Senior Wealth Advisor
$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
- First National Bank of Omaha is seeking a Senior Financial Advisor to provide comprehensive financial planning and investment management to affluent clients. The role includes advising clients on investment objectives and collaborating with internal bank specialists. The...Senior
- The Wealth Advisor will design customized investment plans, conduct in-depth financial assessments, and stay current on market and regulatory changes to provide informed guidance and growth opportunities. #J-18808-Ljbffr OakStar BankSenior
- U.S. Bank in Kansas City, MO is seeking a fiduciary trust administrator to manage assigned fiduciary and investment accounts, ensuring accuracy and compliance. You'll work as part of a team of experts, applying knowledge of IRAs, estates, and related products. The role ...Senior
$110.7k - $218.3k
...increasing pressure to modernize operations, improve reporting accuracy, and scale efficiently as their businesses grow. As a NetSuite Senior Consultant at Deloitte, you will help clients design and implement NetSuite solutions that align with their business goals and...SeniorLocal areaVisa sponsorship$77k - $202k
...ApplicableSpecialismOracleManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs an Oracle Cloud Finance PPM/AHCS - Senior Associate, you will specialize in consulting services for various business applications, helping clients optimize operational...SeniorFull timeH1b- ..., including cash flow, tax returns, insurance policies, investment portfolios, and other financial documents. Collaborate with Wealth Advisors, Client Services, Operations and other appropriate partners to provide exemplary client experience and plan implementation. Prepare...SeniorWork at office
- ...LLC in Overland Park, Kansas is seeking an Experienced Financial Advisor. In this role, you will deliver holistic financial planning... ...track record in client acquisition and a strong understanding of wealth management strategies. Attractive earning potential and a collaborative...Senior
- First National Bank of Omaha is seeking a Sr. Financial Advisor to provide expertise in investment management and financial planning. You will advise affluent clients, helping them navigate investment needs while fostering business development through collaboration with...Senior
- Aprio's Wealth Management Team is seeking a Senior Financial Planner to deliver comprehensive planning for high-net-worth clients and mentor a growing... ...investment strategies. You will collaborate with Wealth Advisors, Client Services, and Operations to ensure exceptional...Senior
- A global wealth management firm in Missouri is seeking a Senior Estate & Tax Associate to support their Estate & Tax Planning Services. The role involves reviewing tax returns, researching estate issues, and preparing marketing materials. Ideal candidates have at least...Senior
$128k - $252.5k
...the opportunity to support finance integration and separation efforts that help organizations execute deals and capture value. As a Senior Consultant in M&A Finance & Operations (M&A Finance), you will work across finance, accounting, and treasury priorities while...SeniorLocal area- ...visit bluebirdfiber.com.Join an amazing team of telecommunication professionals! Bluebird is a dynamic growing company in need of a Senior FP&A Analyst to be a part of a collaborative team. This is a full-time, benefit eligible position in our Kansas City Office. All of...SeniorFull timeContract workWork 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 acquiring, deepening, and retaining client relationships while meeting sales goals and delivering a superior client experience. The Senior...SeniorWork at office
- First Bank is seeking a Senior Relationship Banker at the Tesson Ferry area in St. Louis, MO. This role leads branch retail banking sales, acquiring and deepening client relationships while meeting sales goals and providing superior client experiences. You will advise...SeniorWork at office
- Simmons Bank in Crane, MO is looking for a Senior Relationship Banker to foster and maintain client relationships while achieving branch sales goals. This role requires a customer-focused individual who will provide financial solutions tailored to various client needs....Senior
- NBH Bank is seeking a Private Banking professional in Kansas to build and manage strong relationships with high-net-worth clients. The role emphasizes proactive client service, financial acumen, and risk-aware decision making, with collaboration across departments to grow...Senior
