Financial Planner & Investment Adviser - USA Skybound Wealth Management LtdFinancial Planner & Investment Adviser - USAKansas City, MOAbout Skybound Wealth Management USA: Skybound Wealth Management USA is a distinguished Registered Investment Adviser (RIA) firm, dedicated to delivering holistic financial planning and investment management services. As part of the global Skybound Wealth Management Group, with entities across the UK, Switzerland, Cyprus, the Middle East and Malaysia, we leverage our international presence to provide unparalleled expertise in cross-border wealth management.
Financial Advisor Northwestern MutualFinancial AdvisorOlathe, Kansas$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
J.P. Morgan Wealth Management - Private Client Advisor - Kansas City, MO (including surrounding areas) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Kansas City, MO (including surrounding areas)Kansas City, MOUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Senior Investment Manager BOK Financial CorpSenior Investment ManagerOverland Park, KSKnowledge of the different types of investment accounts (i.e. trust, retirement, agency, institutional, etc.) and levels of authority (i.e. directed, joint, discretionary, etc.) and the implications on trading activity Ability to communicate with Investment Advisor, Trust Advisor, Relationship Manager, and/or professional staff (legal and tax counsel) regarding financial plans, investment strategies and the related tax implications of our proposed solutions Excellent decision-making capabilities with the ability to independently manage and interpret data with a material downstream impact to clients and regulatory reporting Excellent decision making and problem-solving skills * Excellent oral, written and communication skills, including interpersonal skills BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. Req ID: 76739 Areas of Interest: Business Development; Financial Advisor; Investment Management; Investment Sales; Portfolio Management; Private Wealth Advisor; Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 12/31/2025 Recruiter: Emily Headrick Farley Hiring Manager: Victoria Ungashick Job Grade: 08 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc.
J.P. Morgan Wealth Management - Private Client Advisor - Kansas City, Missouri JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Kansas City, MissouriKansas City, MOFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Senior Investment Operations Manager Claire Myers ConsultingSenior Investment Operations ManagerLeawood, KansasYou will work closely with advisors and team members to manage workflows, facilitate execution, and continuously improve how investment operations are delivered across the firm. It is best suited for someone who takes ownership, builds systems, and ensures both client experience and internal processes operate seamlessly.
NewInvestment Banking Senior Manager Accenture PlcInvestment Banking Senior ManagerOverland Park, KSKey responsibilities of the Investment Banking Consulting Senior Manager may include: Lead the design, execution, and governance of large-scale, complex transformation programs for global investment banks, spanning business, operational, regulatory, and digital operating model change. Provide senior leadership across dynamic consulting engagements with significant client interaction throughout the end-to-end trading lifecycle, including Front, Middle, Back Office, and Technology & Operations.
Senior Investment Strategist - Private Wealth UMB Financial CorpSenior Investment Strategist - Private WealthKansas City, MO$120,750–$189,000 / yearFrom both a top-down and bottom-up perspective --- from the global macro-economic environment down to individual security selections and concluding with Strategic and Policy oversight --- teams of experts develop and implement the guiding investment themes and the fulfillment strategies to optimally leverage the division's outlook for the upcoming cycle, in the manner best suited to the clients' goals and objectives. The posted compensation range on this listing represents UMB's good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors.
Client Service Consultant | Retirement and Investment CBIZ IncClient Service Consultant | Retirement and InvestmentKansas City, MOWith industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. Consult with plan sponsors and retirement committees on matters related to fiduciary governance, plan design, plan compliance, vendor oversight, fees & expenses, participant engagement, and investment advisory (if licensed).
Corporate Development & Strategic Investments Associate Garney ConstructionCorporate Development & Strategic Investments AssociateNorth Kansas City, MOSupport development, evaluation, and funding of P3 and privately financed projects; build and maintain project finance models incorporating construction draws, debt service (DSCR, LLCR), and capital structure scenarios; assess equity, mezzanine, and debt structures. Build and maintain financial models across transaction types, including valuation, accretion/dilution, synergy quantification, and entry-multiple sensitivity analysis; underwrite expected return profiles (IRR, MOIC) and downside scenarios for all investment opportunities.
