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
- Focus Partners seeks a Senior Tax Associate to prepare and review tax returns... ..., and ensure compliance for high‑net-worth individuals and related... ...client service. CPA/EA preferred and multi-state returns experience valued. #J-18808-Ljbffr LE0123 Focus Partners Wealth LLCSenior
$159.97k - $188.2k
...from Day One. Job Description The PWM Wealth Strategist is responsible for working... ...years of wealth planning experience with high/ultra-high net worth clients Preferred... ...benefits are designed to help you and your family boost your health, protect your financial...SuggestedTemporary workWork experience placementLocal area$124k - $280k
...ability to develop and sustain high performing, diverse, and... ...you need to lead and deliver value at this level include but are... ...across core payer functions. As a Senior Manager, you will serve as a strategic... ...pay, vacation, personal and family sick leave, and more. To view...SeniorFull timeH1b$74.93k - $153k
...their trusts, estates, family offices, investment... ...’s growing Private Wealth practice!... ...You’ll Do As a Tax Senior in our Private Wealth... ..., you will perform high-level reviews of tax... ...Certified Financial Planner (CFP) Preferred Advanced... ...organization. We value our people and...SeniorPrivate practiceWork at officeLocal area- ...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
- ...right place.We have an opening for a Senior Laboratory Planner specializing in lab planning and supporting... ...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
- ...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
- ...qualified candidates for a Senior Project Controls Specialist (Planner/Scheduler) opportunity... ...the accuracy of earned value management system reporting... .... UDR offers highly competitive salaries and... ...multiple individual and family benefit options including...SeniorFull timeContract workFor contractorsWork at office
- ...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...SeniorWork at office
- Workday is seeking a Senior Solution Consultant - Planning to join our Planning Presales team... ...business problems into compelling vision, value, and solution stories. You’ll use deep... ...planning, leading discovery with executives and delivering high-impact #J-18808-Ljbffr WorkdaySenior
$93k - $171.3k
...Deloitte’s Finance Transformation group as Senior Consultant, Strategy, Growth, and... ...powered finance ecosystem, as well as other high-priority strategic efforts to create meaningful... ...great people make a great organization. We value our people and offer employees a broad range...SeniorRemote workVisa sponsorship$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...SeniorFull timeH1b- ...from you. Overview CreativeOne is hiring a Senior Paid Media Strategist to help lead day-to... ..., launch, and optimize campaigns to a high standard. Accuracy and attention to detail... .... Demonstrate and Represent Our Core Values Provide Unreasonably Excellent Service...SeniorFull timeLocal areaVisa sponsorshipWork visa
$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement... ...you need to lead and deliver value at this level include but are... ...increased efficiencies. As a Senior Associate you shall analyze... ...pay, vacation, personal and family sick leave, and more. To view...SeniorFull timeSecond jobH1b$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement... ...- Renewable Energy Tax Senior Manager, you will play a... ...judgment, and developing high-performing, diverse, and inclusive... ...pay, vacation, personal and family sick leave, and more. To view...SeniorFull timeH1bLocal area$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement... ...needs to be a purpose-led and values-driven leader at every level.... ..., now and in the future.As a Senior Manager, you'll work as part... ...pay, vacation, personal and family sick leave, and more. To view...SeniorFull timeH1bLocal areaOverseas$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement... ...you need to lead and deliver value at this level include but are... ...creative tax solutions. As a Senior Associate you will analyze... ...pay, vacation, personal and family sick leave, and more. To view...SeniorFull timeH1b$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...SeniorFull timeContract workWork at office- ...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...SeniorWork at officeLocal areaWorldwideFlexible hours
- ...business relationship with hotel. Serves as a resource for large, high-end event production in venue location/region and supports team... ...and supports Company initiatives, business strategies and Core Values. This position supervises the Sales Manager and reports to the Sales...SeniorFull timeZero hours contractAfternoon shift
$150.4k - $390.5k
...investment with each client's value creation strategy to achieve measurable... ...and trusted advisor to senior client stakeholders, leading... ...Winter/Summer breaks, Personal/Family Care, and other leaves of... ...information. EY focuses on high-ethical standards and integrity...SeniorFull timeSummer holidayImmediate startFlexible hours$93k - $123.5k
Apply for Senior Project Manager - Wealth Management at Commerce Bank in Kansas City, MO, US. This full‑time... ...executing project plans to deliver value to clients and stakeholders. Compensation... ...team environment while maintaining a high level of accuracy. Motivated and...SeniorFull timeFlexible hours- ...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...SeniorRemote work
$128k - $252.5k
...or transactions.Deloitte’s Technology Strategy practice helps clients drive business agility and long-term value through technology. Deloitte is seeking a Senior Consultant to join Tech Strategy to assist in designing integrated business and technology strategies, operating...SeniorContract workLocal areaVisa sponsorship- Commerce Bank in Kansas City seeks a Senior Project Manager for Wealth Management to lead cross-functional projects, leveraging agile and traditional... ...and benefits are offered in a collaborative, high-performing environment. #J-18808-Ljbffr Mercantil Commerce...Senior
- 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
- Spotlight AR, LLC is seeking a Senior Influencer Relations Specialist to own the full IR lifecycle for top-priority accounts, from influencer... ...through payment. You will operate with autonomy, handling high-stakes programs and building relationships with leading voices in...Senior
- ...Aviation Planner Position Type: Full Time Education Level: 4 Year... ...transportation and water clients who need high-quality, forward-looking... ...which every point of view is valued and heard and is the driving... ...and/or Dependent Care Paid Family Leave Retirement Plan with...Full timeCasual workLocal areaRemote workFlexible hours
- ...seeking a Resource Officer in Missouri to lead loan workout and restructuring for complex accounts. You will analyze risk, collateral values, and recovery potential while collaborating with legal counsel and lending teams to minimize risk and maximize asset recovery. The...Senior
$116.2k - $291.1k
Position Summary Supply Chain Functional Planning Senior Consultant We are a team of strategic advisors, architects, and implementers... ...clients' business functions and technology to maximize value in Supply Chain enhancing their ability to fulfill their growth...SeniorLocal area
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