Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior High-Net-Worth Financial Planning Strategist

Osaic

Osaic is seeking a highly skilled Senior Financial Planning Strategist to join our High Net Worth Planning Services team. The role focuses on advanced financial planning concepts, including estate, business, and tax planning, and on communicating strategies to financial advisors for affluent clients. The ideal candidate has extensive experience, CFP designation, and a track record of delivering educational content to diverse audiences, with strong communication skills. #J-18808-Ljbffr Osaic

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior High-Net-Worth Financial Planning Strategist in Kansas City, MO vacancy
  • $140k - $160k

     ...Contractors Apply HereOsaic Careers Senior Advanced Financial Planning Opportunity in Financial Services...  ...Financial Planning Specialist, High Net Worth Planning Services Atlanta: 2300 Windy...  ...Senior Financial Planning Strategist to join our High Net Worth Planning... 
    Senior
    High net worth
    Full time
    For contractors
    Work at office
    Remote work

    Osaic

    Kansas City, MO
    2 days ago
  • Focus Partners seeks a Senior Tax Associate to prepare and review tax returns, support tax planning, and ensure compliance for high‑net-worth individuals and related entities. You’ll collaborate with internal teams on tax research, assist in staff development, and help... 
    Senior
    High net worth

    LE0123 Focus Partners Wealth LLC

    Kansas City, MO
    4 days ago
  • 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 Bank
    Senior
    High net worth

    OakStar Bank

    Overland Park, KS
    2 days ago
  • Aprio's Wealth Management Team is seeking a Senior Financial Planner to deliver comprehensive planning for high-net-worth clients and mentor a growing team of Financial Planning Specialists. This role blends leadership with hands-on client engagement, leveraging advanced... 
    Senior
    High net worth

    Aprio

    Overland Park, KS
    1 day ago
  •  ...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 client relationships... 
    Senior
    High net worth

    NBH Bank

    Overland Park, KS
    3 days ago
  •  ...Responsibilities Directly supervise a team of financial planners, provide ongoing training...  ...unique situation; leverage financial planning technology and other tools to develop and...  ...Experience with the distinct needs of high-net worth and ultra-high-net worth families.... 
    Senior
    High net worth
    Work at office

    NextGenEnergyJobs

    Overland Park, KS
    18 hours ago
  • $91k - $321.5k

     ...guidance to clients on tax planning, compliance, and strategy. These...  ...and compliance services to high-net-worth individuals and privately-...  ...to the owners of PwC. As a Senior Manager you are expected to...  ...affluent individuals on tax and financial planning- Thorough technical... 
    Senior
    High net worth
    Full time
    H1b
    Remote work

    PwC

    Kansas City, MO
    4 days ago
  • $150k - $210k

     ...Description Job Description Tax Senior Manager Strategic Tax...  ..., healthcare organizations, financial institutions, real estate...  ...ll oversee sophisticated tax planning, consulting, compliance, and...  ...Closely Held Businesses High-Net-Worth Owners & Investors This creates... 
    Senior
    High net worth
    Local area
    Flexible hours

    Wertz & Associates

    Overland Park, KS
    9 days ago
  • $93k - $109k

    ## Senior Tax Accountant - Commerce TrustApplylocations: MO - Kansas...  ...s about helping people find financial safety and success, helping...  ...including financial planning, estate and tax planning, investment...  ...current and prospective high net-worth clients* Coordinate scanning... 
    Senior
    High net worth
    Work experience placement
    Local area
    Shift work

    Mercantil Commerce Bank

    Kansas City, MO
    1 day ago
  •  ...progressive, fast-growing firm looking for a Senior Financial Planner to join their dynamic team....  ...will deliver comprehensive financial planning to clients with significant complexity...  ...Experience with the distinct needs of high-net worth and ultra-high-net worth families.... 
    Senior
    High net worth
    Full time
    Work at office
    Local area
    Remote work
    Flexible hours

    Aprio

    Overland Park, KS
    1 day ago
  • RubinBrown seeks a Private Client Services Tax Manager in Kansas City to lead high net worth client service, tax planning, and compliance work. You will mentor staff and manage engagements while ensuring profitability and technical excellence. Requirements include a CPA... 
    Senior
    High net worth

    RubinBrown

    Kansas City, MO
    4 days ago
  • 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... 
    Senior
    Remote job
    Work at office

    Jack Henry

    Kansas City, MO
    3 days ago
  •  ..., a long-standing community-focused bank, seeks a Vice President of Private Banking to lead client acquisition and service for high-net-worth clients in the St. Louis area. The role emphasizes strategic collaboration with internal partners to deliver tailored banking and... 
    Senior
    High net worth

    Enterprise Bank & Trust

    Overland Park, KS
    3 days ago
  •  ...strategies. You will coordinate with internal partners, oversee high-net-worth relationships, and drive loan and deposit growth while...  ...requires a strong track record in private banking, strategic planning, and cross-functional leadership within a community-focused bank... 
    Senior
    High net worth

    Enterprise Bank & Trust

    Overland Park, KS
    3 days ago
  • Enterprise Bank & Trust seeks a VP of Private Banking to lead client acquisition, manage high-net-worth relationships, and coordinate with bank partners to deliver tailored financial solutions. You will drive deposit growth, mortgage and credit solutions, and collaborate... 
    Senior
    High net worth

