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
$120.75k - $189k
Senior Investment Strategist Every step of the UMB Private Wealth Management investment process is overseen and executed by dedicated... ...most sophisticated and complex high‑net‑worth clients to create... ...on serving individuals and families with at least $3 million in investable...SeniorLocal areaFlexible hours- 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
$99.75k - $157.06k
UMB Bank is hiring a Senior Investment Strategist in Kansas City to lead investment solutions for high-net-worth clients. This role involves overseeing investment strategies and management of advisory accounts. The ideal candidate should possess a college degree, with 8...Senior- UMB is seeking a Senior Investment Strategist in Kansas City to work with high-net-worth clients, creating custom investment solutions. The role involves overseeing the investment strategy and asset allocation, focusing on clients with at least $3 million in investable...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- ...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
- ...The Senior Brand Strategist is responsible for shaping and executing comprehensive brand strategies... ...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...Senior
- Med Rep Pro is seeking an Inside Sales Senior Territory Manager to join their Park City team. The ideal candidate has 4-6 years of proven experience in B2B sales, focusing on complex, high-value deals. You will guide clinicians in making significant equipment decisions,...SeniorMonday to Friday
$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 placementWorldwideAfternoon shift- ...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
$126.95k - $248.21k
...What We're Looking For It is an exciting time to join HNTB’s aviation planning practice! We are looking for a highly motivated candidate with excellent analytical and communication skills and a passion for aviation to help deliver and grow our portfolio of aviation planning...SeniorFull timePart timeWork at office$166k - $249k
...Looking For You’re a seasoned wealth management leader with a strong track record of advising high‑net‑worth clients and growing relationships... ...About the Role The Director, Senior Wealth Advisor leads the... ...where your contributions are valued and your potential is boundless...Senior- ...Wealth Planning Associate Come work with us! At RBC, our culture is deeply supportive and... ...necessary to become a successful wealth planner at RBC. In addition to rigorous proprietary... ...A dynamic, collaborative, and high-performing team Opportunities to do challenging...Local areaWork from homeHome office
$94k - $169.6k
...Rewards. Employees enjoy multiple wealth‑building opportunities through... ...annually - paid parental and family leave, family building... ...it’s that shared drive to aim high that drives our business and our... ...opportunity, you’re living our values while investing in your career...Full timeContract workTemporary workPart timeWork experience placementLocal areaFlexible hours- Chief of Staff KC is seeking Wealth Advisors (Associate and Senior) in Kansas City. The firm focuses on fiduciary practices with a collaborative culture... ...a commitment to clients' financial success. The firm values mentorship and community engagement, creating a distinctive...Senior
- 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 job
$98k - $162.5k
...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- ...healthcare software consulting. You'll collaborate with various teams to influence software development priorities and improve customer experiences. Netsmart values diversity and is committed to creating an inclusive environment. #J-18808-Ljbffr Dormont Manufacturing CoSenior
- Dormont Manufacturing Co is looking for a Property Risk Control Specialist to design and oversee high-quality risk control services. This role involves engaging directly with clients to analyze and implement strategies for loss prevention across various property accounts...Senior
$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- Dormont Manufacturing Co in Missouri is looking for a Wealth Advisor to provide support to high-net-worth clients. The successful candidate will manage client relationships, deliver financial planning advice, and contribute to business development opportunities. Applicants...Senior
- ...Senior Consulting Analyst Date: Jun 12, 2026 Location: Overland... ...US Company: Black & Veatch Family of Companies Together, we... ...matter experts to ensure high-quality deliverables and successful... ...stock ownership. By valuing diverse voices and perspectives...SeniorFull timePart timeWork experience placementWork at officeRelocationVisa sponsorshipFlexible hours
- Position Overview Sr. Production Planner I is a senior-level planning professional responsible for ensuring... ...desired. Committed to excellence and high standards. Strong organizational,... ...outside the company. Embody TAS core values of: Safety, Integrity, Teamwork, Customer...SeniorWork experience placement
- Senior/Principal High Voltage Systems & Certification Engineer Medium Voltage Compliance & Qualification Location: Sullivan, MO / Orange County, CA Path: Full-Time Infinity Miles is seeking a Senior High Voltage Systems & Certification Engineer to lead medium‑voltage...SeniorFull time
- ...building their digital core and unleashing the power of AI to create value at speed for organizations across industries. Our strategy is to... ..., leading tech driven transformations A minimum of 4 years of high value consulting experience or equivalent internal consulting...Work at officeLocal area
- BJC HealthCare (New) is hiring a full-time Senior Patient Service Representative for their Family Medicine clinic in Winghaven, Missouri. This role involves handling... ...medical office experience along with at least a high school diploma. BJC offers comprehensive benefits...SeniorFull timeWork at officeDay shift
- ...America) Inc. is the holding company of the US family of companies Ghirardelli Chocolate... ...and market expansion over the next years. High performing, entrepreneurial, result driven... ...wants employees who align to our core values: Excellence: You have passion for what you...Work at officeLocal areaFlexible hours
- Comfort Systems USA is seeking a Sr. Production Planner I to ensure on-time delivery by managing production schedules and material availability... ...with tools like MS Project and Excel. A commitment to high standards and effective communication is essential. #J-18808-Ljbffr...Senior
$5,000 per month
...who apply from March 25 to April 30. The Senior Wealth Advisor, Practice Lead plays a vital... ...proactive, tailored financial advice through a highly personal and strategic approach that is... ...short- and long-term disability, and Family and Medical Leave (FMLA) * Business...SeniorRemote job16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaWork from homeWork visaRelocation packageFlexible hours$81k - $121.5k
...innovative experiences that make Sun Life a valued partner to our clients and a great place... ...the hands-on planning and execution of high-complexity events, both virtual and on-site... ..., promotional items, and spousal or family programs; research and recommend new vendors...Contract workWork at officeLocal areaFlexible hours2 days per week
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