Investment Management - Business Strategy Manager Deloitte Touche Tohmatsu LtdInvestment Management - Business Strategy ManagerMO$155,600–$306,800 / yearAs a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.
Senior Investment Strategist - Private Wealth UMB BankSenior Investment Strategist - Private WealthKansas City, MissouriFrom both a top-down and bottom-up perspective --- from the global macro-economic environment down to individual security selections and concluding with Strategic and Policy oversight --- teams of experts develop and implement the guiding investment themes and the fulfillment strategies to optimally leverage the division’s outlook for the upcoming cycle, in the manner best suited to the clients’ goals and objectives. The posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors.
Registered Operations Leader - Ameriprise Financial Advisors - Overland Park, KS AmeripriseRegistered Operations Leader - Ameriprise Financial Advisors - Overland Park, KSOverland Park, KansasLeverage your strong leadership skills by managing branch staff (including Registered Client Service Associates and non-registered Client Service Associates), working directly with employee advisors, and partnering with additional branch leaders. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and create a positive impact on a client’s overall experience, we invite you to take your career to the next level by applying to join our team today!
Merrill Advisor Development Program- Financial Advisor: Greater Kansas City Market Bank of America CorpMerrill Advisor Development Program- Financial Advisor: Greater Kansas City MarketLeawood, KSOur Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Back to search results Merrill Advisor Development Program- Financial Advisor: Greater Kansas City Market Springfield, Missouri; Leawood, Kansas Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Financial Solutions Advisor - Greater KC Market Bank of America CorpFinancial Solutions Advisor - Greater KC MarketPrairie Village, KSKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Investment Platform Analyst OneDigital Health and Benefits, Inc.Investment Platform AnalystOverland Park, KSWorking closely with client portfolio managers, advisors, trading, operations, custodians, and technology partners, this individual manages complex conversion projects from initial strategy selection through account implementation and ongoing stabilization. OneDigital complies with all criminal history inquiry [or 'ban the box'] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.
NewAssociate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorOverland Park, KSFull-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorKansas City, MO$45,000–$100,000 / yearBenefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
Private Wealth Advisor II Busey BankPrivate Wealth Advisor IIKansas City, MissouriThe Private Wealth Advisor will work with and coordinate the efforts of our experienced Investment Team, Financial Planning and Tax Specialists, Estate Planning, Portfolio Management, and Private Client banking services to create comprehensive financial strategies and solutions to help clients achieve their desired objectives over their lifetime. Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement").
Financial Advisor Southern Missouri Bancorp IncFinancial AdvisorMOExcellent oral and written communication skills; Sales oriented and ability to interact with clients understand their goals and financial needs and recommend solutions; Assertive, competitive, self-starter, goal-oriented and results-driven with an entrepreneurial spirit; Highly self-motivated, creative, decisive. Financial Advisors have access to a full range of wealth building, managing and preserving services through the Broker/Dealer, including mutual funds, stocks, bonds, managed accounts, ETFs, REITs, annuities, insurance and estate planning.
Experienced Financial Advisor Synergy Wealth SolutionsExperienced Financial AdvisorOverland Park, KSThis opportunity is ideal for an advisor who wants to expand within a firm that can support multiple practice models, including holistic planning, wealth management, or protection-focused business development. You will work with individuals, families, and business owners to deliver thoughtful advice, deepen client relationships, and continue growing your practice in a supportive, growth-oriented environment.
