Senior Wealth Planner & Mentor (Private Wealth)
UMB Financial Corporation
UMB 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 financial planning point of contact and ensure client satisfaction through tailored solutions. The ideal candidate has over 5 years of experience in Financial Services, holds a Bachelor’s degree, and possesses strong interpersonal and analytical skills. Competitive benefits and a supportive work environment are offered. #J-18808-Ljbffr UMB Financial Corporation
$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...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- A growing wealth management firm in Overland Park is seeking an experienced CFP® professional to lead comprehensive financial 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
- 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...Senior
- A leading financial institution in Overland Park seeks a Private Wealth Advisor to serve ultra-affluent clients. The advisor will work collaboratively with a team to meet complex financial goals, providing tailored investment and wealth management solutions. Ideal candidates...SeniorPrivateWork at office
- 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...SeniorPrivateFull timeWork at office
- ...frequent communication and collaboration, you are a key player on the Wealth Management team as you directly support the Advisor's efforts... ...the next meeting How Your Work Impacts the Organization Private Wealth Management brings financial strategies across retirement...SeniorPrivate
$93k - $109k
...Senior QA Systems Analyst - Wealth Management Apply locations MO - Kansas City Downtown/Plaza - Kansas City - KC Downtown Trust Building... ...planning, estate and tax planning, investment management, private banking and trust administration services. Our approach...SeniorPrivateFull timeLocal areaShift work$98k - $162.5k
...monitoring portfolio performance. The Senior Credit Underwriter (SCU)... ...relationships with strategic wealth clients. This role supports... ...yacht, unsecured, insurance, private equity, and subscription‑finance... ...recommend process improvements. Mentor and develop Credit...SeniorPrivateWork at officeShift workDay shift$76k - $125.3k
...entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our... ...and specialized facets of hedge fund, private equity fund and mutual fund taxation, including... ...compliance. Your key responsibilities A senior analyst in FSO EDGE WAM will be...SeniorPrivateSummer holidayWork at officeLocal areaFlexible hours- A boutique wealth management firm in Missouri is seeking a Private Client Associate to support Advisors and directly assist clients. Responsibilities include account management, report preparation, and enhancing client relationships. Candidates should demonstrate excellent...Private
- Alpine Private Wealth is a boutique wealth management firm whose fiduciary duty holds us to the highest level of client care in the financial services industry. That is why we are dedicated to serving as a steadfast advocate for the financial well-being of our clients....PrivatePermanent employment
$44.79k - $86.51k
...Private Wealth Management Advisor Type of Role: Individual contributor, experienced Area of Responsibility and Purview: Deliver on... ...by advisors, trust officers, portfolio managers and financial planners Ensure clients have a positive service experience that always...PrivateWork at officeLocal areaFlexible hours- ...Stifel, where success meets success. What You'll Be Doing The Wealth Strategist I serves as a resource for Financial Advisors ("FAs"... ...months of employment. Systems & Technology BNA Estate & Gift Tax Planner BNA Income Tax Planner MoneyGuidePro WebEx Microsoft Office...Work at office
$124.69k - $268.2k
A financial services company in Kansas City seeks a Director for Private Wealth Management to lead business growth and practice development strategies. Responsibilities include managing financial planning teams, developing strategic direction, and enhancing client engagement...Private$93k - $123.5k
A financial services firm located in Kansas City is seeking a Wealth Management Senior Investments Product Manager. This role involves defining and leading strategic business initiatives, managing vendor relationships, and influencing product marketing plans. The ideal...Senior- 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
- Chase Wealth Management seeks a Private Client Advisor in Missouri to provide exceptional financial planning and advice. You will cultivate client relationships, offering personalized investment solutions while focusing on achieving client goals. A minimum of 2 years of...
- A prominent financial institution is seeking a Private Wealth Advisor to serve ultra-affluent clients looking to grow and preserve their wealth. The successful candidate will leverage a team approach to deliver personalized financial solutions and guidance. Responsibilities...PrivateWork at office
$93k - $123.5k
A prominent financial institution is seeking a Product Manager - Wealth Management in Kansas City. This role focuses on leading investments initiatives, creating strategic business plans, and delivering product roadmaps. Candidates should possess a Bachelor's degree in...Senior- ...tax deliverables. Ideal candidates will have a bachelor’s degree and substantial experience in tax leadership, particularly within Wealth Management. The position offers a competitive salary and comprehensive benefits, emphasizing a supportive work environment that fosters...Private
- ...laws, develop policies, and manage client engagements. Ideal candidates should have significant experience in tax leadership within wealth management, along with a relevant bachelor's degree. This role includes overseeing third-party consultants and ensuring the...Private
- ...tailored advice and strategies that align with their goals. You’ll leverage your financial expertise for investment opportunities and wealth management. We value strong analytical and problem-solving skills as well as excellent communication abilities to build lasting...
$150k - $300k
MedicareSchool.com in Kansas City seeks full-time Wealth Advisors to serve Medicare clients directly, emphasizing a high level of client trust and experience. The role involves advising clients aged 60-75 on retirement income planning and requires a CFP® designation or...SeniorFull time$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- Most wealth advisor seats start with a quota and an empty pipeline. This one starts with 70,000 people who already trust where they heard about you. Every week, our Medicare clients ask us some version of the same question: can you help with the rest of it too? Social...Full time
- The PostRock Family of Companies (PostRock Partners multi-family office, PostRock Private Wealth and PostRock Trust Company) specializes in providing comprehensive wealth management services to multigenerational families with significant wealth and complex financial needs...PrivateFull timeWork at office
- ...Wealth Planning Associate Come work with us! At RBC, our culture is deeply supportive... ...necessary to become a successful wealth planner at RBC. In addition to rigorous proprietary... ...is very hands on and will include a mentor from the Wealth Planning Group. You will...Local areaWork from homeHome office
- ...brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise...
$23.8 - $27.65 per hour
...relative to client experience, efficiency, or automation. Expand Wealth Processing knowledge by participating in cross functional... ...compensation range for some roles. This compensation range is for the Senior Retirement Services Specialist job and contemplates a wide range...SeniorHourly payFull timeWork at officeFlexible hoursShift workDay shift3 days per week
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