Senior Wealth Advisor — Strategic Investment & Growth
First National Bank of Omaha
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
- ...seeking a Sr. Finance Analyst to lead budgeting, forecasting, and strategic planning four days a week onsite. This role partners with VP... ...actionable reporting to support pricing, cost management, capital investment, and strategic #J-18808-Ljbffr Nidec Motor CorporationSenior
- ...internet service provider is seeking a Strategic Financial Associate to manage... ...This is a key position supporting senior leadership and involves interaction with investment stakeholders, making it crucial for Gateway's financial growth and planning efforts. #J-18808-Ljbffr...SuggestedLocal area
- Garney Construction is seeking a Corporate Development & Strategic Investments Associate to support strategic growth and capital activities, working directly with senior leadership on transactions including mergers, acquisitions, and financial modeling. The ideal candidate...Suggested
- ...phases of mergers and acquisitions, collaborating with senior executives to drive strategic growth initiatives. The ideal candidate will have at least... ...experience and a strong background in financial analysis, investment banking, or corporate development. #J-18808-Ljbffr...Suggested
- LHH in Overland Park, KS is seeking an experienced Senior Accountant to own month-end and year-end close, prepare GAAP-based financial statements, and support strategic decision-making. You will partner with department heads on budgets and forecasts while ensuring internal...Senior
$116.2k - $229.1k
...As a Finance Analytics & AI Senior Consultant, you’ll work with... ...to contribute to the firm's growth and development in a variety... ...Business Finance team helps unlock strategic value through enhanced... ..., as well as through our own investments, commitments, and actions across...SeniorVisa sponsorship$90.23k
...journey. Where your co-workers are invested in you and your success.... ...personal leadership, career growth and development for every employee... ...CDM Smith is seeking a Senior Financial Analyst to join our... ...to assess performance, inform strategic planning, and determine the return...SeniorWork experience placementH1b- ...services that help drive business growth. We're freeing them from the... ...# Budgets # Pricing / Investment Analysis # Standard Costs Maintenance... ...Job Summary: As a Senior Financial Analyst, you play a... ...contribute to the organizations strategic goals. Promote team...SeniorFull timeWork experience placementWork at office
$160k - $200k
...institutional investors. Our investment process is driven by a tireless... ...day one, work directly with senior stakeholders, and contribute... ...evaluating trade-offs, and assessing strategic or operational shifts.... ..., enabling personal growth and professional development....SeniorContract workShift work- ...internet. With the support of CBRE Investment Management, Gateway is... ...teamwork. Role Overview The Strategic Financial Associate will support... ...of autonomy in support of senior leadership and investment stakeholders... ...funding fueling Gateway’s growth. Key Responsibilities...
- The Well, a fiduciary-focused wealth management firm, is seeking a Lead Advisor to provide wealth management strategy... ...and to drive business growth. Reporting to the Senior Advisor, you will construct financial plans and investment strategies for multigenerational...
- First Option Bank is seeking an experienced Senior Commercial Lender for its Overland Park location. This role is crucial for originating and managing complex commercial loans while providing strategic guidance and mentorship to junior lenders. The ideal candidate will...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...
- ...We are seeking an experienced Wealth Advisor to provide comprehensive financial planning and tailored investment solutions within a personalized, concierge client experience... ...and an entrepreneurial approach to growth. COMPENSATION ~ Compensation is competitive...
- ...About Us: At Synergy Wealth Solutions, we help advisors grow more than a book of... ...practice in a supportive, growth-oriented environment.... ..., protection strategies, investments, and broader wealth management... ...of influence, and strategic networking Leverage the...
$61k - $119k
...Financial Advisor Opportunity 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...Full timeContract workFor contractorsWork at office- ...Overland Park, Kansas, seeks a Nonprofit Underwriter to drive profitable nonprofit growth and manage an assigned portfolio of agency partners, combining underwriting expertise with strategic agency management. You will partner with agents to develop new business...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- The Private Wealth Advisor II at Busey serves as the primary relationship manager for a book of Wealth Management clients, delivering proactive... ...clients achieve their goals. You will collaborate with the Investment Team, Financial Planning, Tax Specialists, and Estate...Senior
- ...as the primary financial planning advisor for highly compensated... ...benefits optimization, and personalized wealth guidance. You will develop long-term... ...executive clients, aligning benefits, investments, and resources with their goals. As a senior member of the Workplace Planning...Senior
- ...relationships in the Retail area. Under supervision, you will handle deposits, account openings, wire transfers, and cross-sell Trust, Investments, and Loans. Ideal candidates will have 1 year teller and 3 years personal banking experience, strong sales history, and solid...Senior
- First National Bank of Omaha is seeking a Sr. Financial Advisor to provide expertise in investment management and financial planning. You will advise... ...services, and relevant certifications. Opportunities for growth and a comprehensive benefits package are included. #J-...Senior
- T-Mobile is seeking a senior financial analyst in Growth Finance to design and manage driver-based forecasting models for promotional spend and breakage. You will analyze data, improve modeling capabilities, and support business questions with insights used by Marketing...Senior
- T-Mobile is seeking a Senior Financial Analyst to join the Growth Finance team supporting the Consumer business in Overland Park, Kansas. In this role, you will manage driver-based forecasting models to analyze promotional spending and breakage, providing analytical support...Senior
$67.2k - $121.2k
T-Mobile is seeking a Senior Financial Analyst for the Growth Finance team in Overland Park, Kansas. This role involves quantitative analysis, designing financial models for promotional spend and breakage, and providing analytical support to business leaders. The ideal...Senior- ...services companies, developing financial models, and presenting investment recommendations. Candidates should possess at least 5 years of... ...collaborative team atmosphere with numerous opportunities for professional growth and development. #J-18808-Ljbffr Nomura Holdings, Inc.SeniorWork 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
- ...deliver financial insight that supports pricing, product mix, and investment decisions. You will partner with Sales, Product Line Managers,... ...and reporting for leadership. This role emphasizes governance, forecasting, and strategic finance partnership. #J-18808-Ljbffr Koch
- Bankoflabor in Shawnee, KS is seeking a Personal Banker level III. This role involves assisting clients with banking operations and personal banking functions under supervision. The ideal candidate has a minimum of a high school degree and experience in retail banking and...Senior
- 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...
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