- UMB Bank (Kansas City, MO)
- …custody, agency, IRA, and other assigned accounts, handling complex situations. The **Trust Advisor ** within our Private Wealth Management team builds long term ... UMB's ** Wealth Management** takes a holistic and collaborative approach...company to have a diverse revenue stream. The Trust Advisor team is one part of the client relationship… more
- First National Bank of Omaha (Overland Park, KS)
- …location is subject to change based on business needs. **Summary of the Job:** The Senior Financial Advisor is a trusted advisor who will serve customers ... ready to optimize their financial wellbeing. Through an advisor led approach, the Senior Financial ...long term planning needs and to preserve their overall wealth . Advisors will provide holistic advice including savings, investments,… more
- Deloitte (Kansas City, MO)
- …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 of ... pursuits. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Experience… more
- Deloitte (Kansas City, MO)
- …Recruiting for this role ends on June 1, 2024 What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax ... client. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability… more
- Commerce Bank (Kansas City, MO)
- …estimate 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 ... trust and private banking services. Commerce Trust provides a full range of wealth and investment planning services to individuals and institutions. We build a… more
- Commerce Bank (Leawood, KS)
- …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 range of ... century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax...of Commerce Bank. About This Job The Private Client Advisor "PCA" is accountable for the delivery of comprehensive… more
- Bank of America (Kansas City, MO)
- Business Banking Relationship Manager/ Senior Relationship Manager - Kansas City, MO Kansas City, Missouri **Job Description:** At Bank of America, we are guided by a ... responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating… more
- Deloitte (Kansas City, MO)
- …including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources. Our OTT team ... on June 3, 2024. Work You'll Do As a Senior Consultant, you will help lead and deliver small...legacy processes + Partnering with clients as a trusted advisor to bring DERMS and DER industry domain expertise… more
- Deloitte (Kansas City, MO)
- …including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources. Our OTT team ... best practices + Partnering with clients as a trusted advisor to bring DERMS and DER industry domain expertise...of reusable collateral + Ability to effectively communicate with senior client stakeholders, project sponsors and client teams +… more