Senior Trust & Estate Advisor
FNBO
FNBO is seeking a Trust Administrator in Kansas City to manage and administer trust relationships, ensuring the best interests of beneficiaries and executing estate plans. The ideal candidate will have a Bachelor's degree in Business Administration and 5+ years of experience in the Trust or Investment sector. This position emphasizes strong communication and relationship management skills, as well as deep fiduciary knowledge. The role focuses on financial risk management and compliance with regulations in a collaborative environment. #J-18808-Ljbffr FNBO
- First National Bank of Omaha is seeking a Trust Administrator in Kansas City to manage trust relationships and advise clients on estate planning. You will interpret and communicate... ...financial matters, acting as a trusted advisor while ensuring compliance with fiduciary standards...Senior
- FNBO is seeking a Trust Officer to manage trust relationships and provide fiduciary expertise while collaborating with clients and their advisors. The role includes overseeing compliance and maintaining proactive relationships with beneficiaries. The ideal candidate will...Senior
$119k - $163k
A reputable financial institution in Kansas City is seeking a Trust Counsel responsible for overseeing legal and regulatory compliance in trust administration. The ideal candidate must possess a Juris Doctor degree, active bar license, and at least 5 years of legal experience...Senior- A multi-family office in Kansas City is seeking a full-time Private Wealth Advisor to provide expert financial planning and investment strategies to high-net-worth clients. The ideal candidate will possess strong relationship management skills and a bachelor's degree in...SeniorFull timeWork at office
- 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
$93k - $109k
## Senior Tax Accountant - Commerce TrustApplylocations: MO - Kansas City Downtown/Plaza... ...competencies.)For more than a century, Commerce Trust has been a leading provider of wealth... ...services including financial planning, estate and tax planning, investment management,...SeniorWork experience placementLocal areaShift work$93k - $109k
Mercantil Commerce Bank is seeking a Senior Tax Accountant in Kansas City, MO. This role involves preparing and filing various tax returns accurately and timely while building relationships with clients. Candidates should have at least 5 years of experience in tax preparation...Senior- ...Over the past decade, we have developed advisors internally and built a deeply relationship... ...As we continue to grow, we are adding a senior advisor who can both serve clients and help... ...step in—and when to step back Can build trust with clients without needing to own the...SeniorWork at officeRemote work
- ...professional who finds purpose in helping seniors and their families find the right care... ...Senior Living as an Impact Senior Living Advisor and turn your passion into a career that... ...celebrated and your growth is encouraged. Be the trusted advisor who helps seniors and families...SeniorDaily paidTemporary workLocal areaImmediate startFlexible hours
- ...leads with heart and finds joy in helping others? At Catalyst Senior Living Services , we’re transforming the way America cares... ...us in this mission. As a Senior Living Advocate/Family Advisor , you’ll be a trusted voice and compassionate guide for seniors and their...SeniorWork at officeWork from homeFlexible hoursWeekend work
$64.2k - $116.4k
...Antonio, Charlotte The opportunity In the Engagement Business Advisor (EBA) – Senior Associate role, you will be an experienced finance... ...opportunity and engagement lifecycle. You will serve as a trusted advisor to a defined book of business supporting PPMDs (Partners...SeniorContract workWork experience placementSummer holidayWork at officeFlexible hours$64.2k - $116.4k
...decisions. The opportunity In the Engagement Business Advisor (EBA) – Senior Associate role, you will be an experienced, finance... ...opportunity and engagement lifecycle. You will serve as a trusted advisor to a defined book of business supporting PPMDs (Partners...SeniorContract workWork experience placementSummer holidayWork at officeFlexible hours- Description Summary: The Trust Advisor II, as part of Huntington’s Private Client Group (PCG) assesses and profiles the high net worth customer... ...accounts of moderate to high complexity including trusts, estates and agencies. Provides operating instructions and procedures...Work at officeRemote workWork from homeFlexible hours
$65k - $72.5k
...project manager supporting one or more units with IHD, building trust while counseling internal clients, developing communication plans... ...72,500 annually. Grade & Title Grade: GGS 10 University Title: SENIOR STRATEGIC COMMUNICATIONS ASSOCIATE Benefit Eligibility This...SeniorTemporary workWork at office$166k - $249k
...clients and growing relationships through trust, expertise, and strategic insight. You... ...for you. About the Role The Director, Senior Wealth Advisor leads the delivery of comprehensive... ...that integrate investment management, estate planning, tax strategy, and risk management...Senior$134.28k - $164.12k
...Private Wealth Advisor U.S. Bank Private Wealth Management (PWM) helps clients identify... ...advise clients holistically on wealth and estate planning, investments, banking, credit,... ...banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships...Temporary workWork experience placement- Dormont Manufacturing Co is seeking a Trust Advisor II to join Huntington's Private Client Group (PCG). This role is responsible for the administration... ...strong professional relationships, administering trusts and estates, and working closely with investment specialists to achieve...
