Finance representative jobs in Kansas City, MO - 326 jobs

The Small Business Administration (SBA) Banker III is responsible for leading business development with a primary focus on SBA lending while maintaining market leadership presence in the local community. The SBA Banker is responsible for soliciting and servicing prospective clients producing SBA 7a and 504 as well as generating and managing a portfolio of business and corresponding relationships, while seeking new accounts through calling efforts, marketing, and referrals. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity. ESSENTIAL DUTIES AND RESPONSIBILITIES: Business Development Quickly establish a consistent SBA business development cadence in the marketplace which includes but is not limited to: Call Planning and Follow-Up Client Retention Calls New Client Prospecting Outbound Telephone Calling Efforts Networking Events Maintain and expand a mature Center of Influence (COI) base of community and business leaders, leveraging them to gain additional business through referrals. Responsible for sales, credit analysis, proper loan structuring (SBA loan packaging and submission), client interviewing and perceptive character judgment. Source and build new business relationships. Credit Acumen Complete understanding of all business credit facilities including, but not limited to: Structuring proper terms and product based on business need, useful life and business growth. Basic understanding of business and personal financial statements and tax returns to identify credit worthiness and identifying risk potential. Ability to identify short- and long-term credit facility needs based on business sales cycle, type of business, growth plans, and business strategy. Educates prospective clients about the Bank's underwriting guidelines, SBA programs and all applicable government regulations. Coordinates with attorney, loan closer and other involved staff to assure timely loan closing and funding activities. Able to balance business needs with customer requests while managing potential risk to the bank. Adheres to Seacoast Bank's Code of Conduct. Acts as a mentor to junior level SBA Lenders within Seacoast Bank. Adheres to policy & procedure of Seacoast Bank and must comply with BSA/AML/OFAC regulations and guidelines. Accept loan applications and the collection all required applicant information while following Fair Lending performance standards and ensuring fair and equal treatment to all applicants. Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the applicant and their credit needs. Proactively helps to resolve customer concerns in a timely, professional, and positive manner, escalating issues to the next level of authority as needed. EDUCATION and/or EXPERIENCE: High School Diploma or equivalent required. College degree in a financial related discipline preferred. 5+ years of directly related SBA experience preferred. 10+ years in business development and/or financial services experience required. Demonstrate excellent communication (written and verbal) and interpersonal skills. PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software. The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities. #LI-PF1 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

NOW Accepting Applications for Prop Trading Professionals Considering an exciting new career as a professional trader? T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group. Trading with T3TG Our goal is to help every trader maximize their potential through: In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems Daily trading reviews with experienced traders for individualized help An open and friendly team environment A competitive payout structure Required Qualifications College degree with a competitive GPA Passion for financial markets Strong analytical skills Team-oriented mentality A focused, entrepreneurial personality Experience in sports or other competitive endeavors like gaming preferred but not required Prior trading experience is not required Professional Trading Benefits As a professional trader with T3TG you get: Access to firm capital for superior leverage to traditional retail brokerage accounts. A community of like-minded seasoned professionals to trade alongside. Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions. Access additional capital and potential full-backing based on your performance. Regulatory Requirements To trade the firm's capital, equities and options traders must pass the Securities Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams. Additionally, all traders must complete FINRA Registration paperwork and applicable background checks. About T3TG T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. Please Note Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa. How to Apply If interested, please contact Paolo Fontana at ************ or ***************************