- Busey is hiring a Relationship Banker II in Overland Park, KS. This role blends teller work with personal banking to deliver comprehensive financial services. You will handle complex transactions, guide customers, and promote bank products while ensuring regulatory compliance...Senior
- PNC Financial Services Group, Inc. is seeking a Commercial Banking Relationship Manager III to join their Dealer Finance organization in Missouri. This role focuses on establishing and managing strong commercial relationships while supporting PNC Commercial Loans and products...SeniorWork at officeRemote work
- Jack Henry invites a senior advisor to deliver executive-level guidance on technology strategy, digital transformation, and program delivery for financial institutions through remote collaboration. The role focuses on educating senior leaders, roadmaps, and case frameworks...SeniorRemote jobWork at office
- U.S. Bank is seeking a Relationship Banker to deliver personalized financial guidance face-to-face at the branch. You will assess customer needs, educate clients on deposit and loan products, and process account information while building lasting relationships. Responsibilities...Senior
- ...big career move with Aprio. Join Aprio's Wealth Management Team and you will help clients... ...progressive, fast-growing firm looking for a Senior Financial Planner to join their dynamic... ...or integrated into an existing advisor relationship. In addition, the Senior Financial...SeniorFull timeWork at officeLocal areaRemote workFlexible hours
- Accenture is seeking a finance-minded SAP ERP Consultant to transform core accounting and finance operations on SAP S/4HANA ERP. You will work with CFOs and controllers, linking GL, AP, AR, asset accounting, and product costing with change management across business and...Senior
- ## Senior Relationship BankerApplylocations: Crane, MOtime type: Full timeposted on: Posted Yesterdayjob requisition id: R115082## It... ...customers. We believe in empowering our associates to be a trusted advisor while providing them with the resources of a traditional bank...SeniorNight shift
$77k - $202k
...SectorNot ApplicableSpecialismOracleManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs an Oracle Cloud Finance - Senior Associate, you will specialize in using and managing the Oracle Financials software, an integrated financial management system that...SeniorFull timeH1b- QTS Data Centers seeks a Senior FP&A Analyst - Budget to partner with leadership on financial objectives and forecasts. You will deliver accurate budgets, variance analyses, and insights to guide strategic decisions across G&A functions. You’ll support position management...Senior
- Bluebird Fiber in Kansas City, MO is seeking a Senior FP&A Analyst to own financial models, forecasting files, reporting, and data integrity. This role will prepare models, reporting packages, dashboards, and analyses for leadership discussion, lender reporting, and select...Senior
$16 - $23.25 per hour
Senior Relationship Banker - Tesson Ferry #3522 St Louis, Missouri, United States Apply About this Role The Senior Relationship Banker serves as the branch’s lead retail banking sales professional and is responsible for acquiring, deepening, and retaining client relationships...SeniorHourly payFor contractorsWork at officeRemote workFlexible hours- ...Commerce Bank in Kansas City, MO is seeking a Senior Credit Analyst to analyze commercial credits by performing and reviewing comprehensive financial analyses on companies across various industries and sizes. The role involves preparing and reviewing complex credit approval...Senior
- Panasonic Energy Corporation of North America is seeking a Sr. Financial Analyst to support financial planning and analysis for our Mobility Energy Business Division in De Soto, Kansas. The ideal candidate will have a background in FP&A, strong analytical skills, and be...Senior
- ...Financial Analyst to bridge U.S. operations and Japan HQ. The role focuses on FP&A, budgeting, forecasting, and management reporting for senior leadership across both geographies. The ideal candidate brings 3+ years in manufacturing FP&A or management accounting, native...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Advisor. Be the first to apply!
- financial advisor part time Kansas City, MO
- finance associate Kansas City, MO
- financial counselor Kansas City, MO
- associate corporate finance Kansas City, MO
- private wealth advisor Kansas City, MO
- financial consultant Kansas City, MO
- estate planning consultant Kansas City, MO
- financial planning assistant Kansas City, MO
- financial planner Kansas City, MO
- senior wealth advisor Kansas City, MO