Principal Advisor, Center of Excellence (AI) | Remote, USA Optiv Security IncPrincipal Advisor, Center of Excellence (AI) | Remote, USALeawood, KSRemoteBy combining advanced business and security practitioner knowledge, the Principal Advisor designs security solutions using some of the most advanced security services and technologies to achieve highly defensible and scalable security programs to align with the clients' security initiatives wherever AI is involved. Effectively work with multiple client personas across the executive branch (CxO), as well as other relevant personas to develop AI product and services, advisement, and AI security strategy and define roadmaps to execute on AI strategy-aligned business goals, budgetary spend, and metrics based on return of investment.
Sr. Wealth Management Advisor Claire Myers ConsultingSr. Wealth Management AdvisorLeawood, KansasThis is an excellent opportunity for an experienced advisor who enjoys owning client relationships, closing business, and delivering sophisticated planning solutions to high-earning professionals and business leaders. Our client, a growing and well-established wealth management firm in the Kansas City area, is seeking a CFP®-licensed Wealth Management Advisor to join their close-knit, 7-person team.
Principal Advisor, Center of Excellence (Cisco-Splunk) | Remote, USA Optiv Security IncPrincipal Advisor, Center of Excellence (Cisco-Splunk) | Remote, USALeawood, KSRemoteEffectively work with multiple client personas across the executive branch (CxO), as well as other relevant personas to develop Cisco and Splunk product and services, advisement, and Cisco and Splunk security strategy and define roadmaps to execute on Cisco and Splunk strategy-aligned business goals, budgetary spend, and metrics based on return of investment. By combining advanced business and security practitioner knowledge, the Principal Advisor designs security solutions using some of the most advanced security services and technologies to achieve highly defensible and scalable security programs to align with the clients' security initiatives wherever Cisco and Splunk is involved.
Financial Advisor Capitol Federal Financial IncFinancial AdvisorOverland Park, KSMaintains and services current customer accounts by answering questions about the market, appraising the customer's portfolio, giving investment advice and acting as a liaison with other departments within the Bank. Develops and maintains a personal marketing plan to identify target markets, prospect new customers and further develop individual portfolio of existing customers.
Wealth Management Advisor-Douglas Square U.S. BancorpWealth Management Advisor-Douglas SquareMO$65,000–$80,200 / yearWMAs advise clients using U.S. Bank''s Asset Management Group (AMG) or U.S. Bancorp Investment''s open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client''s unique situation. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Sr. Financial Advisor First National Bank of OmahaSr. Financial AdvisorKSFinancial Advisor is accountable to advise affluent clients through multiple delivery channels of investment management, fiduciary advice, specialized asset management, full service financial planning and business succession planning. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey.
Principal Cybersecurity Advisor (AI) | Remote, USA OptivPrincipal Cybersecurity Advisor (AI) | Remote, USALeawood, KansasRemoteBy combining advanced business and security practitioner knowledge, the Principal Advisor designs security solutions using some of the most advanced security services and technologies to achieve highly defensible and scalable security programs to align with the clients’ security initiatives wherever AI is involved. Effectively work with multiple client personas across the executive branch (CxO), as well as other relevant personas to develop AI product and services, advisement, and AI security strategy and define roadmaps to execute on AI strategy-aligned business goals, budgetary spend, and metrics based on return of investment.
Principal Cybersecurity Advisor (Cisco-Splunk) | Remote, USA OptivPrincipal Cybersecurity Advisor (Cisco-Splunk) | Remote, USALeawood, KansasRemoteEffectively work with multiple client personas across the executive branch (CxO), as well as other relevant personas to develop Cisco and Splunk product and services, advisement, and Cisco and Splunk security strategy and define roadmaps to execute on Cisco and Splunk strategy-aligned business goals, budgetary spend, and metrics based on return of investment. By combining advanced business and security practitioner knowledge, the Principal Advisor designs security solutions using some of the most advanced security services and technologies to achieve highly defensible and scalable security programs to align with the clients’ security initiatives wherever Cisco and Splunk is involved.
