow-through.
Wealth Planning:Update and monitor financial plans utilizing the eMoney platform, conduct necessary research, and recommend wealth planning strategies to the lead advisor.
What You'll Bring
Bachelor's degree in business, finance, financial planning, or a related field.
1-3 years of experience in financial services, wealth management, or advisory roles.
Required Licenses: Series 7 and Series 66 (or equivalent), or SIE certification
Strong initiative and commitment to serve the client.
Highly organized with strong attention to detail.
Certified Financial Planner (CFP ) designation preferred or willingness to obtain.
Excellent communication skills and a collaborative mindset to work effectively across teams.
Proficiency in financial planning tools and Microsoft Office Suite with the ability to quickly adapt to new systems.
What We Offer
Coverage on the first day of employment for medical, dental, and vision insurance
Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
401k matching plan
HSA employer contributions
Student loan assistance
Pet insurance
Hightower's Story
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA).
AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
$53k-115k yearly est. 7d ago
Entry-Level Financial Advisor
Career Headhunter
Finance advisor job in Wichita, 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.
Why should you join our team?
American AgCredit offers a unique opportunity to be a part of a national financial system supporting those who feed, clothe and fuel the world. We are a growing organization embracing collaboration and innovation while delivering transformative solutions. American AgCredit provides a cultivating environment where you truly make a difference for our customers and teams.
Benefits offered by American AgCredit:
Commitment to agriculture and the communities we serve
Family friendly work environment
Investment in employee development
Medical, Dental and Vision coverage
Outstanding 401k - automatic 3% employer contribution, plus match up to 6%
Generous Paid Time Off (Vacation accrued at 21 days annually, Sick Days accrued at 15 days annually, 12 paid holidays, plus 16 hours of volunteer time)
Competitive Incentive Compensation Plan
Disability & Life Insurance
Employee mental, physical, and financial wellness programs
The position is bonus eligible based on association and personal performance
Position will be posted until filled.
BASIC FUNCTION:
Responsible for the management of a designated loan portfolio typically consisting of large, complex commercial and mortgage loans, including loans participated/syndicated with other Farm Credit Associations or Commercial Banks. Key industries of focus for this position include Dairy and Protein. Analyzes new loan applications and other loan servicing requests through the thorough analysis of financial statements and other pertinent credit information, and develops credit packages. The Senior Portfolio Analyst will assist the Relationship Manager in gathering the required information necessary to make appropriate credit decisions, and analyze credit and servicing requests from start to finish. Will serve as a secondary point of contact for the customer. This position will make recommendations on loan and servicing requests based on the Association's Loan Underwriting Standards. Responsible for the approval/denial of credit actions through either the utilization of assigned delegated authority or recommendation to a higher level of delegated authority.
ESSENTIAL DUTIES:
Assists the Relationship Manager in the gathering of information necessary to make appropriate credit decisions. This includes meeting with the customer and asking appropriate questions regarding the financial information submitted as well as all aspects of their operation. Able to call the customer directly for follow up questions on the application package submitted and lead additional conversations as needed.
Develops credit packages and loan servicing actions.
Responsible for larger and more complex credits in the portfolio
Reviews and analyzes credit information presented; determines the need for more thorough investigation or additional information.
Requests appraisal/field reports, obtain third party verifications, obtain credit reports, and request lien searches as necessary.
Completes loan analysis, including financial statements, cash flows, loan analysis forms, trend sheets, writing narratives, and offering opinions concerning credit worthiness, risks and mitigants, and other forms as required. Formulates projections using historical financial data, current budgets and other information.
Exhibits a strong understanding of sound credit administration practices with the ability to differentially analyze complex requests and accurately identify risks and inconsistencies.
Inputs all required financial information and data into the financial analysis, loan origination and other loan processing systems.
Makes approval recommendations on loan actions based on the Association's Loan Underwriting Standards while complying with regulatory requirements. Able to independently make approval recommendations on complex credits with limited oversight from organizational management. Participates in loan committee meetings as may be required.
Responsible for preparing information for Participation/Syndication partners as needed and participates in lender meetings as may be required.
