• Wealth Strategist ( Financial…

    City National Bank (Jefferson City, MO)
    …the use of financial modeling systems such as eMoney * CFP - Certified Financial Planner credential or the ability to obtain within 24 months of employment * ... (CNR) high and ultra-high net-worth (U/HNW**) clients by collaborating with Senior Wealth Strategists, Wealth Strategists, and other colleagues in the development… more
    City National Bank (10/24/25)
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  • Sr Financial Planner

    UMB Bank (Kansas City, MO)
    …high value family client segments as a client-facing Wealth Planner + Senior mentor for other financial planners on the team; regularly provides guidance ... Individual contributor, experienced Area of Responsibility and Purview: Deliver financial planning services to Private Wealth Management clients Role...and feedback on financial planning best practices + Point of escalation within… more
    UMB Bank (10/08/25)
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  • Senior Planner - High Net Worth

    Edward Jones (St. Louis, MO)
    …as well as a deep desire to put their clients first in everything they do. The Senior Planner will serve as a conduit between the financial advisor, client ... objectives through an unparalleled experience through an ongoing relationship. In addition, the Senior Planner leverages the High Net Worth team and other… more
    Edward Jones (11/08/25)
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  • Sr . Federal Planner

    WSP USA (Kansas City, MO)
    **This Opportunity** WSP is currently initiating a search for a Full-Time ** Sr . Federal Planner ** with the potential to work out of our **Huntsville, AL;** **San ... Force, Army, Navy, Marine Corps clients, including National Guard and Reserves. The Senior Federal Planner will provide technical leadership for site analyses,… more
    WSP USA (08/29/25)
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  • Wealth Advisor

    UMB Bank (Kansas City, MO)
    …of every action. The Sr . Wealth Advisor works closely with the Financial Planner , Private Banker, Portfolio Manager, Trust Advisor and Service Administrator ... team** serves to manage, protect and grow. As a fiduciary, we deliver financial outcomes for our clients through team-based advice. We collaborate on holistic and… more
    UMB Bank (10/01/25)
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  • Tax Senior - Strategic Partnership…

    Deloitte (Kansas City, MO)
    …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as master's in ... to keep you buzzing! Work you'll do: As a Senior on our Strategic Partnership Solutions team you will:...plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate,… more
    Deloitte (10/25/25)
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  • Tax Senior - Private Wealth

    Deloitte (Kansas City, MO)
    …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as MST, JD, or ... May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will...make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and… more
    Deloitte (10/25/25)
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  • Tax Senior - Sustainability - Renewable…

    Deloitte (Kansas City, MO)
    …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, ... for this role ends on May 31st 2026. What you'll do As a Senior within the Sustainability: Renewable Energy practice, you will advise clients on tax issues… more
    Deloitte (10/25/25)
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  • Tax Senior - Federal / Corporate Tax

    Deloitte (Kansas City, MO)
    …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, ... Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior Consultant within the Business Tax Services group, you will be a valuable member of tax… more
    Deloitte (10/25/25)
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  • Manager, Portfolio Management

    Commerce Bank (St. Louis, MO)
    …experience required + Chartered Financial Analyst (CFA) and/or Certified Financial Planner (CFP) designation preferred For this position, Commerce Bank ... steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making...a team/region within the Commerce footprint + Work with senior trust management to develop strategy for the achievement… more
    Commerce Bank (10/28/25)
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