Wealth Management Advisor Jobs in Lees Summit, MO

Drive your career forward by serving private equity clients as a vital partner. Harness your expertise to deliver tailored operational enhancements and guide portfolio companies through critical accou...

Join us to lead product strategy and execution across diverse data platforms. Manage teams, engage stakeholders, drive innovations and deliver impactful solutions that enhance customer experiences and...

Shape the future of client engagement by managing relationships and delivering timely investment reporting. Enhance team dynamics and operational efficiency while navigating complex client needs in a...

Shape your career by leading a dedicated team focused on automation and process improvement. Drive efficiency in data management, uphold quality standards, and collaborate across departments to enhanc...

Unlock sales potential by developing and executing targeted territory plans, driving growth in pre-IPO and mid-cap companies. Leverage consultative selling and build strategic partnerships to exceed a...

Drive the vision and execution of our data product roadmap, leveraging advanced platforms to establish data as a key strategic asset. Collaborate with cross-functional teams to identify opportunities...

Unlock potential by leading Finance data strategy, governance, and transformation initiatives. Collaborate across teams to enhance financial reporting, analytics, and decision-making while ensuring da...

Partner with us to manage high-net-worth personal insurance accounts, delivering tailored solutions while nurturing client relationships and driving business growth in a dynamic virtual environment...

Grow your career with a dynamic role that drives talent acquisition strategies across diverse departments. Collaborate closely with hiring managers to attract and hire top talent while leveraging mark...

Empower the future of asset management by driving relationship-based sales across middle and back-office solutions. Engage C-suite contacts, identify market opportunities, and leverage internal resour...

Join a team that's passionate about delivering cutting-edge FP&A solutions, utilizing advanced data analysis and financial modeling to drive strategic decisions. Collaborate with top-tier professional...

Lead the charge in managing complex credit transactions while mentoring junior team members. Engage with stakeholders to enhance credit processes and build high-level client relationships, ensuring al...

Drive strategic credit underwriting and risk assessment processes while mentoring junior team members. Collaborate with various stakeholders to enhance portfolio management, ensure compliance, and del...

Champion the future of healthcare finance by leading FP&A for Risk Adjustment. Manage a dynamic team, drive financial insights, and enhance reporting processes to support strategic decision-making at...

Empower your analytical skills by building scalable data solutions that drive business insights. Collaborate with cross-functional teams to develop and maintain enterprise data products in a dynamic e...

Empower your career by leading the LIHTC Production team, driving deals and developing business opportunities. Collaborate across departments, execute investment strategies, and influence the market l...

Elevate our product strategy by executing market-driven solutions that foster customer satisfaction, support business goals, and enhance product outcomes. Collaborate with cross-functional teams to in...

Join a team that's driving product strategy and market solutions, leveraging deep customer insights and industry expertise to shape innovative products that align with business objectives and deliver...

Unlock potential by driving sales through strategic relationships with RIAs and FOs. Leverage your expertise in intermediary investment products to achieve ambitious sales goals and collaborate effect...

Optimize financial strategies by leading FP&A for Product & Engineering and Customer Support. Collaborate cross-functionally to create models and dashboards that drive business insights and enhance cu...

Unlock potential by driving innovative strategies that enhance team performance and optimize business outcomes across diverse projects and initiatives, ensuring collaboration and effective communicati...

Transform client engagement and advisor productivity by optimizing our Salesforce ecosystem. Collaborate with diverse teams to craft advanced AI-driven solutions that elevate business operations and e...

Guide small and mid-sized business owners in executing employee ownership sales. Ensure clients understand the financial, legal, and operational impacts, while fostering strong relationships for succe...

Analyze and drive mortgage lending success by cultivating strategic relationships and leading a skilled sales team. Ensure compliance with industry standards while achieving ambitious sales targets an...

Grow with us as you guide individuals through equity compensation and financial planning. Engage with clients remotely, providing personalized financial insights that help navigate various stages and...