Senior Private Wealth Advisor for High-Net-Worth Clients
U.S. Bank
U.S. Bank is seeking a Private Wealth Advisor to lead a team of trust, banking, and investment professionals focused on high net worth clients. You will drive retention and growth by delivering comprehensive financial planning and fiduciary support, in collaboration with Private Wealth Management Product Specialists. The role requires NMLS registration, compliance with SAFE Act and related regulatory standards, and a strong track record in advanced wealth management services. #J-18808-Ljbffr U.S. Bank
- 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...SeniorPrivateHigh net worthFull timeWork at office
- Bank of America is seeking a senior Private Banker to acquire and deepen relationships with high-net-worth clients, leveraging the Private Bank platform for holistic wealth, credit, banking, and asset management solutions. The role requires strong leadership and a proactive...SeniorPrivateHigh net worth
- Busey Bank is seeking a Private Banker II in Kansas City to manage a portfolio of high-net-worth client deposits, wealth management needs, and loans. You will collaborate with internal partners to identify cross-sell opportunities and nurture long-term client relationships...SeniorPrivateHigh net worth
- ...Partners multi-family office, PostRock Private Wealth and PostRock Trust Company)... ...Metropolitan Area. As a Private Wealth Advisor, you will guide clients through personalized financial... ...5+ years experience working with high-net-worth clients is required #J-18808-Ljbffr...PrivateHigh net worthFull timeWork at office
- Forvis Mazars, LLP seeks a Financial Planner in Kansas City to provide tailored financial strategies for high-net-worth clients. The role involves advising on retirement, investment, and estate planning. Candidates must have 7+ years of experience in financial planning...SeniorHigh net worth
- ...in Kansas City region seeks a Private Risk Advisor to cultivate relationships with COIs and high net worth families. You will design... ...management programs, identify new clients, and drive revenue growth... ...and thought leadership within wealth management. #J-18808-Ljbffr...PrivateHigh net worth
- NACBA is seeking a seasoned credit analyst to extend and monitor mortgage portfolios for ultra high net worth clients, working with private banking relationship managers to tailor custom mortgage solutions. The role includes underwriting, preparing approval packages, and...SeniorPrivateHigh net worth
- NACBA is seeking a Senior Credit Underwriter to conduct thorough risk assessments and document... ...This role involves working closely with Credit Advisors and managing existing credit relationships for ultra-high-net-worth clients. The ideal candidate will possess strong...SeniorPrivateHigh net worth
$134.28k - $164.12k
...One. Job Description U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial... ...planning. The Private Wealth Advisor (PWA) is responsible for... ...of experience interacting with High and Ultra High Net Worth clients Preferred Skills/Experience...PrivateHigh net worthTemporary workWork experience placementLocal area$140k - $160k
A premier advisory firm is seeking an experienced Tax Senior Manager or Director to provide advisory services to high-net-worth clients. This flexible role allows for remote, hybrid, or onsite work options. The ideal candidate has over 6 years of tax or advisory experience...SeniorHigh net worthRemote workFlexible hours$98k - $162.5k
...delivering for our clients, teammates,... ...performance. The Senior Credit Underwriter... ...closely with the Credit Advisor (CA) to develop and... ...relationships with strategic wealth clients. This role... ...for ultra‑high‑net‑worth clients—including... ..., insurance, private equity, and subscription...SeniorPrivateHigh net worthWork at officeShift workDay shift- ...Join a diverse team helping high-profile clients understand, analyze, and... ...currently seeking a Tax Manager / Senior Manager Private Markets to join our... ...: Serve as the trusted advisor to family offices on strategic... ...tax issues for ultra-high net-worth individuals and families...SeniorPrivateHigh net worthWork at officeLocal area
$23.8 - $27.65 per hour
Private Client Advisor Associate page is loaded## Private Client Advisor Associatelocations: MO -... ...Trust has been a leading provider of wealth management services including financial... ...management advisory services to high net worth clients of Commerce Trust.**Essential...PrivateHigh net worthHourly payFull timeWork at officeShift work$93k - $109k
## Senior Tax Accountant - Commerce TrustApplylocations... ...a leading provider of wealth management services... ...management, private banking and trust administration... ...to ensure each client’s financial journey is... ...current and prospective high net-worth clients* Coordinate scanning...SeniorPrivateHigh net worthWork experience placementLocal areaShift work- 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. The ideal candidate should have a Bachelor’s degree and at least 3 years of experience in finance....Senior
- Larson Maddox is seeking a Wealth Advisor to join their expansion efforts in the U.S., bringing an existing book of HNW clients and delivering comprehensive financial guidance across... ...deepen relationships within a supported, high-quality platform designed for long-term success...High net worthPrivate practice
