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
- Fidelity Investments Inc. in Overland Park, KS, is seeking a Wealth Planner to build trusted, long-term relationships with clients seeking... ...strategies aligned with goals today and across generations. This is a high-touch, onsite role requiring compliance with industry...Senior
- ...sponsorship for this position.The RoleAs a Wealth Planner, your expertise drives meaningful, long-... ...planning needs. Through a high-touch planning experience, you build client... ...understanding of behavioral economics and family dynamicsOutstanding relationship-building...SuggestedFull time
$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$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- ...sponsorship for this position. The Role As a Wealth Planner, your expertise drives meaningful, long-... ...planning needs. Through a high-touch planning experience, you build client... ...understanding of behavioral economics and family dynamics Outstanding relationship-building...Full time
$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
- 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
$55k - $95k
...Wealth Planning Associate The Opportunity As a Wealth Planning Associate with RBC... ...suited for someone who is eager to learn, highly detail-oriented, service-minded, and committed... ...Generates sustainable shareholder returns and above market shareholder value...Work at officeLocal areaFlexible hours$55k - $95k
...Job Description Wealth Planning Associate The Opportunity As a Wealth Planning Associate... ...for someone who is eager to learn, highly detail-oriented, service-minded, and committed... ...returns and above market shareholder value Job Skills Additional Job Details...Full timeWork at officeLocal areaFlexible hours$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$107.7k - $199.3k
...by assisting with design, execution, and value estimation and realization for initiatives... ...value and business outcomes Advise senior leadership on business strategies Performs... ...challenges that directly support individuals, families, and communities, building your skills...SeniorFull timePart timeWork at officeRemote workFlexible hours$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$124k - $280k
...OpportunityAs a Strategic Sourcing & Value Capture Consultant, Senior Manager, you will play a pivotal role... ...escalate, while developing and sustaining high-performing, diverse, and inclusive... ...holiday pay, vacation, personal and family sick leave, and more. To view our...SeniorFull timeContract workH1b$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
- ...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...SeniorFlexible hours
$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$93k - $123.5k
## Senior Project Manager - Wealth ManagementApplylocations: MO - Kansas City Downtown/Plaza - Kansas City... ...understand the unique project needs and value. Drive the effort to define the scope... ...team environment while maintaining a high level of accuracy* Motivated and...SeniorFlexible hoursShift work- 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
- ...Wealth Planning Associate Come Work with Us! At RBC, our culture is deeply supportive... ...necessary to become a successful wealth planner at RBC. In addition to rigorous... ...development A dynamic, collaborative, and high-performing team Opportunities to do challenging...Local areaWork from homeHome office
$117k - $175k
...monitoring portfolio performance. The 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, and specialized...SeniorWork at officeShift workDay shift
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