Senior Wealth Planner for High-Value Families
$83.2k - $178.8kUMB Bank
A financial services institution located in Kansas City is looking for an experienced Wealth Planner. The role involves delivering financial planning services to high-value family clients, managing client interactions, and providing guidance to other planners. The ideal candidate will have over 5 years of experience in financial services and hold or be pursuing a relevant certification. The compensation range is competitive, starting at $83,200 up to $178,800 annually, with comprehensive benefits including a 401(k) matching program and paid time off. #J-18808-Ljbffr UMB Bank
- 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
- 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
- ...Army is seeking a qualified individual to supervise contracting personnel in Kansas City, Missouri. This role involves managing high-value acquisitions, providing leadership throughout the procurement life-cycle, and ensuring compliance with regulations. The ideal candidate...Senior
$63k - $95k
...March 2025) Day to Day The Senior Strategist I position is part... ...client performance, enhance value, and support revenue growth.... ...innovation across the org. This is a highly visible, cross-functional role... ...identity or expression, family status, marital status, sexual...SeniorWork experience placementLocal area$93k - $139k
...Visits, March 2025) Day to Day As a Senior Strategist on the Global Product... ...sales leaders and deal desk on complex or high-value opportunities as a subject matter expert... ...gender, gender identity or expression, family status, marital status, sexual orientation...SeniorWork experience placementLocal area- ...Forvis Mazars Wealth Advisors delivers personalized... ...financial strategies for high-net-worth and ultra-high... ...net worth individuals, families, and institutions.... ...rooted in each client's values and vision for the future... ...active Certified Financial Planner® (CFP), CPA or CTFA...SeniorFlexible hours
- ...success. What You'll Be Doing The Wealth Strategist I serves as a... ...planning situations to provide high quality solutions for clients... ...Technology BNA Estate & Gift Tax Planner BNA Income Tax Planner... ...to our commitment to helping families, companies, and municipalities...Work at office
$80.9k - $103.95k
...quarterly. The Global Tax Planning Senior Analyst is a key professional... ...International locations. This family records and reports tax... ...and/or Big Four accounting firm highly preferred Bachelor's Degree in... ...supports an inclusive workplace that values diversity of thought,...SeniorTemporary workWork at officeLocal areaImmediate startRemote workWork from homeFlexible hours- ...Senior Laboratory Planner DLR Group is an integrated design firm with a promise to elevate the human... ...and physical plans for laboratory and high-tech facilities. Collaborate with the... ...sharing, shared risk and reward, value-based decision making, and proficient...SeniorWork at officeWork from homeVisa sponsorshipWork visa
- ...Aprio in Overland Park is seeking a Senior Financial Planner to lead a team and provide comprehensive financial planning to clients. This role involves... ...ensuring compliance while delivering personalized plans for high-net worth clients. The ideal candidate will have 5+ years of...Senior
$76k - $125.3k
...Banking and Capital Markets, Wealth and Asset Management... ...key responsibilities A senior analyst in FSO EDGE WAM... ...Demonstrate a high level of professional ethics... ...entrepreneurs to investors and families, you’ll use your... ...and recognized for the value you bring to the business...SeniorSummer holidayWork at officeLocal areaFlexible hours- ...UMB Bank is seeking an experienced client service professional in Leawood, Kansas, to manage high-value family client segments. The role emphasizes building strong client relationships, preventing fraud, and ensuring regulatory compliance in financial transactions. Candidates...Senior
- ...vision and execution, helping our partners unlock the business value of AI through clarity, focus, and speed. What You’ll Do Lead... ...workshops with client stakeholders. Identify and prioritize high‑impact AI opportunities aligned with business goals. Design clear...SeniorRemote workFlexible hours
$76k - $125.3k
...Banking and Capital Markets, Wealth and Asset Management... ...responsibilities A senior analyst in FSO EDGE WAM... ...Demonstrate a high level of professional ethics... ...entrepreneurs to investors and families, you’ll use your... ...and recognized for the value you bring to the business...SeniorSummer holidayWork at officeLocal areaFlexible hours- ...JOB PURPOSE The Senior Brand Strategist is responsible for shaping and executing comprehensive... ...The Senior Brand Strategist will provide high-level strategic direction and thought... ...grocery retail sectors is a plus, but we value a candidate’s ability to apply strategic rigor...Senior
$44.34k - $57.64k