Demonstrated analytical and statistical skills to effectively evaluate loan requests and make the appropriate independent opinion of credit worthiness of the applicant, aligned with the credit philosophy and risk appetite of the organization.
Monitors assigned portfolio to determine potential servicing needs of the customer and to ensure customers stay in compliance with the terms and conditions of their loan(s).
Determines and reviews legal documentation. Coordinates with all credit and approval departments as well as with attorney's and title companies on loan closings, as needed.
Contribute to process improvement initiatives as assigned.
Represent the underwriting team in cross-functional projects and strategic planning efforts as assigned.
Performs other duties assigned.
LEVELS OF SUPERVISION EXERCISED AND RECEIVED:
Generally exercises no supervision but may serve as a mentor; makes independent decisions; works under general supervision of Director of Underwriting, or designee.
TYPICAL EDUCATION AND EXPERIENCE:
BA/BS degree with emphasis on agribusiness, business administration, or equivalent.
Eight or more years of progressively responsible banking or related agricultural lending experience in the dairy or protein sector.
Demonstrated analytical and statistical skills to effectively evaluate loan request and make the appropriate independent opinion of credit worthiness of the applicant, aligned with the credit philosophy and risk appetite of the organization.
Demonstrated understanding of agricultural lending principles and practices, and association and Farm Credit System operating policies and procedures.
Knowledge of Participation and Syndication credits.
Knowledge of FCA regulations, association, and district policies and procedures.
Demonstrated proficiency in organizing and prioritizing work to meet deadlines.
Strong written and verbal communication skills.
Strong persuasive and interpersonal skills.
Proficient in use of PC, including word-processing, e-mail and electronic spreadsheet software.
JOB REQUIREMENTS:
Must have the ability to perform basic office tasks and work in a typical office setting. Employee will be sitting for extended periods of time and accomplishing work at a desk and work at a computer for an extended period. Must have strong written and verbal communication skills to adequately convey ideas and work well with a team. Ability to talk and hear, sit, and use their hands and fingers, and reach in all directions is essential in performance of the job. Some lifting and moving of items up to 25 pounds required. Work during established business hours and weekend and/or evening work. Some travel required.
PART-TIME REMOTE/HYBRID: These employees will work partly remote and partly onsite. Part-time remote employees will work with their managers to determine when and how often they are needed onsite.
PAY RANGE:
Minimum $98,644.40 - Max $171,887.88 Annual
This range is reflective of the national salary average for this position and will be adjusted using geographic variance for physical location of the hired candidate. American AgCredit may compensate outside of the salary range for bona fide reasons not related to membership in a protected class.
Reflected is the national base pay range and title offered for this job at the current level.
Compensation, title, and job level may be adjusted based on candidate qualifications including but not limited to achievements, skills, experience, or work location.
Salary offered, within the applicable range, is one component of the total rewards package offered to candidates.
All hiring is contingent on eligibility to work in the United States. We are unable to sponsor or transfer visas for applicants.
American AgCredit provides equal opportunity in employment to all employees and applicants. We celebrate diversity and do not discriminate on the basis of race, color, creed, religion, national origin, ancestry, alienage or citizenship status, age, sex, sexual orientation, gender identity, gender expression, marital status, genetic information, medical condition, physical or mental disability, pregnancy, childbirth or related medical condition, military service or veteran status, victims of domestic violence, or any other characteristics protected by applicable federal, state, or local laws. American AgCredit prohibits harassment of any individuals on any of the bases listed above.
If you need assistance or an accommodation due to a disability, you may contact us at ***************.
JobID: 210691307 JobSchedule: Full time JobShift: : At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a FinancialAdvisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
* NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
$52k-99k yearly est. Auto-Apply 46d ago
Financial Aid Advisor
TCS Education
Finance advisor job in Wichita, KS
The Community Solution Education System is seeking a Financial Aid Advisor for the Financial Aid department. The Financial Aid Advisor is responsible for advising and assisting students with all aspects of financing their education, including establishing financial aid eligibility, clarifying policies, and providing accurate information on all financing options. This position requires regular on-campus presence, particularly during peak periods, student-facing events, and scheduled days each week. Remote days can be arranged to work on processing, compliance, and student support. The role ensures accurate and compliant delivery of financial aid in alignment with federal, state, and institutional regulations. This role reports to the Associate Director of Financial Aid.