Financial Advisor UMB Financial CorpFinancial AdvisorLeawood, KSProducts include, but not limited to: mutual funds, variable and fixed insurance products, CDs, UITs, fixed income and equity securities, managed accounts such as mutual fund wrap accounts, SMAs, UMAs, affiliated IA programs and investment advisory and trust accounts managed by UMB Bank. The posted compensation range on this listing represents UMB's good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors.
Wealth Financial Advisor - Kansas City, MO Corebridge Financial IncWealth Financial Advisor - Kansas City, MOOverland Park, KSCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
NewAdvisor Assistant Corebridge Financial IncAdvisor AssistantOverland Park, KSThe role has many responsibilities that are critical to the advisors' continued success, including: calling/answering telephone calls and assisting customers, following up on sales leads, performing data entry when orders are completed or changed, directing clients and sales leads to appropriate members of the team. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial.
Senior Managing Advisor, Wealth Advisory FORVIS, LLPSenior Managing Advisor, Wealth AdvisoryKansas City, MOForvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.
Private Wealth Advisor II First Busey CorpPrivate Wealth Advisor IIKansas City, MO$127,000–$168,000 / yearThe Private Wealth Advisor will work with and coordinate the efforts of our experienced Investment Team, Financial Planning and Tax Specialists, Estate Planning, Portfolio Management, and Private Client banking services to create comprehensive financial strategies and solutions to help clients achieve their desired objectives over their lifetime. Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement").
Financial Advisor UMB BankFinancial AdvisorLeawood, KansasProducts include, but not limited to: mutual funds, variable and fixed insurance products, CDs, UITs, fixed income and equity securities, managed accounts such as mutual fund wrap accounts, SMAs, UMAs, affiliated IA programs and investment advisory and trust accounts managed by UMB Bank. The posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors.
Financial Advisor Capitol Federal Savings BankFinancial AdvisorOverland Park, KansasMaintains and services current customer accounts by answering questions about the market, appraising the customer’s portfolio, giving investment advice and acting as a liaison with other departments within the Bank. Develops and maintains a personal marketing plan to identify target markets, prospect new customers and further develop individual portfolio of existing customers.
Financial Advisor - OakStar Bank LPL Financial Holdings IncFinancial Advisor - OakStar BankOverland Park, KS$45,000–$90,000 / yearThis position will offer: • The ability to build a strong client base with the Bank's exceptional referral system • Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals • The opportunity to find new clients via the bank's client base • The opportunity to create client solutions without proprietary products • The ability to grow your business with LPL's combination of tools, technology, and support • The benefit of LPL's experience helping financial institutions grow and maximize their investment programs • The opportunity to capitalize on the bank's reputation and community standing. Your partnership includes: • Access to our proprietary technology and a suite of customized services • An open architecture platform with access to thousands of investment products from leading third-party product sponsors • Resources and expertise across the firm to help you create client solutions • The freedom to create solutions specific to your client's goals.
PWM Private Wealth Advisor U.S. BancorpPWM Private Wealth AdvisorKansas City, MO$118,170–$144,430 / yearPartners with Private Wealth Management Product Specialists to provide counsel and expert advice in all areas of Private Wealth Management (Trust, Private Banking and Investments) to ensure comprehensive financial advice and planning for clients, and fiduciary administration and adherence to compliance requirements. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Cybersecurity Advisor - Strategy and Risk | Remote, MN, TX, TN Optiv Security IncCybersecurity Advisor - Strategy and Risk | Remote, MN, TX, TNKansas City, MORemoteProficient sales techniques; makes connections, facilitates meetings, reads the room, asks probing questions, overcomes objections, gains trust, maintains composure under pressure, positions solutions, and assists in finalization of sale. Aligned with their clients security initiatives and alongside a dedicated sales team, the SA advises and designs solutions for highly defensible and scalable security programs using some of the most advanced security services and technologies.