The Private Banker II builds and actively manages an existing portfolio of personal and business deposit, wealth management and loan relationships for high-net-worth clients. The Banker engages internal business partners to identify, solicit and close cross-selling opportunities while developing and maintaining long-term business relationships with clients. Duties & Responsibilities Pursue and close on leads for those who qualify for recognition as Private Clients; refer clients to internal business partners as applicable. Provide an exceptional client experience by offering advised solutions and Busey partner referrals to deepen client relationships. Leverage centers of influence and develop new relationships through prospecting and building community networks. Drive deposit growth and wealth management opportunities. Support the Bank's strong Private Banking culture through on-going client contact, providing extraordinary service and superior product knowledge. Ensure all loans adhere to the credit/financial requirements for quality and compliance as determined by the Bank's Loan Policy. Proactively monitor current Private Banking portfolio, including tracking and testing loan/financial covenants and assist in the clearing of exceptions. Maximize Bank profitability through appropriate pricing of loans, generating fee income and cross-selling of all Bank products and services. Monitor renewals and maturities as well as gather updated documents from clients. Order inspections, review /budget, administer draw and funding process for Private Banking construction loans. Resolve customer complaints and ensure customer satisfaction; support Net Promoter Score efforts to gauge client satisfaction. Collaborate with the Digital Banking team to open new and service existing client accounts. Education & Experience Knowledge of: Private Banking loan and deposit products and services. Demonstrated success building relationships, strategic partners, and developing business with high-net-worth clients. Experience in consumer lending preferred including but not limited to: HELOC, Mortgages, Personal Lines of Credit, Auto Loans, etc. Strong financial analysis and credit underwriting skills. Ability to analyze and understand personal financial statements and tax returns. Strong oral and written communication skills Strong sales and client service skills Wealth Management Services including Investments, banking and trust concepts including asset allocation and basic trust and estate procedures High Level of Retail and Business Banking customers and trends Ability to: Make independent decisions Analyze and interpret numerical data Perform duties and make decisions under frequent time pressures Education and Training: Bachelor's degree with exposure to Accounting or Finance courses required; advanced degree or bank specific continuing education preferred. 2+ years of banking or management experience required Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act (“SAFE Act”), all Private Client Managers (if discussing mortgage rates) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry (“NMLS”). If such registration is not active as of the hire date, the Private Client Manager must immediately attain active registration upon employment. Private Client Managers who fail to maintain an active and current registration will be unable to lend and may be subject to disciplinary action, up to and including termination of employment. Requires knowledge of Microsoft Office. Compensation and Benefits Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance. (Base Pay Range: $98,000- $130,000 annually) Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information. Equal Opportunity Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment. Unsolicited Resumes Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.

Louis Dreyfus Company is a leading merchant and processor of agricultural goods. Our activities span the entire value chain from farm to fork, across a broad range of business lines, we leverage our global reach and extensive asset network to serve our customers and consumers around the world. Structured as a matrix organization of six geographical regions and ten platforms, Louis Dreyfus Company is active in over 100 countries and employs approximately 18,000 people globally. Job Description This position is responsible for the origination of and logistics coordination of rail grains and oilseeds into LDC's export terminals, river terminals and processing assets. Primary Responsibilities/Essential Functions Gather news, statistics and information related to individual commodity supply and demand from customers and trade sources, and distribute that information to the remainder of the group to support overall strategic trading/positioning (i.e., contributes to research function). Proposes and take new SE rail trade opportunities based on collected information. Stay abreast of market developments, ensuring timely group updates & interpretation of market data Use historical information to analyze pricing trends and project forward market pricing outlook Engages in trade and balance sheet discussions around premium and flat price positions Ensure positions are accurately reported and daily P&L's tie out Works closely with Burns Harbor, Export Group, and ethanol group to define origination strategy & ensure regional alignment Active participant in discussion around US corn premium positioning. Manage the implementation & execution of the US corn premium/basis strategy with a focus on Southeast flows. Receives rail applications from third parties and manages the trains timely billing to destinations. Responsible for billing of all trains, internal or third party, or determining designated billing party if LDC does not bill the train. Communicate with country rail terminals daily with goal of buying and increasing grain purchases. Devise and execute origination strategies for commodities. Works to achieve “last right of refusal” relationships with various Co-ops and commercials elevators Compose regular market wires, position updates and strategy plans. Build and strengthen long term relationships with customer base, attending industry sponsored events and customer visits. Additional Responsibilities Ensure contracts are entered and fills/ settlements are completed timely. Works with execution, and A/P group to ensure prompt payment of invoices. Assists in the resolution of execution questions. Qualifications Education: Basic qualifications: Bachelor's Degree Preferred qualifications: Degree in Agricultural Economics, Agriculture Business or related degree Experience The following are required: 5+ years of experience in an agribusiness firm in a merchandising or trading capacity Thorough understanding of grain markets, basis trading and rail logistics Three or more years of direct position ownership & experience with logistics management Knowledge/Skills/Abilities (including any physical demands) Basic qualifications: Demonstrated strong negotiating skills and commercial understanding combined with the right commercial attitude and results orientation Capability to consolidate global and domestic market drivers into a point of view and executable trading strategy Strong analytical skills and the ability to select relevant information from a flow of information (distinction between main and side issues) Demonstrated ability to manage trading risks Knowledge of demurrage/despatch concepts Familiarity with current commodity transportation issues Proficiency with MS Excel, database administration and online systems/websites Knowledge of fundamentals of grain accounting, basis/flat price trading and futures markets Knowledge/Ability to set up accruals for freight, costs, demurrage, etc. Strong organization skills & the ability to prioritize multiple tasks, prioritize workload and meet tight deadlines Thorough knowledge of futures markets, hedging and arbitrage Strong written and verbal communication skills Must be a motivated self-starter Preferred qualifications: Strong organizational skills, and the ability to prioritize multiple tasks, prioritize workload and meet tight deadlines. Experience utilizing and reviewing reports within Power BI. Additional Information Equipment Used Typical office equipment: PC, workstations, telephone, and fax machine. Working Conditions Typical climate-controlled office environment. Extensions of regular working hour are occasionally necessary to complete time-sensitive projects, attend training or to respond to emergencies which may include weekends. Employee Supervision May lead or supervise a few junior merchandising staff members. Decision Making/Accountability Prioritizes work schedule to meet deadlines and continuously adjusts priorities to resolve unexpected issues; processes a variety of information and data to devise and execute trading strategies; negotiates with trade counterparts to maximize corporate returns; advises and recommends trading strategies, assesses risk pertaining to buying and selling and negotiates contract terms with clients; consults with supervisor regarding unusual problems or occurrences. What We Offer We provide a dynamic and stimulating international environment, which will stretch and develop your abilities and channel your skills and expertise with outstanding career development opportunities in one of the largest and most solid private companies in the world. - Comprehensive benefits program including medical, dental and vision care coverage, flexible spending account plans, employee assistance program, life insurance and disability coverage - 401k with Company Match - Family Friendly Benefits including childbirth and parental leave, fertility and family building benefits - Paid Time Off (PTO) and Paid Holidays - Flexible work available (not applicable to all roles) Diversity & Inclusion LDC is driven by a set of shared values and high ethical standards, with diversity and inclusion being part of our DNA. LDC is an equal opportunity employer committed to providing a working environment that embraces and values diversity, equity and inclusion. LDC encourages diversity, supports local communities and environmental initiatives. We encourage people of all backgrounds to apply. Equal employment opportunity (EEO) Louis Dreyfus Company provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to 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. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Sustainability Sustainable value is at the heart of our purpose as a company. We are passionate about creating fair and sustainable value, both for our business and for other value chain stakeholders: our people, our business partners, the communities we touch and the environment around us

