Wealth Planning Analyst jobs in Overland Park – Browse 22 openings on RoboApply Jobs

Wealth Planning Analyst jobs in Overland Park

Open roles matching “Wealth Planning Analyst” with location signals for Overland Park. 22 active listings on RoboApply Jobs.

22 jobs found

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Mariner Wealth Advisors logo
Tax Manager - Overland Park, KS

Mariner Wealth Advisors

Full-time|On-site|Overland Park, KS - Headquarters

Mariner Wealth Advisors is seeking a Tax Manager to join the team at its Overland Park, KS headquarters. This position works closely with clients and internal wealth management teams to design and implement tax strategies that reflect each client's specific goals and values. The Tax Manager plays a central role in delivering a coordinated financial plan and …

Apr 28, 2026
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Steadily logoSteadily logo
Full-time|From $90K/yr|On-site|Overland Park, KS

Position: Insurance Coverage and Compliance AnalystLocation: Overland Park, KS (Kansas City Metro)Employment Type: Full-time, In-OfficeSalary: $90,000+ base salary with potential equity optionsJoin Steadily, a pioneering company in landlord insurance, as an Insurance Coverage and Compliance Analyst. In this pivotal role, you will be instrumental in establishing our compliance department as a subject matter expert.This is a full-time, in-office position located in Overland Park, KS.Key Responsibilities:Refine and enhance coverage and form language for existing products, and draft new endorsements.Support the development, submission, and tracking of regulatory filings.Serve as the go-to expert for all aspects of landlord insurance compliance, including reporting requirements, data calls, and related documentation.Stay updated on regulatory changes in active and prospective markets.Collaborate closely with the development team to ensure specifications are met.Help build the compliance department and implement best practices.Be part of a dynamic team focused on expanding our filing capabilities nationwide and transforming landlord insurance.Mastery in SERFF is a must.Qualifications:Experienced: Minimum of 3 years in insurance compliance; regulatory expertise is essential. Knowledge in property, underwriting, or product development is a plus.Builder: Proven experience in launching new insurance products.Digital Savvy: Strong communication skills with regulators, proficient in Excel and Word. SERFF expertise is required.Driven: Eager to join a fast-paced tech startup and enhance your career growth.

Mar 18, 2026
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TreviPay logoTreviPay logo
Full-time|On-site|Overland Park, KS

At TreviPay, we are dedicated to transforming the payment experience through loyalty. Our global B2B payments and invoicing network empowers thousands of sellers to offer buyers flexibility and convenience, tap into new markets, and streamline accounts receivables. With over 40 years of industry experience, we partner with leaders across manufacturing, retail, and transportation, offering seamless integrations with leading eCommerce and ERP solutions alongside adaptable trade credit options. Our team at TreviPay thrives in a dynamic and supportive environment that fosters collaboration and entrepreneurial spirit, encouraging every employee to rise to challenges and excel.Position Overview: The Credit & Risk Policy Analyst plays a pivotal role in the development, maintenance, and governance of our credit and risk policies. This individual contributor position involves drafting and updating policies, conducting comprehensive research, and supporting policy implementation across the organization. The Policy Analyst acts as a reliable resource for internal stakeholders, ensuring policy accuracy and consistency, maintaining knowledge management systems, and assisting with policy governance, training initiatives, and post-implementation review processes.Key Responsibilities:Policy Research & Development: Collaborate in drafting, updating, and sustaining policies associated with credit risk, lending practices, and compliance.Stakeholder Collaboration: Engage with legal, compliance, and credit risk teams to gather insights and ensure policies align with both business needs and regulatory standards.Documentation & Governance: Maintain policy documentation to ensure accuracy, clarity, and accessibility for stakeholders, while updating and organizing knowledge management systems.Training & Awareness Support: Assist in the development of training materials and policy education initiatives to promote understanding and proper implementation.Knowledge Management: Aid in the organization and updates of policy documentation across various knowledge management platforms to enhance accessibility.

