Wealth Management Advisor Jobs in Lees Summit, MO

Drive market expansion by cultivating contractor partnerships, utilizing an extensive network. Operate autonomously within your territory to enhance funded volume and serve as a trusted consultant, en...

Join a team that leads compliance and personal trading initiatives across investment services, shaping a robust compliance framework while navigating regulatory challenges and driving organizational e...

Drive success by overseeing U.S. Statutory and GAAP accounting, financial reporting, and regulatory compliance for diverse portfolios. Lead a team, manage audits, and implement efficient controls whil...

Deliver exceptional program management support to senior leadership, driving financial governance and resource planning while acting as the NEPS subject matter expert to enhance operational efficiency...

Grow your career with a pivotal role leading account management teams to drive customer retention, satisfaction, and revenue growth across diverse accounts. You'll establish strategic partnerships and...

Manage the Loan Servicing & Asset Management team, supervising Account Managers, overseeing a commercial real estate portfolio, ensuring compliance, and enhancing operational efficiencies to deliver o...

Drive impactful sales strategies and empower a team of Advisor Sales Executives, navigating the retirement landscape and ensuring high partnerships through financial advisors for superior revenue grow...

Contribute to our dynamic tax team by preparing and reviewing returns, collaborating with wealth advisors, and delivering effective tax strategies tailored to client needs. This role requires precisio...

Help us deliver critical investment insights by providing analytical support to fund managers, ensuring seamless reporting and data management. Your analytical skills will enhance portfolio oversight...

Advance your career by enhancing credit quality for GSE multifamily portfolios. You'll assess risks, analyze property performance, collaborate with stakeholders, and drive strategic decision-making in...

Drive client success by creating tailored financial plans and fostering lifelong relationships. Leverage ongoing training and a supportive network to excel in this dynamic, entrepreneurial financial a...

Grow your career with a unique opportunity to become a business owner as a financial advisor, helping clients achieve their financial goals through personalized planning and relationship management. E...

Pioneer client-centric financial solutions that empower individuals to achieve their goals through personalized planning and exceptional service. Build lasting relationships, shape your entrepreneuria...

Contribute to elite tax strategies for ultra-high net worth families, ensuring seamless collaboration with advisors. Drive client success through integrated tax planning and lead a team committed to e...

Drive enterprise data governance and knowledge management strategies. Collaborate with cross-functional teams to enhance data quality, support compliance, and enable AI governance. Ensure strong data...

Join us in overseeing the quarterly valuation management process while leading a team of valuation professionals. You'll engage with clients and market participants, ensuring timely delivery and high...

Help us advance financial analysis by evaluating deal structures, managing projects, and delivering insights. Engage with clients, enhance value through collaboration, and lead junior team members to...

Lead the charge in data reporting excellence, ensuring timely delivery and quality analyses to support internal and external stakeholders while driving automation and process improvements in a dynamic...

Join a team that's dedicated to managing client relationships and overseeing complex transactions. Contribute to account administration and risk mitigation to enhance client satisfaction in a fast-pac...

Lead the charge in client relationships, managing business inquiries and change management while enhancing the client experience through communication and collaboration across teams in a dynamic, oper...

Advance our growth by leading sales and client service initiatives across key financial markets, mentoring staff and nurturing relationships with intermediaries to drive investment strategies and surf...

Transform the future of capital markets by building innovative financial models and tools, collaborating across teams, and driving strategic funding decisions to optimize capital structure and enhance...

Partner with us to enhance client relationships and deliver tailored solutions, ensuring high satisfaction and retention. Drive strategic account planning and revenue growth through collaboration with...

Explore the intricacies of data product management, driving the development and improvement of enterprise data solutions that enhance decision-making and operational efficiency, while collaborating ac...

Transform the investment landscape by engaging high-net-worth clients and converting leads into loyal customers. Collaborate remotely with a dedicated team while optimizing your sales strategies to dr...