Senior Wealth Planner & Client Experience Leader
UMB Bank
A leading financial institution in Kansas City is seeking an experienced Wealth Planner to deliver tailored financial planning services to high-value family clients. The role requires strong interpersonal skills, a background in financial services, and the ability to manage complex client inquiries effectively. Ideal candidates will have a Bachelor's degree and at least 5 years of relevant experience. UMB offers competitive compensation and a comprehensive benefits package. #J-18808-Ljbffr UMB Bank
- A growing independent wealth management firm is seeking a Senior Client Relationship Manager in Overland Park, Kansas. The ideal candidate will have client service experience, strong communication skills, and a professional demeanor. Responsibilities include supporting...Senior
- ...UMB Bank is seeking an experienced client service professional in Leawood, Kansas, to manage high-value family client segments. The... ...Candidates should possess at least a Bachelor’s degree and 5 years of experience in the financial services sector. UMB offers competitive...Senior
$83.2k - $178.8k
...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... ...ideal candidate will have over 5 years of experience in financial services and hold or be...Senior- 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
$120.75k - $189k
Every step of the UMB Private Wealth Management investment process is overseen... ..., in the manner best suited to the clients’ goals and objectives. The Senior Investment Strategist works... ...possess a college degree or relevant experience. You have 8 years’ experience in Investment...SeniorFull timeLocal areaFlexible hours$63k - $95k
...innovation and creating the best experience for job seekers. (*Comscore,... ...2025) Day to Day The Senior Strategist I position is part of the broader Global Client Insights team (GCI), in the Sales... ...will work closely with Sales leaders and directly influence client...SeniorWork experience placementLocal area$93k - $123.5k
...financial services firm located in Kansas City is seeking a Wealth Management Senior Investments Product Manager. This role involves defining... ...candidate should have over 5 years of product management experience and a strong understanding of financial products. The position...Senior- Morris Technology Solutions in Kansas City is seeking a Senior Client Relationship Executive to lead client engagement and growth in the healthcare sector. This role requires over 10 years of experience in healthcare IT consulting and deep knowledge of the Oracle Health...Senior
$140k - $160k
...advisory firm is seeking an experienced Tax Senior Manager or Director to provide advisory services to high-net-worth clients. This flexible role allows for remote, hybrid... ...has over 6 years of tax or advisory experience and a CPA. A competitive salary of $140K–$16...SeniorRemote workFlexible hours$87.4k - $123.4k
...Empower Retirement, LLC is seeking a Senior Wealth Advisor, Practice Lead in Overland Park,... ...In this role, you will lead a dedicated client practice team and serve as the primary... ...Bachelor’s degree and over 4 years of experience in financial services, with a strong background...SeniorRemote work- ...Aisles and Abroad is hiring a Remote Customer Experience Associate to enhance client communication and event coordination. This role requires strong organization skills and attention to detail to ensure positive experiences for clients during weddings, events, and other...Remote workFlexible hours
- Trozzolo Communications Group in Kansas City is looking for a Senior Brand Strategist to shape and execute comprehensive brand strategies... ...growth and relevance. This role requires 7-10 years of agency experience and expertise in brand strategy. The ideal candidate will...Senior
- ...financial institution in Overland Park seeks a Private Wealth Advisor to serve ultra-affluent clients. The advisor will work collaboratively with a team to... .... Ideal candidates will have over 10 years of experience in wealth management and strong communication skills....SeniorWork at office
$76k - $125.3k
...working world. EY is a leader in serving the global financial... ...side with a range of clients from our most venerable... ...and Capital Markets, Wealth and Asset Management... ...key responsibilities A senior analyst in FSO EDGE WAM... ...attributes for success Experience identifying tax related...SeniorSummer holidayWork at officeLocal areaFlexible hours$76k - $125.3k
...working world. EY is a leader in serving the global... ...side with a range of clients from our most venerable... ...Banking and Capital Markets, Wealth and Asset Management... ...and service delivery experience that distinguishes EY in... ...responsibilities A senior analyst in FSO EDGE WAM...SeniorSummer holidayWork at officeLocal areaFlexible hours$87.4k - $123.4k
