- Commerce Bank (Kansas City, MO)
- …estimate of the compensation range for some roles. This compensation range is for the Senior Financial Planner - Commerce Trust job and contemplates a wide ... closing asset management sales in a team environment required + Certified Financial Planner (CFP) designation required For individuals applying, assigned and/or… more
- UMB Bank (Kansas City, MO)
- …segments as a client-facing Wealth Planner . + You will serve as a senior mentor for other financial planners on the team; regularly provides guidance and ... can help ensure their plan meets their needs now, and in the future. As the ** Sr . Finan** **cial Planner ,** you will be working closely with the Wealth Advisors… more
- Deloitte (Kansas City, MO)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as master's in ... keep you buzzing! Work You'll Do: As a Tax Sr . Manager in our Strategic Partnership Solutions team you...plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate,… more
- Commerce Bank (Leawood, KS)
- …experience required + Chartered Financial Analyst (CFA) and/or Certified Financial Planner (CFP) designation preferred For this position, Commerce Bank ... steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making...for some roles. This compensation range is for the Senior Portfolio Manager - Commerce Trust job and contemplates… more
- Deloitte (Kansas City, MO)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to travel up to 25%, on average, based ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge… more
- Deloitte (Kansas City, MO)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as master's in ... to keep you buzzing! Work you'll do: As a Senior on our Strategic Partnership Solutions team you will:...plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate,… more
- Deloitte (Kansas City, MO)
- …available Preferred Qualifications + Wealth management industry certification (eg, Certified Financial Planner , CFA) and/or relevant advanced degree (eg, MBA) ... Senior Consultant, Industry Solutions, Wealth Management What we...critical to businesses. Your contributions can help clients improve financial performance, accelerate new digital ventures, and fuel growth… more
- Deloitte (Kansas City, MO)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as MST, JD, or ... May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will...make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and… more
- Deloitte (Kansas City, MO)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, ... players. Does this describe your background? If you're a senior leader who wants to play in the big...we have an exciting opportunity for you as a Senior Tax Manager on our growing team! Recruiting for… more
- Deloitte (Kansas City, MO)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, ... for this role ends on May 31st 2026. What you'll do As a Senior within the Sustainability: Renewable Energy practice, you will advise clients on tax issues… more
- Deloitte (Kansas City, MO)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, ... Deloitte's Business Tax Services (Federal tax) practice! What You'll Do As a Tax Senior Consultant within the Business Tax Services group, you will be a valuable… more
- Commerce Bank (Kansas City, MO)
- …wealth management or financial planning experience required + Certified Financial Planner (CFP) and/or Certified Trust Fiduciary Advisory (CTFA) designation ... steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making...for the Private Client Advisor I, II, III & Senior job and contemplates a wide range of factors… more