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
Vacancy posted 15 hours ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor — Strategic Investment & Growth in Overland Park, KS vacancy
- 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
$166k - $249k
...For You’re a seasoned wealth management leader... ...trust, expertise, and strategic insight. You bring deep... ...that blends leadership, growth, and elite client... ...the Role The Director, Senior Wealth Advisor leads the delivery of... ...plans that integrate investment management, estate...Senior- ...This is an independent, performance-based role within a high-growth industry, supported by comprehensive training, mentorship, and... ...different, we find this role resonates most with professionals who are strategic thinkers, strong communicators, and motivated to create a more...SeniorRemote jobFull timePart timeFlexible hours
LiveHappy Initiative
Overland Park, KS2 days ago - FNBO in Kansas City is seeking a Sr. Financial Advisor to provide expert advice to affluent clients on investment management, fiduciary services, and financial planning... ...salary and benefits, including medical, dental, and growth opportunities. #J-18808-Ljbffr FNBOSenior
- SelectQuote, Inc. is seeking a Strategic Analyst III in Overland Park, Kansas, to drive high-impact analytics initiatives across multiple... ...requires strong analytical expertise and collaboration with senior leadership. Key benefits include competitive insurance options,...Senior
- ...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
Division-D
Kansas City, MO15 hours ago - ...Senior Security Analyst Propio Language Services is a provider of the highest quality... ...driven by our passion for innovation, growth, and connecting people. If you believe in... ...scenarios to inform decision-making and investment prioritization. Develop and maintain...Senior
Propio Language Services
Overland Park, KS2 days ago - 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...
- ...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...
Synergy Wealth Solutions
Overland Park, KS3 days ago $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 hoursCAPTRUST
Leawood, KS2 days ago$134.28k - $164.12k
...Private Wealth Advisor U.S. Bank Private Wealth Management (PWM) helps... ...wealth and estate planning, investments, banking, credit, insurance,... ...The PWA is responsible for growth through internal and... ...Private Wealth Management's strategic partners in the region. This...Temporary workWork experience placementU.S. Bancorp
Kansas City, MO4 days ago$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 officeNorthwestern Mutual Life Insurance Company
Leawood, KS1 day ago- FNBO seeks a Sr. Financial Advisor to guide affluent clients through investment management, fiduciary advice, and comprehensive financial planning. You will meet clients regularly to tailor objectives and risk tolerance, and collaborate with internal specialists to offer...Senior
- U.S. Bank is seeking a Private Wealth Advisor in Kansas City, MO, to support clients in achieving their financial objectives through holistic planning and specialized advisory services. You'll identify and build relationships with High Net Worth clients while collaborating...Senior
- ...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
Nomura Holdings
Overland Park, KS4 days ago - Black & Veatch Corporation is seeking a Senior Conveyance Technical Director to drive new business growth and provide technical support for conveyance projects nationwide... ...relationship skills and the ability to lead strategic initiatives. Candidates should have a bachelor’s...Senior
- ...seeking a skilled professional in Overland Park, Kansas, to support business growth by identifying market opportunities and conducting competitive analysis. The role involves leading strategic projects, developing financial models, and delivering insights that influence...Senior
$75k - $125k
...deep understanding, and strategic foresight for fast-... ...top-rated culture, vast growth opportunities and your... .... Join Aprio's Wealth Management team, and... ...integrated into an existing advisor relationship. This... ...insurance, education, and investment planning. Analyze...Full timeWork at officeLocal areaRemote workFlexible hoursAprio
Overland Park, KS15 hours ago- 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 in...SeniorFull timeWork at office
$100k
The Standard is seeking a strategic, people-focused leader for client management within the Employee Benefits Sales and Client Management... ..., customer focus, and business acumen to drive revenue growth and client retention. As a part of The Standard, employees enjoy...Senior- ...strategies that enhance customer experiences across various channels, driving growth, and reducing churn. Key responsibilities include collaborating with Technical teams and leading strategic initiatives. A Bachelor's Degree is required, and marketing experience in telecommunications...SeniorWork at office3 days per week
- 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 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
- 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
- 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
- ...Overland Park seeks motivated individuals to join as financial advisors. The role emphasizes client relationship building and developing... ..., along with a commitment to supporting your professional growth. Required registrations include Life & Health Insurance and FINRA...Flexible hours
- 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...
- A leading insurance services provider is looking for a Senior Financial Analyst to join their top-tier finance team. This role involves collaborating with executives to drive strategic decisions, performing financial modeling, and maintaining key performance dashboards....
- Forvis Mazars, LLP in Missouri is seeking a Wealth Management Associate Advisor to support senior advisors in providing comprehensive wealth management services... ...role includes assisting in financial planning, investment management, and developing strategies for high-net-...Flexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Advisor — Strategic Investment & Growth. Be the first to apply!
Related searches
- financial associate Overland Park, KS
- financial consultant Overland Park, KS
- financial planning assistant Overland Park, KS
- financial advisor associate Overland Park, KS
- estate planning consultant Overland Park, KS
- jde finance consultant Overland Park, KS
- financial advisor development program Overland Park, KS
- financial planning associate Overland Park, KS
- financial planner Overland Park, KS
- financial counselor Overland Park, KS