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
$96.1k - $135.7k
...Yourself.The Premier Wealth Advisor will be an essential member of a dedicated client practice team serving... ...role will help deliver a high-touch, highly... ...complex needs of high-net-worth and ultra-high-net-worth... ...law. ***For remote and hybrid positions you will be...Flexible hoursHigh net worth16 hoursFull timeTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visa- ...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
- ...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
- ...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
- ...EDGE’s FSO practice in the United States. The role focuses on high‑net‑worth clients, family‑owned businesses, and their owners, delivering... ...tax solutions with a global perspective. You will work in a hybrid environment supporting diverse client engagements, guiding junior...High net worth
$127.9k - $291.9k
...side with a range of clients from our most venerable... ...and Capital Markets, Wealth and Asset Management,... ...the unique needs of the high-net worth tax industry. The team... ...and status as a trusted advisor to maintain and... ...led and leader-enabled hybrid model. Our expectation...Flexible hoursHigh net worthPrivate practiceSummer holidayLocal area- Empower Retirement, LLC seeks a Premier Wealth Advisor to join a dedicated client practice for Empower Private Clients with $5M+ in assets. You will deliver a high-touch, personalized experience guiding complex financial planning and investment strategy in partnership with...
- ...represents an established international wealth management group seeking an... ...planning with international assets, serving high-net-worth clients. You will deliver holistic planning, investment... ...estate planning specialists. #J-18808-Ljbffr International Financial Advisor JobsHigh 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$78k - $95k
...ownership of a growing book of business clients. Highlights - Prepare and first-review complex 1120, 1120-S, 1065, and high-net-worth 1040 returns - Build tax projections and... ...experience; CPA or actively testing - Hybrid schedule with flexible off-season hours...Flexible hoursHigh net worthTemporary workImmediate startRemote work- Engage Advisors in Kansas City is seeking a Senior Accountant to join our dental-focused... ...compliance while delivering top-notch client service. The ideal candidate will have... ...and experience with small businesses and high-net-worth individuals. You will collaborate with...High net worth
- ...J Tax Manager – CPA | Hybrid | High-Growth Public Accounting Firm... ...serves a diverse portfolio of clients across industries and is looking... ..., partnerships, and high-net-worth individuals Provide... ..., serving as a trusted tax advisor Mentor, train, and develop...Flexible hoursHigh net worthFull timeRemote 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
$150k - $210k
...Manager Strategic Tax Advisory | Client Leadership | Team Development... ...Schedule : Flexible Hybrid Our client, a nationally recognized... ...to serve as a trusted advisor to business owners, healthcare... ...Closely Held Businesses High-Net-Worth Owners & Investors This creates...Flexible hoursHigh net worthLocal area- 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...
$70k - $90k
...best when the pace is fast and the clients expect nothing less than exceptional, this one's worth reading. FCS Family Office, a high-net-worth wealth management firm in the Prairie Village... ...Associate to support two Associate Advisors as they grow their books. This isn'...High net worthWork at office- ...Customer ServicesIndustry: Real EstateSalary: 60800Posted: 2026-09-17 Client Manager – Employee Health & Benefits Our not-so-secret sauce.... ...reimbursement and professional development opportunities Hybrid work Charitable contribution match programs Stock purchase...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
- ...relationships and delivering totally satisfied clients. The RubinBrown name and reputation are... ...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
- ...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
- ...oriented Financial Consultant to join our team. You will engage with clients to understand their financial objectives and provide tailored... ..., including investment opportunities, retirement planning, and wealth management strategies, while collaborating with a network of...
- ...Jobs is representing our client in the search for... ...to Financial Advisers, Wealth Managers, Investment Advisers... ...connected and high-net-worth clients . About The Role... ...management group A hybrid working environment in... ...#J-18808-Ljbffr International Financial Advisor JobsHigh net worth
$100k
...Merrill Wealth Management is a leading provider of comprehensive wealth... ...and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the... ...job is responsible for working with high-net worth clients in a Merrill branch with annual...High net worthWork at officeShift workDay shift- ...insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless... ...reimbursement and professional development opportunities Hybrid work Charitable contribution match programs Stock purchase...Work at officeLocal areaNight shift
- ...Client Manager - Aviation Our not-so-secret sauce. Award-winning, inclusive, Top... ...track record includes these skills: High School Diploma or equivalent with 2-5 years... ...development opportunities Hybrid work Charitable contribution match programs...Work at officeLocal areaNight shift
$45k - $55k
Join to apply for the Client Coordinator role at Marsh McLennan Agency . Continue with Google... ...with global resources. Ideal Candidate High school diploma or equivalent required;... ...generous time off, tuition reimbursement, hybrid work, charitable matching, and stock purchase...Full timeWork at officeLocal area$90k - $100k
...Financial Advisor at CAPTRUST Join Our Team as a Financial Advisor... ...you passionate about helping clients achieve their financial goals?... ...to build and manage a holistic wealth management practice. You'll... ...around us with our commitment to high standards. At CAPTRUST, expect...Flexible hoursTemporary workLocal area- ...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
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Hybrid-Flex Wealth Advisor for High-Net-Worth Clients. Be the first to apply!
- financial advisor training program Overland Park, KS
- financial consultant Overland Park, KS
- financial associate Overland Park, KS
- jde finance consultant Overland Park, KS
- financial planner Overland Park, KS
- wealth advisor Overland Park, KS
- financial planning administrator Overland Park, KS
- financial planning assistant Overland Park, KS
- estate planning consultant Overland Park, KS
- strategic finance associate Overland Park, KS




