UHNW Private Wealth Advisor — Family Office Team Lead
First National Bank
First National Bank of Omaha seeks a Private Wealth Advisor to serve ultra-affluent clients with invested assets >$5M, delivering personalized education, guidance and holistic wealth solutions. You will work with a dedicated team to manage investment, fiduciary, and planning needs, expanding relationships through professional network and client referrals. Required are a Bachelor's degree (MBA helpful) and 10+ years in wealth management, with strong communication, executive presence and business #J-18808-Ljbffr First National Bank of Omaha
$115k - $175k
...of the Job: The Private Wealth Advisor is a trusted advisor... ...needs. Through a team led approach, the... ...will help families and business owners... ...wealth. The Family Office offers a comprehensive... ...plan to grow the UHNW client base and... ...of qualified leads and conduct regular...Work at officePrivateContract workTemporary workLocal area$68.63k
...through 250+ regional sales and installation offices and comprehensive field support offices... ...named one of the fastest-growing private companies by Inc. 5000 and recognized as... ...Position Summary: The Field Canvassing Team Lead is responsible for hiring, training, and...Work at officePrivateFull timeH1bLocal areaWork from homeShift workAfternoon shift- FNBO seeks a Private Wealth Advisor to serve ultra‑affluent clients with investible assets >$5M, guiding long-term planning and wealth preservation. You will work with a dedicated team to deliver education, advice and tailored solutions. The role emphasizes fiduciary standards...Private
$83.2k - $178.8k
...planning services to Private Wealth Management clients. Role... ...servicing high value family client segments as a... ...financial planners on the team; regularly provides... ...interactions, supporting wealth advisors across client advice... ...of Microsoft Office Suite (Word, Excel, PowerPoint...Work at officePrivateLocal areaFlexible hours- ...Medical Assistant for Swope Health Services, you are a part of a team of caregivers to provide care for the people who need it most.... ...not certified by one of the above, 2 years of experience in a private office, ambulatory care clinic, or hospital may be initially...Work at officePrivate
- ...assess needs of individuals and families Essential Functions Works in... ...agencies as well as non-profit and private charitable organizations in... ...of the Disaster Response Team and supports relief efforts in... ...Manager. Equipment Needs Use office equipment such as computers, photocopiers...Work at officePrivatePart timeWork experience placementLocal area
$70k - $90k
...Lead Program SpecialistWe harness the power of expertise... ...with the Regional Office of Head Start (RO). Serving... ...staff assigned to the team while also directly... ...insurance plans, paid family leave, and a generous paid... ...to local public and private organizations to deliver...Work at officePrivateContract workWork experience placementLocal areaRemote work$25 - $30 per hour
...We're a hardworking, curious team that likes doing things the right... ...process, and track retail and private label customer orders across... ...Riega Foods’ Kansas City, MO offices during normal business hours.... ...package including paid time off, family health insurance, dental,...Work at officePrivateFull timeTemporary workCasual workRemote workMonday to Friday- Midwestern Baptist Theological Seminary's Family Ministry team is seeking a Part Time Family Ministry... ...Director of Family Ministry and works in-office with hybrid flexibility, up to 25 hours per week. The coordinator will lead operational systems and communication strategies...Work at officePart time
- NovationIQ is seeking a Controller to lead and execute all accounting and finance operations... ...and oversee financial reporting for family clients. Key responsibilities include ensuring... ...reports, and collaborating with external advisors. A Bachelor's degree in Accounting or...Work at office
- ...Management Specialist to join the City Manager's Office. The role focuses on preparing the... ...with CERT, faith-based partnerships, and private sector collaboration. Responsibilities... ...developing city-wide preparedness programs, leading CERT initiatives, building partnerships...Work at officePrivateFull time
- ...Business Office Manager Are you a Business Office Manager seeking... ...seeking rockstars to join our team! If you are dedicated and compassionate... ...insurance payments, including private, Medicare, Medicaid, and other... ...relationship with residents, families, staff, physicians,...Work at officePrivateLocal areaFlexible hours
- ...Premier Client Banker - PNC Wealth ManagementSkip to main... ..., MO. PNC is an in-office company that fosters a... ...Proactively generate and manage leads and client appointments... .... Ensures execution of team processes, such as pre-... ...with a PNC Financial Advisor.* Ensures a strong...Work at officePrivateFull timeTemporary workPart timeWork experience placement
- ...projects as well with public and private clients. The most successful... .... As a Group Manager, team building and management are also... ...work schedule and, when in the office, will work from any of our Kansas... ...events Identify opportunities and lead strategic project pursuits...Work at officePrivateContract workLocal areaImmediate start
