Senior Financial Planner — Lead High-Net-Worth Wealth Planning
Aprio
Aprio in Overland Park is seeking a Senior Financial Planner to lead a team and provide comprehensive financial planning to clients. This role involves supervising financial planners, analyzing financial documents, and ensuring compliance while delivering personalized plans for high-net worth clients. The ideal candidate will have 5+ years of experience and hold a CFP certification. Aprio offers competitive compensation, continuous growth opportunities, and a supportive team culture. #J-18808-Ljbffr Aprio
$87.4k - $123.4k
Role Overview The Senior Wealth Advisor, Practice Lead is a key role focused on... ...proactive, tailored financial advice to moderate‑and high‑net‑worth households. The position... ..., financial planning, and ongoing investment... ...Financial Advisor & Planner, serving Premier/Brokerage...SeniorHigh net worth16 hoursTemporary workWork experience placementCasual workLocal area$87.4k - $123.4k
Senior Wealth Advisor, Practice Lead We empower clients to reach financial freedom. As a Senior Wealth Advisor, you will... ...and safeguard their net assets through personalized... ...onboarding, financial planning, and investor... ...employees must have reliable high‑speed internet with a...SeniorRemote job16 hoursTemporary workCasual workLocal areaRelocation packageFlexible hours$125k - $150k
...Aprio. Join Aprio's Wealth Management team, and... ...firm looking for a Senior Financial Planner to join their dynamic... ...comprehensive financial planning to clients with... ...the distinct needs of high‑net worth and ultra‑high‑net... ...compensation, industry‑leading benefits and a...SeniorHigh net worthFull timeWork at officeLocal areaRemote workFlexible hours- Empower Retirement, LLC is seeking a Senior Wealth Advisor, Practice Lead in Overland Park, Kansas. This... ...focuses on delivering tailored financial advice to high-net-worth households as the lead advisor... ..., and overseeing financial planning, while the position also emphasizes...High net worth
- ...Forvis Mazars Wealth Advisors delivers personalized financial strategies for high-net-worth and ultra-high-net worth... ...complexities, crafting tailored plans and adaptive... ...including serving as a lead advisor to high-net-worth... ...Certified Financial Planner® (CFP), CPA or CTFA...SeniorHigh net worthFlexible hours
- 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
$87.4k - $123.4k
Empower Retirement, LLC is seeking a Senior Wealth Advisor, Practice Lead in Overland Park, Kansas. In this... ...households, focusing on personalized financial and investment advice. The ideal candidate... ...health insurance and a 401(k) plan. #J-18808-Ljbffr Empower Retirement...SeniorRemote job- ...Job Description Job Description WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our... ...solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at WealthBridge...High net worth
$150k - $250k
...Wealth Advisor Join Aprio's Wealth Management team and you... ...at the intersection of Tax Planning, Financial Planning, and investment Management... ...maintain the respect of high-net-worth clients. ~ Excellent... ...competitive compensation, industry-leading benefits and a flexible...High net worthFull timeWork at officeLocal areaRemote workFlexible hours$120.75k - $189k
...Senior Investment Strategist Every step of the UMB Private Wealth Management investment process is overseen and executed... ...sophisticated and complex high-net-worth clients to create custom investment... ...in Investment Management, Financial Planning, or Brokerage that includes...SeniorHigh net worthLocal 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...SeniorHigh net worthFull timeWork at office
- ...family office, PostRock Private Wealth and PostRock Trust Company)... ...wealth and complex financial needs. We offer tailored solutions... ...trust administration, estate planning, and legacy strategies. Our... ...years experience working with high-net-worth clients is required #J-1880...High net worthFull timeWork at office
- Mariner is seeking a Tax Manager in Overland Park, Kansas, to lead a team, manage client relationships, and develop tax strategies. The ideal candidate will have over 5 years of relevant experience, a Bachelor’s degree, and preferably a CPA or EA. Responsibilities include...SeniorHigh net worth
- ...Tax Manager – CPA | Hybrid | High-Growth Public Accounting Firm Job... ...looking for a Tax Manager (CPA) to lead engagements, guide staff, and contribute... ..., partnerships, and high-net-worth individuals Provide strategic tax planning and compliance services , identifying...SeniorHigh net worthFull timeRemote workFlexible hours