Position responsibilities, including but not limited to:
* Advise incoming and current students on financial aid resources, eligibility, and options
* Collect and review documentation required to verify financial aid eligibility
* Package and revise financial aid awards for new and continuing students
* Track, process, and maintain financial aid documents in the student information system
* Prepare and distribute financial aid award letters
* Serve as a primary point of contact for students with financial aid questions
* Present financial aid information at student events, workshops, and financial literacy sessions
* Support financial aid-related campus events during peak periods
* Stay current on financial aid regulations by attending trainings and workshops
* Collaborate with The Community Solution Education System Financial Aid Director and staff
* Provide exceptional customer service and timely responses to student inquiries
* Perform other duties as assigned
Required Knowledge, Skills, and Abilities
* Knowledge of Title IV regulations, Direct Loan programs, and financial aid compliance
* Familiarity with CampusVue or similar student information systems
* Strong communication, customer service, and problem-solving skills
* High accuracy, attention to detail, and ability to meet deadlines
* Ability to work independently with minimal supervision
* Proficiency with standard office software and web-based platforms
* Ability to work effectively with diverse student populations
Education
* Minimum High School Diploma
* Bachelor's degree preferred, but not required
Experience
* 1-2 years of experience in financial aid or a related student services area
* 1- 2 years of experience with student information systems, CRM tools, or financial aid software preferred
Working Conditions / Physical Requirements
* Full-time on-site presence (5 days/week) with hybrid work flexibility.
* Ability to perform sedentary work and operate office equipment (computer, printer, phone)
* Ability to work occasional evenings or weekends based on peak periods or events
Compensation & Benefits
This opportunity is budgeted at $26.27 - 28.21 base compensation. Additional compensation factors may impact total compensation. To learn more about our competitive benefits and additional rewards, including generous paid time-off, medical and dental insurance coverage, life and disability insurance, retirement plan with employer contribution, multiple flexible spending accounts, tuition reimbursement, click the link below.
************************************
The Community Solution is an Equal Opportunity Employer.
Application Process
Please note the screening, recruitment, and selection process is managed by recruiting staff and hiring managers with the aid of artificial intelligence to evaluate candidates against job requirements. The artificial intelligence tool is a resource only and all employment decisions are made by staff members.
When you apply, it is recommended you utilize the option to parse your resume into the application. To ensure your experience is accurately reflected, please review and complete all application fields-even if you auto-fill from your resume.
For the best results, tailor your resume to the job description, highlight key qualifications and skills, and use clear, consistent formatting. This helps our AI tools read and assess your application more effectively. We are committed to regularly monitoring the process for fairness and remove personally identifiable information during evaluation.
$26.3-28.2 hourly Auto-Apply 41d ago
Financial Aid Advisor
TCS Education System
Finance advisor job in Wichita, KS
The Community Solution Education System is seeking a Financial Aid Advisor for the Financial Aid department.
The Financial Aid Advisor is responsible for advising and assisting students with all aspects of financing their education, including establishing financial aid eligibility, clarifying policies, and providing accurate information on all financing options. This position requires regular on-campus presence, particularly during peak periods, student-facing events, and scheduled days each week. Remote days can be arranged to work on processing, compliance, and student support. The role ensures accurate and compliant delivery of financial aid in alignment with federal, state, and institutional regulations. This role reports to the Associate Director of Financial Aid.
Position responsibilities, including but not limited to:
Advise incoming and current students on financial aid resources, eligibility, and options
Collect and review documentation required to verify financial aid eligibility
Package and revise financial aid awards for new and continuing students
Track, process, and maintain financial aid documents in the student information system
Prepare and distribute financial aid award letters
Serve as a primary point of contact for students with financial aid questions
Present financial aid information at student events, workshops, and financial literacy sessions
Support financial aid-related campus events during peak periods
Stay current on financial aid regulations by attending trainings and workshops
Collaborate with The Community Solution Education System Financial Aid Director and staff
Provide exceptional customer service and timely responses to student inquiries
Perform other duties as assigned
Required Knowledge, Skills, and Abilities
Knowledge of Title IV regulations, Direct Loan programs, and financial aid compliance
Familiarity with CampusVue or similar student information systems
Strong communication, customer service, and problem-solving skills
High accuracy, attention to detail, and ability to meet deadlines
Ability to work independently with minimal supervision
Proficiency with standard office software and web-based platforms
Ability to work effectively with diverse student populations
Education
Minimum High School Diploma
Bachelor's degree preferred, but not required
Experience
1-2 years of experience in financial aid or a related student services area
1- 2 years of experience with student information systems, CRM tools, or financial aid software preferred
Working Conditions / Physical Requirements
Full-time on-site presence (5 days/week) with hybrid work flexibility.