Apr 3, 2026
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Collabera logoCollabera logo
Full-time|On-site|Overland Park

Join our dynamic team at Collabera as a Business Analyst, where you will play a pivotal role in driving business insights and enhancing operational efficiency. In this position, you will collaborate with various stakeholders to analyze data, identify trends, and develop actionable strategies that contribute to business success. Your analytical skills will help us make informed decisions and foster growth.

Jul 6, 2016
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Integrated Resources, Inc. logoIntegrated Resources, Inc. logo
Programmer Analyst

Integrated Resources, Inc.

Full-time|On-site|Overland Park

Join our dynamic team at Integrated Resources, Inc. as a Programmer Analyst, where you will play a key role in designing, developing, and implementing software solutions that meet our clients' needs. This is an exciting opportunity to leverage your technical expertise and contribute to innovative projects within a collaborative environment.

Sep 3, 2015
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J.S. Held LLC logoJ.S. Held LLC logo
Full-time|On-site|Overland Park

Join J.S. Held LLC as a Quantum Analyst in our Construction Advisory team, where you will play a pivotal role in providing expert analysis for construction-related disputes and claims. As a Quantum Analyst, you will leverage your analytical skills to assess project costs, schedules, and financial impacts, ensuring our clients receive precise and actionable insights.

Mar 31, 2026
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Steadily logoSteadily logo
Full-time|$130K/yr - $130K/yr|On-site|Overland Park, KS

Location: Overland Park, KS (Kansas City Metro)Employment Type: Full-time, In-OfficeDepartment: ProductCompensation: $130k plus equityJoin Steadily as a Senior Insurance Product Analyst in the vibrant Kansas City Metro area. This full-time, in-office role in Overland Park, KS is perfect for a dedicated professional looking to excel in the insurance industry.Responsibilities:Identify, design, and implement innovative opportunities and initiatives.Refine coverage and form language for existing products, including drafting new endorsements.Conduct thorough analysis of profitability drivers such as loss ratios, actuarial indications, and frequency/severity trends across all products and channels.Serve as the subject matter expert on landlord insurance, including forms, underwriting guidelines, and rates.Collaborate with internal and external stakeholders to develop novel rating factors.Contribute to the growth and profitability of our Landlord Dwelling products across multiple states.Create and implement data-driven action plans to continuously enhance performance.Support the development and submission of regulatory filings.Coordinate closely with the development team on programming specifications.Foster collaboration across various internal teams to ensure initiative success.Conduct competitive analysis and navigate SERFF filings proficiently.Qualifications:Experience: Minimum of 3 years in insurance with a strong focus on managing personal lines products. Direct experience with HO or DP products is a plus.Builder Mindset: Proven track record of taking projects from inception through to launch, demonstrating a proactive approach.Technical Skills: Exceptional analytical and technical skills with superior written and verbal communication abilities. Proficient in SERFF and competitor filings.Ambitious: Eager to join an early-stage tech startup and contribute significantly to its growth.

Mar 11, 2026
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J.S. Held LLC logoJ.S. Held LLC logo
Full-time|On-site|Overland Park

Join J.S. Held LLC as a Construction Advisory - Delay Analyst in Overland Park, Kansas. We are looking for a detail-oriented professional with a keen analytical mind to assist in evaluating construction delays and disputes. In this role, you will analyze schedules, assess impacts, and provide expert insights to aid our clients in navigating complex construction issues.

Mar 31, 2026
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Eversana logoEversana logo
Full-time|On-site|Overland Park

We are seeking an experienced Senior Social Media Analyst to join our dynamic team at Eversana. In this role, you will be responsible for developing and implementing social media strategies that enhance brand awareness, engage our audience, and drive conversions. You will analyze performance metrics to optimize campaigns and collaborate with cross-functional teams to ensure alignment with overall marketing goals.

