Last updated: 2025-10-30
34 Wealth Management jobs in Kansas City.
Ameriprise Financial
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…
Leawood
- Skills: Financial Advisor, client prospects, financial planning, marketing plan, coaching, networking, relationship building, entrepreneurial spirit, goal-oriented, licenses
- Level: mid
- Type: full_time
New York Life Insurance Co
New York Life Insurance Co has a long-standing legacy in stability and growth, committed to employees, agents, and policy owners while providing a diverse port…
Olathe
- Skills: case management, customer service, regulatory compliance, underwriting, process improvement, policy issue, documentation, concierge service, training, financial security
- Level: mid
- Type: full_time
Simmons Bank
Simmons Bank is a dynamic regional community bank with the full financial capabilities to meet the unique needs of our customers. We believe in empowering our …
Lee's Summit
- Skills: client relationships, financial solutions, customer experience, outbound calling, consumer loans, team centric, compliance, bank products, customer satisfaction, goals
- Level: mid
- Type: full_time
Simmons First National Corporation
Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, an…
Kansas City
- Skills: Private Banking, relationship management, new client acquisition, high-net-worth customers, net new loan growth, portfolio management, customer relationship, compliance training, financial analysis, sales skills
- Level: senior
- Type: full_time
Virtus
Virtus is a next generation insurance consulting firm that focuses on middle market clients in a variety of lines of coverage.
Overland Park
- Skills: Private Client, personal insurance, high-net-worth, client strategy, risk consulting, relationship management, sales support, policy issuance, cross-sell opportunities, operational excellence
- Level: senior
- Type: full_time
Edelman Financial Engines
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investor…
Overland Park
- Skills: Client service, Financial planning, Investment advice, Compliance, Customer relationship, Administrative functions, Critical thinking, Attention to detail, Finance, Multi-tasking
- Level: mid
- Type: full_time
Allworth Financial
Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management wit…
Lawrence
- Skills: estate planning, high-net-worth clients, wealth transfer, tax laws, financial planning, fiduciary, collaboration, analytical skills, client communication, strategic recommendations
- Level: senior
- Type: full_time
Enterprise Bank & Trust
Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company t…
Olathe
- Skills: customer service, banking, financial services, account management, sales, loans, Microsoft Office, Google Suite, client relations, confidentiality
- Level: mid
- Type: full_time
State Street
State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re …
Kansas City
- Skills: alternative investment, fund administration, financial services, accounting, portfolio management, client satisfaction, cross-sell opportunities, team management, regulatory compliance, performance-based awards
- Level: senior
- Type: full_time
Fidelity Investments
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a priva…
Overland Park
- Skills: customer service, client support, financial planning, problem resolution, communication skills, inbound calls, transactions, investment opportunities, time management, team oriented
- Level: entry
- Type: temporary
Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering adv…
Kansas City
- Skills: financial advisory, client relationships, insurance licenses, commissions, investments, financial workshops, business development, professional growth, networking, client engagement
- Level: entry
- Type: full_time
BOK Financial Corporation
For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we’v…
Kansas City
- Skills: client experience, financial products, banking operations, customer service, sales, problem-solving, communication skills, training program, relationship management, digital banking
- Level: mid
- Type: full_time
TIAA
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associate…
Overland Park
- Skills: wealth management, financial goals, affluent clients, financial solutions, investment solutions, relationship building, client relationships, financial planning, certified financial planner, chartered financial analyst
- Level: senior
- Type: full_time
BOK Financial Corporation
For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we’v…
Kansas City
- Skills: Relationship Management, Corporate Trust, Compliance, Wealth Management, Portfolio Management, Strategic Investment, Client Accounts, Financial Solutions, Administration, Mentorship
- Level: mid
- Type: full_time
Lockton Companies
Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care…
Overland Park
- Skills: client services, insurance brokerage, revenue growth, commercial insurance, stakeholder engagement, market analysis, budget management, strategic planning, relationship building, negotiation skills
- Level: senior
- Type: full_time
Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering adv…
Lawrence
- Skills: financial advisor, insurance licenses, client appointments, commission, income growth, pension plans, client relationships, financial stability, financial clarity, Christian communities
- Level: entry
- Type: full_time
Lockton
Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care…
Kansas City
- Skills: Client services, strategic planning, consulting, insurance brokerage, claims management, proposal analysis, vendor management, business development, financial analysis, regulations
- Level: senior
- Type: full_time
Busey
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent.
Kansas City
- Skills: Private Banking, community involvement, wealth management, financial analysis, sales, credit underwriting, client satisfaction, bank profitability, team leadership, business development
- Level: senior
- Type: full_time
Liberty Bank and Trust
America’s first billion-dollar Black-owned bank, serving communities across 11 states for over 50 years.
Kansas City
- Skills: customer service, cash handling, bank transactions, deposit accounts, sales skills, financial education, community impact, personal banker, financial tools, business growth
- Level: entry
- Type: full_time
State Street
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clie…
Kansas City
- Skills: Client Service, Financial Services, Relationship Management, Leadership, Problem Solving, Double-entry Accounting, Risk Management, Operational Model, Service Delivery, Performance Reporting
- Level: mid
- Type: full_time