Ability to perform sedentary work and operate office equipment (computer, printer, phone)
Ability to work occasional evenings or weekends based on peak periods or events
Compensation & Benefits
This opportunity is budgeted at $26.27 - 28.21 base compensation. Additional compensation factors may impact total compensation. To learn more about our competitive benefits and additional rewards, including generous paid time-off, medical and dental insurance coverage, life and disability insurance, retirement plan with employer contribution, multiple flexible spending accounts, tuition reimbursement, click the link below.
************************************
The Community Solution is an Equal Opportunity Employer.
Application Process
Please note the screening, recruitment, and selection process is managed by recruiting staff and hiring managers with the aid of artificial intelligence to evaluate candidates against job requirements. The artificial intelligence tool is a resource only and all employment decisions are made by staff members.
When you apply, it is recommended you utilize the option to parse your resume into the application. To ensure your experience is accurately reflected, please review and complete all application fields-even if you auto-fill from your resume.
For the best results, tailor your resume to the job description, highlight key qualifications and skills, and use clear, consistent formatting. This helps our AI tools read and assess your application more effectively. We are committed to regularly monitoring the process for fairness and remove personally identifiable information during evaluation.
$26.3-28.2 hourly Auto-Apply 40d ago
Client Advisor
Intrust Bank Careers 3.9
Finance advisor job in Wichita, KS
At INTRUST Bank, 10 character qualities are at the foundation of all we do. They include respect, positivity, compassion, humility, and initiative. They guide our interactions with customers and each other, are why we give back to communities, and inform how we shape our goals as a company. These character qualities are our tradition, and we bring them to life each day.
Your career is important to you, which makes it important to us. At INTRUST you'll find a welcoming, encouraging atmosphere where your talents can thrive. You will be supported in your career, you can lead no matter what your title, and you can see a path for future growth. If you'd like to find a place of work where you're appreciated, can find balance, and have a sense of belonging, then we encourage you to apply for this role.
A modern benefits approach: To support our employees and their families, INTRUST offers a comprehensive, market-competitive benefits package that prioritizes your total well-being.
Competitive pay
Generous time off
Employees receive three weeks of paid vacation plus 11 paid holidays each year.
Paid time off to volunteer in the community.
Paid employee and family sick leave.
Paid parental leave.
401(k) plan with 6% employer match and 100% immediately vested.
3% non-elective company contribution; non-elective contribution vested after 3 years of service.
Career growth and development resources
Tuition reimbursement for full-time and part-time employees enrolled in any degree program.
Banking benefits
Medical, dental, and vision insurance
Benefits eligibility is dependent upon hire date and employment status. Ask for our benefits guide for full details.
Job Summary: Primarily responsible for new business development of prospective clients as well as expanding current relationships with INTRUST Bank's top clients. Responsible for managing all their respective client relationships and comprehensive financial planning. Developing and networking with both internal and external referral sources is also required. Monitors and ensures compliance with applicable regulations. Client Advisors must excel in all the functions of Consumer and Wealth related services. Promotes an environment of teamwork within the department and across the bank. Represents INTRUST Bank in all they do in the community and is focused on the development of new business relationships. Must maintain strict standards of confidentiality and perform duties in a manner supporting INTRUST's character qualities.
Essential Functions:
• All expectations described in the 's essential functions are necessary to be successful in this role, performed with or without a reasonable accommodation.
• Responsible for solving client/prospect needs with the appropriate financial solutions.
• Responsible for understanding and selling the entire suite of Premier Services (e.g., deposit accounts, lines of credit, managed investment accounts, financial planning services, etc.)