    Enterprise Bank & Trust

    Overland Park, KS
    2 days ago
  • United States Digital Space LLC seeks a senior Private Banking Client Executive to...  ...management and new business development for high-net-worth clients. You will partner across the...  ...years in private banking or equivalent financial services, strong licensing (Series 7/63... 
    Senior
    High net worth

    United States Digital Space LLC

    Kansas City, MO
    5 days ago
  •  ...Creek Group is seeking an experienced Senior Tax Manager to lead complex federal and...  ...engagements for closely held businesses and high-net-worth individuals. You will manage client...  ...returns, projections, and year-round tax planning, with opportunities to advance toward... 
    Senior
    High net worth

    Tomahawk Creek Group

    Overland Park, KS
    4 days ago
  •  ...and industrial infrastructure practice. This senior role focuses on leading complex programs, mentoring teams, and delivering high‑quality solutions for railroad, public...  ...balance program delivery, technical excellence, financial performance, staff development, and market... 
    Senior

    Wilson & Company

    Kansas City, MO
    1 day ago
  • $60k - $140k

     ...on LinkedIn #WeAreVML. Job Summary: The Senior Strategist is a key member of the VML Brand...  ...efficient workflow, and the delivery of high‑quality work on time Mentorship & Guidance...  ...specific industry verticals (e.g., CPG, Financial Services, Healthcare), previous work in... 
    Senior
    Work at office

    VML

    Kansas City, MO
    3 days ago
  • $126.1k - $253k

     ...Company team is looking for a dynamic Tax Senior Manager to join our expanding Business...  ...professional may also support ultra-high net worth individuals and small family offices. We...  ...development through:Exposure to strategic tax planning, business advisory and compliance workA... 
    Senior
    High net worth
    Full time
    Work experience placement
    Internship
    Private practice
    Local area

    RSM International

    Kansas City, MO
    5 days ago
  • Bank of America is seeking a Senior Credit Underwriter to perform risk assessment and repayment capacity analysis for complex transactions, documenting financials and supporting decisions. The SCU collaborates with Credit Advisors to expand wealth client relationships and... 
    Senior
    High net worth

    International Association of Insurance Professionals (IAIP)

    Kansas City, MO
    1 day ago
  • Hallmark is seeking an experienced Claims Consultant to join our Risk Management team in Kansas City. You will support property and casualty risk programs by overseeing claims administration, partnering with business leaders, and driving effective claim resolution and cost...
    Senior

    Hallmark

    Kansas City, MO
    4 days ago
  • PacificSource is seeking a Senior Compensation Specialist to design, administer, and maintain compensation programs that support our philosophy and culture. You’ll partner with leaders to attract and retain talent. The role requires experience with job analysis, wage grades... 
    Senior
    Remote job

    PacificSource

    Kansas City, MO
    2 days ago
  • NKC Health is seeking a seasoned Asset Manager to oversee software licensing, hardware standardization, and risk avoidance within the IT environment. You will ensure accurate purchasing, billing, and tracking of assets, while mentoring peers and acting as a key escalation...
    Senior

    NKC Health

    Kansas City, MO
    5 days ago
  • The Fashion Institute of Design & Merchandising is seeking a Principal Strategic Communications Consultant in Missouri. This role involves providing strategic communications leadership and project management on infrastructure projects, coordinating with business development...
    Senior
    Full time

    Fashion Institute of Design & Merchandising

    Kansas City, MO
    2 days ago
  • Security Benefit is seeking an experienced Senior Email Marketing Automation Specialist to join the Digital Marketing team. You will build, deploy, and optimize automated email campaigns and customer journeys using Salesforce Account Engagement (Pardot) and Beefree, with... 
    Senior

    Security Benefit

    Overland Park, KS
    2 days ago
  • A prestigious full-service accounting firm in Kansas City is seeking a Senior Tax Associate to manage tax planning for a diverse clientele. The ideal candidate will have 4-8 years of public accounting experience and a CPA. Responsibilities include tax return preparation... 
    Senior

    Meara Welch Browne, P.C.

    Kansas City, MO
    2 days ago
  • The University of Kansas Health System is seeking a Senior Clinical Communications Liaison to develop and execute comprehensive communication plans for clinical audiences. This role involves managing communications support, developing materials, and ensuring alignment with... 
    Senior
    Full time

    The University of Kansas Health System

    Shawnee, KS
    1 day ago
  • Sun Life U.S. is seeking a Health and Risk Solutions Senior Claim Analyst to lead the evaluation, negotiation, and settlement of complex claims. This senior role focuses on ensuring legitimate claims are paid accurately while balancing policy owner and company interests... 
    Senior

    Sustainable World, Inc.

    Kansas City, MO
    3 days ago
  • Travelers is seeking a Senior Litigation Claim Representative in the United States. You will handle complex, high-exposure claims and apply your expertise in investigation, coverage evaluation, and settlement negotiations to resolve cases timely and cost-effectively. You... 
    Senior

    Travelers

    Overland Park, KS
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior High-Net-Worth Financial Planning Strategist. Be the first to apply!