- Commerce Bank (Leawood, KS)
- …their goals. Commerce Trust is a division of Commerce Bank. About This Job The Private Client Advisor "PCA" is accountable for the delivery of comprehensive ... estimate of the compensation range for some roles. This compensation range is for the Private Client Advisor I, II, III & Senior job and contemplates a wide… more
- Bank of America (Kansas City, MO)
- Private Client Advisor II - Kansas City, MO Kansas City, Missouri **Job Description:** At Bank of America, we are guided by a common purpose to help make ... investable assets) + Present to clients a holistic approach, leveraging the entire Private Bank platform + A high touch, client -focused individual with… more
- Commerce Bank (Kansas City, MO)
- …of the compensation range for some roles. This compensation range is for the Private Client Advisor Associate and Senior Associate job and contemplates ... About This Job The main purpose of this job is to support the Private Client Advisors who are accountable for the delivery of wealth management advisory services… more
- JPMorgan Chase (Blue Springs, MO)
- …clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- UMB Bank (Kansas City, MO)
- …provides another opportunity for the company to have a diverse revenue stream. The Trust Advisor team is one part of the client relationship team that is ... custody, agency, IRA, and other assigned accounts, handling complex situations. The **Trust Advisor ** within our Private Wealth Management team builds long term… more
- US Bank (Overland Park, KS)
- …what you excel at-all from Day One. **Job Description** The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products ... in tailored investment management and insurance services based upon a client 's unique situation. Basic Qualifications - Bachelor's degree, or equivalent work… more
- Deloitte (Kansas City, MO)
- …"Yes!" to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice! Recruiting for this role ends on June 1, 2025 What you'll ... do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level reviews...papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to… more
- Deloitte (Kansas City, MO)
- …transactions to the client . The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with ... need to talk about a career with Deloitte's growing Private Wealth practice! Recruiting for this role ends on...tax returns, as well prepare for and assist in client meetings on compliance and consulting projects related to… more
- Deloitte (Kansas City, MO)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client . ... partnership work papers, allocations, and tax filings + Preparing and leading client meetings on compliance and advisory projects related to tax planning… more
- Deloitte (Kansas City, MO)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client . ... work papers, allocations, and tax filings + Coordinating and communicating with client contacts as required to gather information to complete their tax returns.… more
- Insight Global (Kansas City, MO)
- …new business proposals or presentations to clients/prospects based upon their needs. Assist Private Wealth Advisors in market research of client and prospects ... the key service contact for clients. Takes ownership of client issues and collaborates with others to resolve or...with external advisors of clients on behalf of the private wealth advisor / relationship manager. Develops… more
- Deloitte (Kansas City, MO)
- …compliance and consulting services to Real Estate Investment Trusts, Real Estate Private Equity Funds, and real estate joint ventures and operating partnerships. As ... to clients in the Real Estate industry sector. You will work directly with the client , manage the tax engagement team, have access to an elite group of specialists… more
- Deloitte (Kansas City, MO)
- …and you really like technology. If you have a passion for client consultation, improving computational software applications and proprietary solutions, we have the ... your industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real… more
- Deloitte (Kansas City, MO)
- …your industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real ... estate, consumer products, and other various industries. + Deliver value to client experiencing a public offering (including SPACs) and interact with external… more
- Deloitte (Kansas City, MO)
- …do As an IT Strategy Senior Consultant, you will serve as a trusted advisor to corporate and private equity clients. Deloitte's Senior Consultants are ... Senior Consultant The US M&A and Restructuring (M&A/R) Offering Portfolio advises our client 's as they seek to change the nature of their business and competitive… more
- Deloitte (Kansas City, MO)
- …with a variety of tax services that are relevant for public and private companies, including tax compliance, tax planning, tax controversy, and tax research. ... and reviewing all related work papers. + Coordinating with client 's tax and finance departments on tax planning and...of business tax services is relevant for public and private companies and range from tax planning to tax… more
- AECOM (Kansas City, MO)
- …+ Drives regional business line business development activities, regional government client management and manages federal team business line personnel resources ... strategies to capture new business, ensure operational efficiencies, maintain high client satisfaction (CPARS) and oversee program/project execution for the regional… more
- Deloitte (Kansas City, MO)
- Do you enjoy building new client relationships to grow an already existing and successful federal tax practice? Are you ready to make a greater impact on ... various industry sectors. You will work directly with the client , have access to an elite group of specialists...lines of service. + Acting as a trusted business advisor to clients on a variety of issues including… more
- Deloitte (Kansas City, MO)
- …group, you will provide federal tax consulting and compliance services to a diverse client base in various industry sectors. You will work directly with the ... client , manage the tax engagement team, have access to...of business tax services is relevant for public and private companies and range from tax planning to tax… more
- Commerce Bank (Kansas City, MO)
- …services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth ... wealth management professionals across disciplines who collaborate to ensure each client 's financial journey is uniquely crafted for their goals. Commerce Trust… more