- ...Finance Division in our Kansas City office. Qualifications Required:... ...skills. Experience leading, managing, or substantially contributing... ...mergers and acquisitions, or private equity investment / leveraged... ...prepared to work collaboratively on teams serving sophisticated,...Work at officePrivate
$118.17k - $144.43k
...at—all from Day One. Job Description Private Wealth Management (PWM) Private Wealth Advisor is responsible for building a team of trust, banking and investment professionals... ...benefits are designed to help you and your family boost your health, protect your financial...PrivateTemporary workWork experience placementLocal area- ...communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development... ...Bank of America Corporation ("BofA Corp."). Bank of America Private Bank is a division of Bank of America, N.A. Banking products...Work at officePrivateFlexible hoursShift workWeekend workDay shift
- ...the United States is seeking an experienced Private Banker to advise families on building, preserving, and managing their wealth. You will use knowledge of investments, financial... ...new assets. You will work with a local team and benefit from an institutional platform with...PrivateLocal area
- ...Private Mortgage Banker (SAFE) Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending... ...education Desired Qualifications: Basic Microsoft Office skills Documented retail residential mortgage fundings over...Work at officePrivateHourly payMinimum wageWork experience placementLocal areaImmediate startNight shiftWeekend work
- ...measurable qualified student leads through feeder schools... ...when additional Ottawa team members could support... ...with supporting offices including financial aid... ...business office and academic advisors to ensure a smooth and... ..., student-centered, private comprehensive university...Work at officePrivateFull timeContract workLocal areaNight shift
- ...our communities thrive. With offices in Arizona, California, Florida... ...stopping you! Job Title: VP, Private Banking Essential Duties and... ...touch level of client services Team-oriented, possess a positive... ...copier Thorough knowledge of Wealth Management procedures, bank operations...Work at officePrivateLocal area
- ...Business Office Consultant Are you a Business Professional seeking... ...Office Consultant to join the team! Residency in Missouri or... ...Medicare, Medicaid, Insurance, Private Pay, and Medicaid Pending within... ...Tutera offers stability; our family-owned company was founded in 1...Work at officePrivateRemote work
$205k - $340k
...experience . Experience representing private equity clients in... ...a sophisticated transactional team. Candidates must possess: Strong... ...experience, relevant expertise, office location, current business... ...off ~ Paid parental leave and family-building benefits ~ Employee...Work at officePrivateFull timeRemote workRelocation packageFlexible hours$40 - $43 per hour
...Healthcare, the nation's leading end-of-life care... ...states, VITAS empowers team members to grow toward... ...responsibility. Patients and families trust VITAS nurses to guide... ..., whether that means a private residence or an... ...visit the local program office to meet with an interdisciplinary...Work at officePrivateLocal area1 day per week- ...Our private, well-established, state of the art practice is growing and looking for a... ...wonderful and eager Peds associate to join our team. Located in easy to access Olathe,... ...Money Magazine's best place to raise a family, our 5 offices are beautifully designed with our...Work at officePrivateLocal area
- Dalio Family Office (DFO) seeks a VP of Portfolio Analytics & Reporting to define how the institution measures and communicates investment performance across public and private markets. The role builds a world‑class reporting function with direct Board visibility, demanding...Work at officePrivate
$22 - $30 per hour
...documentation by following accounting office procedures providing funds for proper... ...and compliance issues and problems Leads and participates in teams by using and sharing resources information... ...include PTO, parental leave, family care leave, bereavement, jury duty, and...Work at officeHourly payMinimum wageFull timePart time- ...Sales or Department Manager, the Team Leader gives daily direction... ...grams as set by the Corporate Office. Insures a pleasant and... ...unsurpassed collection of industry-leading boat brands, and Big Cedar... ...protecting habitat and introducing families to the outdoors and has been...Work at officeFull timeLocal areaFlexible hoursShift work
$22 - $30 per hour
...documentation by following accounting office procedures providing funds for proper... ...and compliance issues and problems Leads and participates in teams by using and sharing resources information... ...include PTO, parental leave, family care leave, bereavement, jury duty, and...Work at officeHourly payMinimum wageFull timeTemporary workPart time- The Dalio Family Office (DFO) seeks a Senior Accounting Associate to own investment accounting and reporting across a diverse portfolio, including public equities, fixed income, private investments, and alternatives. This role emphasizes process improvement and cross‑functional...Work at officePrivate
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