• Advises clients across their entire balance sheet on investment selection, asset allocation, cash flow analysis, retirement planning, debt management, etc.
• Responsible for managing relationships commensurate with knowledge and experience required for role.
• Responsible for a book of business that produces an expected level of financial contribution.
• Calling on existing and prospect referral sources and centers of influence (both internal and external to develop and further relationships.
• Although Client Advisors do not directly manage others, they may be responsible for directing the work activity of others (e.g., account administrators, operations staff, etc.)
• Demonstrates the ability to effectively engage other business units across the company in a manner that delivers a high level of customer service and promotes continued deepening of the client relationship.
• Responsible for external communications with trust/estate planning attorneys, insurance/brokerage providers, assisted-living facilities, and certified public accountants. Calling on existing and prospect referral sources and centers of influence (both internal & external) is a must.
• Represents INTRUST Bank in various civic and community functions to further enhance its Corporate Blueprint image and develop additional business.
Education and Experience: Bachelor's degree and 5+ years' experience with primary business development and servicing responsibilities in the financial services industry. Experience selling financial services required.
Required Skills and Knowledge: Knowledge and understanding of industry regulations and trends necessary. Position requires needs-based selling and servicing skills. Ability to use good judgment and problem-solving skills, required. Excellent oral and written communication skills are a must.
Required Licenses and/or Certifications: Professional designation (CFP ) and/or other licenses desired.
Physical Demands: Extended period(s) of time may be spent viewing a personal computer, sitting, standing, and walking. Occasional lifting up to 25 lbs. The physical demands necessary for this role should be performed with or without a reasonable accommodation.
Working Conditions: Normal office conditions. Does require some car travel to meet with clients/prospects.
This job description summary is not intended to be an employment contract, nor is it intended to state or imply these are the only activities to be performed by the employee occupying this position. Employees will be required to follow any other duties as assigned or requested by their supervisor.
INTRUST Financial Corporation and its subsidiaries, including INTRUST Bank, are Equal Opportunity Employers whose policy is not to discriminate unlawfully against any qualified employee or applicant for employment on the basis of protected military or veteran status, disability, race, color, religion, sex, age, national origin, pregnancy, genetic information, sexual orientation, gender identity, or any other classification protected by applicable local, state or federal law; except where an individual's protected category constitutes a bona fide occupational qualification.
$45k-56k yearly est. 60d+ ago
Financial Counseling Representative I
R1 Revenue Cycle Management
Finance advisor job in Wichita, KS
R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems and medical groups. We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry's most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration.
Seeking and paying for medical care is a significant challenge for many Americans. As an R1 Financial Counseling Associate, you will be responsible for counseling uninsured and under-insured patients to attempt to obtain a paying funding source for their medical service(s). You will be expected to accurately and compassionately explain financial options and obligations during financial counseling sessions held directly with patients. In this role, a successful candidate must display excellent customer service, commitment to assisting patients, and attention to detail.
To thrive in this job, you'll need to be able to multi-task, use and navigate multiple systems, and communicate with compassion and authenticity to build trust with patients when discussing sensitive situations. Additionally, you will need to gain and display a thorough understanding of Medicaid and other funding programs to provide patients with clear and concise information.
Previous experience as a financial counselor with a background in medical terminology, understanding State and Federal assistance programs, or relevant healthcare experience is a plus.
Here's what you can expect working as a Financial Counseling Associate:
* You will have the opportunity to help patients navigate some of the most difficult times in their lives by reducing financial burdens related to their medical care.
* You will see, hear about, and/or be in the presence of illness and injuries. You may need to be up to date on all vaccinations (including but not limited to an annual flu shot), pass a drug test, and pass a background check prior to hire.
* This is a fast-paced work environment; you will need to be able to communicate complex coverage enrollment information with patients and assist with their applications effectively and efficiently. R1 training and Financial Counseling leaders are ready to help you gain the knowledge you need to be successful in this role.
* We at R1 care about your professional growth and development. Financial Counseling leaders are committed to fostering individual growth, and R1 provides a multitude of career and leadership development courses and programs.
