- Insight Global (Kansas City, MO)
- Job Description Insight Global is assisting a client with identifying a Sr . Wealth Advisor for a direct hire role in the Kansas City, MO area with a growing ... boutique wealth management firm, specializing in providing comprehensive financial planning...of partners. Client Relationship Management Serve as the Primary Advisor and trusted resource for a select group of… more
- UMB Bank (Leawood, KS)
- …skills. + You show exceptional written communication and presentation skills. + Youshow wealth advisor sales skills with acumen to close new business. + ... client segments within the practice. You will serve as the senior mentor for other wealth advisors on the team; regularly providing guidance and feedback on… more
- Deloitte (Kansas City, MO)
- …with Deloitte's growing Private Wealth practice! What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of ... 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) Preferred +… more
- Anywhere Real Estate (Kansas City, MO)
- ** Senior Director of Strategic Marketing, Anywhere Integrated Services** **About Anywhere Real Estate** Anywhere Real Estate (NYSE: HOUS) is the largest residential ... and insurance offerings. **About the Role** This new, high-profile Sr Director, Strategic Marketing role will be accountable for...each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in… more
- Anywhere Real Estate (Kansas City, MO)
- …is national in scope, but each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in 49 states as well as the ... expertise, network, and unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction. **We pursue talent** -… 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 ... 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 (Kansas City, MO)
- …the compensation range for some roles. This compensation range is for the Investment Compliance Advisor I, II, III, and Senior - Trust job and contemplates a ... than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment… more
- Kiewit (Overland Park, KS)
- **Requisition ID:** 176383 **Job Level:** Senior Level **Home District/Group:** Kiewit Nuclear Solutions **Department:** Operational Finance **Market:** Nuclear ... in accounting and finance related functions. You'll serve as a trusted advisor to both operations managers and executive management. The Finance Manager position… more
- Anywhere Real Estate (Kansas City, MO)
- …strategy and development of new products, services, and go-to-market plans. This senior , individual contributor role will report into the SVP, Growth at Anywhere ... each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in...unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction.… more
- Fifth Third Bank, NA (Kansas City, MO)
- …within a specific geographic area. Ability to develop trusted advisory relationships with the Senior Executives ( eg CEO, CFO, COO) of the Company. Capable to lead ... with One Bank partners (Treasury Management., Capital Markets, and Wealth Management etc.) analyze, evaluate and develop a tailored...customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met… more