- American Lebanese Syrian Associated Charities (Kansas City, MO)
- …identifying trends and potential areas of opportunity. Oral and written communication. High wealth donor engagement and moves management . A track record of ... fiscal KPIs, ensuring alignment with the budget for your assigned area. Team Management : Lead and develop a team of dedicated people leaders and individual… more
- Equitable (Kansas City, KS)
- Wealth Management Associate - Kansas City (5108) ( 240000A5 ) **Primary Location** : UNITED STATES-KS-KANSAS CITY **Organization** : Equitable Advisors ... for eligible financial professionals, empowering you to establish your career in wealth management + **Commissions and Bonus** : In addition to Stable Pay,… more
- Bank of America (Leawood, KS)
- Wealth Management Client Associate Leawood, Kansas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Leawood/ Wealth - Management -Client- Associate \_25040200) **Job Description:** Merrill Wealth Management… more
- UMB Bank (Kansas City, MO)
- UMB's Wealth Management takes a holistic and collaborative approach to advise our clients on the investment plan that makes the most sense for their personal ... financial goals. The Wealth Management department is important to the...strong internal relationships to champion continuous improvement and value-added client/ associate experiences. + Leveraging Private Wealth technologies… more
- TIAA (Overland Park, KS)
- ** Wealth Management Advisor** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an ... applies the learning to drive performance. **Key Responsibilities and Duties** + The Wealth Management Advisor partners with affluent clients to identify their… more
- UMB Bank (Kansas City, MO)
- The **Private Wealth Management team** serves to manage, protect and grow. As a fiduciary, we deliver financial outcomes for our clients through team-based ... is important to them and why. At UMB Private Wealth Management , your story is our focus....an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund;… more
- Commerce Bank (Kansas City, MO)
- …competencies.) Essential Functions + Facilitate all business resumption activities for Wealth Management Operations, including working directly with Business ... training for new processes/enhancements, co-ordinate release install projects across Wealth Management division, evaluate and recommend performance reports… more
- Commerce Bank (Kansas City, MO)
- …Knowledge, Skills & Abilities + Strong knowledge of banking industry and wealth management operations, including best practices and regulations of ... with Microsoft Word, Excel, Teams, and Outlook Experience & Education + Associate 's degree or equivalent combination of education and experience required + 3+… more
- Commerce Bank (Lee's Summit, MO)
- …more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment ... private banking and trust administration services. Our approach to wealth management means assembling a team of...This compensation range is for the Private Banking Client Associate I & II job and contemplates a wide… more
- UMB Bank (Leawood, KS)
- …if:** + You have demonstrated client service experience within a Private Bank or Wealth Management institution + You have knowledge of Deposit and Loan service ... The **Private Bank Sales Associate ** serves as the point of contact for...Bankers with administration tasks such as expense reports, calendar management , maintain reports/tracking, assist with managing books of business,… more
- CH Robinson (Kansas City, MO)
- Join us as an ** Associate Portfolio Executive** and begin learning and building your customer portfolio as part of an accelerated training track, ensuring service ... the training track, you will move into a Portfolio Executive role. The Associate Portfolio Executive position stands out as a premier opportunity, offering abundant… more
- CH Robinson (Kansas City, MO)
- Are you ready to launch your career in business development and account management ? Join us as an Associate Portfolio Executive intern at CH Robinson, where ... summer, you'll have sharpened your strategic thinking, communication, customer relationship management , and project management skills while contributing to… more
- Dollar Tree (Shawnee, KS)
- …to get things done make you the right person for our Customer Service Associate II position. Join our team today and let's create an inviting shopping experience ... for our customers. **Your Role:** As a Customer Service Associate II, you'll be responsible for assisting with the daily operations of your assigned store, from… more
- CH Robinson (Kansas City, MO)
- Enter the introduction paragraph(s). tion CH Robinson is looking to add an Associate Sales Development Representative to our team. In this role, you will grow CH ... accredited college or university + Outstanding organizational, prioritization and time management skills + Sales oriented and results driven with strong commitment… more
- Foresters Financial Services (Kansas City, KS)
- …and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and ... Sales Support Associate Sales Kansas City, Kansas Apply Description What...registered investment adviser services, practice management support and innovative technology. " Cetera Financial Group… more
- Dollar Tree (Lenexa, KS)
- We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the ... pulling, and repetitive lifting + Excellent customer service and relationship management skills are required + Strong organizational and communication skills are… more
- UMB Bank (Kansas City, MO)
- …Area of Responsibility and Purview: Deliver financial planning services to Private Wealth Management clients Role Specific Job Duties: + Primarily focused ... and process + General knowledge of compliance rules and regulations within wealth management + Exceptional written communication + Demonstrated strong math… more
- UMB Bank (Kansas City, MO)
- …delivers private banking credit and deposit solutions. Additionally, will partner with wealth management , retail, commercial banking & other lines of business ... 7 years experience in direct financial sales + You have 10 years of wealth management /private banking experience in the financial services industry + You possess… more
- UMB Bank (Kansas City, MO)
- …of trust professionals across assigned regions or markets within the Private Wealth Management organization. The Manager will supervise and provide leadership ... net worth clients including: FLP's, LLC's, S-Corps, C-Corps, etc.; Coordination of wealth strategy planning (ie, gift, estate and income tax, retirement planning,… more
- UMB Bank (Kansas City, MO)
- …with an emphasis on the bank's fiduciary activities relating to both wealth management and corporate-institutional business. This position will conduct ... **Corporate Compliance Services** partners with UMB management in its obligation to effectively manage compliance...deficiencies and comply with fiduciary requirements. Being a UMB associate is unlike working at any other company. You… more