About Us American Century Investments is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals. Our expertise spans global equities and fixed income, multi-asset strategies, ETFs, and private investments. Privately controlled and independent, we focus solely on investment management. But there's an unexpected side to us, too. We direct over 40% of our profits every year-more than $2 billion since 2000-to the Stowers Institute for Medical Research. Our ongoing financial support drives the Institute's breakthrough work and mission of defeating life-threatening diseases like cancer and Alzheimer's. So, the better we do for our clients, the more we can do for everyone. All 1,400 of us across the globe are inspired every day by the unique difference our hard work can make in so many lives. It shows in the curiosity we bring to every initiative, the deep relationships we build with our clients, and the way we treat each other in the hallway. If you're excited to learn more about us, we can't wait to learn more about you. Role Summary We are seeking a diverse group of professionals to join our team in our Investment Representative training program. The start date for this class is June/September 2026. This role is ideal for a college senior with a graduation date by August 2026. If you enjoy helping people achieve their goals, learning about finance, and developing an understanding of client-centric sales strategies - this role is a magnificent place to start a future in our industry! This position sits within our Personal Financial Solutions Client Care Organization, and each of our representatives individually handle a fluctuating volume of inbound calls from our retail investors every single day. Investment Representatives work within a highly structured/scheduled environment to deliver a top-tier client experience and handle a variety of requests including transactions, account management & troubleshooting across client inquiries. We have crafted an outstanding, 5-week classroom style onboarding and training program to set our representatives on a path to success at our firm. Post training and based on phone volumes, all representatives will be provided a comprehensive study program to successfully prepare them for acquiring their Securities Industry Essentials (SIE), Series 6, and Series 63 to become fully registered. The training materials, training period and the sponsorship of the licenses are paid for by American Century. What We Offer Competitive Pay Flexible workplace plans post-training Tuition reimbursement 401K matching 32 days paid time off/holidays each year Annual Bonuses dependent on employee and company performance Business Casual Dress Code Free On-Site Parking Generous benefits plans and resources Opportunities for future career advancement within the department or into other areas of the company, including: Sales, Legal, Information Technology, Accounting, Finance, Operations, Human Resources, and more! 65% of our Associates were promoted to new positions within their first two years How You Will Make an Impact Learn how to cultivate and nurture client relationships and build dedication to our brand by providing efficient, effective, and friendly client service Develop a keen understanding and ability to communicate ACI funds, products, policies, procedures, and financial industry knowledge Develop foundational understanding of the IRS regulations and recognition of tax implications in order to provide our clients value Craft new value for clients by offering personalized, relevant investment solutions Embed our Service to Sales culture by communicating new opportunities to our clients that will not only benefit their financial situation, but also the firm by acquiring additional assets and new clients Receive continuing education up-training to enable handling additional call types within different business units from an overflow perspective Schedule Within this position, scheduling is highly structured to ensure the best balance between our representative's availability and client servicing Upon the successful completion of the initial training period and showing proficiency, employees can look forward to a hybrid work schedule of up to 3 days in-office and 2 days from home (subject to change based on business needs) During the paid 5-week training program, the trainee class will work Monday-Friday from 8am-5pm CT Post training, new hires will work one of the following schedules: 8:00am - 4:30pm (30-minute lunch) 8:30am - 5:00pm (30-minute lunch) The exact time will be discussed with the new hire from their direct manager Each day has a set schedule of two 15-minute breaks and a 30-minute lunch period throughout the day Schedules may be adjusted as volume and business needs dictates. For example, during high volume periods, PTO and scheduled off the phone activities may be reduced or eliminated What You Bring to the Team (Required) Bachelor's degree or an equivalent combination of education and work experience Crucial communication and task organization skills Sophisticated skill in computer usage and the ability to type 30 WPM minimum Ability to practice resiliency, flexibility, and relationship management Demonstrates the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven Additional Requirements Employees are required to be in the office on a scheduled frequency. Adherence to this schedule is essential to fulfilling the expectations of the role. American Century Investments is committed to complying with the Americans with Disabilities Act and all other applicable Equal Employment Opportunity laws and regulations. As such, American Century strives to provide a reasonable accommodation to any qualified individual under the ADA to perform essential job functions. We encourage people of all backgrounds to join us on our mission. If you require reasonable accommodation for any aspect of the recruitment process, please send a request to HR-Talent_*******************************. All requests for accommodation will be addressed as confidentially as practicable. American Century Investments believes all individuals are entitled to equal employment opportunity and advancement opportunities without regard to race, religious creed, color, sex, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, gender, gender identity, gender expression, age for individuals forty years of age and older, military and veteran status, sexual orientation, and any other basis protected by applicable federal, state and local laws. ACI does not discriminate or adopt any policy that discriminates against an individual or any group of individuals on any of these bases. #LI-Hybrid American Century Proprietary Holdings, Inc. All rights reserved.

