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
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Planner for High-Value Families in Kansas City, MO vacancy
- A growing wealth management firm in Overland Park is seeking an experienced CFP® professional to lead comprehensive financial planning engagements for high-net-worth clients. The ideal candidate will have 5 to 10 years of experience with affluent clients and strong communication...Senior
$85k - $125k
Nova R Wealth is seeking an experienced CFP® professional in Overland Park, KS, to lead financial planning for high-net-worth clients. This full-time role offers a base salary between $85,000 and $125,000, depending on experience, along with quarterly bonuses. The ideal...SeniorFull time- 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
$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 areaIndeed
Kansas City, KS4 days ago- UMB Financial Corporation is seeking an experienced Wealth Planner to deliver financial planning services to Private Wealth Management clients in Kansas City. You will serve as the main financial planning point of contact and ensure client satisfaction through tailored...Senior
- A leading engineering firm in Kansas City is seeking a skilled strategist to lead proposal efforts and develop high-quality marketing materials. The role involves collaborating with project management and technical teams while managing proposal development from inception...Senior
$129.7k - $234k
...Employees enjoy multiple wealth‑building opportunities... ...*** Reporting to the Senior Manager of TFB Revenue... ...analytical standards, deliver high‑quality outputs, and... ...- paid parental and family leave, family building... ...opportunity, you’re living our values while investing in your...SeniorFull timeTemporary workPart timeWork experience placementWork at officeLocal areaFlexible hours3 days per week- ...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
$171.6k - $392.1k
...Delivery - o9 Solution Strategist Senior Manager Our practice helps... ...design and delivery of scalable, value‑driven supply chain planning... ...best practices, and foster a high‑performance delivery culture.... ...Winter/Summer breaks, Personal/Family Care, and other leaves of absence...SeniorSummer holidayFlexible hours$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$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 shiftEncore
Kansas City, MO1 day ago- ...vision and execution, helping our partners unlock the business value of AI through clarity, focus, and speed. What You'll Do Lead discovery... ...workshops with client stakeholders. Identify and prioritize high‐impact AI opportunities aligned with business goals. Design...SeniorRemote workFlexible hours
BrainHackathon
Mission, KS4 days ago - 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
$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- ...Rewards. Employees enjoy multiple wealth-building opportunities through... ...! We are seeking a highly motivated and creative Ecosystem... ...annually - paid parental and family leave, family building benefits... ...opportunity, you’re living our values while investing in your career...Full timeTemporary workPart timeWork experience placementLocal areaFlexible hours
T-Mobile
Overland Park, KS1 day ago - ...collaboration, you are a key player on the Wealth Management team as you directly support... ...accordance with compliance guidelines The Value You Deliver Managing inbound calls and... ...service to clients seeking a personalized high-touch relationship Documenting and communicating...Senior
- Join our team as a Senior Planner in an organization where helping customers is its number one goal, we want to hear from you. Since our founding... ...in your performance review. Education and/or Experience High School/GED Required. Associates or bachelor's preferred; or 3-...SeniorWorldwide
- ...Event Senior Sales Manager, Hotel Services - Loews Kansas City Hotel The Sr. Sales Manager... ...hotel. Serves as a resource for large, high-end event production in venue location/... ...initiatives, business strategies and Core Values. This position supervises the Sales...SeniorZero hours contractAfternoon shift
Conference Systems Inc
Kansas City, MO1 day ago $80k - $85k
...A leading risk and claims administration partner in Kansas City seeks an experienced professional to manage high-end cases with serious injuries and complex legal inquiries. Candidates should have a Bachelor's degree, preferably a Juris Doctorate, and a minimum of 10...SeniorSedgwick
Kansas City, MO5 days ago- ...seasoned, entrepreneurial-minded professionals to join our mission as Senior Medical Sales & Healthcare Recruiters . Our platform serves not... ...contributions will be rewarded in direct alignment with the value you create. Your Responsibilities Oversee Every Step...SeniorPermanent employmentRemote work
MLee Medical Employment
Overland Park, KS1 day ago $93k - $109k
...Senior QA Systems Analyst - Wealth Management Apply locations MO - Kansas City Downtown/Plaza - Kansas... ...for ensuring the delivery of high quality software applications through... ...aligned with company culture and core values Intermediate proficiency with Microsoft...SeniorFull timeLocal areaShift workCommerce Bank
Kansas City, MO5 days ago- ...the chance to influence strategic direction but also to mentor others in best practices. Join a forward-thinking organization committed to professional development and inclusive growth, where your contributions will be valued and recognized. #J-18808-Ljbffr Vizient, IncSenior
$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- 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
$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- The Agency in Missouri is seeking a driven Mid-to-Senior Level Project Manager to join their leadership team. This role involves overseeing all phases of commercial construction projects, managing budgets, schedules, and client relationships. The ideal candidate should...Senior
- 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
- ...Overland Park is seeking a dedicated professional for a senior-level role focused on managing high-net-worth client relationships. The ideal candidate... ...compensation, full benefits, and the opportunity to be a valued member of a small team where judgment and relationships...Senior
- Populous is seeking a Pursuits Coordinator II in Kansas City to develop high-quality marketing and proposal materials that enhance the brand's presence. The ideal candidate will have 5+ years of marketing experience, excel in communication skills, and be proficient in...SeniorWork at office
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!
Related searches
- production planning specialist Kansas City, MO
- medical equipment planner Kansas City, MO
- facilities planner Kansas City, MO
- vacation planner Kansas City, MO
- airport planner Kansas City, MO
- retirement plan specialist Kansas City, MO
- operations planner Kansas City, MO
- capacity planner Kansas City, MO
- business continuity planner Kansas City, MO
- resource planner Kansas City, MO