- UMB Bank (Leawood, KS)
- …we can help ensure their plan meets their needs now, and in the future. As the ** Financial Planner I** , you will be working closely with the Wealth Advisors & ... **Private Wealth Management team** custom-tailors services for clients, incorporating financial planning, private banking, investment management, personal trust and… more
- Magellan Health Services (Fort Leavenworth, KS)
- …adjudicated Tier 2 investigation. Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or ... AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - Enterprise, DL… more
- Bank of America (Kansas City, MO)
- …met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). ... Financial Solutions Advisor-Consumer Investments -Central South Region Saint...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- Edward Jones (Kansas City, MO)
- …preferred + Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or Chartered Retirement Planning ... something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building… more
- Bank of America (Leawood, KS)
- …client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles,...other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients… 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
- Bank of America (Kansas City, MO)
- …business-related field + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... are guided by a common purpose to help make financial lives better through the power of every connection....offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the… more
- Equitable (Kansas City, KS)
- …licensing required for hire + Ability to specialize in numerous areas from being a Certified Financial Planner , to a junior or senior partner in a firm model, to ... : Equitable Advisors **Description** Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build… more
- Equitable (Overland Park, KS)
- …their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)) Professional and Chartered Financial ... by our mission to help our clients secure their financial well-being providing them confidence to pursue long and...on the futures of individuals and businesses by offering financial services and products that address their evolving … more
- Commerce Bank (Kansas City, MO)
- …environment both from an advisory and fiduciary perspective preferred + Certified Financial Planner (CFP) and/or Certified Trust Fiduciary Advisor (CTFA) ... is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money… more
- Commerce Bank (Leawood, KS)
- …environment both from an advisory and fiduciary perspective required + Certified Financial Planner (CFP) and/or Certified Trust Fiduciary Advisor (CTFA) ... is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money… more
- Deloitte (Kansas City, MO)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as master's in ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- Deloitte (Kansas City, MO)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as master's in ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- Deloitte (Kansas City, MO)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as MST, MAcc, LLM, ... to execute work streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) + Identify potential issues… more
- Deloitte (Kansas City, MO)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Experience reviewing partnership and/or trust documents + ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… more
- Deloitte (Kansas City, MO)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to perform job responsibilities within a ... tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector of… 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 ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… more
- Deloitte (Kansas City, MO)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Previous Big 4 experience or large CPA ... tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector of… more
- Deloitte (Kansas City, MO)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, ... JD, and/or LLM + Strong organizational and time management skills with a demonstrated ability to work independently and manage multiple, competing priorities + Experience working in a virtual and/or global environment + Passion for leveraging technology and… 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 ... on the work you do and the clients and industries/sectors you serve Preferred + Advanced degree such as Masters of Tax, JD, and/or LLM + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring new technology… more