Job Description Join us at New York Life, a company with a legacy of stability and trust since 1845. As the largest mutual life insurer in the U.S., we're owned by our policyholders, not shareholders, ensuring that our focus is always on you and your growth. We're seeking a dedicated Licensed Experienced Financial Professional to be part of our team, where you'll have the opportunity to shape the future and make a meaningful impact on clients' lives. With top financial strength ratings from major credit agencies, you'll work within a company that supports your success through unwavering financial strength and a commitment to innovation. In this role, you'll leverage your expertise to provide clients with sound financial advice, helping them achieve their long-term goals. We'll empower you with competitive benefits and a supportive work culture that values your voice and encourages your professional development. If you're ready to contribute to a team that prioritizes employee growth and offers tangible career progression opportunities, we'd love to hear from you. Join a dynamic environment where your skills are recognized and your potential is limitless. Compensation: $75,000 - $105,000 yearly Responsibilities: Build and maintain long-term relationships with individuals, families, and businesses to provide tailored financial strategies. Conduct client needs assessments to help identify goals in areas such as retirement, investments, business planning, and estate planning. Educate clients on insurance, investment, and retirement solutions offered by New York Life and its affiliates. Develop and implement customized strategies that help clients achieve financial security and peace of mind. Proactively prospect and network to grow a client base within the community. Maintain a high level of ethics, professionalism, and compliance with industry standards and company policies. Continuously develop knowledge and expertise through ongoing training and professional development. Qualifications: Bachelor's degree preferred, but not required - strong consideration given to proven sales, leadership, or business-minded experience. Life and Health Insurance License (must be obtained prior to starting). Ability and willingness to pursue required securities registrations: Path 1: SIE + Series 6 63. Path 2: SIE + Series 7 66. Strong communication and relationship-building skills with a servant-leadership mindset. Driven, disciplined, and highly motivated by performance-based rewards. Ability to work independently while also thriving within a team-oriented culture. Commitment to personal integrity, professional growth, and community impact. About Company New York Life - Company Overview: A Legacy of Stability & Trust Founded in 1845, New York Life is the largest mutual life insurer in the U.S., meaning it's owned by its policyholders rather than shareholders. The company consistently ranks among the top on the Fortune 500 list-currently at No. 69. Unwavering Financial Strength New York Life has received the highest possible financial strength ratings from all major credit agencies: A.M. Best: A++ Fitch Ratings: AAA Moody's: Aaa (or Aa1 in some recent updates) Standard & Poor's: AA+ These affirmations highlight the company's exceptional capital position, diversified liabilities, strong operational performance, and disciplined distribution model.

Job Description Guardian Kansas City is seeking an Associate Financial Specialist to join our growing team in Overland Park, KS. In this role, you'll collaborate with individuals and families to design customized plans that build, protect, and sustain their financial well-being. You'll guide clients across investments, insurance, and retirement planning to help them achieve their long-term goals. Responsibilities: This is a full-time, hybrid position based in Overland Park, KS, with flexibility for some remote work. As an Associate Financial Advisor with Guardian Life, you'll focus on comprehensive financial planning, investment strategies, insurance solutions, and retirement preparation. Qualifications: Knowledge of financial planning and retirement planning concepts Familiarity with insurance and investment products Background in finance or a related industry preferred Strong analytical and problem-solving skills Excellent communication and relationship-building abilities Ability to work both independently and collaboratively Bachelor's degree or 5 years experience in Finance, Economics, Business, or a related field About Company The Guardian Kansas City office provides comprehensive insurance and financial services to individuals, families, and businesses that are seeking to integrate the many aspects of their “personal economy” into a unified strategy. Our team of professionals has experience in every dimension of financial services. Working in close collaboration with clients and their legal and accounting advisors, the office provides the protection and planning strategies necessary to help build and preserve wealth.

Allworth Financial (************************** is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious “Circle of Excellence” award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2024. SUMMARY The Financial Planner plays a crucial role on our Wealth Planning team, working closely with Advisors, the Sales Team, and integrated service partners (e.g., tax, estate, insurance, and investments) to produce essential financial planning deliverables. Responsibilities include collecting client data, performing data entry into financial planning software, analyzing information, and preparing initial proposals and comprehensive financial plans. This position is a behind-the-scenes contributor to the client experience, ensuring accuracy, consistency, and timeliness of all planning documents. The ideal candidate has keen attention to detail, is confident in working with financial data, and is motivated to learn and grow within the financial planning field. While some direct client interaction may be required, the main focus is on supporting Advisors in delivering high-quality financial advice. This is an Exempt, in-office position in either our Addison, TX / Lawrence, KS / Cincinnati, OH office. This position has a budgeted base salary of $95k-$110k annually and is eligible for an annual bonus based on their performance, and the company's. DUTIES AND RESPONSIBILITIES Partner with Advisors and Sales Team (30%) Collaborate with Advisors and the Sales Team to understand client objectives and gather necessary financial information. Review initial planning needs, clarify data requirements, and help organize all relevant client documents. Maintain clear communication with the team regarding case progress and any outstanding data requirements. Collaborate with Integrated Services (20%) Coordinate with Tax, Estate Planning, Insurance, and Investment teams to collect specialized input for each client's financial plan. Consolidate, summarize, and verify all information to ensure alignment with the client's goals. Track case activities and maintain accurate records in Salesforce (or similar CRM). Create and Support Financial Planning Deliverables (40%) Enter and update client data in financial planning software (e.g., eMoney, MoneyGuidePro), ensuring accuracy and consistency. Prepare initial proposals, plan summaries, and supporting documents based on the Advisor's recommendations. Collaborate with Advisors to refine and finalize comprehensive financial plans, incorporating any updates or new information. Adhere to best practices and established timelines to maintain a high standard of service quality. Client Presentation Support (10%) Organize and prepare meeting materials for Advisor-led client presentations. Participate in client meetings when necessary to provide detailed insights or gather additional data. Coordinate post-meeting follow-up activities, including updating client records and scheduling next steps. EXPERIENCE AND QUALIFICATIONS Bachelor's degree in finance, financial planning, economics, or related field (or equivalent work experience). 2-3 years of experience in financial services, with exposure to planning support, data entry, and documentation processes. Familiarity with financial planning software (e.g., eMoney, MoneyGuidePro) is highly preferred. Demonstrated interest in pursuing professional designations (e.g., CFP ) is a plus. Strong organizational skills with meticulous attention to detail and accuracy. Excellent verbal and written communication skills; enjoys collaborative teamwork. Ability to manage multiple projects in a fast-paced, dynamic environment. Proficiency in Microsoft Office (Word, Excel, PowerPoint); experience with Salesforce or similar CRM is advantageous. Must be in good compliance standing with all relevant regulations, rules, and internal policies. PHYSICAL REQUIREMENT This position requires the ability to stand or sit for prolonged periods, lift up to 15 pounds, file documents in high or low cabinets, and use telephone and computer systems for extended durations. BENEFITS We value our associates' time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including: Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates Dental insurance with MetLife Vision insurance with VSP Optional supplemental benefits Healthcare savings accounts with company contribution Flexible spending accounts Flexible working arrangements Generous 401K contributions Exempt associates qualify for our flexible paid time off policy Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment 11 Paid Holidays Option to participate in our Equity Purchase Program Future growth opportunities within the company In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture. Benefits are available to full-time associates who work more than 30 hours a week. The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job. Allworth Financial participates in E-Verify. Click here for more information. California residents, click here for our privacy policy.

