- UMB Bank (Kansas City, MO)
- …why. At UMB Private Wealth Management, your story is our focus. As the ** Wealth Advisor ** , you will lead a highly integrated team-based approach working to ... the client's priorities are at the center of every action. The Wealth Advisor works closely with the Financial Planner, Private Banker, Portfolio Manager, Trust… 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. + ... The **Private Wealth Management team** serves to manage, protect and...is important to them and why. At UMB Private Wealth Management, your story is our focus. As the… more
- 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
- Equitable (Overland Park, KS)
- Wealth Management Advisor - KS, Overland Park (2685) ( PIN\_15706 ) **Primary Location** : UNITED STATES-KS-Overland Park **Organization** : Equitable Advisors ... **Description** **Equitable Advisors** is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our… more
- Bank of America (Leawood, KS)
- Registered Wealth Management Client Associate Leawood, Kansas **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of...materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are… more
- Deloitte (Kansas City, MO)
- …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 of...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Bachelor's… more
- Deloitte (Kansas City, MO)
- …"Yes!" to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice! What You'll Do As a Tax Senior in our Private Wealth ... 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
- Bank of America (Leawood, KS)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... Oregon; Palo Alto, California; Tucson, Arizona **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ...at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in… more
- Commerce Bank (Leawood, KS)
- …trust and private banking services. Commerce Trust provides a full range of wealth and investment planning services to individuals and institutions. We build a ... team around our client's unique personal and financial situation, managing their wealth and helping them achieve their long-term goals. Commerce Trust received the… more
- Bank of America (Leawood, KS)
- Merrill Financial Solutions Advisor - Greater Kansas City Market Leawood, Kansas;Springfield, Missouri **Job Description:** Merrill Wealth Management is a ... products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of...and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant… more
- Commerce Bank (Kansas City, MO)
- …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 seasoned ...This compensation range is for the Manager, Private Client Advisor job and contemplates a wide range of factors… more
- Commerce Bank (Kansas City, MO)
- …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 seasoned ...roles. This compensation range is for the Investment Compliance Advisor I, II, III, and Senior - Trust job… more
- UMB Bank (Leawood, KS)
- UMB's **Private Wealth Management team** custom-tailors services for clients, incorporating financial planning, private banking, investment management, personal ... needs now, and in the future. As the **Financial Advisor ** , you will be responsible for maintaining the...in the development of new client relationships. The Financial Advisor , through a planning-led approach, will discuss investment performance,… more
- Foresters Financial Services (Kansas City, KS)
- …Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered ... financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as… more
- Kiewit (Overland Park, KS)
- …in accounting and finance related functions. You'll serve as a trusted advisor to both operations managers and executive management. The Finance Manager position ... that impact millions across North America. With top-notch health benefits, a wealth -building 401k plan, and unbeatable growth opportunities, joining Kiewit can bring… more
- Kiewit (Overland Park, KS)
- …that impact millions across North America. With top-notch health benefits, a wealth -building 401k plan, and unbeatable growth opportunities, joining Kiewit can bring ... project data tracking requirements. + Function as a principal technical advisor for environmental issues. + Identify, document, and develop corrective actions… more
- Aston Carter (Lenexa, KS)
- Seeking a Tax Associate for a Wealth Management Company in the Lenexa Area!! Job Description The Tax Associate will be responsible for providing expert tax advice ... implications to clients and internal stakeholders. + Serve as a trusted advisor to clients, building and maintaining strong relationships based on integrity,… more
- CH Robinson (Kansas City, MO)
- …shape strategic initiatives, and support complex sales pursuits. As a trusted advisor , you'll influence outcomes that enhance supply chain performance and create ... all employees feel welcomed, valued and respected. EOE//Disabled/Veteran **Benefits** **Your Health, Wealth and Self** Your total wellbeing is the foundation of our… 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
- 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