- Commerce Bank (Kansas City, MO)
- …administers over $57 billion in total client assets. 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
- Commerce Bank (Kansas City, MO)
- …of the compensation range for some roles. This compensation range is for the Manager, Private Client Advisor job and contemplates a wide range of factors ... of this job is to lead, manage and motivate a team of Private Client Advisors who deliver comprehensive advice and customized wealth management solutions to our… more
- UMB Bank (Leawood, KS)
- …as well as being responsible for leading in the development of new client relationships. The Financial Advisor , through a planning-led approach, will discuss ... UMB's ** Private Wealth Management team** custom-tailors services for clients,...a listen-first approach that keeps the focus on the client , always striving to understand their story, their dreams… more
- UMB Bank (Leawood, KS)
- The ** Private Wealth Management team** serves to manage, protect and grow. As a fiduciary, we deliver financial outcomes for our clients through team-based advice. ... what is important to them and why. At UMB Private Wealth Management, your story is our focus. As...will be primarily focused on advising high value family client segments within the practice. You will serve as… 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 ... management professionals across disciplines who collaborate to ensure each client 's financial journey is uniquely crafted for their goals....roles. This compensation range is for the Investment Compliance Advisor I, II, III, and Senior - Trust job… 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, 2026 What You'll ... Do As a Tax 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
- UMB Bank (Kansas City, MO)
- …spend your time:_** + Critical to the operation, you will assist the Financial Advisor in establishing and executing a client communication plan for each segment ... UMB's Private Wealth Management takes a holistic and collaborative...with diverse investment needs and strategies. Working as the Client Service Specialist II, you will partner with assigned… more
- World Insurance Associates, LLC. (Prairie Village, KS)
- …plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk ... including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and..."pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to… 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
- Black & Veatch (Overland Park, KS)
- …The TC&I Strategy Leader aligns to one or more sectors and serves as a trusted advisor to TC&I Presidents as well as Client Segment Leaders within TC&I to ... This position works collaboratively with a variety of stakeholders to ensure Client Segment strategies are created/aligned across Regional and Solution dimensions as… 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)
- …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
- 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
- Deloitte (Kansas City, MO)
- …related to renewable energy and sustainability, as well as implement client outreach strategies. Responsibilities will include: + Support renewable energy ... client engagements and participate in the targeting of new...of business tax services is relevant for public and private companies, and range from tax planning to tax… more
- Deloitte (Kansas City, MO)
- …group. Tax seniors build relationships as they coordinate and communicate with the client contacts to gather information. They also train, mentor and supervise new ... administrators from every sector of the industry, including hedge funds, private equity, alternative products, family offices, mutual funds, broker-dealers, banks,… more
- Deloitte (Kansas City, MO)
- …a vast array of taxpayers and industries? Do you enjoy legal research and client advocacy? Do you have a passion for applying your knowledge of federal interest ... review services to clients ranging from Fortune 100 C corporations to sophisticated private equity funds and individuals. Our team is committed to leveraging our… more