Wealth Financial Advisor - Kansas City, MO Corebridge FinancialWealth Financial Advisor - Kansas City, MOOverland Park, KansasCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Associate Wealth Management Advisor Claire Myers ConsultingAssociate Wealth Management AdvisorLeawood, KansasThey are seeking an Associate Service Advisor to support the advisory team and help deliver a high-quality, detail-driven client experience. Our client is a growing boutique wealth management firm focused on delivering comprehensive, relationship-driven financial planning.
NewAdvisor Assistant Corebridge FinancialAdvisor AssistantOverland Park, KansasThe role has many responsibilities that are critical to the advisors’ continued success, including: calling/answering telephone calls and assisting customers, following up on sales leads, performing data entry when orders are completed or changed, directing clients and sales leads to appropriate members of the team. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial.
Cybersecurity Advisor - Threat Management | Remote, MN, TX, TN, MO Optiv Security IncCybersecurity Advisor - Threat Management | Remote, MN, TX, TN, MOKansas City, MORemote$170,000–$230,000 / yearProficient sales techniques; makes connections, facilitates meetings, reads the room, asks probing questions, overcomes objections, gains trust, maintains composure under pressure, positions solutions, and assists in finalization of sale. Effectively work with multiple client personas across the security team, as well as other relevant personas, to develop a security strategy and define roadmaps to execute on the security strategy aligned with business goals, budgetary spend, and metrics based on return of investment.
Wealth Management Advisor-Kansas City, Kansas RK PartnersWealth Management Advisor-Kansas City, KansasMission Woods, KSOperational Leverage That Accelerates Growth: Once you earn the client’s “yes,” our established operations team steps in immediately—handling onboarding with a white-glove experience so you can stay focused on what you do best: building relationships and generating new business. An established and growing wealth management firm is seeking a Wealth Adviso r to join a high-performing, collaborative team focused on serving affluent professionals and business owners.
Private Client Advisor Associate Commerce Bancshares IncPrivate Client Advisor AssociateKansas City, MO$23.80–$27.65 / hourThis compensation range is for the Private Client Advisor Associate job and contemplates a wide range of factors that are considered in making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services.
PWM Private Wealth Advisor U.S. BankPWM Private Wealth AdvisorKansas City, MissouriPartners with Private Wealth Management Product Specialists to provide counsel and expert advice in all areas of Private Wealth Management (Trust, Private Banking and Investments) to ensure comprehensive financial advice and planning for clients, and fiduciary administration and adherence to compliance requirements. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Financial Advisor Synergy Wealth SolutionsFinancial AdvisorOverland Park, KS$70,000–$200,000 / yearWe provide the training, mentorship, and support needed to help new advisors grow into confident professionals who deliver holistic planning and exceptional service. This role is ideal for someone who is persuasive, competitive, entrepreneurial, and energized by the opportunity to grow a business while making a real difference in clients’ lives.
Financial Advisor Internship Synergy Wealth SolutionsFinancial Advisor InternshipOverland Park, KSAt Synergy Wealth Solutions, we help individuals, families, and business owners move toward financial freedom through holistic planning, exceptional service, and strong long-term relationships. We also believe in developing future advisors early by giving them real exposure, meaningful mentorship, and the kind of environment where motivated people can grow fast.
NewWealth Management Advisor - Overland Park, KS Teachers Insurance and Annuity Association of America (TIAA)Wealth Management Advisor - Overland Park, KSOverland Park, KSBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. TIAA offers an industry-leading benefits package including a top-tier retirement plan, tuition reimbursement, hybrid-flex work arrangements, and robust professional development resources - because taking care of our people is just as important as taking care of our clients.
NewSenior Wealth Advisor for Affluent Clients & Planning FNBOSenior Wealth Advisor for Affluent Clients & PlanningKansas City, MOFinancial Advisor to provide expert advice to affluent clients on investment management, fiduciary services, and financial planning. Strong communication and sales skills are essential for this role, along with flexibility in meeting clients' needs.