- Commerce Bank (Leawood, KS)
- …Region. Commerce Trust administers over $57 billion in total client assets. The Private Client Advisor "PCA" is accountable for the delivery of ... 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
- 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
- Bank of America (Kansas City, MO)
- Wealth Strategies Advisor Minneapolis, Minnesota;Seattle, Washington; Chicago, Illinois; Houston, Texas; Kansas City, Missouri; Clayton, Missouri **Job ... Join us! **Job Description:** Partner with Advisors or Relationship Managers in client solicitation efforts and generating wealth management strategies for our U/HNW… 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, 2025 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
- 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
- UMB Bank (Kansas City, MO)
- …including custodial services for health savings accounts (HSAs) and private label, multipurpose debit cards to insurance carriers, third-party administrators, ... for their banking and HSA needs. As a Healthcare Account Specialist for our Client Experience team you will operate as the primary contact for small employer… more
- World Insurance Associates, LLC. (Overland Park, 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
- WSP USA (Kansas City, MO)
- …grows our market share to fulfill our goal that WSP become the preferred, trusted advisor to our clients. + Client Program: Works with National, Global and ... Leads to extend WSP services for key clients. Serve as a catalyst for client coordination and cross-selling efforts, in coordination with other Regional Leaders and … 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
- Dentons US LLP (Kansas City, MO)
- …LLP is recruiting for a Business Development Specialist for its Corporate, Tax and Private Client practice. The individual in this position is expected to create ... maintain in-depth knowledge of practice and industry expertise and client relationships to operate as a strategic advisor... client relationships to operate as a strategic advisor to department leadership to grow Firm business through… 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
- KeyBank (Overland Park, KS)
- …Commercial Mortgage, Payments/Deposits, and Capital Markets) leveraging expertise and delivering exceptional client satisfaction. + Acts as a trusted advisor to ... various permanent loan executions including Fannie Mae, Freddie Mac, FHA/HUD, Private Placement and bonds; and equity investments for low-income housing projects,… 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