- 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
- ...Senior Wealth Advisor - Partner Are you confined... ...reclaim time for high-touch client relationships... ...your long-term financial success with the... ...to act as the "lead advisor" across all... ...in advanced tax planning, family office, complex... ...in the high-net-worth (HNW) and ultra-high...High net worthWork at office
- TVH Group seeks a Senior FP&A Analyst to lead financial planning and analysis for North America. This role will manage budgets, prepare management reports, and provide analytical support for strategic decisions. Candidates should have a Master's degree in Finance and 5...Senior
$90k - $100k
...Financial Advisor at CAPTRUST Join Our Team as a Financial Advisor... ...build and manage a holistic wealth management practice. You'll provide... ...comprehensive financial planning, investment management... ...around us with our commitment to high standards. At CAPTRUST, expect...Temporary workLocal areaFlexible hours- ...guided by a common purpose to help make financial lives better through the power of... ...and investment management accounts for high-net-worth clients and beneficiaries involving multi... ...and retention, assisting clients with wealth planning needs, and managing risk....SeniorHigh net worthWork at officeShift workDay shift
- Findtalent is seeking a Senior Preconstruction Manager in Overland Park, Kansas. This role... ...project execution and strategic planning. The ideal candidate will have extensive... ...communication skills, and the ability to lead complex projects. The position offers opportunities...Senior
- ...your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client... ...compliance and consulting services for high net‑worth individuals and their related businesses... ...issues Advise and provide guidance on tax planning and compliance matters Delegate...SeniorHigh net worthPrivate practiceLocal area
- A growing independent wealth management firm is seeking a Senior Client Relationship Manager in Overland Park, Kansas. The ideal... .... Responsibilities include supporting financial advisors, managing workflows, and ensuring a high-touch client experience. This is an on-site...Senior
- ...purpose to help make financial lives better through the... ...expectations include leading the process, ensuring... ...Underwriter II (CUII) / Senior Credit Underwriter (... ...relationships with strategic wealth clients. This role... ...decisions for ultra-high net worth clients-including individuals...SeniorHigh net worthWork at officeShift workDay shift
- Black & Veatch Corporation is seeking a Project Controls Sr Analyst - Schedule Lead in Overland Park, KS. This senior-level role focuses on performing planning and scheduling assignments, leading project control functions, and advising project teams to ensure successful...Senior
- Chase Wealth Management seeks a Private Client Advisor in Missouri to provide exceptional financial planning and advice. You will cultivate client relationships, offering personalized investment solutions while focusing on achieving client goals. A minimum of 2 years of...
$55k - $200k
A financial services firm in Overland Park, Kansas is seeking an Investment Consultant to... ...degree and at least 2 years of financial planning experience. The role involves goal setting... ...performance tracking to support team success. #J-18808-Ljbffr Caliber Wealth ManagementRemote work- WealthBridge Financial Group in Overland Park is seeking a results-oriented Financial Consultant to join our team. In this role, you will... ...your financial expertise for investment opportunities and wealth management. We value strong analytical and problem-solving skills...
- WealthBridge Financial Group is seeking a results-oriented Financial Consultant in Kansas City to engage clients and provide tailored... ...expertise to offer investment opportunities, retirement planning, and wealth management solutions. The role involves utilizing advanced...
- ...Garmin Ltd. is seeking a full-time Senior JavaScript Engineer at its U.S. headquarters in the Greater Kansas City area. The role requires... ...in software development for new products, ensuring project planning aligns with Garmin's objectives. The ideal candidate will have...SeniorFull time
$79.4k - $112.18k
...that transforming financial lives starts by... ...Yourself. As a Senior Equity... ...s Equity Stock Plan Services team,... ...trusted resource for high-net-worth employee shareholders... ...Empower's wealth advisory strategy... ...and financial planners to drive... ...with the means to lead healthy balanced...SeniorHigh net worth16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hoursShift work
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