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
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- A growing wealth management firm in Overland Park is seeking an experienced CFP® professional to lead comprehensive... ...planning engagements for high-net-worth clients. The ideal candidate will have 5 to 10 years of experience with affluent clients and strong communication...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$85k - $125k
Nova R Wealth is seeking an experienced CFP® professional in Overland Park, KS, to lead financial planning for high-net-worth clients. This full-time role offers a base salary between $85,000 and $125,000, depending on experience, along with quarterly bonuses. The ideal...SeniorFull time- ...Financial Corporation is seeking an experienced Wealth Planner to deliver financial planning services to Private Wealth Management clients in Kansas City. You will serve as the main... .... The ideal candidate has over 5 years of experience in Financial Services, holds a Bachelor’s...Senior
- ...firm in Overland Park is seeking a dedicated professional for a senior-level role focused on managing high-net-worth client relationships. The ideal candidate will have over 5 years of client-facing experience, a strong track record in processing money movement...Senior
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$171.6k - $392.1k
Ernst & Young Oman is seeking a Senior Manager for Technology Transformation in Kansas... ...managing project teams, and ensuring that client objectives are met. Candidates should... ...Bachelor’s degree and at least 5-7 years of experience in supply chain planning. The position...Senior- A marketing analytics firm in Missouri seeks a Senior Client Strategist to lead and grow client relationships through strategic media insights... .... Candidates should have a strong marketing background, experience in digital media strategy, and excellent communication skills...Senior
$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$108k - $162k
Braun Intertec Corporation is seeking a Senior or Principal Consultant to join their... ...This role is designed for a natural leader who excels in client relationships and team mentoring... ...candidates will have over 10 years of experience in environmental consulting, strategic...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
$85k - $100k
The Well in Kansas City is seeking a Lead Advisor to provide wealth management strategy and grow client relationships. The ideal candidate will have over 5 years of experience in wealth management, a Bachelor's Degree, and proficiency with Salesforce CRM and other financial...Senior- ...Strategist to define visionary AI solutions and engage with clients to identify unmet needs. This senior role emphasizes collaboration, market analysis, and... ...at least 5 years of healthcare software consulting experience and a bachelor’s degree in a related field. This...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
$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- ...accounts, providing expert advice on pharmacy benefits, and leading client meetings. The ideal candidate will have a Bachelor’s Degree in a business-related field and at least 10 years of experience, particularly with PBMs or health plans. Strong customer service, organization...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$76k - $125.3k
...working world. EY is a leader in serving the global... ...by side with a range of clients from our most venerable... ...Banking and Capital Markets, Wealth and Asset Management... ...key responsibilities A senior analyst in FSO EDGE WAM... ...for success Experience identifying tax related...SeniorSummer holidayWork at officeLocal areaFlexible hours- 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
$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
- Husch Blackwell is seeking a Senior Client Delivery Specialist to serve as a strategic operational partner for Client Relationship Managers... ...tasks within the firm. Ideal candidates will have extensive experience in a professional services environment and must demonstrate...Senior
- 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
- A leading engineering firm is seeking a Senior Geotechnical Engineer in Kansas City. This... ...testing projects while building client relationships. The ideal candidate has a... ...Bachelor’s degree, 10+ years of relevant experience, project management skills, and Professional...Senior
$84.6k - $130k
...advisory and technology for our clients. We are committed to hiring... .... Whether you've got deep experience in commercial real estate,... ...this job involves: As a Senior Occupancy Planner, you will be responsible... ...productivity. You will be a leader in the Occupancy Planning...SeniorDaily paidWork experience placementLocal areaRemote workShift work- ...A leading financial services provider is looking for a Financial Advisor to assist clients in planning their financial futures. This role involves meeting clients, leveraging company tools for operations, and utilizing marketing resources to expand the client base. Candidates...Remote work
$84.6k - $130k
JLL is seeking a Senior Occupancy Planner to work in Kansas City, MO. This role involves fostering... ...being a subject matter expert on the client's workplace program. Candidates should... ...degree and have 5 to 7 years of relevant experience in occupancy or space planning. The...SeniorRemote job
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