Hybrid-Flex Wealth Advisor for High-Net-Worth Clients
Nuveen
Nuveen is seeking a Wealth Management Advisor in Overland Park, KS to build and manage a high-net-worth client book. You will act as fiduciary, delivering tailored financial strategies and retirement guidance while expanding relationships and leveraging TIAA's wealth-management services. This is a hybrid role, involving collaboration with internal specialists and ongoing client development. The ideal candidate brings 5+ years managing affluent clients, strong planning and investment knowledge, #J-18808-Ljbffr Nuveen
- TIAA in St. Louis, MO seeks a Wealth Management Advisor to build and deepen relationships with high-net-worth clients. You will act fiduciary, tailor financial strategies,... ...by TIAA's extensive products and services, with hybrid-flex work options. #J-18808-Ljbffr NuveenFlexible hoursHigh net worth
- ...supervise a team of planners and deliver personalized plans for high-net-worth clients. You will meet with clients to understand their goals and... .... You will analyze client financials, collaborate with Wealth Advisors and Operations, and ensure accurate records and...High net worth
- Aprio's Wealth Management Team is seeking a Senior Financial Planner to deliver comprehensive planning for high-net-worth clients and mentor a growing team of Financial Planning Specialists.... ...You will collaborate with Wealth Advisors, Client Services, and Operations to...High net worth
- ...industries, Aprio ensures clients are prepared for... ...Aprio. Join Aprio's Wealth Management Team and you... ...into an existing advisor relationship. In addition... ...the distinct needs of high-net worth and ultra-high-net worth... ...including remote and hybrid options What's in...Flexible hoursHigh net worthFull timeWork at officeLocal areaRemote work
$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, or onsite work options. The ideal candidate has over 6 years of tax or advisory experience and a...Flexible hoursHigh net worthRemote work$66k - $123.1k
...Senior Private Client Advisor Our not-so-secret sauce. Award-winning, inclusive, Top... ...personal lines insurance experience with High-Net-Worth clientele ~ Property & Casualty (P&C... ...development opportunities Hybrid work Charitable contribution match...High net worthMinimum wageLocal areaNight shift- ...Powered by Your Practice.As a Wealth Management Advisor, you will develop a high-quality wealth management practice... ...an established book of high-net-worth clients. You will:Partner with clients... ...retirement plan, tuition reimbursement, hybrid-flex work arrangements, and robust...Flexible hoursHigh net worthWork at office
- ...the team, growing relationships with high-net-worth clients, and shaping strategy with firm leadership... ...role starts in-office and moves to a hybrid schedule, offering genuine ownership... ...the practice within a growth-focused wealth-management platform. #J-18808-Ljbffr...High net worthWork at office
- NBH Bank is seeking a Private Client Center Manager in Overland Park, KS to lead a concierge banking team and cultivate high-net-worth client relationships. The role focuses on delivering elevated client experiences, cross-selling through Relationship Building, and achieving...High net worth
- ...We are seeking an experienced Wealth Advisor to provide comprehensive financial planning and tailored investment... ...solutions within a personalized, concierge client experience. This role partners closely with high-net-worth individuals, families, executives, business...High net worth
- Enterprise Bank & Trust is seeking a VP of Private Banking to lead client acquisition and service strategies. You will coordinate with internal partners, oversee high-net-worth relationships, and drive loan and deposit growth while managing credit quality and risk. The...High net worth
$120k - $165k
...Overland Park, KS Work Style: Hybrid or In-Office Opportunities (flexible in... ...mentor staff, and serve as a trusted advisor to clients. The firm values collaboration, technical... ...Prior experience working with high-net-worth individuals, trusts, or family offices...Flexible hoursHigh net worthWork at office3 days per week- ...Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with... ..., including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at...High net worth
- ...Client Service Associate If you've spent a decade in financial services... ...than exceptional, this one's worth reading. FCS Family Office, a high-net-worth wealth management firm in the Prairie Village... ...to support two Associate Advisors as they grow their books. This isn...High net worthWork at office
