- Commerce Bank (Leawood, KS)
- …and fiduciary perspective required + Certified Financial Planner (CFP) and/or Certified Trust Fiduciary Advisor (CTFA) designation preferred (or commitment to ... skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management...roles. This compensation range is for the Private Client Advisor I, II , III & Senior job… more
- UMB Bank (Kansas City, MO)
- …best suited to the clients' goals and objectives. The **Investment Strategist II ** works directly with our high-net-worth clients to create custom investment ... and ability to support the new business development efforts of the Wealth Advisor . + Implement the investment policy within portfolios for which UMB has investment… more