Requirements:
* High School Diploma or GED
* Excellent customer service skills
* Compassionate communication
This role involves frequent movement between work areas and requires the ability to remain mobile throughout the day in order to perform essential job duties. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. R1 is an equal opportunity employer and does not discriminate on the basis of any protected status.
For this US-based position, the base pay range is $14.92 - $20.82 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training.
The healthcare system is always evolving - and it's up to us to use our shared expertise to find new solutions that can keep up. On our growing team you'll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career.
Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team - including offering a competitive benefits package.
R1 RCM Inc. ("the Company") is dedicated to the fundamentals of equal employment opportunity. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories.
If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at ************ for assistance.
CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights California Consent
To learn more, visit: R1RCM.com
Visit us on Facebook
#healthcare #customerservice #rcm #insurance #financialcounseling #hospital #banking #LI-TJ2022 #medicaid
$14.9-20.8 hourly Auto-Apply 5d ago
Merrill Experienced Financial Advisor
Bank of America Corporation 4.7
Finance advisor job in Wichita, KS
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
$36k-58k yearly est. 36d ago
Management Internship
Menard 4.2
Finance advisor job in Wichita, KS
Part-Time
Make BIG Money at Menards!
Extra $3 per hour on Sat/Sun
Store Discount
Profit Sharing
Exclusive Discounts for gyms, car dealerships, cell phone plans, and more!
Flexible Scheduling
Dental Plan
On-the-job training
Start building an exciting and rewarding career in retail with a growing company as a Management Intern with Menards! Immediate openings available!
Our Management Internship is a paid, hands-on training program designed to develop and prepare you for the world of Retail Management.
As you progress through the 12-week Management Internship program, your General Management team, Department Managers, and Store Team Members will work alongside you to develop your understanding of our business and help prepare you to take on a management role in the near future!
This is a paid part-time position that will have the opportunity to develop stronger organizational, Communication and time management skills as well as the opportunity to gain hands-on management experience.
Apply today! We are hiring immediately and are excited to talk to you about the great opportunities available with Menards!
$31k-37k yearly est. 31d ago
Finance & Accounting Intern
Bombardier
Finance advisor job in Wichita, KS
When applicable, Bombardier promotes flexible and hybrid work policies. Why join us? At Bombardier, we design, build and maintain the world's peak-performing aircraft for the world's most discerning people and businesses, governments and militaries. We have been successful in setting the highest standards by putting our people at the heart of it all, and defining excellence, together.
Working at Bombardier means operating at the highest level. Every day, you are part of a team that delivers superior experiences and products, pushing the boundaries of what's possible in our industry and beyond. By prioritizing employee growth and development, we empower everyone to reach their full potential on their own terms, because the best work happens when you are free to be yourself and share your unique expertise.
What are your contributions to the team?
* Adhere to General Work Requirements
* Assist with the invoicing and billing processes for intercompany customers and vendors, ensuring accuracy and timely processing of all transactions.
* Perform account reconciliations with a focus on accuracy and compliance, ensuring all discrepancies are identified and resolved in a timely manner.
* Prepare and post journal entries across various areas, ensuring accuracy and adherence to accounting standards.
* Manage invoices within the purchase requisition system, ensuring timely and accurate processing of all invoices.
* Provide support as necessary for printing checks and communicating check details with the bank.
* Assist with Bank of America corporate cards as necessary, including tasks like billing and reconciling charges.
How to thrive in this role?
* You are currently working towards a Bachelor's degree in Accounting, Finance, or a closely-related field.
* You must be available to work 20-30 hours/week (Monday - Friday between 8am - 5pm)
* You have good interpersonal skills necessary to establish and maintain effective working relationships with co-workers, other business areas, and governmental agencies.
* You have good oral and written communication skills.
* You have good planning and organizational skills necessary to coordinate workload around multiple assignments.
* You have an ability to manage stress and work under tight deadlines.
* You have the computer skills necessary to operate word processing, spreadsheet, database, email, and internet-based applications and accounting systems.
* You have analytical and judgment skills necessary to evaluate, interpret, and reconcile accounting data according to company and departmental procedures.
Now that you can see yourself in this role, apply and join the Bombardier Team!