...Role Overview The Senior Wealth Advisor, Practice Lead is a key role focused... ...lead advisor within a dedicated client team, ensuring a first‑class client experience while growing assets under management... ...‑performing Financial Advisor & Planner, serving Premier/Brokerage...Senior16 hoursTemporary workWork experience placementCasual workLocal area$130k - $150k
...Modern Wealth Management, LLC in Lenexa, KS, is seeking an experienced Senior Tax Manager to lead advanced tax planning... ...include client strategy meetings, reviewing... ...and mentoring junior planners. The ideal candidate... ...will have 7+ years of experience and a CPA. Competitive...Senior$150k - $200k
Stepp & Rothwell is seeking a Senior Advisor in the Kansas City Metro area, offering a base salary of $150,000 to $200,000. The role focuses on enhancing client experiences by collaborating with advisors without managing client relationships. Candidates should have over...Senior- ...an Associate Account Director to build and maintain exceptional client relationships while leading a multidisciplinary team. This role... ...successful candidate will possess over seven years of relevant experience and demonstrate strong leadership skills. Benefits include...Senior
- ...Mariner is seeking a Tax Manager in Overland Park, Kansas, to lead a team, manage client relationships, and develop tax strategies. The ideal candidate will have over 5 years of relevant experience, a Bachelor’s degree, and preferably a CPA or EA. Responsibilities include...Senior
- ...A leading cybersecurity firm is seeking a VP, GTM Campaigns & Client Experience to lead national campaigns and drive client retention initiatives. This fully remote role involves overseeing client experience strategies, managing a team, and aligning cross-channel strategies...Remote work
- H&R Block is seeking an Office Manager in Kansas City, Missouri, who will own the client experience in their offices. This role emphasizes leadership, coaching, and operational discipline to ensure quality client interactions and satisfaction. With at least 3 years of related...Work at office
$87.4k - $123.4k
Senior Wealth Advisor, Practice Lead We empower clients to reach financial freedom. As a Senior Wealth Advisor, you will lead a dedicated client practice team... ...closely with a Wealth Advisor and Client Experience Specialist. Provide first‑class client experience,...SeniorRemote job16 hoursTemporary workCasual workLocal areaRelocation packageFlexible hours- ...Aprio in Overland Park is seeking a Senior Financial Planner to lead a team and provide comprehensive financial planning to clients. This role involves supervising financial planners... ...ideal candidate will have 5+ years of experience and hold a CFP certification. Aprio...Senior
$110k - $125k
...operational management, and leading corporate real estate initiatives. Required qualifications include a Bachelor's degree and 6+ years of facilities or property management experience. The estimated salary range is $110K - $125K annually. #J-18808-Ljbffr Hill's Pet NutritionSeniorWork at office- Energy Jobline ZR is seeking a Senior Consultant in Civil/Structural Engineering in Kansas City.... ...construction defects, and have over 10 years of experience in the field. Responsibilities include technical report writing, client communication, and collaborating with junior...Senior
- ...for a culture that puts its clients and associates first: a culture... .... What You'll Be Doing The Wealth Strategist I serves as a resource... ...skills. Education & Experience Minimum Required: Bachelor's... ...Technology BNA Estate & Gift Tax Planner BNA Income Tax Planner...Work at office
- A leading office solutions provider is seeking a Senior Interior Designer who will own the design process from inception to completion. This role requires 5-10 years of dealership design experience and proficiency in AutoCAD and CET. Responsibilities include leading projects...SeniorWork at office
- ...professional services advisor is seeking a Senior Risk Control Consultant in Kansas City,... ...developing service plans for complex clients within the commercial property and casualty... ...have at least five years of relevant experience, effective communication skills, and a high...Senior
- ...Senior Laboratory Planner DLR Group is an integrated design firm with a promise to elevate the human experience through design. This fuels the work we do around the world and inspires our... ...mission to improve the lives of our clients, our communities, and our planet. If...SeniorWork at officeWork from homeVisa sponsorshipWork visa
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