Job Description Top AmLaw 100 national law firm seeks an associate to join their Securities and Corporate Finance Practice Group in any of their Phoenix, St. Louis, Kansas City, or Denver. Interested candidates must possess a high level of academic achievement, solid law firm experience, and well-developed problem-solving, writing, and communication skills. Experience advising public companies on capital markets, SEC disclosure, and corporate governance matters is required. Candidates should have 3+ years of experience in the work described above. Relocation support is available for highly qualified candidates.

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.

Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders. We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future. We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work. Who You'll Work With Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too. About the Role Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team. Responsibilities You will meet with existing and prospective clients to plan their financial future. Utilize our company-provided technology and tools to improve your operation. You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers. Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices. To help you get started, we offer you the resources needed to create your own success: Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools Company-paid E&O, licensing fees, continuing education and compliance support Skills and Qualifications High school diploma or GED Ideally, you have 2+ years of experience working as a Financial Advisor. A proven and successful sales track record. You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66. You also have an active state variable life and health license. Work Location This position is currently designated as remote. Estimated Travel May include up to 25% travel. #LI-CBF #LI-LR1 This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years. Why Corebridge? At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive. Benefit Offerings Include: Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being. Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately. Employee Assistance Program: Confidential counseling services and resources are available to all employees. Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000. Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work. Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it. Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy. We are an Equal Opportunity Employer Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law. We will consider for employment qualified applicants with criminal histories, consistent with applicable law. To learn more please visit: *************************** Functional Area: SC - Sales CommissionEstimated Travel Percentage (%): Up to 25%Relocation Provided: NoThe Variable Annuity Life Insurance Company

Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: * We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. * We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders. * We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future. * We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work. Who You'll Work With Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too. About the Role Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team. Responsibilities * You will meet with existing and prospective clients to plan their financial future. * Utilize our company-provided technology and tools to improve your operation. * You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers. * Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices. To help you get started, we offer you the resources needed to create your own success: * Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match * Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools * Company-paid E&O, licensing fees, continuing education and compliance support Skills and Qualifications * High school diploma or GED * Ideally, you have 2+ years of experience working as a Financial Advisor. * A proven and successful sales track record. * You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66. * You also have an active state variable life and health license. Work Location * This position is currently designated as remote. Estimated Travel * May include up to 25% travel. #LI-CBF #LI-LR1 This role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years. Why Corebridge? At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive. Benefit Offerings Include: * Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being. * Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately. * Employee Assistance Program: Confidential counseling services and resources are available to all employees. * Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000. * Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work. * Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it. Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy. We are an Equal Opportunity Employer Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law. We will consider for employment qualified applicants with criminal histories, consistent with applicable law. To learn more please visit: *************************** Functional Area: SC - Sales Commission Estimated Travel Percentage (%): Up to 25% Relocation Provided: No The Variable Annuity Life Insurance Company

Entry-Level Financial Advisor - 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.

Job DescriptionDescription: The Financial Planning Associate is a key member of our Financial Planning team, responsible for supporting financial advisors in delivering a high-quality, personalized planning experience to clients. Reporting to the Director of Financial Planning, this individual will collaborate closely with experienced advisors and planners across assigned market locations. The role includes preparing comprehensive financial plans, assisting with strategy implementation, supporting client reviews, and managing financial planning technology platforms. This position is ideal for a motivated professional who is analytical, detail-oriented, tech-savvy, and passionate about helping clients achieve their financial goals. Primary Responsibilities: Collaborate with financial advisors to prepare customized, holistic financial plans and client reports. Support the implementation of financial planning recommendations including retirement, education, tax, estate, and risk management strategies. Attend client and prospect meetings as needed; capture detailed notes and support follow-up tasks. Serve as the subject matter expert for financial planning software platforms including eMoney, MoneyGuidePro, Holistiplan, Nitrogen (formerly Riskalyze), and Wealth.com. Manage client data entry, updates, and scenario analysis within planning software tools. Assist in preparing and scheduling client review meetings, ensuring documentation and reporting are complete and accurate. Provide outstanding service and follow-up to clients throughout the financial planning process. Stay up to date on regulatory changes, financial planning strategies, and industry trends. Participate actively in team meetings and professional development opportunities. Maintain strict confidentiality and uphold high ethical standards in handling sensitive client data. Required Qualifications: Bachelor's degree in Financial Planning, Finance, or related field. Minimum 1-3 years of experience in the financial services industry, with direct exposure to financial planning preferred. CFP certification required or must be obtained within 18 months of hire. Series 65 license required or must be obtained within 6 months of hire. Proficiency in financial planning platforms: eMoney, MoneyGuidePro, Holistiplan, Nitrogen, and Wealth.com strongly preferred. Familiarity with custodians (e.g., Charles Schwab) and technology platforms (e.g., Orion, Salesforce, Google Workspace) is a plus. Strong written and verbal communication skills with the ability to present effectively to clients and senior leadership. Excellent organizational skills and the ability to prioritize multiple tasks and projects. Self-starter with the ability to work independently and collaboratively in a team environment. Commitment to professionalism, confidentiality, and continuous learning. Our Commitment to Excellence: At Prime Capital Financial, we are driven by a standard of service excellence. We aim to provide the highest level of care, expertise, and experience to both our clients and team members. Our Financial Planning Associates are expected to embody our core values of integrity, collaboration, accountability, and a growth mindset in every interaction. If you're looking to grow in a dynamic, client-centered role and deepen your expertise in financial planning, we invite you to apply and become an integral part of our expanding team. Requirements:

Lead Bank Lead is a fintech building banking infrastructure for embedded financial products and services. We operate an FDIC-insured bank headquartered in Kansas City, Missouri. Additionally, we have offices in San Francisco, Sunnyvale, and New York City, where our technical, product, design, and legal teams operate. We are built for a constantly evolving financial landscape, where new ventures and technological advancements emerge daily. Guided by a team of entrepreneurs and technologists with decades of experience navigating intricate banking and payments regulations, Lead blends regulatory and technological expertise to help our fintech partners scale their operations with compliance and creativity. Simply put, Lead offers the essential attributes that every fintech seeks in a partner bank. First, unparalleled technical expertise from a distinguished team of developers with an extensive understanding of the banking and payments systems. Second, oversight expertise, automated compliance systems, and bespoke program management to navigate the ever shifting regulatory landscape. Finally, a commitment to transparency and operational rigor to ensure everyone's money does what it's supposed to do. As a Community Bank, we provide personalized banking services and solutions to support the businesses, individuals, and charitable organizations of the Kansas City Metropolitan Area, both in branch and online. We are committed to fostering strong relationships, supporting local economic growth, and we believe in the power of being an integral part of the community we serve. Role Description: We are looking for a Business Banking Specialist to join our Deposit team! Business Banking Specialists provide service and support to commercial clients in an independent and creative environment. They are primarily responsible for enrollment in business online banking and the cash management products suite. In this role you will: Open new commercial accounts for clients Complete documentation needed for enrollment of commercial products such as online banking, ACH and wire origination, remote deposit capture and mobile remote deposit capture, sweep accounts, account analysis, and positive pay Troubleshoot client issues, both internally and with our core processor, to resolution and escalate as Cross-sell bank services to existing and prospective clients Possess clear and working knowledge of all products offered by the bank, including specific operational and compliance settings required to establish the product or service Verify personal and business identification documents (CIP/KYC) and archive supporting documentation Bring excellent client service skills that will help you build professional relationships and curate interactions based on client motivations and needs Perform other duties as assigned Qualifications: Have at least 1-2 years of banking experience Sales or customer service experience is preferred Knowledge in commercial banking products and client service. Proficiency in Google Suite is preferred Thrive working in a fluid environment with high autonomy, multitasking when required while also showing great attention to detail Love to collaborate to get to the best, most efficient outcome Bring excellent client care skills that will help you build professional relationships and curate interactions based on client motivations Show curiosity and humility, while being open to new ideas and approach your work with a growth mindset Are a team player and enjoy working with people to achieve the best and most efficientresult Display strong accountability and group responsibility for the customers we serve, taking on and performing tasks What we offer: At Lead, we design our benefits to support company culture and principles, to foster an efficient and inspiring work environment, and to create the conditions for our team to give their best in both work and life Competitive compensation, including opportunities for equity grant, based on experience, geographic location, and role Medical, Dental, Vision, Life, 401k Matching, and other wellness benefits, including FSA, HSA and HRA Paid parental leave Flexible vacation policy, including PTO and paid holidays A fun and challenging team environment in a dynamic industry with ample opportunities for career growth *Lead Bank is proud to have an inclusive culture committed to ensuring equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status. *Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

