Senior Wealth Advisor — Strategic Investment & Growth
First National Bank
First National Bank of Omaha is seeking a Senior Financial Advisor to provide comprehensive financial planning and investment management to affluent clients. The role includes advising clients on investment objectives and collaborating with internal bank specialists. The ideal candidate will have a Bachelor's degree, 3 years in the financial services sector, and relevant FINRA registrations. This position offers a dynamic work environment with opportunities for mentorship and professional growth. #J-18808-Ljbffr First National Bank of Omaha
- ...Garney Construction in Kansas City is seeking a Corporate Development & Strategic Investments Associate to support strategic growth initiatives. You will work with senior leadership on M&A, venture investments, and project financing. The ideal candidate will have a Bachelor...Suggested
- ...informed financial decisions. You’ll enjoy top-tier health benefits, a 401(k) plan with company matching, and ample opportunities for career growth. If you are passionate about helping clients achieve financial success, WealthBridge wants to hear from you! #J-18808-Ljbffr...Suggested
- ...financial planning, reporting, and strategic initiatives. This role sits... ...role with exposure to senior leadership and the opportunity... ...revenue streams and identify growth opportunities KEY RESPONSIBILITIES... ...capital planning for stadium investments Contribute to process...SuggestedWork at officeWeekend workAfternoon shift
- ...CAPTRUST is seeking a dedicated Financial Advisor in Leawood, Kansas, to build and manage a holistic wealth management practice. You will play a pivotal role in... ...providing comprehensive financial planning and investment management. Your responsibilities will include developing...Suggested
$87.4k - $123.4k
Empower Retirement, LLC is seeking a Senior Wealth Advisor, Practice Lead in Overland Park, Kansas. In this role, you will lead a dedicated... ...affluent households, focusing on personalized financial and investment advice. The ideal candidate will have a Bachelor’s degree and...SeniorRemote job- ...Senior Wealth Advisor - Partner Hiring in most major metropolitan areas... ...stake in the firm's growth. We are retained by our client... ...coordination, and alternative investments to better serve your... ...worth (UHNW) markets. Strategic Growth & Scalability...Work at office
$90.23k
...Description: CDM Smith is seeking a Senior Financial Analyst to join our... ...to assess performance, inform strategic planning, and determine the return on investments and initiatives. • Supports... ...fosters personal leadership, career growth and development for every...SeniorFull timeH1bRemote work$87.4k - $123.4k
Senior Wealth Advisor, Practice Lead We empower clients to reach financial freedom. As a Senior Wealth Advisor, you will lead a dedicated client... ...their net assets through personalized financial and investment advice. Responsibilities Lead advisory services for a book...SeniorRemote job16 hoursTemporary workCasual workLocal areaRelocation packageFlexible hours- ...approach for our clients executing strategic media campaigns across a... ...planning, pricing and investment analysis, and strategic initiatives... ...and sales to drive business growth and financial discipline.... ...communication, and presentation skills with senior leadership....SeniorFull timeFlexible hours
- ...are driven by our passion for innovation, growth, and connecting people. If you believe... ...could be the ideal place for you. The Senior Security Analyst is a key member of... ...scenarios to inform decision-making and investment prioritization. Develop and maintain...Senior
- ...advice and strategies. The role involves assessing client needs using advanced financial tools, offering investment opportunities, retirement planning, and wealth management strategies. Ideal candidates will have a bachelor's degree in finance or related field, strong...
- ...enterprise-level financial analysis, modeling, and strategic planning activities. This role partners closely with... ...teams to drive informed decision-making, evaluate investments, and support the firm's long-term growth strategy. The ideal candidate will report directly...SeniorFull timeFlexible hours
- ...A multi-family office in Kansas City is seeking a full-time Private Wealth Advisor to provide expert financial planning and investment strategies to high-net-worth clients. The ideal candidate will possess strong relationship management skills and a bachelor's degree...SeniorFull timeWork at office
- ...Position: Managing Director – Strategic Equity Investment Partnerships Location:... ...Managing Partner Overview Advisors Excel is seeking a Managing... ...firms, providing guidance on growth, performance, and operational... ...10+ years of experience in wealth management, investment...