Bombardier is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, age, disability status, veteran status, or any other characteristic protected by Federal, National, or Local Laws.
Job Finance & Accounting Intern
Primary Location Wichita, ADMN / MFG, Learjet
Organization Learjet Inc
Shift Day job
Employee Status Temporary
Requisition 10123 Finance & Accounting Intern
Nearest Major Market: Wichita
$34k-47k yearly est. 60d+ ago
Finance Summer Internship 2026
Equity Bank 4.2
Finance advisor job in Wichita, KS
Internship Department: Finance Job Type: Full-Time (Hourly) Jump start your career at Equity Bank! We are currently hiring energetic, team oriented, carefully selected from colleges and universities in our local communities, our interns bring distinctive ideas and perspectives to our organization. Our employees are passionate about building our emerging talent and future leaders. We provide real world experiences that highlight your skills and help you in determining your career path after college. You will walk away with a good understanding of what it takes to be successful in the field of your choice.
Internships Available
Internships are focused on those students who are pursuing a degree in one of the following areas:
* Accounting/Finance
* Business Administration/Management
* Human Resources/Talent Development
* Information Technology
Required Skills & Education
Requirements
* Current college student entering their Junior or Senior year
* Pursuing a bachelor's degree in Accounting, Finance, Business, HR, Marketing or Information Technology from an accredited college or university
* Cumulative grade point average of 3.0 or above
* Employer immigration sponsorship is not available for this role
* Excellent oral and written communication skills
* Demonstrated analytical and problem-solving ability
* High degree of self-motivation, passion, and a drive to learn
* Ability to balance multiple priorities
Who We Are
Equity Bank, a full-service, $7 billion community bank, is based in Wichita, Kansas, with 79 bank offices throughout Kansas, Missouri, Arkansas, and Oklahoma.
At Equity Bank, you can find exciting opportunities to challenge you, expand your skills, and reward your contributions. Our employees receive competitive compensation and benefits, while working in an atmosphere that encourages personal and professional growth. We're searching for motivated individuals who are passionate about serving others, learning new technologies, and working as part of a team.
Equity Bank offers a full range of financial solutions, including online and mobile banking, commercial loans, consumer banking, and mortgage loans, treasury management service, the best solutions for your business, and absolutely zero ATM fees, anywhere.
What's in it for you?
We believe in creating opportunities for hard working individuals who aspire to learn and grow. You will gain an immense amount of knowledge.
Find your future at Equity Bank!
The above statements are intended to generally describe the nature and level of work to be performed by most people assigned to this job. It is not intended as an exhaustive list of all responsibilities, duties, and requirements.
Physical Requirements
This position requires standing, walking, bending, and squatting on a regular basis. May require the ability to stoop, kneel, crouch or reach with hands and arms. Requires the ability to carry, lift, move or push up to 25 pounds on an occasional basis. Must be able to talk and listen to others.
Work Environment
This position regularly works in an office setting. Most of the job duties require the employee to be working with computers and electronic media on a regular basis.
Equity Bank is an equal opportunity employer and will not make employment decisions based on an applicant's race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
$38k-47k yearly est. 13d ago
Finance Summer Intern
City of Wichita, Ks 3.1
Finance advisor job in Wichita, KS
The City of Wichita is NOT an E-Verify Employer. Distinguishing Features of Work This is advanced clerical to paraprofessional work generally performed in an office setting in a support and learning capacity for the finance department. Interns maybe involved in research, analytical work and special projects. Work is assigned based on the employee's level of education and experience. Work is directed and reviewed by a professional supervisor.
THIS IS A LIMITED FULL-TIME INTERN POSITION (NO BENEFITS)
The days and hours for this position is Monday-Friday, 8:00AM-5:00PM.
This is summer internship ending in August 2026.
Bargaining Unit: No Union Representation
Posting may close at any time
Examples of Work Performed
* Performs intern-level work assigned by the department.
* Attends meetings in conjunction with management.
* May review, update and implement operations policies and procedures.
* May review processes and provide recommendations.
* May conduct financial studies and develop and present recommendations.
* May work in conjunction with the Director of Finance or other Division managers.
* Completion of work assignments may require operation of a vehicle.
