Top 99 Wealth manager Jobs in Overland Park, Ks

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
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
Trading Specialist - RIA
Cetera Financial Group —Leawood, KS
- $53,000 - $78,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Finance
- Paid parental leave
- Paid holidays
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
Registered Wealth Management Client Associate
Bank of America —Leawood, KS
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
11d
Wealth Management Associate-Kansas City
RK Partners —Mission Woods, KS
- $62,500 - $65,000 a year
- Monday to Friday
- Office
- 1 year
- Communication skills
Quick Apply
Wealth Management Advisor - Overland Park, KS
TIAA —Overland Park, KS
- Online Application
- 5 years
- Business development
- Continuous improvement
- Tuition reimbursement
- Retirement plan
Wealth Advisor
OakStar Bank —Overland Park, KS
- Full-time
- Word processing
- Writing skills
- Basic math
- Paid holidays
- Health insurance
12d
Financial Advisor - Learn & Lead in Advanced Strategies for HNW Clients
WealthBridge Financial Group —Olathe, KS
- $75,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
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
5d
Financial Advisor
SOUTHERN BANK —Leawood, KS
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
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
Wealth Management Trainee (MO)
Bankers Life —Kansas City, MO
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Wealth Management Trainee (MO)
Bankers Life —Lee's Summit, MO
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
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 Consultant - Learn & Lead in Advanced Strategies for HNW Clients
WealthBridge Financial Group —Lenexa, KS
- $75,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Wealth Management-Investment Portfolio Manager
U.S. Bank National Association —Kansas City, MO
- $111,605 - $131,300 a year
- Full-time
- Office
- Bachelor's degree
- US work authorization
- Paid holidays
- Disability insurance
10d
Financial Planner
WealthBridge Financial Group —Overland Park, KS
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Senior Investment Strategist - Private Wealth
UMB Financial Corporation —Kansas City, MO
- $110,250 - $189,000 a year
- Email
- Office
- 8 years
- Experience equivalent to degree accepted
- Paid holidays
- Health insurance
Financial Advisor
First Command Financial Services, Inc. —Shawnee, KS
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training

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Equity Analyst

Commerce Bank -
Kansas City, MO

Apply Now

Job Details

Full-time
$137,000 - $187,500 a year

Benefits

Health insurance
Dental insurance
401(k)
Vision insurance
Life insurance

Qualifications

Microsoft Excel
Microsoft Outlook
Bachelor's degree
Company valuation
Equity research
Financial markets knowledge

Full Job Description

About Working at Commerce

Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn’t stop there. Our culture is about our people, the ones in our communities and the ones that work with us.

Here, you’ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You’ll have the space and resources to grow into the best version of yourself. Because our number one investment is you.

Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let’s talk.

Compensation Range

Annual Salary: $137,000.00 - $187,500.00 (Amount based on relevant experience, skills, and competencies.)

For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means assembling a team of seasoned wealth management professionals across disciplines who collaborate to ensure each client’s financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank.

About This Job

The main purpose of this role is to conduct in-depth fundamental equity research on industries, companies and individual equities to make buy/sell recommendations; then clearly communicate research to investment team.

Essential Functions

Provide fundamental research on industries, companies, and their publicly traded securities
Provide valuation analysis leading to recommendation of investment actions
Present investment recommendations and associated research to the investment team in a clear concise manner
Monitor market, economic, policy, and company-specific developments and assess their impact on portfolio positioning and risk
Analyze portfolio holdings, attribution, and relative performance to identify trade opportunities, risks, and associated actions
Maintain relationships with sell-side analysts and industry contacts to strengthen research insight and idea generation
Prepare clear written communication and present complex investment theses to a wide variety of audiences
Perform other duties as assigned

Knowledge, Skills & Abilities Required

Deep knowledge of equity markets, portfolio construction, valuation methods, and fundamental equity research
Ability to explain complex investment ideas to both technical and non-technical audiences
Sound judgment, intellectual curiosity, and the ability to operate independently while collaborating effectively across investment teams
Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
Advanced level proficiency with Microsoft Word, Excel and Outlook

Education & Experience

Bachelor’s degree in finance, economics, accounting, or a related field required; MBA or other advanced study preferred
5+ years of experience in equity research, portfolio management, or investment analysis required
Chartered Financial Analyst (CFA) designation preferred

**Level of role is determined by knowledge, experience, skills, abilities, and education.

***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Investment Analyst III & Senior job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $137,000 to $187,500 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals.

#LI-DB1

The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits.

Location: 1000 Walnut St, Kansas City, Missouri 64106

Time Type:

Full time

Apply Now

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wealth manager jobs in overland park, ks

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