Advisor

• Engage with clients to understand their comprehensive financial needs
• Provide personalized guidance to help them achieve their financial protection and planning goals
• Design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being
• Regularly review and update clients' financial plans and insurance policies
• Cultivate a robust network of clients through referrals, active community involvement, and professional associations

Financial Advisor at the Vrana Network - Northwestern Mutual

Client Advisor – Athletic Background

Financial Advisor at the Vrana Network - Northwestern Mutual engaging with clients to achieve financial goals. Providing personalized guidance and services to secure clients' financial well-being.

• Serve as Primrose's subject matter expert on early childhood education policy, childcare licensing, accreditation, and regulatory compliance.
• Monitor legislative and licensing developments across Primrose markets; translate complex requirements into practical guidance.
• Partner with internal teams and franchise owners to support school operations, site development, health and safety standards, and accreditation efforts.
• Guide franchise owners and field teams through licensing processes, including pre-opening strategy, inspections, agency interactions, and citation response.
• Build and maintain relationships with licensing agencies and regulatory stakeholders across Primrose's operating footprint.
• Oversee Primrose's accreditation support program, including guidance materials, readiness resources, renewal tracking, and support for schools pursuing or maintaining accreditation.
• Serve as the liaison between Primrose and accrediting organizations, maintaining expertise in accreditation standards, requirements, and emerging trends.
• Lead webinars, training sessions, and educational resources related to licensing, accreditation, policy developments, and regulatory compliance.
• Collaborate with Operations, Education, Development, Legal, and other internal teams to incorporate policy and regulatory expertise into company standards, resources, and strategic initiatives.

Policy Advisor at Primrose focusing on early childhood education policy.

Policy Advisor

Policy Advisor at Primrose providing expertise in early childhood education policy and regulatory compliance. Collaborating with internal teams and licensing agencies to support educational excellence across the organization.

• partners with affluent clients to identify their financial goals
• analyze their financial landscape and develop recommendations
• communicates complex financial solutions to clients
• builds meaningful and long-lasting relationships
• developing and implementing appropriate financial solutions

Wealth Management Advisor managing affluent client relationships

Wealth Management Advisor

Wealth Management Advisor at TIAA partnering with affluent clients to develop financial solutions. Analyzing financial landscapes and establishing strong relationships to meet client goals in Overland Park, KS.

• Transition Your Agricultural Skills into Financial Services: Help clients navigate financial decisions.
• Build long-term relationships with clients and understand their unique needs.
• Provide tailored financial solutions through personalized insurance solutions and financial planning.

Financial Representative helping clients achieve financial goals through personalized solutions

Field Advisor, Agriculture

Financial Representative at Northwestern Mutual, assisting clients with tailored insurance solutions and financial planning. Building long-term relationships to support client needs.

• Provide scientific direction by staying abreast of emerging technologies and solving complex bioanalytical and molecular technical challenges.
• Maintain expert knowledge of bioanalytical scientific trends and regulatory requirements impacting molecular assays.
• Work closely with Sales and Marketing teams and serve as a scientific lead in early-stage client discussions and study scoping.
• Be responsible for scoping and pricing work and assist Business Development in pricing strategy and negotiation when applicable.
• Support revenue generation by maintaining sales goals aligned with business unit capacity and growth objectives.
• Assist in forecasting new business by evaluating probability and timing of opportunities and communicating insights into operations.
• Stay current with regulatory compliance requirements and recommend actions based on regulatory body or client audits.
• Drive and support high-impact technical communications—including webinars, white papers, and e-blasts—in collaboration with Marketing.
• Actively participate in industry panels, conferences, and professional forums to maintain a strong regulatory perspective and thought leadership presence.
• Support the Business Development team to generate new and repeat business within the assigned territory.
• Review and maintain accuracy of business data in CRM systems (e.g., Salesforce) to support revenue forecasting.
• Traveling up to 25% on average, with flexibility to meet high-demand opportunities.
• Support the company brand in all interactions and act as a positive brand ambassador.

Advisor jobs in Kansas

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Client Advisor – Athletic Background

Policy Advisor

Wealth Management Advisor

Field Advisor, Agriculture

Senior Scientific Advisor – Molecular