* These examples are not intended to be all-inclusive. Other related duties may be assigned as needed.
Requirements of Work
* Level of knowledge appropriate to the work being assigned.
* Ability to use a computer to access, interpret and record information.
* May require ability to research, analyze, summarize and report findings.
* Ability to develop and maintain effective working relationships with associates, representatives of other organizations, and/or the public.
* Ability to communicate clearly and effectively, both orally and in writing
* May require ability to acquire and maintain a valid Kansas Driver's License.
* An employee will not pose a direct threat to the health or safety of other individuals in the workplace.
Experience and Training
Required Experience and Training:
* Must be currently enrolled in an undergraduate, graduate or master's program.
* Must be legally authorized to work in the United States without the need of a sponsorship.
* Attainment of passing scores on pre-employment tests. Candidates with required experience and training will be required to take the following assessments:
* Microsoft Excel 2013 - Whole Test
* Business Writing
Preferred Experience and Training:
* Currently enrolled in college, with a focus on accounting, business management, finance, business administration, or public administration.
* A current cumulative GPA of 3.0 or higher.
$33k-40k yearly est. 12d ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
Finance advisor job in Wichita, KS
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College 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 to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$500 weekly Auto-Apply 12d ago
Financial Advisor
Career Headhunter
Finance advisor job in Derby, KS
FinancialAdvisor - Build an Independent Practice with Fortune-500-Level Resources
Flexible / Hybrid
Why Advisors Choose SFC
Big-Firm Muscle, Independent Mind-Set - Leverage Fortune 500 credibility, marketing, and technology while owning your client relationships.
Uncapped Earnings - Residual income, uncapped commissions, performance bonuses, and incentive trips-no production grid that clips your upside.
Holistic Planning Platform - Provide goals-based advice across investments, insurance, retirement, and estate planning with our proprietary economic-based planning tool.
Work Your Way - Set your own schedule, choose your preferred products, and craft the client experience you envision.
Collaborative Culture - Joint work, mentorship, and continual professional development fuel faster growth.
What You'll Do
Acquire & Deepen Relationships - Prospect, network, and build trust with high-potential households and business owners.
Diagnose & Design - Conduct thorough fact-finding; craft tailored wealth, protection, and retirement strategies.
Implement & Monitor - Deliver solutions from our open-architecture platform and adjust plans as markets and client goals evolve.
Champion Compliance - Operate at a fiduciary standard and uphold SFC's ethical culture.
Grow the Brand - Share best practices and collaborate with peers to elevate the client experience firm-wide.
What You'll Need
Licenses: Series 7 or 6, plus 63/65 or 66, and Life & Health (or a plan to obtain).
Experience: Proven success in financial services-or a strong, metrics-driven sales track record and desire to excel.
Mind-Set: Entrepreneurial, client-focused, and comfortable in a commission / fee-based model.
Education: Bachelor's degree or equivalent professional experience.
What We Provide
Compensation & Benefits
W-2 status with 7.5 % FICA
401(k) with 6 % company match
Medical, dental, vision, life & disability insurance
National recognition programs and chairman's trips
Practice-Building Tools
End-to-end transition support and marketing concierge
CRM, financial planning, and portfolio management tech stack
In-house product specialists and advanced planning team
Freedom & Flexibility
No product quotas or commission caps
Remote, hybrid, or office options to suit your lifestyle
Clear paths to leadership and equity participation for top performers
Apply Today
Ready to control your income, deliver truly comprehensive advice, and grow with a team that shares your client-first values?
Strategic Financial Concepts - where your success is our strategy.
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.
$33k-66k yearly est. Auto-Apply 11d ago
Merrill Experienced Financial Advisor
Bank of America 4.7
Finance advisor job in Wichita, 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.**
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**To proceed with your application, you must be at least 18 years of age.**
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**:**
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.
How much does a finance advisor earn in Wichita, KS?
The average finance advisor in Wichita, KS earns between $25,000 and $90,000 annually. This compares to the national average finance advisor range of $34,000 to $121,000.
Average finance advisor salary in Wichita, KS
$47,000
What are the biggest employers of Finance Advisors in Wichita, KS?
The biggest employers of Finance Advisors in Wichita, KS are: