Senior CFP Advisor — Lead Client Relationships
Stepp & Rothwell, Inc.
Stepp & Rothwell, Inc. in the Kansas City metro area seeks an experienced Financial Planner to lead client relationships for a select group of families. You will collaborate with attorneys, CPAs and other professionals to craft comprehensive plans addressing taxes, estate, risk, cash flow, and education planning. You’ll participate in planning strategy, supervise with a team of planning and operations professionals, and focus on delivering thoughtful, high-touch client service. #J-18808-Ljbffr Stepp & Rothwell, Inc.
Vacancy posted 7 hours ago
Similar jobs that could be interesting for youBased on the Senior CFP Advisor — Lead Client Relationships in Overland Park, KS vacancy
- ...Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with... ...delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to...Suggested
WealthBridge Financial Group
Overland Park, KS2 days ago - Enterprise Bank & Trust in Missouri seeks a VP, Private Banking to lead client acquisition and wealth-management solutions for high-value... ...'s degree or five years of related experience, strong relationship skills, and knowledge of Wealth Management products. NMLS, Notary...Senior
- Jobtailor seeks a seasoned financial advisor to partner with affluent clients, identify goals, and analyze their financial landscape to craft tailored... ...complex financial solutions and build lasting relationships while developing and implementing suitable financial...Senior
- NBH Bank is 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...Senior
$90k - $125k
LEAD ADVISOR Are you experienced in doing “true” financial life planning, (as opposed to... ...willing to invest in growing meaningful client relationships that go beyond just numbers? Are you... .... REQUIREMENTS Bachelor’s Degree CFP® Designation Life/Health insurance licensed...SuggestedWork at officeRemote workAfternoon shift$100k
...Confidential search on behalf of our client We're hiring a Senior Client Relationship Manager on behalf of our client - a growing independent wealth management... ...Serve as a primary support contact for advisors and clients across service-related needs. Coordinate...SeniorWork at officeThe Well
Overland Park, KS2 days ago- A growing independent wealth management firm is seeking a Senior Client Relationship Manager in Overland Park, Kansas. The ideal candidate will... ...professional demeanor. Responsibilities include supporting financial advisors, managing workflows, and ensuring a high-touch client...Senior
- 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
- The Private Wealth Advisor II at Busey serves as the primary relationship manager for a book of Wealth Management clients, delivering proactive communication and tailored financial strategies to help clients achieve their goals. You will collaborate with the Investment...Senior
- Simmons Bank in Crane, MO is looking for a Senior Relationship Banker to foster and maintain client relationships while achieving branch sales goals. This role requires a customer-focused individual who will provide financial solutions tailored to various client needs....Senior
$116.5k - $184k
Commerce Bank is seeking a senior relationship manager to manage and grow a portfolio of commercial clients in the St. Louis area. You will analyze credit needs, structure loans, and collaborate with regional managers to cross-sell products while ensuring compliance and...Senior- The Relationship Banker II at Busey combines customer service, sales, and operational management at an elevated level within the banking team, merging teller and personal banker duties to provide comprehensive financial services. This role requires deeper knowledge of...Senior
- CNB St. Louis Bank in St Peters, MO, seeks a Portfolio Manager blending commercial lending and credit analysis to manage client relationships and ensure credit quality. The role involves direct client communication, financial analysis, and collaboration with multiple teams...
- SitusAMC Holdings Corporation is seeking a Senior Associate to oversee the Investor Reporting team responsible for complex CRE loan servicing deliverables. You will mentor junior staff and ensure timely, accurate product deliverables with limited supervision. The role...Senior
$110k - $160.91k
...This role is focused on leading and overseeing routing... ...approvals—helping clients identify constructible... ...Transmission Line Siting Senior Lead, you will serve... ...serving as a trusted advisor to clients, agencies,... ...expand long-term client relationships, and mentor emerging professionals...SeniorFull timeFixed term contractCasual workWork at officeRemote workFlexible hoursShift work$152.37k - $186.23k
...portfolio of commercial loans. Prospects for and closes new business relationships and retains and expands relationships with existing customers.... ...appropriate bank products and services to those prospects and clients, identifying and successfully capitalizing on cross-sell...Full timeLocal area- ...S. Bank in Overland Park, KS is seeking a senior commercial lender to manage and grow a very... ...develop new business, deepen existing relationships, and cross-sell bank products while providing financial guidance. You will lead with strong credit judgment, oversee loan...Senior
$48k - $100k
...A leading financial services firm is seeking an experienced Financial Advisor to join their team in Leawood, Kansas. The ideal candidate will hold a FINRA Series... ...strategies. This role emphasizes building strong client relationships and managing investment portfolios. With an...SeniorBank of America
Leawood, KS5 days ago$69k - $105k
KeyBank is seeking a lead Analyst to support departmental functions in Overland Park, Kansas. This role involves interpreting complex loan documents and guiding junior analysts while managing significant workloads. The ideal candidate will demonstrate strong organizational...Senior- ...Hillcrest Bank is seeking a Senior Credit Officer based in Kansas City to manage underwriting and decisions on business... ...making abilities and excellent communication. The position emphasizes relationship-building with clients and internal stakeholders. #J-18808-Ljbffr...Senior
Hillcrest Bank
Kansas City, MO3 days ago $50k
A financial services company in Kansas City seeks a Financial Advisor to manage client relationships and sell investment products. The ideal candidate will have over 5 years in financial services, a Bachelor's degree, and required FINRA licenses. Responsibilities include...Full time- ...think fast, and work fast. Our clients need big-picture change, so... ...clients shift to the New using leading-edge technologies on the most... ..., and community impact.As a Senior Manager, you will be... ...stakeholdersDeveloping and nurture relationships with clientsAssessing client...SeniorFull timeWork experience placementLive inWork at officeLocal areaShift work
- Freese and Nichols is seeking a Transportation Lead to build a transportation presence across the Central Plains. This senior role involves expanding DOT work, strengthening client relationships, and developing a high-performing team. Candidates should have a Bachelor's...SeniorRemote work
- EVERSANA seeks a Program Management Lead to serve as a subject matter expert and train the team, handling escalations and aligning with... ...in special projects. The role emphasizes on-the-job training, client communication, and adherence to SOPs, with opportunities to contribute...Senior
- Steadily Insurance Company is seeking a senior leader for the Client Experience team located in Overland Park, KS. This role involves operationalizing customer service strategies and enhancing retention through effective leadership of licensed specialists. The ideal candidate...SeniorWork at office
- Synergy Wealth Solutions in Overland Park, Kansas, is seeking an Experienced Financial Advisor to deliver holistic financial planning and deepen client relationships. The role supports advisors in expanding their practice through unique models, including wealth management...Senior
- ...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 candidates...Senior
- Synergy Wealth Solutions in Overland Park is seeking an Experienced Financial Advisor with a track record in building client relationships and generating business. You will deliver holistic financial planning and cultivate deep client relationships in a supportive and...Senior
- JPMorgan Chase's Chase Home Lending division is seeking a Senior Home Lending Advisor to serve as the primary contact for clients throughout the life of the loan, guiding them through the homeownership journey with expert knowledge of lending products. You will train branch...Senior
- ...serve as the primary financial planning advisor for highly compensated participants,... ...guidance. You will develop long-term relationships with executive clients, aligning benefits, investments, and resources with their goals. As a senior member of the Workplace Planning and...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior CFP Advisor — Lead Client Relationships. Be the first to apply!
Related searches
- innovation advisor Overland Park, KS
- operations advisor Overland Park, KS
- solution advisor Overland Park, KS
- care advisor Overland Park, KS
- college advisor Overland Park, KS
- advisor Overland Park, KS
- cultural advisor Overland Park, KS
- trust advisor Overland Park, KS
- senior technology project manager Overland Park, KS
- remote senior business analyst Overland Park, KS