10 Wealth Management jobs in Kansas City.

Hiring now: Financial Advisor @ Ameriprise, Tax Spec @ Busey Bank, Private Banker I @ Crossfirst, Retirement Plan Services @ Busey Weal, Relationship Mgr Retireme @ Adp.Explore more at jobswithgpt.com.

🔥 Skills

communication skills (5) financial planning (4) portfolio management (3) compliance (3) business development (3) project management (2) Private Banking (2) cross-selling (2) client relationship (2) financial analysis (2)

đź“Ť Locations

Leawood (6) Kansas City (4)
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Ameriprise Financial

Financial Advisor Leawood
Skills & Focus: Financial Advisor, client prospects, financial planning, marketing plan, coaching, networking, relationship building, entrepreneurial spirit, goal-oriented, licenses
About the Company: We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in…
Experience: 3+ years of work experience
Type: Full-time
Benefits: Competitive base salary plus uncapped monthly bonus opportunities and a full employee benefits package.

Busey Bank

Tax Specialist Leawood
Skills & Focus: tax reporting, trust returns, tax preparation, tax research, e-filing, wealth advisors, fiduciary accounts, numerical data analysis, communication skills, project management
About the Company: Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent.
Experience: Tax preparation experience or accounting background preferred
Salary: $58,000 - $70,000/Year
Type: Full-time
Benefits: Busey provides a competitive Total Rewards package including 401(k) match, profit sharing, employee stock purchase plan…

Crossfirst Bank

Private Banker I Leawood
Skills & Focus: Private Banking, portfolio management, cross-selling, client relationship, financial analysis, loan products, credit underwriting, service excellence, compliance, business development
About the Company: CrossFirst Bank is a commercial bank focused on providing exceptional banking services, particularly in Private Banking. It operates as a separate subsidiary a…

Busey Bank

Financial Planning Specialist Leawood
Skills & Focus: financial planning, Wealth Advisor, data analysis, professional designations, tax law changes, Microsoft Office, project management, communication skills, numerical data interpretation, performance incentives
About the Company: Busey Bank is a financial institution that values diversity and aims to deliver service excellence through a diverse and inclusive workforce.
Experience: 2 - 4 years
Salary: $60,000 - $90,000/Year
Type: Full-time
Benefits: Busey provides a competitive benefits package including 401(k) match, profit sharing, employee stock purchase plan, pai…
Investment Portfolio Manager Leawood
Skills & Focus: investment strategy, portfolio management, client relations, fiduciary guidelines, risk profile, financial solutions, investment policies, performance monitoring, client communication, business development
About the Company: Busey Bank, now merging with CrossFirst Bank, provides diverse financial solutions and a competitive Total Rewards package to its employees.
Experience: 5+ years of investment management experience
Salary: $130,000 - $190,000/Year
Type: Full-time
Benefits: 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life i…

Busey Wealth Management

Retirement Plan Services Advisor Leawood
Skills & Focus: retirement plan sales, analytical skills, communication skills, client relationships, investment advice, government regulations, proposal creation, financial planning, employer clients, community networking
About the Company: Busey Wealth Management offers a range of services and has undergone a merger with CrossFirst Bank, which will operate as a separate subsidiary.
Experience: 5 or more years retirement plan service experience.
Salary: $75,000 - $110,000/Year
Type: Full-time
Benefits: Busey provides a competitive Total Rewards package including 401(k) match, profit sharing, paid time off, medical, dent…

Busey Bank

Wealth Advisory Support Associate Kansas City
Skills & Focus: client experience, operational support, wealth management, client onboarding, event coordination, compliance, customer contact, communication skills, financial services, organizational skills
About the Company: Busey Bank is committed to serving clients with excellence while maintaining a focus on team diversity and inclusiveness.
Experience: Two or more years related experience in the financial services industry with high net-worth clients preferred.
Salary: $20.26 - $24.31/Hour
Type: Full-time
Benefits: Competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medica…

Adp

Relationship Manager Retirement Services Kansas City
Skills & Focus: client satisfaction, relationships, retirement plan, communication, resolution, account reviews, client advocate, service issues, executive relationships, retirement products
About the Company: We are a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administr…
Experience: 5-8 Years
Salary: $71,600.00 - $145,200.00 / Year
Type: Full-time
Benefits: Medical, Dental, Vision, Life Insurance, Matched Retirement Savings, Wellness Program, Short-and Long-Term Disability, …

Crossfirst Bank

Private Banker I Kansas City
Skills & Focus: Private Banking, portfolio management, cross-selling, client relationship, financial analysis, loan products, credit underwriting, service excellence, compliance, business development
About the Company: CrossFirst Bank is a commercial bank focused on providing exceptional banking services, particularly in Private Banking. It operates as a separate subsidiary a…

Busey Wealth Management

Retirement Plan Services Advisor Kansas City
Skills & Focus: retirement plan sales, analytical skills, communication skills, client relationships, investment advice, government regulations, proposal creation, financial planning, employer clients, community networking
About the Company: Busey Wealth Management offers a range of services and has undergone a merger with CrossFirst Bank, which will operate as a separate subsidiary.
Experience: 5 or more years retirement plan service experience.
Salary: $75,000 - $110,000/Year
Type: Full-time
Benefits: Busey provides a competitive Total Rewards package including 401(k) match, profit sharing, paid time off, medical, dent…