- ...Commerce Bank, located in Kansas City, is seeking an experienced individual to manage client portfolios and provide comprehensive investment planning. This role involves developing investment strategies that comply with regulatory guidelines and client objectives. The...Senior
- ...Spotlight AR, LLC in Kansas City is seeking a Strategic Account Consultant to manage senior client relationships and develop influence strategies that connect competitive positioning with measurable outcomes. The ideal candidate will possess extensive experience in strategy...Senior
- ...A dynamic marketing firm is seeking a Strategic Sales Closer to drive sales through consultative, value-based approaches. This fully remote... ...focuses on converting high-intent leads into SEO retainers and growth partnerships. The ideal candidate will have a proven track...SeniorRemote work
- ...Truman Medical Centers is seeking a Senior Project Manager for Strategic Business Development in Kansas City, Missouri. This role involves leading high-impact projects, managing stakeholder relationships, and ensuring successful outcomes in alignment with organizational...Senior
$20.6k - $114.4k
...UMB Financial Corporation is seeking a financial advisor to proactively engage in sales and business development for investment services in Leawood, Kansas. The role involves building long-term relationships with prospects and executing a sales plan for UMB’s offerings...$61k - $119k
...Becoming a financial advisor at Northwestern Mutual... ...· Education Funding · Investment & Advisory Services ·... ...including investments for growth, insurance for... ...and Northwestern Mutual Wealth Management Company® (NMWMC... ...commissions and fees, Strategic Employee Benefits Services...Full timeContract workFor contractorsWork at office- ...Summary of the Job Senior Financial Advisor is accountable for advising affluent clients through multiple delivery channels of investment management, fiduciary advice, specialized asset management... ...fosters mentorship and professional growth. Work location is subject to change...SeniorContract workTemporary workLocal area
- ...management professional in Kansas City, MO. The role involves managing investment management accounts for high-net-worth clients while providing... ...law. The position offers a dynamic opportunity to influence wealth planning decisions while collaborating with clients to achieve...Senior
- LHH is seeking a Senior Compensation Analyst for their Overland Park location. This new position... ...supports compensation programs and strategic initiatives while partnering with... ...offers opportunities for immediate impact and growth within the HR team, focusing on job architecture...SeniorImmediate start
- ...services companies, developing financial models, and presenting investment recommendations. Candidates should possess at least 5 years of... ...designation. Join a collaborative team atmosphere with numerous opportunities for professional growth and development. #J-18808-Ljbffr...SeniorWork at office
- ..., and managing relationships with agents and brokers to ensure profitability and growth. You will handle complex customer accounts and work closely with internal teams to achieve strategic objectives. The ideal candidate should have a Bachelor’s degree, 5-8 years of experience...Senior
$90k - $100k
...Financial Advisor at CAPTRUST Join Our Team as a Financial Advisor... ...build and manage a holistic wealth management practice. You'll... ...comprehensive financial planning, investment management solutions, and... ...opportunities for personal growth. Our Employee Benefits Package...Temporary workLocal areaFlexible hours- ...About Us: At Synergy Wealth Solutions, we help advisors grow more than a book of... ...in a supportive, growth-oriented environment.... ..., protection strategies, investments, and broader wealth management... ...centers of influence, and strategic networking Leverage...
- ...Capitol Federal Savings Bank is seeking a driven Financial Advisor to provide clarity and long-term financial direction for clients... ...and help clients achieve their financial dreams with strategic investment guidance. Key responsibilities include advising on retirement...
- ...Summary of the Job: The Sr. Financial Advisor is accountable to advise affluent clients through multiple delivery channels of investment management, fiduciary advice, specialized... ...spaces designed to support your professional growth while working alongside talented...SeniorContract workTemporary workFor contractorsLocal area
- Stifel Financial Corp. is seeking an Advisory Marketing Senior Specialist to lead strategic marketing initiatives. This role involves partnering... ...experience in Financial Services, including 8+ years in Investment Advisory. We offer a comprehensive benefits package, including...Senior
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