Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Wealth Planner for High-Value Families

$83.2k - $178.8k

UMB 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

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Planner for High-Value Families in Kansas City, MO vacancy
  • $147k - $198.9k

     ...Employees enjoy multiple wealth-building opportunities...  ...are seeking a Senior Workforce Strategy Consultant...  ...annually - paid parental and family leave, family building...  ...shared drive to aim high that drives our business...  ..., you’re living our values while investing in your... 
    Senior
    Full time
    Temporary work
    Part time
    Work at office
    Local area
    Flexible hours
    3 days per week

    T-Mobile

    Shawnee Mission, KS
    4 days ago
  • $126.81k - $154.99k

     ...Day One.Job DescriptionThe PWM Wealth Planner is focused on providing...  ..., or in conjunction with the senior team members.Basic Qualifications...  ...designed to help you and your family boost your health, protect...  ...may be closed earlier due to high volume of applicants.SummaryLocation... 
    Suggested
    Full time
    Work experience placement
    Local area

    US Bank

    Kansas City, MO
    2 days ago
  • $107.7k - $199.3k

     ...assisting with design, execution, and value estimation and realization for...  ...and business outcomes Advise senior leadership on business...  ...directly support individuals, families, and communities, building your...  ...healthier lives. We provide access to high-quality healthcare, innovative... 
    Senior
    Full time
    Part time
    Work at office
    Remote work
    Flexible hours

    Centene Management Company LLC

    Kansas City, MO
    5 days ago
  •  ...environment where each of us is valued and respected, a place where...  ...We bring together architects, planners, designers, and technical experts...  ...communities.In the role of a Senior Correctional Health Planner,...  ...professional who can work with a high degree of independence,... 
    Senior

    HDR

    Kansas City, MO
    1 day ago
  •  ...visionary and actionable.We are seeking a Senior Strategy Consultant with demonstrated experience...  ...innovative solutions that bridge high-level strategic objectives with utility processes...  ...business growth and deliver sustained value.Team & Practice DevelopmentMentor and guide... 
    Senior
    Work at office

    Burns & McDonnell

    Kansas City, MO
    2 days ago
  • Broadridge Financial Solutions seeks a Senior Product Owner to drive Wealth InFocus product development, collaborating with Product Management, Architecture...  ...actionable work, and lead agile ceremonies to ensure high-value releases. The role requires 7+ years of product... 
    Senior

    Broadridge Financial Solutions , Inc.

    Kansas City, MO
    1 day ago
  • $77k - $202k

     ...experiences you need to lead and deliver value at this level include but are not limited...  ...their strategic and operating success. As a Senior Associate you analyze complex problems,...  ...01k, holiday pay, vacation, personal and family sick leave, and more. To view our... 
    Senior
    Full time
    H1b

    PwC

    Kansas City, MO
    1 day ago
  • $124k - $280k

     ...Strategy / Technology / Operations Consultant, Senior Manager, you will play a pivotal role in...  ...excellence. Your ability to develop high-performing teams and your commitment to excellence...  ...01k, holiday pay, vacation, personal and family sick leave, and more. To view our... 
    Senior
    Full time
    H1b

    PwC

    Kansas City, MO
    1 day ago
  • $126.95k - $248.21k

     ...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... 
    Senior
    Full time
    Contract work
    Work at office

    HNTB Companies

    Kansas City, MO
    4 days ago
  •  ...Merrill Wealth Management is a leading provider of comprehensive wealth management and...  ...you to bring your whole self to work. We value the unique perspectives in our thoughts, business...  ...Minimum Education Requirement: High School Diploma / GED / Secondary School or... 
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America Corporation

    Leawood, KS
    11 days ago
  •  ...creates a lasting impact on the world around us.Job DescriptionThe Senior Planner acts as an advisor on complex transportation planning projects...  .... Works collaboratively to promote efficiencies and produce high-quality work. Contributes to the development of standards and/... 
    Senior
    Full time
    Flexible hours

    Olsson

    Kansas City, MO
    2 days ago
  •  ...Summary The Product Strategy & Development Senior Advisor will have the opportunity to...  ...and driving action to create additional value Comfort working in ambiguous or new situations...  ..., national origin, ancestry, marital or familial status, genetic information, status with... 
    Senior
    Remote job
    Work from home

    Cigna

    Kansas City, MO
    4 days ago
  •  ...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... 
    Senior
    Contract work

    HNTB Companies

    Kansas City, MO
    5 days ago
  •  ...become part of a global team of over 50,000 planners, designers, engineers, scientists,...  ...DescriptionAECOM has an exciting opportunity for a Senior Environmental Planner - Transmissionto...  ...documents and entitlements related to high-profile infrastructure projects, with particular... 
    Senior
    Work at office
    Local area
    Worldwide
    Flexible hours

    AECOM

    Kansas City, MO
    4 days ago
  • Senior Social Strategists own day-to-day social strategy development for assigned clients. They transform audience insights, cultural intelligence...  ...are made of the same substance, and when every perspective is valued, the impact is stronger. We build belonging as a business... 
    Senior

