- Commerce Bank (Kansas City, MO)
- …(Amount based on relevant experience, skills, and competencies.) About This Job As a Trust Investment Compliance Advisor , you'll provide compliance ... compensation range for some roles. This compensation range is for the Investment Compliance Advisor - Trust I, II, III & Senior job and contemplates a… more
- Bank of America (Leawood, KS)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- Deloitte (Kansas City, MO)
- …knowledge across multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family ... offices, investment vehicles, charitable pursuits, and closely-held business concerns, while...returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities… more
- Deloitte (Kansas City, MO)
- …knowledge across multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family ... offices, investment vehicles, charitable pursuits, and closely-held business concerns, while...well prepare for and assist in client meetings on compliance and consulting projects related to tax planning opportunities… more
- Deloitte (Kansas City, MO)
- …solid understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an ... Deloitte Tax Managers use their experience in accounting and taxation to provide compliance and consulting services to Real Estate Investment Trusts, Real Estate… more
- Commerce Bank (Kansas City, MO)
- …Advisors (CFA) accounts which use LPL Financial as a broker-dealer & Registered Investment Advisor . The team provides exceptional customer service and support ... wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our… more
- UMB Bank (Kansas City, MO)
- …fraud investigation roles. **_Bonus Points If:_** + You have brokerage including investment advisor , mutual fund transfer agency, or alternative administration ... and report this activity. This team oversees the bank's compliance with requirements set forth in the Bank Secrecy...+ You have knowledge of mutual funds and/or alternative investment funds. + You have AML surveillance system navigation… more