$150k - $210k
...Manager Strategic Tax Advisory | Client Leadership | Team Development... ..., Kansas Schedule : Flexible Hybrid Our client, a nationally... ...opportunity to serve as a trusted advisor to business owners,... ...Organizations Closely Held Businesses High‑Net‑Worth Owners & Investors This...Flexible hoursHigh net worthLocal area$150k - $175k
...Aprio's Legal team and help clients maximize their opportunities... ....Collaborate with financial advisors, accountants, and other professionals... ...Skills:Experience with high-net-worth clients and complex estate... ...including remote and hybrid optionsWhat's in it for you:...Flexible hoursHigh net worthFull timeLocal areaRemote work- RubinBrown seeks a Private Client Services Tax Manager in Kansas City to lead high net worth client service, tax planning, and compliance work. You will mentor staff and manage engagements while ensuring profitability and technical excellence. Requirements include a CPA...High net worth
- Tax Manager - CPA | Hybrid | High-Growth Public Accounting Firm Job Type... .... The firm serves a diverse client base and is seeking a Tax... ...corporations, partnerships, and high‑net‑worth individuals. Provide... ..., acting as a trusted advisor on tax‑related matters. Mentor...Flexible hoursHigh net worthFull timeRemote work
- Commerce Trust in Kansas City, MO, is seeking a Private Client Advisor Associate to support Private Client Advisors in delivering wealth management services to high net worth clients. You will help with account administration, fund transfers, and tax coordination while...High net worth
- J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals... ...of business, demonstrate market knowledge, and uphold high integrity while guiding clients through digital tools and...
- ...what makes us different and how you can make your mark as a Client Manager at MMA.Marsh McLennan Agency (MMA) provides... ...Vet/Sexual Orientation/Gender Identity employers.#MMAUMW#LI-Hybrid#MMAEHBSkillsclient managementinsurance industry knowledgebenefits insurance coveragefunding...Local areaNight shift
- ...Client Support Specialist To be eligible for consideration of this role, your primary residence must be located within a 90 mile... ...environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and...High net worthRemote jobFull time
- ...Risk Management in St. Louis, MO is seeking an exceptionally organized Account Manager to support a growing book of high-net-worth personal-lines clients. You will handle day-to-day servicing, documentation, renewals, quoting support, and collaboration with client-service...High net worthFull timeWork at office
- United States Digital Space LLC seeks a senior Private Banking Client Executive to lead client management and new business development for high-net-worth clients. You will partner across the enterprise to provide a Branded Client Experience and access to the full Private...High net worth
- ...Private Client Services Tax ManagerRubinBrown is one of the nation's leading accounting... ...outstanding service to a broad range of high net worth individuals, executives and business owners... ...of team members – serve as mentor, advisor, team leader, and/or Career Advocate (CA...High net worthWork at officeWeekend workAfternoon shift
- ...Private Wealth Management (PWM) Private Wealth Advisor Private Wealth Management (PWM) Private Wealth Advisor is responsible for building a team... ...trust, banking and investment professionals around high net worth clients or client relationships. Responsible for retention...High net worthTemporary workWork experience placement
- 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...High net worth
- JPMorgan Chase & Co. is seeking a Private Client Advisor in Kansas City to provide comprehensive financial planning and investment solutions to clients. You will focus on building client relationships and delivering personalized services. Ideal candidates should have at...
- ...Client Manager - Aviation Award-winning, inclusive, Top Workplace culture doesn't happen... ...record includes these skills: High School Diploma or equivalent with 2-5 years... ...professional development opportunities Hybrid work Charitable contribution match programs...Work at officeLocal areaNight shift
- ...opportunities and feedback. Meet with clients to learn about their unique situation;... ...financial documents. Collaborate with Wealth Advisors, Client Services, Operations and other... ...Experience with the distinct needs of high-net worth and ultra-high-net worth families. Excellent...High net worthWork at office
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