Senior Wealth Advisor
$48k - $100kBank of America ATM
A leading financial services firm is seeking an experienced Financial Advisor to join their team in Leawood, Kansas. The ideal candidate will hold a FINRA Series 7 and 66 registration with over five years' experience, offering comprehensive financial planning and wealth strategies. This role emphasizes building strong client relationships and managing investment portfolios. With an annual salary range of $48,000 to $100,000, this position comes with industry-leading benefits and incentives based on performance. #J-18808-Ljbffr
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor in Leawood, KS vacancy
- 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
$83.2k - $178.8k
...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...SeniorUMB Bank
Kansas City, MO2 days ago- ...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
- FNBO is seeking a Sr. Financial Advisor to serve affluent clients with sophisticated investment needs. You will meet regularly to assess financial situations, objectives, and risk tolerance, and you will develop networks to grow business. You will collaborate with internal...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
- ...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, KS11 hours ago - 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
- ...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 - ISG Technology is seeking a Senior Financial Analyst in Overland Park, KS to drive data-driven decision making. You will collect business data, analyze information, ensure accurate reporting, and develop enhancements for the company’s financial planning and reporting processes...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- Ash Grove Cement is seeking a Senior Enterprise Performance Management Analyst to support EPM applications such as FCCS, PBCS, and EDMCS. You will manage data, business rules, and EPM environments to support finance operations. Ideal candidates have a strong data orientation...SeniorRemote job
- First Option Bank is seeking an experienced Senior Commercial Lender for its Overland Park location. This role is crucial for originating and managing complex commercial loans while providing strategic guidance and mentorship to junior lenders. The ideal candidate will...Senior
- Cornerstone Bank is seeking a Credit Analyst to evaluate the creditworthiness of commercial loan applicants and determine terms of credit. You will prepare analyses, credit memorandums, and present findings to loan committees. The role requires strong analytical, organizational...Senior
- Credit AnalystCornerstone Bank is a locally owned community bank driven by our mission to serve businesses and the individuals who run them. We use a consultative approach to develop new ideas and build trusted relationships. We pride ourselves on upholding the tradition...SeniorTemporary workWork at officeRemote workFlexible hours
Cornerstone Bank
Overland Park, KS4 days ago $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- ...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...Work at office
Triune Financial Partners LLC
Overland Park, KS18 hours ago $90k - $100k
...Financial Advisor at CAPTRUSTJoin Our Team as a Financial Advisor at CAPTRUST!Who Are We Looking For?Are you passionate about helping... ...seeking a dedicated Financial Advisor to build and manage a holistic wealth management practice. You'll provide comprehensive financial...Temporary workLocal areaFlexible hoursCAPTRUST
Leawood, KS3 days ago- ...We are seeking an experienced Wealth Advisor to provide comprehensive financial planning and tailored investment solutions within a personalized, concierge client experience. This role partners closely with high-net-worth individuals, families, executives, business owners...
Windward Recruiting
Leawood, KS2 days ago - ...of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not... ...individual to fill the position of a full-time Business Banking Senior Credit Analyst . Description: The Senior Credit Analyst...SeniorFull timeWork at officeWeekend workAfternoon shift
Sunflower Bank, N.A.
Overland Park, KS2 days ago - Sunflower Bank is seeking a Business Banking Senior Credit Analyst to lead centralized underwriting for commercial credit, support portfolio management, and drive complex credit decisions. The role emphasizes rigorous credit analysis, policy adherence, and collaboration...Senior
- Trimont in Overland Park, KS is seeking a Senior Associate, Credit & Asset Management to deliver precise analytical information and timely reporting across all asset types. You will collaborate with borrowers, equity partners and client representatives, maintaining a professional...Senior
- ...We are seeking a Senior Investment Analyst to join our centralized investment platform and... ..., the Investment Committee, and advisors across the organization. Key Responsibilities... ...years of experience in Asset Management or Wealth Management Strong exposure to multi-asset...Senior
Hirewell
Overland Park, KS1 day ago - 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
- Landmark National Bank is seeking a Senior Financial Reporting Accountant to assist with the Bank’s financial reporting requirements, including SEC and regulatory filings. The role involves researching accounting issues to ensure compliance with GAAP and performing month...Senior
- The Senior Financial Reporting Analyst is responsible for the coordination and preparation of management financial reporting and analysis, as well as recording journal entries and account reconciliations for complex accounting areas. The Senior Analyst will report to the...Senior
- 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
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 development program Leawood, KS
- financial associate Leawood, KS
- jde finance consultant Leawood, KS
- wealth advisor Leawood, KS
- financial consultant Leawood, KS
- finance associate Leawood, KS
- financial planning administrator Leawood, KS
- financial advisor Leawood, KS
- financial planning associate Leawood, KS
- financial counselor Leawood, KS