    Barkley

    Kansas City, MO
    2 days ago
  •  ...Senior Health Planner At HDR, our employee-owners are fully engaged in creating a welcoming environment where each of us is valued and respected, a place where everyone is empowered to bring their authentic selves and novel ideas to work every day. As we work to weave... 
    Senior
    Flexible hours

    HDR

    Kansas City, MO
    2 days ago
  • BlueScope is seeking a Lead Estimator to supervise a high‑performing team of estimators and sales engineers, guiding pricing strategy...  ...timely, accurate quotations for pre‑order work. You will develop value‑engineering options, mentor staff, and partner with account... 
    Senior

    BlueScope

    Kansas City, MO
    4 days ago
  • A growing independent wealth management firm is seeking a Senior Client Relationship Manager in Overland Park, Kansas. The ideal candidate will have client...  ...financial advisors, managing workflows, and ensuring a high-touch client experience. This is an on-site role that... 
    Senior

    The Well

    Overland Park, KS
    3 days ago
  • CNA Insurance seeks an experienced underwriter to manage a highly complex book of business. An individual contributor and technical expert in underwriting, you will operate with broad authority on high-complexity assignments and coordinate with internal and external partners... 
    Senior

    CNA Insurance

    Overland Park, KS
    4 days ago
  • Sun Life U.S. is seeking a Senior Client Relationship Executive to serve as a strategic advisor for large, complex group benefits clients...  ...sophisticated benefits programs and integrations, delivering value through consultative guidance and relationship leadership. You will... 
    Senior
    Remote job

    Sustainable World, Inc.

    Kansas City, MO
    2 days ago
  • AdFarm is seeking a Senior Media Planner to lead integrated media planning for a portfolio of agriculture clients. You will define channel roles, develop informed viewpoints on media value, and guide strategies across traditional and digital channels. You will collaborate... 
    Senior
    Full time

    AdFarm

    Kansas City, MO
    3 days ago
  • High Point University is seeking a Senior Regional Admissions Counselor to join the Undergraduate Admissions team. This remote role focuses on developing a strategic recruitment plan within an assigned territory, engaging with academically qualified students, and representing... 
    Senior
    Remote job

    High Point University

    Kansas City, MO
    5 days ago
  • First National Bank of Omaha seeks a Head of Private Wealth Advisory to lead FNBO's most sophisticated client segment. You will drive growth...  ...across investment, fiduciary, planning, private banking, and family governance. You will champion the market presence as a trusted... 
    Senior

    First National Bank of Omaha

    Kansas City, MO
    5 days ago
  •  ...transportation and water clients who need high-quality, forward-looking...  ...which every point of view is valued and heard and is the driving...  ...the work performed by planners; and monitors adherence to program...  ...Expenses and/or Dependent CarePaid Family LeaveRetirement Plan with... 
    Full time
    Casual work
    Local area
    Remote work
    Flexible hours

    H W Lochner

    Lenexa, KS
    3 days ago
  • Barts Electric, a leader in electrical and energy services, seeks a Senior Estimator to lead cost estimation for complex projects in the Kansas City, MO area. You will analyze plans, prepare detailed cost estimates, and support bids with stakeholders across PMs and engineers... 
    Senior

    Barts Electric

    Kansas City, MO
    3 days ago
  •  ...Medical Equipment Planner HFG Architecture is a planning and design...  ...healthcare design and provide high quality services for our...  ...and maintain Revit equipment families and content libraries, including...  ...inclusive team where everyone feels valued and respected. We welcome... 
    For contractors
    Work at office
    Relocation
    Flexible hours

    HFG Architecture

    Kansas City, MO
    4 days ago
  • $15 per hour

     ...week for around four hours a day.Minimum Qualifications:Senior (12th grade) at any Wyandotte County high school (Bishop Ward, Bonner Springs, Turner, Piper,...  ...Kansas City, KS is an Equal Opportunity Employer and values an inclusive workforce. Unified Government of... 
    Senior
    Hourly pay
    Full time

    Unified Government of Wyandotte County and Kansas City

    Kansas City, KS
    4 days ago
  • $60k - $140k

     ...visit and follow along on LinkedIn #WeAreVML. Job Summary: The Senior Strategist is a key member of the VML Brand Strategy team,...  ...seamless communication, efficient workflow, and the delivery of high-quality work on time **Mentorship & Guidance: ** Provides mentorship... 
    Senior
    Work at office

    Wunderman Thompson

    Kansas City, MO
    5 days ago
  • Escapesbysandra is seeking an organized Theme Park Vacation Experience Coordinator to help families, couples and groups plan memorable vacations with a focus on Disney destinations, theme parks, cruises and resort stays. This remote role supports clients from first inquiry... 
    Remote job

    Escapesbysandra

    Kansas City, MO
    3 days ago
  • $105.4k - $207.8k

    Position Summary Cyber Security & Risk Strategy Senior Consultant Our Deloitte Cyber team understands the unique challenges and...  ...comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments,... 
    Senior
    Local area
    Visa sponsorship

    Deloitte

    Kansas City, MO
    4 days ago

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!