What You'll Do: As a valued member of our retail banking team, you will play a key role in supporting customers with their financial needs while building lasting relationships. Our Bankers works in a fast-paced, dynamic environment that offers extensive opportunities for professional growth. This is an exciting opportunity to join a relationship-driven organization dedicated to helping clients improve their financial well-being. * Build trust with customers by proactively identifying their financial needs and offering appropriate bank products and services, ensuring recommendations align with their goals. * Serve as the primary point of contact for customers by assisting with account openings and financial transactions in a friendly and professional manner. * Educate customers on banking tools, services, and digital platforms to enhance their banking experience. * Meet and exceed sales goals by actively promoting checking accounts, loans, credit cards, and other financial products. * Build rapport with customers by actively listening, maintaining a positive attitude, and resolving concerns with professionalism and care. * Process financial transactions, ensuring accuracy and adherence to policies. * Balance assigned cash drawer and research any discrepancies as needed. * Make referrals to other lines of business for traditional and non-traditional banking products and services. * Maintain knowledge of all bank products, services, and promotions to effectively assist customers. * Make outbound sales calls to prospects and existing customers * Meet or exceed daily/weekly calls and sales targets Central Bank Offers This: * Competitive compensation tailored to your experience and skills. * Comprehensive Benefits - Medical, dental, and vision coverage, plus company-paid life insurance * 401(k) Savings Plan with company contributions: * Automatic 4% company contribution-no employee contribution required. * 50% match on the first 6% you contribute. * 18 Days of Paid-Time Off (PTO), Birthday PTO Day, and 11 paid federal bank holidays annually! * Tuition Reimbursement to help you pursue your educational goals and career advancement. * Career Growth: We're proud of our "promote from within" philosophy. Many leaders started as tellers or bankers in our company. Your growth is our priority! About Central Bank At Central Bank of the Midwest, our roots run deep in the communities that define our footprint and the ones that shape our culture. Some are defined by geography, while others bring us together through shared experience, values, lifestyle or goals. Our Associates are the Bank, and Everyone is welcome here. We believe in the diversity of culture, experience, thought and values to create better conversations - and thus - better decisions around the most important issues we face as an organization and community of professionals. Central Bank of the Midwest is committed to building an inclusive culture that opens a world of opportunities for our team, customers, and every community within our reach. We embrace people and opportunities, engage with our time, talent and resources, and elevate relationships through added value. With a shared commitment to our core values, we RISE together! We RISE by lifting others. These words provide a benchmark for our motives, and compass to guide our words and actions. We pledge to create and sustain a culture of belonging, where we can learn, understand and support the differences that make us better - together. You've Got This: * Sales experience is highly preferred; ability to identify customer needs and confidently recommend banking products and services * Proven ability to meet sales goals and thrive in a result-driven environment * Prior cash handling and customer service experience preferred * Strong attention to detail and a high degree of accuracy * Excellent interpersonal and communication skills, with the ability to build relationships with internal and external customers * Basic math, computer, and typing skills with the ability to learn and navigate banking systems, and ability to count U.S. currency * Strong time management, problem-solving, and organizational skills * Willing to obtain and maintain NMLS license. The NMLS -Nationwide Multistate Licensing System- is a requirement for associates engaging in mortgage-related activities. Our company facilitates the entire process and covers all associated costs, making it a simple and seamless experience for associates. * Ability to handle confidential information with discretion * Willingness to assume additional responsibilities as needed * Ability to stand for long periods of time and life 20 lbs.

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Insurance Account Representative - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential. Responsibilities Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. As an Agent Team Member, you will receive... Salary plus commission/bonus Paid time off (vacation and personal/sick days) Valuable experience Flexible hours Growth potential/Opportunity for advancement within my agency Life insurance Requirements Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred Successful track record of meeting sales goals/quotas preferred Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams Self-motivated Dedicated to customer service Ability to make presentations to potential customers Property and Casualty license (must be able to obtain) Life and Health license (must be able to obtain) If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.

State Farm Insurance Agent located in Kansas City, MO is seeking an outgoing, career-oriented professional to join their team. As a State Farm team member for Brady Crawford - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. Responsibilities Use a customer-focused, needs-based review process to educate customers about insurance options. Maintain a strong work ethic with a total commitment to success each and every day. As an Agent Team Member, you will receive... Salary plus commission/bonus Valuable experience Growth potential/Opportunity for advancement within my agency Requirements Interest in marketing products and services based on customer needs Excellent communication skills - written, verbal and listening People-oriented Self-motivated Ability to work in a team environment If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.