Wealth Management Advisor Jobs in Lees Summit, MO

Lead underwriting innovation and strategic direction to enhance life insurance accessibility, managing teams and processes that optimize risk assessment and customer satisfaction while driving mortali...

Champion strategic financial planning by managing budgeting and analytics, partnering with cross-functional teams to deliver actionable insights, forecasting accuracy, and enhanced reporting capabilit...

Help us drive success by leading and developing Account Executives in our West Region. You'll execute regional strategies, foster growth, and enhance client outcomes, ensuring the team's performance a...

Execute the management and execution of investment portfolios, ensuring optimal trade execution and risk management while enhancing client onboarding and service across diverse asset classes in a fast...

Manage client relationships and oversee Global Capital Markets accounts, ensuring compliance, risk management, and exceptional service. Collaborate with internal and external partners to drive sustain...

Lead operational excellence and financial strategy for equipment finance, driving efficiency and collaboration across business units. Oversee budgeting, governance, and system management to support st...

Lead the charge in sales by engaging high-net-worth clients and providing tailored wealth management solutions to drive customer success and business growth across a defined territory with full remote...

Lead the charge in financial strategy by translating complex data into actionable insights, driving budgeting and forecasting processes, while collaborating with cross-functional teams to optimize GTM...

Engage as a strategic partner to manage and grow a portfolio of complex client relationships. Drive outcomes through consultative approaches, focusing on retention and profitability in group benefits...

Lead the charge in managing client relationships to drive growth and retention. Oversee activation, adoption, and upselling strategies, ensuring alignment with client goals while resolving issues that...

Lead the charge in revolutionizing wealth management by engaging high-net-worth prospects and driving sales success through proven strategies and dedicated support, enabling unmatched growth within a...

Join our Specialty Services team to deliver impactful tax compliance and advisory solutions to insurance clients. Showcase your expertise, mentor talent, and contribute to growth while enhancing your...

Build robust relationships with VIP clients, driving exceptional service and tailored experiences. Design a comprehensive VIP program and ensure a seamless integration with existing customer care proc...

Drive comprehensive investment risk management strategies, ensuring robust compliance across portfolios while collaborating with diverse teams to optimize risk metrics and reporting that enhances over...

Drive customer expansion by optimizing user experiences and workflows. Collaborate across teams to enhance product offerings, utilizing data to implement changes that increase revenue while ensuring s...

Tackle operational challenges as the leader of Retirement Operations. Drive strategic initiatives, enhance efficiencies, and lead a large team to align with business goals, ensuring exceptional servic...

Transform your career by leading impactful marketing initiatives in Financial Services. Collaborate with cross-functional teams, develop compelling content, and drive customer engagement to position o...

Lead the charge in enhancing fraud detection strategies, analyzing trends, and mitigating risks across the organization. Shape comprehensive fraud risk management initiatives while collaborating with...

Develop robust fund accounting systems to support Infra One's US platform, enabling scalable operations for multiple funds. Architect financial processes, controls, and reporting to drive efficiency...

Lead the charge in financial due diligence for M&A transactions, managing engagements, analyzing financial data, mentoring junior staff, and collaborating with clients to assess risks and drive value...

Join a team that's redefining outbound sales by managing AI-powered agents. Optimize performance, refine outreach strategies, and blend manual prospecting with innovation in this unique role that merg...

Manage the valuation function for private equity investments, overseeing quarterly and monthly assessments while collaborating with cross-functional teams in a fast-paced, high-accountability environm...

Lead the charge in expanding narrow banking solutions across global financial markets. Engage institutional clients to optimize capital flows and enhance digital asset integrations, driving strategic...

Contribute to a thriving financial advisory firm by managing complex tax compliance and advisory services for high-net-worth clients, ensuring exceptional service and proactive planning in a fast-pace...

Advance your career by cultivating and managing key relationships while delivering tailored financial solutions to a diverse client base within the Emerging Middle Market sector. Join us to drive prof...