UHNW Private Wealth Advisor | Family Office Lead
FNBO
FNBO is seeking an UHNW Financial Advisor in Kansas City, MO. The role focuses on advising ultra-affluent clients with $5M+ investible assets, leveraging a team-based approach to deliver comprehensive wealth management, planning and fiduciary services. A strong record in business development and client-relations is required. The ideal candidate holds a Bachelor’s degree (MBA preferred) with 10+ years in wealth management and a proven ability to provide sophisticated investment guidance to #J-18808-Ljbffr FNBO
$115k - $175k
...Private Wealth Advisor At FNBO, our employees are the heart of... ...Wealth Advisor will help families and business owners in... ...wealth. The Family Office offers a comprehensive... ...development plan to grow the UHNW client base and expand... ...pipeline of qualified leads and conduct regular...Work at officePrivateContract workTemporary workLocal area- First National Bank of Omaha (FNBO) seeks an UHNW Financial Advisor to serve ultra-affluent clients, building, growing, and preserving wealth with a dedicated team of experts. The role emphasizes personalized education, education, guidance, and solutions across investment...Private
- ...National Bank of Omaha seeks a Head of Private Wealth Advisory to lead FNBO's most sophisticated client... ...fiduciary, planning, private banking, and family governance. You will champion the... ...partnerships, and client experiences for UHNW families with $5MM+ investable assets...Private
- NovationIQ is seeking a Controller to lead and execute all accounting and finance operations... ...and oversee financial reporting for family clients. Key responsibilities include ensuring... ...reports, and collaborating with external advisors. A Bachelor's degree in Accounting or...Work at office
$50k - $80k
...through 250+ regional sales and installation offices and comprehensive field support offices... ...named one of the fastest-growing private companies by Inc. 5000 and recognized as... ...Position Summary: The Field Canvassing Team Lead is responsible for hiring, training, and...Work at officePrivateFull timeH1bLocal areaWork from homeShift workAfternoon shift- FNBO seeks a Private Wealth Advisor to serve ultra‑affluent clients with investible assets >$5M, guiding long-term planning and wealth preservation. You will work with a dedicated team to deliver education, advice and tailored solutions. The role emphasizes fiduciary standards...Private
$83.2k - $178.8k
...financial planning services to Private Wealth Management clients. Role... ...focused on servicing high value family client segments as a client-... ...interactions, supporting wealth advisors across client advice topics... ...proficiency of Microsoft Office Suite (Word, Excel, PowerPoint...Work at officePrivateLocal areaFlexible hours- ...by one of the following: § NRCMA § RMA § CMA § NCMA § CCMA o IF not certified by one of the above, 2 years of experience in a private office, ambulatory care clinic, or hospital may be initially substituted for certification. You may be asked to become certified as a...Work at officePrivate
- ...needed to assess needs of individuals and families Essential Functions Works in close... ...governmental agencies as well as non-profit and private charitable organizations in the provision... ...the Program Manager. Equipment Needs Use office equipment such as computers, photocopiers...Work at officePrivatePart timeWork experience placementLocal area
$25 - $30 per hour
...Relations Enter, process, and track retail and private label customer orders across retail,... ...on-site at Riega Foods’ Kansas City, MO offices during normal business hours. Occasional... ...benefits package including paid time off, family health insurance, dental, vision, life insurance...Work at officePrivateFull timeTemporary workCasual workRemote workMonday to Friday- ...experience to join our Corporate Finance Division in our Kansas City office. This role offers the chance to work on a broad range of... ...mergers and acquisitions, capital markets, venture capital and private equity, with emphasis on governance, reporting and securities filings...Work at officePrivateRelocation package
$70k - $90k
.... About the Role The Lead Program Specialist supports the... ...partnership with the Regional Office of Head Start (RO). Serving in... ...insurance plans, paid family leave, and a generous paid time... ...operating grants to local public and private organizations to deliver...Work at officePrivateFull timeContract workWork experience placementLocal areaImmediate startRemote work- Position: GROUP & FAMILY PROGRAMS SUPERVISOR (FULL TIME) Location: Kansas City, MO Remote... ..., and supervising program execution. Leading programs when necessary. Purchasing, organizing... ...computer skills, including Microsoft Office, Adobe Creative Suite, and audio-visual...Work at officeFull timeRemote workFlexible hoursNight shiftAfternoon shift
- ...Management Specialist to join the City Manager's Office. The role focuses on preparing the... ...with CERT, faith-based partnerships, and private sector collaboration. Responsibilities... ...developing city-wide preparedness programs, leading CERT initiatives, building partnerships...Work at officePrivateFull time
- ...Private Wealth Management (PWM) Private Wealth Advisor Private Wealth Management (PWM) Private Wealth Advisor is responsible for building a team of trust,... ...why our benefits are designed to help you and your family boost your health, protect your financial security and...PrivateTemporary workWork experience placement
