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
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor in Kansas City, MO vacancy
$48k - $100k
...leading financial services firm is seeking an experienced Financial Advisor to join their team in Leawood, Kansas. The ideal candidate will... ...' experience, offering comprehensive financial planning and wealth strategies. This role emphasizes building strong client...SeniorBank of America
Leawood, KS2 days ago- 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
- Jobtailor seeks a seasoned financial advisor to partner with affluent clients, identify goals, and analyze their financial landscape to craft tailored recommendations. You will communicate complex financial solutions and build lasting relationships while developing and...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$110.7k - $218.3k
...face increasing demands to enhance business performance, drive shareholder value, and optimize operational efficiency. As an Oracle Senior Consultant at Deloitte, you will help clients define their cloud strategy, design and implement solutions aligned with business...SeniorLocal areaVisa sponsorship- ...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
- Synergy Wealth Solutions in Overland Park is seeking an Experienced Financial Advisor with a track record in building client relationships and generating business. You will deliver holistic financial planning and cultivate deep client relationships in a supportive and growth...Senior
- SBS Creatix is seeking a Senior Partnership Specialist for a remote role serving the Greater St. Louis area. You’ll guide clients on partnership-related topics, including business planning, compensation, taxes, and retirement benefits, while ensuring an exceptional client...SeniorRemote job
- Bank of Labor in Shawnee, KS seeks an experienced Personal Banker III to support tellers and drive customer relationships in the Retail area. Under supervision, you will handle deposits, account openings, wire transfers, and cross-sell Trust, Investments, and Loans. Ideal...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
- 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
- First Western is seeking a VP, Relationship Banker II in Missouri to grow and retain client relationships, support PC revenue goals, and deliver full financial solutions. You will develop loans, deposits, and referrals while coordinating with internal partners to provide...Senior
- Simmons Bank is seeking a Senior Relationship Banker in Stockton, MO to build, expand and retain client relationships while delivering a superior client experience. The role focuses on assessing financial needs and offering solutions through bank products, with outbound...SeniorRelocation package
$116.5k - $184k
Commerce Bank is seeking a senior relationship manager to manage and grow a portfolio of commercial clients in the St. Louis area. You will analyze credit needs, structure loans, and collaborate with regional managers to cross-sell products while ensuring compliance and...Senior$160k - $200k
...firm evaluates and executes opportunities. You will take on meaningful analytical responsibility from day one, work directly with senior stakeholders, and contribute to decisions that materially impact the business. This role offers a steep learning curve and accelerated...SeniorContract workShift work- 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
- Bankoflabor in Shawnee, KS is seeking a Personal Banker level III. This role involves assisting clients with banking operations and personal banking functions under supervision. The ideal candidate has a minimum of a high school degree and experience in retail banking and...Senior
- ...TreviPay employees are challenged and empowered in a supportive, collaborative, entrepreneurial environment. We are seeking a Senior Information Security Analyst with deep experience in both security operations and audit/compliance execution. This role blends...SeniorFull timeTemporary workFlexible hours
Trevipay
Overland Park, KS1 day ago - 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
- Triune Financial Partners LLC is seeking a Lead Advisor to join an in-office team in Overland Park, KS. The role starts by supporting existing clients as Second Chair, with progression to lead your own team and develop new business. You will embody Triune’s purpose and...SeniorWork at office
- CommunityAmerica Credit Union in Kansas City seeks a Sr. Mortgage Advisor to serve as the residential mortgage expert across our branch network. The role focuses on warm internal referrals and walk-ins from Personal Bankers and Branch Managers, while also cultivating external...SeniorLocal area
$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- Jack Henry & Associates, Inc. seeks an Executive Consultant to provide advisory services to financial institutions. The role involves developing strategies, acting as a partner to executives, and implementing transformational programs to improve operational efficiency and...SeniorRemote job
$1,000 per month
## Senior Relationship Banker- $1,000 Sign On BonusApplylocations: Stockton, MOtime type: Full timeposted on: Posted Todayjob requisition... .... We believe in empowering our associates to be a trusted advisor while providing them with the resources of a traditional bank supported...SeniorRelocation packageNight shift- ...Propio Language Services is seeking a Senior Security Analyst to strengthen data protection, quantitative risk analysis, and incident preparedness across the organization. You will collaborate with Security, IT, Operations, Product, and Leadership to ensure secure, compliant...Senior
Socket
Leawood, KS3 days ago - 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
- Panasonic Avionics Corporation seeks a Sr. Financial Analyst in De Soto, Kansas. In this role, you will support financial planning, analysis, and reporting for the Mobility Energy Business Division (MEBD). This position involves budgeting, forecasting, and performance management...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Advisor. Be the first to apply!
Related searches
- financial advisor part time Kansas City, MO
- financial advisor development program Kansas City, MO
- financial associate Kansas City, MO
- junior oracle financial functional consultant Kansas City, MO
- project finance associate Kansas City, MO
- jde finance consultant Kansas City, MO
- wealth advisor Kansas City, MO
- senior wealth advisor Kansas City, MO
- senior financial advisor Kansas City, MO
- entry level financial advisor Kansas City, MO