...with hotel. Serves as a resource for large, high-end event production in venue location/... ..., business strategies and Core Values. This position supervises the Sales Manager... ...best benefits options for our employees and families. Click here to view the benefits options...SeniorWork experience placementZero hours contractWorldwideAfternoon shift- A leading financial institution in Overland Park seeks a Private Wealth Advisor to serve ultra-affluent clients. The advisor will work collaboratively with a team to meet complex financial goals, providing tailored investment and wealth management solutions. Ideal candidates...SeniorWork at office
- ...an industry and grow with a company that values purpose, collaboration, and excellence then... ...executives. Provides education to senior leaders and board members with respect to... ...initiatives and programs that are large in scope, highly visible and enterprise wide. Deadline...SeniorWork at officeLocal areaRemote work
- ...chemicals, commercial, life sciences, semiconductor and other manufacturing; knowledge of industry business drivers and motivators. Highly collaborative and able to derive and distill needed information to build consensus among multiple stakeholders in driving strategy...SeniorFlexible hours
$77k - $214k
...Practice Industry/Sector: Asset and Wealth Management Time Type: Full... ...you need to lead and deliver value at this level include but are... ...increased efficiencies. As a Senior Associate you shall analyze... ...holiday pay, vacation, personal and family sick leave, and more. To view...SeniorFull timeH1b- ...A professional services advisor is seeking a Senior Risk Control Consultant in Kansas City, MO. This role involves determining loss control... ...of relevant experience, effective communication skills, and a high school diploma or GED, with a preference for a bachelor's degree...Senior
$124k - $335k
...Industry/Sector: Asset and Wealth Management Time Type: Full... ...Management - Renewable Energy Tax Senior Manager, you will play a... ...sound judgment, and developing high-performing, diverse, and inclusive... ...pay, vacation, personal and family sick leave, and more. To view...SeniorFull timeH1bLocal area$124k - $335k
...Practice Industry/Sector: Asset and Wealth Management Time Type: Full... ...needs to be a purpose-led and values-driven leader at every level.... ...and in the future. As a Senior Manager, you'll work as part... ...holiday pay, vacation, personal and family sick leave, and more. To view...SeniorFull timeH1bLocal areaOverseas$77k - $214k
...Practice Industry/Sector: Asset and Wealth Management Time Type: Full... ...you need to lead and deliver value at this level include but are... ...creative tax solutions. As a Senior Associate you will analyze... ...holiday pay, vacation, personal and family sick leave, and more. To view...SeniorFull timeH1b- ...Event Senior Sales Manager, Hotel Services - Loews Kansas City Hotel Position Overview... ...with hotel. Serves as a resource for large, high-end event production in venue location/... ..., business strategies and Core Values. This position supervises the Sales Manager...SeniorAfternoon shift
- ...Custom Credit Underwriter II (CUII) / Senior Credit Underwriter (SCU) partners... ...relationships with strategic wealth clients. This role supports... ...support credit decisions for ultra-high net worth clients-including individuals, family offices, trusts, specialized wealth...SeniorWork at officeShift workDay shift
- ...Planning + Environmental Practice is recruiting for one or more Senior Aviation Terminal Planners. The position entails leading both analytical and spatial... ...across the United States. Projects will range from high-level space programming to master planning, to advanced...SeniorContract work
$93k - $109k
...Senior QA Systems Analyst - Wealth Management page is loaded## Senior QA Systems Analyst - Wealth Managementlocations... ...for ensuring the delivery of high quality software applications through... ...aligned with company culture and core values* Intermediate proficiency with...SeniorFull timeShift work$90k - $120k
...Stange Law Firm, PC in Overland Park, KS is seeking highly motivated attorneys for a full-time position in Family Law. The role involves preparing legal documents, drafting pleadings, corresponding with clients, and ensuring document accuracy. Candidates must possess a...SeniorFull time- ...community continuing to expand. Together with families and communities, we strive to create... ...pivotal leadership position designed for high-potential assistant principals preparing... ...Upholds KIPP Kansas City’s mission and values, including a deep belief in the potential...Full timeWork at officeMonday to Friday
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Planner for High-Value Families. Be the first to apply!
- case planner Kansas City, MO
- airport planner Kansas City, MO
- corporate meeting planner Kansas City, MO
- capacity planner Kansas City, MO
- retail planner Kansas City, MO
- planner Kansas City, MO
- business continuity planner Kansas City, MO
- transportation planner Kansas City, MO
- production planning specialist Kansas City, MO
- resource planner Kansas City, MO



