- UMB Bank (Kansas City, MO)
- …why. At UMB Private Wealth Management, your story is our focus. As the ** Wealth Advisor ** , you will lead a highly integrated team-based approach working to ... client's priorities are at the center of every action. The Sr. Wealth Advisor works closely with the Financial Planner, Private Banker, Portfolio Manager, Trust… more
- JPMorgan Chase (Kansas City, MO)
- …best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning ... those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering...skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated… more
- Commerce Bank (Leawood, KS)
- …Commerce Trust is a division of Commerce Bank. As a fiduciary and Wealth Management expert the Private Client Advisor Associate's primary responsibility is ... century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax...roles. This compensation range is for the Private Client Advisor Associate job and contemplates a wide range of… more
- First National Bank of Omaha (Overland Park, KS)
- …backed by the strength of a major regional bank. We believe wealth should feel personal, purposeful, and generational. **About This Role:** **The Opportunity** ... As the **Head** **of Private Wealth ** **Advisory** , you will be the senior leader...Responsible Growth** + Own HNW/UHNW segment results: revenue, flows, advisor productivity, and profitability + Lead with a growth… more
- Deloitte (Kansas City, MO)
- …to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice! Recruiting for this role ends on June 1, 2026 What You'll Do As ... a Tax Manager in our Private Wealth Tax practice, you will perform high-level reviews of...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Bachelor's… more
- Deloitte (Kansas City, MO)
- …to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice! Recruiting for this role ends on May 31, 2026. What You'll Do As ... a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… more
- Bank of America (Leawood, KS)
- …years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial- Advisor \_24007333) **Job Description:** Merrill ... Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California;...Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals,… more
- Bank of America (Kansas City, MO)
- …needs + Advocates for clients and prospects as their trusted advisor , providing integrated recommendations including wealth structuring, credit facilities, ... Private Client Advisor II Kansas City, Missouri **To proceed with...an in-depth understanding of clients' needs, preferences, and overall wealth strategy, being responsive to changes in the business… more
- Equitable (Kansas City, KS)
- Financial Advisor - Kansas City (5206) ( 250000JJ ) **Primary Location** : UNITED STATES-KS-KANSAS CITY **Organization** : Equitable Advisors **Description** ... success. Equitable Advisors is a leading firm in the wealth management industry with a mission to help people...suite of remote-work technology solutions **Equitable Advisors** is a wealth management firm built by advisors for advisors. Dedicated… more
- Commerce Bank (Kansas City, MO)
- …Commerce Trust is a division of Commerce Bank. As a fiduciary and Wealth Management expert the Private Client Advisor Associate's primary responsibility is ... than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment… more
- H&R Block (Overland Park, KS)
- …white glove service, keen assessment skills to ensure proper selection of Tax Advisor match with new client, primary lead on reporting and tracking of Return ... win, retain and delight these referral clients from "Retail" Wealth Managers. You will interface with the wealth...Previous experience in a financial services or Registered Investment Advisor (RIA) business. + Familiar with H&R Block's tax… more
- Anywhere Real Estate (Kansas City, MO)
- …is national in scope, but each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in 49 states as well as the ... unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction....each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in… more
- Foresters Financial Services (Kansas City, KS)
- …Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered ... financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as… more
- Kiewit (Lenexa, KS)
- …in accounting and finance related functions. You'll serve as a trusted advisor to both operations managers and executive management. The Finance Manager position ... that impact millions across North America. With top-notch health benefits, a wealth -building 401k plan, and unbeatable growth opportunities, joining Kiewit can bring… more
- Anywhere Real Estate (Kansas City, MO)
- …is national in scope, but each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in 49 states as well as the ... expertise, network, and unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction. **We pursue talent** -… more
- Anywhere Real Estate (Kansas City, MO)
- …is national in scope, but each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in 49 states as well as the ... expertise, network, and unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction. **We pursue talent** -… more
- CH Robinson (Kansas City, MO)
- …+ Begin to develop the skill to serve as a custom's trusted advisor , transitioning from the day-to-day data entry fundamentals to true customs brokerage account ... all employees feel welcomed, valued and respected. EOE\Disabled\Veteran **Benefits** **Your Health, Wealth and Self** Your total wellbeing is the foundation of our… more
- UMB Bank (Kansas City, MO)
- …expertise, as well as relationships with outside counsel, where necessary. + Private Wealth + Commercial Banking + Contracts + Corporate Governance + Litigation + ... will also learn how to provide legal advice to clients and become a trusted advisor **How you will spend your time:** + Conducting legal research into a variety of… more
- Anywhere Real Estate (Kansas City, MO)
- …is national in scope, but each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in 49 states as well as the ... expertise, network, and unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction. **We pursue talent** -… more
- Anywhere Real Estate (Kansas City, MO)
- …is national in scope, but each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in 49 states as well as the ... expertise, network, and unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction. **We pursue talent** -… more