- ...Business Office ManagerAre you a Business Office Manager seeking an exciting new career... ...on managing insurance payments, including private, Medicare, Medicaid, and other managed care... ...positive relationship with residents, families, staff, physicians, consultants, providers...Work at officePrivateLocal areaFlexible hours
- ...Corporate Finance Division in our Kansas City office. Qualifications Required: Active Missouri... ...and communication skills. Experience leading, managing, or substantially contributing to mergers and acquisitions, or private equity investment / leveraged buyout transactions...Work at officePrivate
- ...Premier Client Banker - PNC Wealth ManagementSkip to main content#Premier... ...Peters, MO. PNC is an in-office company that fosters a... ...Proactively generate and manage leads and client appointments. Leverages... ...partnership with a PNC Financial Advisor.* Ensures a strong client...Work at officePrivateFull timeTemporary workPart timeWork experience placement
- ...are looking for an experienced Business Office Manager to join our team at the Hilltop of... ...followed on a continuous basis. Manages private pay billing and ensures that the Centralized... ...positive relationship with residents, families, staff, physicians, consultants, providers...Work at officePrivateLocal area
- ...River is seeking an experienced Business Office Manager to lead the facility's billing and financial... ...applications and claims, manage private-pay billing, census records, and routine... ...strong relationships with residents, families, staff, and external authorities. #J-...Work at officePrivate
- JPMorgan Chase & Co. in the United States is seeking an experienced Private Banker to advise families on building, preserving, and managing their wealth. You will use knowledge of investments, financial planning, credit, and banking to serve current clients and generate...PrivateLocal area
- ...Relationship Banker at the Tesson Ferry area in St. Louis, MO. This role leads branch retail banking sales, acquiring and deepening client... ...to refer clients to mortgage, investments, and insurance. In-office position with growth potential. #J-18808-Ljbffr First BankWork at office
- First Bank in Missouri is seeking a Senior Relationship Banker to lead retail sales at the Tesson Ferry branch. The role focuses on... ...client needs, and refer opportunities to internal partners for mortgages, investments, and insurance. In Office. #J-18808-Ljbffr Belay BankWork at office
- ...About this role: Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about... ..., education Desired Qualifications: Basic Microsoft Office skills Documented retail residential mortgage fundings over...Work at officePrivateHourly payMinimum wageWork experience placementLocal areaImmediate startNight shiftWeekend work
- ...Business Office Consultant Are you a Business Professional seeking an exciting new career... ...including Medicare, Medicaid, Insurance, Private Pay, and Medicaid Pending within long... ...decision made? Tutera offers stability; our family-owned company was founded in 1985!...Work at officePrivateRemote work
- ...succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas,... ...there's no stopping you! Job Title: VP, Private Banking Essential Duties and Responsibilities... ..., and copier Thorough knowledge of Wealth Management procedures, bank operations, products...Work at officePrivateLocal area
- ...Job Description Summary The Team Lead assists in supervising and managing all day-to... ...athletic categories make Rack Room Shoes the family footwear retailer of choice. The company... ...also offers an assortment of exclusive private brands commissioned from the best...PrivateFull timePart timeCasual work
$205k - $340k
...&A experience . Experience representing private equity clients in transactional matters is... ...prior experience, relevant expertise, office location, current business needs, and market... ...time off ~ Paid parental leave and family-building benefits ~ Employee Assistance...Work at officePrivateFull timeRemote workRelocation packageFlexible hours$31 - $34 per hour
...Business Office Manager (BOM) Overland Park Respiratory & Rehab Center Overland Park, Kansas... ...will work closely with residents, families, admissions, department leaders and corporate... ...knowledge of Medicare, Medicaid, managed-care, private-insurance and private-pay billing...Work at officePrivateHourly payFull timeMonday to Friday$75k - $100k
Mach Private Risk Management|St. Louis, MO (In-Office) Compensation: $75,000 to $100,000 (depending on experience)... ...with successful individuals and families whose insurance needs often include... ...running comparisons, and helping advisors make informed recommendations Reviewing...Work at officePrivateFull time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to UHNW Private Wealth Advisor | Family Office Lead. Be the first to apply!
- financial advisor Kansas City, MO
- financial associate Kansas City, MO
- estate planning consultant Kansas City, MO
- associate leveraged finance Kansas City, MO
- financial advisor associate Kansas City, MO
- financial planning associate Kansas City, MO
- financial planning assistant Kansas City, MO
- finance associate Kansas City, MO
- financial counselor Kansas City, MO
- financial planning administrator Kansas City, MO



