Top 103 Wealth management Jobs in Kansas City Mo

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
1d
Equity Analyst
Commerce Bank —Kansas City, MO
- $137,000 - $187,500 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Health insurance
- Dental insurance
Sr. Trust Advisor
First National Bank of Omaha —Kansas City, MO
- $158,696 - $269,783 a year
- Email
- CPA
- 11+ years
- Office
- Health savings account
- Disability insurance
3d
Wealth Management Financial Reporting Analyst
Commerce Bank —Kansas City, MO
- $72,500 - $85,000 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Registered Wealth Management Client Associate
Bank of America —Kansas City, MO
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
9d
Entry-Level Financial Advisor
New York Life - Kansas City —Kansas City, MO
- $74,000 - $120,000 a year
- Computer literacy
- Basic math
- Finance
Quick Apply
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
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 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
Wealth Management Trainee (MO)
Bankers Life —Kansas City, MO
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Investment Research Analyst
Nomura —Overland Park, KS
- $174,000 - $202,000 a year
- 5 years
- Office
- Financial services
- Paid time off
- Parental leave
Senior Market Strategist
Aprio —Overland Park, KS
- $200,000 - $225,000 a year
- Full-time
- Hybrid work
- Continuous improvement
- Senior level
- Master of Business Administration
- Profit sharing
- Wellness program
Senior Project Manager - Wealth Management
Commerce Bank —Kansas City, MO
- $93,000 - $123,500 a year
- Full-time
- Microsoft Excel
- 6 years
- Microsoft Outlook
- Health insurance
- Dental insurance
PWM Private Wealth Advisor
U.S. Bank National Association —Kansas City, MO
- $111,605 - $144,430 a year
- Full-time
- 8 years
- Business development
- Bachelor's degree
- Paid holidays
- Disability insurance
Financial Planner
WealthBridge Financial Group —Raytown, MO
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Financial Representative
Guardian Kansas City —Overland Park, KS
- Hybrid work
- 5 years
- Finance
- Bachelor's degree
- Opportunities for advancement
Quick Apply
Wealth Advisor
OakStar Bank —Overland Park, KS
- Full-time
- Word processing
- Writing skills
- Basic math
- Paid holidays
- Health insurance
8d
PWM Wealth Strategist
U.S. Bank National Association —Kansas City, MO
- $159,970 - $188,200 a year
- Full-time
- CPA
- Business development
- Bachelor's degree
- Paid holidays
- Disability insurance
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

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Trust Associate

First National Bank of Omaha -
Kansas City, MO

Apply Now

Job Details

Full-time
$63,288 - $104,425 a year
1 day ago

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 Associate role is a junior relationship management role that will work closely with a small, designated team of Trust Advisors to help families identify and meet their financial goals and objectives. They will assist Trust Advisors in administering client relationships consisting primarily of revocable trusts, irrevocable trusts, estate and institutional expertise. The Trust Associate will organize and execute documents, generate reports, general correspondence and frequently act as the primary client touch point while resolving customer inquiries.

About This Role:

Provide ongoing customer relationship management support to retain accounts and expand client relationships into the next generation. Research, resolve and respond to clients’ inquiries/issues in a timely and professional manner. Ask the right questions and listen to customers to gain an understanding of their needs, accurately identify and define customers’ needs or issues. Perform necessary duties consistently and reliably to meet customer expectations. Understand and contribute to intended customer experience to foster the relationship and perform duties as needed or requested. This may include regular and professional communication with centers of influence (i.e. accountants and attorneys). Assist with projects and general office duties as assigned.

Ability to read and understand the complexities of a Trust document in order to manage the opening, funding, closing and transferring processes as well as regular maintenance of accounts according to bank policies and guidelines within the designated trust platform system or other technology tools.

Prepare and maintain appropriate forms and documentation per direction of the Trust Advisor to complete transactions ensuring completeness and appropriate customer, co-fiduciary, advisor, officer and/or committee approvals.

Demonstrate knowledge of the organization’s products/services and recommend proactively customer solutions.

Anticipate needs from the Trust Advisory team. Complete multiple tasks by prioritizing time with the team and working together to communicate ongoing activities.

Properly execute transactions in a timely manner.

Communicate on a regular basis with Trust Advisors regarding opportunities to enhance the relationship with clients.

Establish a good working relationship with peers to build trust and support. Develop awareness of how assigned duties and tasks integrate with and affect the work of others. Develop and maintain strong relationships with business partners across the organization to facilitate everyday transactions.

Follow-up with both clients and/or internal contacts to verify the clients’ needs are being met.

Facilitate and monitor exception decisions to ensure no unnecessary delays impact workflow or client expectations.

Identify areas where efficiency and process improvement are needed within own area of work. Regularly use process improvement tools and techniques to assess and simplify workflow.

Understand and comply with the Bank's policies, regulations and BSA/AML Program, which includes, but is not limited to the following:

Comply with the Bank's Customer Identification Program and Customer Due Diligence Policy
Identify, monitor and report suspicious activity
Complete BSA/AML/Compliance training in a timely manner as directed by management

Exhibit professional behavior and promote a positive work environment, contribute to the team and understand and strive toward department goals.

Maintain regular and predictable attendance in alignment with departmental/divisional policy.

The Ideal Candidate for This Role:

Bachelor's degree
Understand financial concepts as related to investments, insurance, taxes, and estates
Ability to work collaboratively and cohesively within a team environment. Willingness to openly share information with others and readily offers support for others when possible.
Ability to work with a variety of clients and professionals as well as employees of organization.
Proficiency in writing and using electronic communication appropriately, consistent with FNBO policies.
Demonstrated detail orientation and ability to multitask priorities.
Strong analytical and decision-making skills.
Demonstrated knowledge and use of relevant technology and comfort working with several forms of technology. (Microsoft Office Suite - Word, Excel, and PowerPoint, Trust Desk or similar platform)
Ability to listen attentively to customer’s needs and respond accordingly.
Ability to communicate confidently with a client demonstrating poise while speaking.
Able to build credibility and trust by demonstrating knowledge and capabilities in multiple areas of the business among co-workers and clients.

Preferred Qualifications:

Previous experience in Trust or the Wealth Management industry.
CTFA Certification
Working knowledge of Wealth and Trust platform systems.

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

Compensation:

Compensation range (base pay): $63,288.00-$104,425.00

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-20261402

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

wealth management jobs in kansas city mo

Trust Associate

Equity Analyst

Sr. Trust Advisor

Wealth Management Financial Reporting Analyst

Registered Wealth Management Client Associate

Entry-Level Financial Advisor

Financial Advisor

Entry Level – Financial Advisor

Financial Advisor

Financial Advisor - Sales Career

Wealth Management Trainee (MO)

Investment Research Analyst

Senior Market Strategist

Senior Project Manager - Wealth Management

PWM Private Wealth Advisor

Financial Planner

Financial Representative

Wealth Advisor

PWM Wealth Strategist

Financial Planner

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