• Tax Senior - Strategic Partnership Solutions

    Deloitte (Kansas City, MO)
    …equity, healthcare, tech, financial products, oil & gas, green energy, real estate , consumer products, and other various industries. + Deliver value to client ... by the Strategic Partnership Solutions practice include private equity, real estate , telecom, technology, healthcare, media & entertainment, energy, retail, and… more
    Deloitte (10/25/25)
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  • Manager Trust Administration

    UMB Bank (Kansas City, MO)
    …S-Corps, C-Corps, etc.; Coordination of wealth strategy planning (ie, gift, estate and income tax, retirement planning, investment planning, insurance, charitable ... with the Bank's fiduciary duties in the administration of estate , trust, IRA and custody accounts according to the...analysis and skills Bonus points if: + CT _F_ A/ CFP Professional Designation + JD Degree + Ability to… more
    UMB Bank (09/25/25)
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  • Senior Wealth Strategist- Business Owner Clients

    Edward Jones (St. Louis, MO)
    …months of hire + Insurance license required within 6 months of hire + CFP designation highly preferred + Bachelor's degree in business, Finance, Accounting or Law ... + Mastery of financial planning, investment strategies, tax planning, and estate planning. + Strong presentation and communication skills + Exceptional… more
    Edward Jones (11/08/25)
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  • Team Leader- Generations Tax Strategy

    Edward Jones (St. Louis, MO)
    …to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding ... + Bachelor's degree in Business, Finance, Accounting or Law required + CPA required + CFP (R) preferred or obtained in accordance with firm policy + Series 7, 66, and… more
    Edward Jones (11/07/25)
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  • Financial Consultant

    Matter Family Office (St. Louis, MO)
    …You have financial planning or coordination experience in the areas of investment, insurance, estate planning, and cash flow management. + You have been part of a ... BS degree with exceptional academic performance from a challenging four-year institution. + CFP , CFA, CPA, or MBA is preferred but not required. + Experience serving… more
    Matter Family Office (10/04/25)
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  • US Private Bank - Private Banker - Vice President

    JPMorgan Chase (Clayton, MO)
    …behalf **Preferred Qualifications, Capabilities, and Skills** + MBA, JD, CFA, or CFP preferred + Proactive, takes initiative, and uses critical thinking to solve ... and alternative investments, including Hedge Funds, Private Equity and Real Estate JPMorganChase, one of the oldest financial institutions, offers innovative… more
    JPMorgan Chase (09/13/25)
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