- Americare Senior Living is seeking a Senior Living Advisor in Missouri to assist families in finding the right care for seniors. This role emphasizes building relationships and guiding families through critical decisions while supporting community occupancy goals. Join...Senior
- MRIGLOBAL is seeking a Principal Contracts Advisor based in Kansas City, Missouri, responsible for overseeing U.S. Government contracts throughout their lifecycle. This role involves advising on contract negotiations, compliance, and administration, while providing support...SeniorContract work
$124k - $280k
...successful and progress in our careers, now and in the future. As a Senior Manager, you'll work as part of a team of problem solvers,... ...open conversations with teams, clients and stakeholders to build trust. Uphold the firm's code of ethics and business conduct. Job Requirements...Senior- U.S. Bank is seeking a seasoned Trust Administrator to oversee administration, risk management and servicing of fiduciary and investment management accounts. The role includes handling estates, IRAs, ILITs and related accounts, ensuring compliance with governing documents...Senior
- ...Senior Home Lending Advisor Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge... ...degree or equivalent work experience in sales and/or real estate ~3+ years of mortgage lending and proven sales...SeniorWork experience placementLocal areaImmediate startRelocation
$102.5k - $187.9k
...and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our... ...industry in which financial institutions are trusted and flourish, and the global economy is healthy... .... Our ambition is to be the C-suite advisor for insurance technology-enabled transformation...SeniorFull timeWork experience placementSummer holidayFlexible hours- Stepp & Rothwell, Inc. in Kansas City is seeking a Senior Advisor to enhance client experiences and develop advisory talent. This role focuses on fostering team collaboration rather than traditional client management. Ideal candidates will have over 15 years in financial...SeniorRemote job
- Young World Physical Education is seeking a Senior Seminar Teacher in Kansas City, Missouri, to facilitate student transitions from high school to postsecondary education, career training, or workforce readiness. This role involves implementing a college and career readiness...Senior
- Senior Java Developer (Public Trust or Secret Clearance Required) Xinnovit is a global leader in technology consulting, outsourcing, and workforce management solutions. Our mission is to enable our clients to become more agile and competitive with the help of innovative...Senior
- Capstone Financial, LLC in Overland Park, Kansas is seeking an Experienced Financial Advisor. In this role, you will deliver holistic financial planning tailored to client needs while building relationships and expanding your practice in a supportive environment. Ideal...Senior
- Erickson Senior Living is seeking a Communications Specialist at Tallgrass Creek in Overland Park, Kansas. As the first contact for residents and visitors, you will ensure a welcoming environment. Key responsibilities include managing emergency calls, welcoming residents...Senior
$124k - $280k
...successful and progress in our careers, now and in the future. As a Senior Manager, you'll work as part of a team of problem solvers,... ...open conversations with teams, clients and stakeholders to build trust. Uphold the firm's code of ethics and business conduct. Job Requirements...Senior- 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
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