- Commerce Bank (Kansas City, MO)
- …Region. Commerce Trust administers over $57 billion in total client assets. The Private Client Advisor "PCA" is accountable for the delivery of ... the compensation range for some roles. This compensation range is for the Senior Private Client Advisor job and contemplates a wide range of factors that are… more
- 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
- 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
- Bank of America (Kansas City, MO)
- Private Wealth Management Client Associate Kansas City,... client materials and follows up on all client and Financial Advisor (FA) requests + Assists ... Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities… 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
- UMB Bank (Leawood, KS)
- …UMB Private Wealth Management, your story is our focus. As the **Trust Advisor II** , you will build long-term client relationships through quality customer ... The ** Private Wealth Management team** serves to manage, protect...including anticipating client needs, clear communication, effective client meetings and meeting client service level… more
- US Bank (Overland Park, KS)
- …uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a ... to grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the… 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, 2024 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
- 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
- AECOM (Kansas City, MO)
- …leadership and manage technical staff in a dynamic setting to support client engagement, business development, and project execution + Create, mentor, and lead ... a sustainable Emerging Technology/ITS business + Develop, expand, and maintain client relationships in coordination with state transportation business line leaders +… 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)
- …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
- 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
- AECOM (Kansas City, KS)
- …solutions across diverse market sectors and architectural typologies. + Facilitating client engagement and leadership within our architectural studio is paramount. ... establish and nurture strong relationships with clients, becoming their trusted advisor . Your role involves understanding their vision, aspirations, and unique… more
- Jacobs (Kansas City, MO)
- …advanced meter infrastructure (AMI) projects. Each day you will be responsible for client and project management for AMI projects around the globe and will report ... typically brought in as an "owner's agent" and trusted advisor for our utility clients. You should be a...experts in support of business development, proposal writing, and client interviews. + Participate and collaborate in client… more