Senior Wealth Advisor for Affluent Clients & Planning
FNBO
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 a full suite of services. The role emphasizes business development, relationship management, and a strong sales orientation to grow client portfolios while upholding fiduciary standards. #J-18808-Ljbffr FNBO
- 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. Strong...Senior
- First National Bank of Omaha is seeking a Sr. Financial Advisor to provide expertise in investment management and financial planning. You will advise affluent clients, helping them navigate investment needs while fostering business development through collaboration with...Senior
- JPMorgan Chase & Co. in Kansas City seeks a Private Client Advisor to provide comprehensive financial planning and investment solutions to clients. This role demands building strong relationships while championing diversity within the team. Ideal candidates will have 2...Suggested
- ...Missouri is seeking a Wealth Management Associate Advisor to support senior advisors in providing comprehensive... ...management services to affluent families. The ideal... ...assisting in financial planning, investment management,... ...for high-net-worth clients. Join a dynamic team...SuggestedFlexible hours
- 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
- ...Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them... ...solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at...
- ...organization’s success. About This Role The Sr. Financial Advisor is accountable to advise affluent clients through multiple delivery channels of investment... ...asset management, full service financial planning and business succession planning. Responsibilities...SeniorContract workTemporary workFor contractorsLocal area
$166k - $249k
...Looking For You’re a seasoned wealth management leader with a... ...of advising high‑net‑worth clients and growing relationships through... .... You bring deep financial planning knowledge, a relationship‑... ...About the Role The Director, Senior Wealth Advisor leads the delivery of comprehensive...Senior- A leading financial services provider is looking for a Financial Advisor to assist clients in planning their financial futures. This role involves meeting clients, leveraging company tools for operations, and utilizing marketing resources to expand the client base. Candidates...Remote job
- A leading financial services firm is seeking a Private Client Banker in Kansas City, MO. This role involves managing complete banking relationships of affluent clients, utilizing a proactive approach to generate growth in balances. Candidates should have at least 1 year...
- JPMorgan Chase & Co. is seeking a Private Client Advisor in Kansas City to provide comprehensive financial planning and investment solutions to clients. You will focus on building client relationships and delivering personalized services. Ideal candidates should have at...
- JPMorgan Chase & Co. seeks a Private Client Advisor in Kansas City to provide comprehensive financial planning and advice. You will work with a diverse client base, from novice savers to significant wealth individuals, delivering personalized investment solutions that...
- RubinBrown LLP in Kansas City seeks an Experienced Staff member for Tax Services to manage client engagements with precision. Responsibilities include tax return preparation, client consultations, and team supervision. The ideal candidate will hold a Bachelor's/Master'...Senior
- A leading financial institution in Kansas City is seeking an experienced Wealth Planner to deliver tailored financial planning services to high-value family clients. The role requires strong interpersonal skills, a background in financial services, and the ability to manage...Senior
- ...Recruiting LLC is looking for an experienced Tax Senior to join an established public accounting firm. The... ...offers a hybrid or remote work model, focusing on client engagements, tax preparation, and strategic planning. Ideal candidates will have a degree in Accounting...SeniorRemote job
$64.2k - $116.4k
...In today’s fast-changing world, our clients’ needs are increasingly complex and the... ...on various account decisions, annual planning, financial performance management throughout... ...In the Engagement Business Advisor (EBA) – Senior Associate role, you will be an experienced...SeniorContract workWork experience placementSummer holidayWork at officeFlexible hours$64.2k - $116.4k
...opportunity In the Engagement Business Advisor (EBA) – Senior Associate role, you will be an... ...compliance risk. Lead and coordinate client and engagement acceptance activities,... ...of a team. Proven attention to detail, planning, and organizational skills, with the ability...SeniorContract workWork experience placementSummer holidayWork at officeFlexible hours$60k - $70k
Modern Wealth Management is seeking a Senior Concierge Specialist in Kansas City, MO. This role focuses on nurturing prospective client relationships and ensures a high-quality onboarding experience... ...strong knowledge of financial planning. A competitive salary of $60,000...Senior- ...services firm is seeking a Lead Education Advisor in Missouri to deliver high-quality... ...education services to participants and clients. This role involves leading workshops, managing... ...financial guidance including retirement planning and investment advice. Candidates should...Senior
- Summary Summary of the Job: The Sr. Financial Advisor is accountable to advise affluent clients through multiple delivery channels of investment management... ...asset management, full service financial planning and business succession planning. Responsibilities Serve...SeniorContract workTemporary workLocal area
- ...provide a full-service approach for our clients executing strategic media campaigns across... ...with 5+ years of experience in financial planning & analysis, budgeting, cash flow management... ...analytical, communication, and presentation skills with senior leadership....SeniorFull timeFlexible hours
- ...Private Client Banker You have a passion for taking care of our customers and employees... ...contact for a select group of Chase's affluent clients as well as other customers in... ...Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship...Immediate startAfternoon shift
$50 - $60 per hour
...strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be able to choose which projects you want to work on and when...SeniorHourly payContract workFor contractorsWork experience placementRemote work- ...seeking a results-oriented Financial Consultant to engage with clients and provide tailored financial advice and strategies. The... ...financial tools, offering investment opportunities, retirement planning, and wealth management strategies. Ideal candidates will have a bachelor...
$134.28k - $164.12k
## PWM Private Wealth AdvisorApplylocations: Kansas City, MOtime... ...Wealth Management (PWM) helps clients identify and achieve their financial... ...on wealth and estate planning, investments, banking, credit... ...planning. The Private Wealth Advisor (PWA) is responsible for identifying...Temporary workWork experience placementLocal area- ...multi-family office, PostRock Private Wealth and PostRock Trust Company)... ...management, trust administration, estate planning, and legacy strategies. Our expertise... ...Metropolitan Area. As a Private Wealth Advisor, you will guide clients through personalized financial planning...Full timeWork at office
- ...family! Pape-Dawson is currently seeking a Senior Project Surveyor for their Kansas City office... ...accuracy and efficiency. Collaborate with clients, engineers, and stakeholders to develop and execute comprehensive project plans. Mentor junior survey staff, providing...SeniorWork at officeMonday to Friday
- ...City is seeking an experienced Preconstruction Manager to lead planning and development of diverse commercial projects valued up to $50... ...This role is vital to the leadership team and involves advising clients and ensuring project execution aligns with schedules and...Senior
$118k - $155k
...Tax Senior Manager Who: A highly skilled CPA, EA, or equivalent-certified tax professional with 7+ years in public... ...or industry leadership. What: Lead tax compliance, planning, and consulting projects for diverse clients, review complex returns, and mentor a high-...SeniorFull timeWork at officeImmediate start- 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
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