Top 131 Financial planner Jobs in Blue Springs, Mo

Trust Officer
First National Bank of Omaha —Kansas City, MO
- $107,552 - $182,838 a year
- Email
- CPA
- 5 years
- Office
- Health savings account
- Disability insurance
Financial Advisor
Caliber Wealth Management —Overland Park, KS
- $55,000 - $200,000 a year
- Full-time
- Hybrid work
- Mid-level
- Bachelor's degree
- Marketing
- Health insurance
- Dental insurance
Quick Apply
Client Service Manager to Financial Advisor
Caliber Wealth Management —Overland Park, KS
- $65,000 - $75,000 a year
- Full-time
- Background check
- Microsoft Outlook
- Management
- Health savings account
- Health insurance
Quick Apply
Entry Level – Financial Advisor
Equitable Advisors —Kansas City, MO
- $31,500 - $125,000 a year
- Full-time
- Background check
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Quick Apply
Financial Advisor
Prevail Strategies —Leawood, KS
- $60,000 - $500,000 a year
- Choose your own hours
- Sales
- No background check
- Mid-level
- Paid training
- Health insurance
Quick Apply
Financial Representative
Mutual of Omaha Advisors —Overland Park, KS
- Up to $98,000 a year
- Full-time
- Background check
- Bachelor's degree
- US work authorization
- Paid holidays
- Health insurance
Quick Apply
1d
Financial Advisor - Sales Career
Northwestern Mutual - Downtown Kansas City —Kansas City, MO
- $75,000 - $200,000 a year
- Full-time
- Military
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
Financial Advisor Career Changer Opportunity
KMO - Northwestern Mutual —Kansas City, MO
- $62,000 - $83,000 a year
- Full-time
- Mid-level
- Office
- Business development
- Health insurance
- Dental insurance
Quick Apply
11h
Financial Planning Specialist II
Busey Bank —Kansas City, MO
- $64,000 - $80,000 a year
- Full-time
- Research
- Mid-level
- Office
- Profit sharing
- Wellness program
Quick Apply
Wealth Management Trainee (MO)
Bankers Life —Lee's Summit, MO
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Wealth Management Trainee (MO)
Bankers Life —Kansas City, MO
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Planner
WealthBridge Financial Group —Blue Springs, MO
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Financial Planner
Aprio —Overland Park, KS
- $81,000 - $135,000 a year
- Full-time
- Hybrid work
- Mid-level
- 3 years
- Finance
- Profit sharing
- Wellness program
Trade Desk Specialist
CBOE —Kansas City, MO
- $80,750 - $104,500 a year
- Weekends as needed
- Computer Science
- Mid-level
- Office
- Paid parental leave
- Employee stock purchase plan
Financial Services Representative - State Farm Agent Team Member
Josh Bodner - State Farm Agent —Blue Springs, MO
- $60,000 - $80,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Trade Desk Associate
CBOE —Overland Park, KS
- $68,000 - $88,000 a year
- Weekends as needed
- Computer Science
- Office
- SQL
- Paid parental leave
- Employee stock purchase plan
Trust Associate
First National Bank of Omaha —Kansas City, MO
- $63,288 - $104,425 a year
- Email
- Microsoft Excel
- Writing skills
- Office
- Health savings account
- Disability insurance
3d
Financial Planner & Investment Adviser - USA
Skybound Wealth Management —Kansas City, KS
- Hybrid work
- 3 years
- Finance
- Bachelor's degree
- 401(k)
Financial Solutions Advisor Registration Candidate - STANLEY, KS
Bank of America —Overland Park, KS
- Full-time
- Background check
- Writing skills
- Mid-level
- Opportunities for advancement
5d
Director of Accounting
MTC Holding Corporation —Overland Park, KS
- $135,000 - $170,000 a year
- CPA
- 5 years
- Office
- Work from home
Quick Apply

I want to receive the latest job alert for financial planner in blue springs, mo

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial planner jobs near blue springs, mo

Financial Advisor jobs in Overland Park, KS

Client Services Manager jobs in Overland Park, KS

Service Desk Specialist jobs in Kansas City, MO

Director Of Accounting jobs in Overland Park, KS

Financial Planner jobs in Overland Park, KS

Management Trainee jobs in Kansas City, MO

Financial Representative jobs in Overland Park, KS

Financial Advisor jobs in Kansas City, MO

Financial Advisor jobs in San Diego, CA

Academic Advisor jobs in Bronx, NY

Academic Advisor jobs in Asu, AZ

Financial Advisor jobs in Savannah, GA

Financial Advisor jobs in Las Vegas, NV

Financial Advisor jobs in Wisconsin

Client Services Manager jobs in Vienna, VA

Client Services Manager jobs in Nashville, TN

Manufacturing Manager jobs in Cincinnati, OH

Client Success Manager jobs in New York, NY

Client Services Manager jobs in Miami, FL

Client Services Manager jobs in Pittsburgh, PA

Trust Officer

First National Bank of Omaha -
Kansas City, MO

Apply Now

Job Details

Full-time
$107,552 - $182,838 a year

Benefits

Health savings account
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Tuition reimbursement
Vision insurance
401(k) matching

Qualifications

Customer communication

Full Job Description

At FNBO, our employees are the heart of our story—and we’re committed to their success! Please see below the details of this career opportunity and how it fits into our organization’s success.

Summary of the Job:

The Trust Officer will manage and administer trust relationships and work with an investment portfolio manager to proactively perform investment or market analysis. They will develop, interpret, communicate and facilitate complex trust and estate planning matters as part of the advice-based solutions presented to the customers. They will serve as Trust Advisor with primary accountability for exercising discretion in the best interests of the beneficiaries, executing the terms of the estate plan or documents in which FNBO serves as Trustee, Personal Representative, Conservator, or Guardian, often exercising broad discretion for beneficiaries with competing interests, and managing financial risk for the organization.

About This Role:

Fiduciary Expertise

Serve as Trust Officer with primary accountability for the sound decision making in exercising discretion in the best interests of the beneficiaries, executing the terms of the estate plan or documents in which FNBO serves as Trustee, Personal Representative, Conservator, or Guardian, often exercising broad discretion for beneficiaries with competing interests, and managing financial risk for the organization.

Exercise expertise by developing, interpreting, communicating and facilitating complex trust and estate planning matters as part of the advice-based solutions presented to the clients.

Demonstrate sound decision-making skills, including balancing business risk to FNBO with client interests, including all exercise of discretion in fiduciary accounts such as approval of disbursements of fiduciary funds according to conditions of the trust and needs of the beneficiaries, resolve client issues and collaborate with clients to articulate and achieve goals, in collaboration with Advisor RMs where applicable.

Maintain knowledge of current trends and changes in the industry with regard to fiduciary matters (e.g. estate planning, probate, estate, gift and income tax planning, guardianships, special needs trusts, state-specific laws).

Administration

Accountable for risk management of assigned accounts in adherence to all applicable regulations, as well as all applicable state laws to ensure FNBO is meeting all fiduciary duties to current and remainder beneficiaries in relation to all facets of administration, investments and asset allocations including managing regulatory risk and addressing the needs of the assigned accounts, in coordination with Advisor RMs where applicable.

Prepare appropriate documentation to transactions ensuring completeness and appropriate approvals.

Monitor all account activity by reviewing and validating daily transactions.

Monitor portfolio of accounts, notify portfolio managers and relationship managers, where applicable, of cash requirements and future distribution needs.

Receive requests for discretionary distributions from beneficiaries and prepare appropriate documentation and obtain appropriate approvals.

Relationship Management/Service

Serve as Relationship Manager and trusted advisor on assigned accounts by maintaining a proactive, personal relationship with the clients (and current and remainder beneficiaries) and their families, anticipating and identifying their needs and coordinating internal and external partnerships to meet those needs, as well as addressing the day-to-day needs of the clients.

Retain client base to deliver the highest service and client contact standards.

Ensure the profitability of trust relationships by monitoring service levels, fee revenue and the assessment of additional fees for extraordinary services rendered.

Collaborate with the client's advisors, including attorneys and accountants, to develop and implement a comprehensive wealth plan.

The Ideal Candidate for This Role:

Bachelor’s degree in Business Administration or related field.
MBA or Juris Doctor degree is preferred.
Additional 5+ years of experience in the Trust, Investment or financial services industry.
Previous successful effective relationship management experience.
Ability to provide more complex advice and guidance to customers adhering to all fiduciary standards.
Ability to work collaboratively and cohesively within a team environment.
Strong knowledge of the finance industry and the local, state, national and global economy.
Ability to listen attentively to customer’s needs to best deliver a comprehensive solution for the customer.
Ability to communicate confidently with customers and prospects demonstrating poise while speaking. Exceptional verbal and written communication including presentations and recommendations.
Understands and contributes to intended customer experience of helpful, easy and personal.

Additional Qualifications :

Certifications or accreditations such as a CRPC, CFP, CPA, CFA, CWS, CTFA, CFM are helpful.

IND123#

Candidates must possess unrestricted work authorization and not require future sponsorship.

Compensation:

Compensation range (base pay): $107,552.00-$182,838.00

This role may have a specific starting pay within this range.

Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.

Work Environment:

It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.

Benefits Overview:

We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:

Medical, Dental, Vision Insurance
401k, With Matching Contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
Short-Term/Long-Term Disability Insurance

Learn more about FNBO benefits here: https://www.fnbo.com/careers/benefits/ .

For additional information regarding compensation and benefits, e-mail FNBO at [email protected] . To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.

Job number: R-20260770

Equal Opportunity & Belonging:

FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves—no matter their role or where they are in their journey.

Learn more here.

FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.

Click here to download 'EEO is The Law' Self-Print Poster

Click here to download 'EEO is The Law' Supplement for Federal Contractors

Click here to download 'EEO is The Law' GINA Supplement

FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC

FNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants)

Application Deadline:

All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.

Apply Now

Refine Your Search

financial planner jobs in blue springs, mo

Trust Officer

Financial Advisor

Client Service Manager to Financial Advisor

Entry Level – Financial Advisor

Financial Advisor

Financial Representative

Financial Advisor - Sales Career

Financial Advisor Career Changer Opportunity

Financial Planning Specialist II

Wealth Management Trainee (MO)

Wealth Management Trainee (MO)

Financial Planner

Financial Planner

Trade Desk Specialist

Financial Services Representative - State Farm Agent Team Member

Trade Desk Associate

Trust Associate

Financial Planner & Investment Adviser - USA

Financial Solutions Advisor Registration Candidate - STANLEY, KS

Director of Accounting

I want to receive the latest job alert for financial planner in blue springs, mo

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected