- 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
- 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
- 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 (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