$80 - $110 per hour
...Personal Financial Advisor (Private Wealth) $80 - $110/hour Required Skills Financial planning... ...Retirement planning Tax-aware strategies Client relationship management Communication Regulatory compliance High-net-worth client advising Judgment and...PrivateHigh net worthFor contractorsImmediate startRemote work- ...About the Role Lead multiple client engagements across corporate, partnership, and high-net-worth individual tax work Serve... ...Supervise and mentor tax staff, seniors, and managers across multiple... ...with high-growth clients, private equity-backed companies, or HNW...SeniorPrivateHigh net worthRemote job
$98k - $130k
...Position Summary The Private Banker II builds and actively manages an existing portfolio of personal and business deposit, wealth management and loan relationships for high-net-worth clients. The Banker engages internal business partners to identify, solicit and close...PrivateHigh net worthTemporary workWork at officeLocal areaImmediate startFlexible hours- About Skybound Wealth Management USA Skybound... ...is to empower clients to define their future... ...We are seeking a highly skilled and... ...clientele, including high‑net‑worth individuals,... ...teams, including tax advisors, estate planners,... ...financial advisory, or private banking....PrivateHigh net worthLocal area
- ...role: Wells Fargo is seeking a Private Mortgage Banker (SAFE) in... ...from various sources * Produce high quality jumbo loans which are... ...mortgage loan products based on client needs * Review and analyze low... ...Experience working with high net-worth clients Job Expectations: * This...PrivateHigh net worthHourly payMinimum wageWork experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
- ...If you're passionate about delivering exceptional service and enjoy building relationships with high-net-worth and private banking clients , this could be your next opportunity. As a Private Client Associate , you'll: Build trusted relationships with a high end clientele...High net worth
$80k - $110k
...Chief of Staff Title: Senior Accountant Location: Overland... ..., discretion, and a high degree of care. We are... ...vendors, financial advisors, and the family office’... ...dashboards Coordinate with private banking teams for wires... ...Experience with high-net-worth individuals, family offices...SeniorPrivateHigh net worthFull timeWork at officeRemote workFlexible hours- ...and monitors loan portfolios of custom mortgage ultra high net worth clients. Works closely with private banking relationship managers in providing custom... ...loan requests to ultra high net worth clients of Global Wealth and Investment Management (GWIM), which includes Private...SeniorPrivateHigh net worthShift workDay shift
- ...Private Mortgage Banker (SAFE) Wells Fargo is seeking a Private Mortgage... ...various sources Produce high quality jumbo loans which are... ...loan products based on client needs Review and analyze low... ...Experience working with high net-worth clients Job Expectations:...PrivateHigh net worthHourly payMinimum wageWork experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
- PEG Staffing & Recruiting is looking for a Private Client Associate in Missouri. This position involves building trusted relationships with high-net-worth and private banking clients, requiring exceptional service and banking expertise. You will thrive in a fast-paced,...High net worth
- RubinBrown LLP in Kansas City is seeking a Private Client Services Tax Manager to deliver exceptional service to high net worth individuals and business owners. The role involves managing tax engagements, mentoring team members, and expanding services to existing clients...High net worthWork at office
- Mercantil Commerce Bank in Kansas City is seeking a Private Client Advisor Associate to support the delivery of wealth management services to high net worth clients. This position requires excellent customer service skills, attention to detail, and 2+ years of office experience...High net worthFull timeWork at office
- ...delivering totally satisfied clients. The RubinBrown name and... ...Nashville, and St.Louis. A Private Client Services Tax Manager... ...service to a broad range of high net worth individuals, executives and... ...members – serve as mentor, advisor, team leader, and/or Career...High net worthWork at officeWeekend workAfternoon shift
- First Western in Missouri is seeking a Private Banker II to manage commercial and complex consumer deposit relationships with high‑touch service. You’ll oversee new accounts, onboarding... ...have a Bachelor’s degree, 3-5 years of client‑facing banking experience, and knowledge...Private
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