- 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
- 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
- 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
- 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
- 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
- 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 (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 (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 (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
- 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