May 1, 2026
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Steadily logoSteadily logo
Full-time|From $100K/yr|On-site|Overland Park, KS

Location: Overland Park, KS (Kansas City Metro)Employment Type: Full-time, In-OfficeDepartment: ProductSalary: Competitive base salary starting at $100,000 per year with additional equity options.:: Applicant Notice ::This role is not for a technical product analyst/manager/owner. A background in insurance product development is essential.At Steadily, we seek a talented Insurance Product Analyst who excels in driving growth and profitability for our DP3 insurance products across multiple states.Key ResponsibilitiesTake charge of the growth and profitability of our DP3 products across various states.Refine existing product coverage and form language; create new endorsements as needed.Conduct analyses on profitability drivers, including loss ratios, actuarial data, frequency/severity trends, and retention metrics.Manage state-specific rate filings to ensure competitive pricing that meets our return on investment objectives.Collaborate with different internal teams to effectively execute the insurance product strategy at Steadily.Perform competitive analysis and utilize SERFF for filings.Desired QualificationsProven Experience: A minimum of two years in the insurance sector, with significant exposure to personal lines products. Experience in HO or DP products and policy form language is a plus.Innovative Mindset: You possess a builder's mentality and can drive projects from conception to implementation, demonstrating a proactive approach.Technologically Proficient: Exceptional tech-savvy, strong product sense, and a proven ability to learn and implement new tools and processes effectively.Ambitious: Eager to join an early-stage tech startup and make a significant impact on its growth trajectory.Compensation and BenefitsSalary: Starting at $100,000+ per yearEquity: Opportunities for equity participation in the company.

Mar 18, 2026
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TreviPay logoTreviPay logo
Full-time|On-site|Overland Park, KS

At TreviPay, we understand that loyalty starts at the point of payment. Our global B2B payments and invoicing network empowers thousands of sellers to offer flexibility and convenience to their buyers while unlocking new markets and streamlining accounts receivable processes. With over 40 years of experience serving leaders across manufacturing, retail, and transportation, we integrate seamlessly with top eCommerce and ERP solutions, offering adaptable trade credit options.Our team thrives in a dynamic, collaborative environment where we challenge and empower each other daily.We are on the lookout for a Senior Information Security Analyst who possesses extensive experience in security operations and audit/compliance execution. This pivotal role combines hands-on incident detection and response with the responsibility for audit readiness and evidence management, specifically for frameworks such as PCI DSS and ISO/IEC 27001. The perfect candidate will adeptly navigate both technical and business teams, translating security requirements into actionable controls while driving initiatives to enhance risk management and bolster security posture.Key ResponsibilitiesSecurity OperationsMonitor and triage security alerts from SIEM, EDR, IDS/IPS, CSPM, and other telemetry sources, validating true positives and minimizing false alarms.Conduct thorough incident investigations, documenting findings, scope, root cause, and corrective actions.Lead or assist in incident response activities, including containment, eradication, and recovery processes.Develop, maintain, and refine detection logic, alerting mechanisms, and response playbooks and runbooks.Administer and optimize security tools and platforms (e.g., SIEM, EDR, vulnerability scanners, email security, DLP), overseeing upgrades, configuration changes, health monitoring, and integrations.Collaborate with IT and Engineering teams to remediate vulnerabilities, enhance configurations, and strengthen overall security controls.Audit, Risk, and ComplianceSupport and lead audit readiness initiatives for PCI DSS and ISO/IEC 27001.Coordinate evidence collection and manage auditor interactions effectively.Conduct gap assessments and monitor remediation efforts diligently.Maintain ISMS documentation, policies, and procedures.Assist with risk assessments and continuous compliance activities.

Mar 20, 2026
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Crossmark, Inc. logoCrossmark, Inc. logo
Event Specialist

Crossmark, Inc.

Full-time|On-site|Overland Park

As an Event Specialist at Crossmark, Inc., you will play a vital role in creating memorable experiences through engaging events. You will be responsible for planning, coordinating, and executing various events that reflect our brand's values and mission. This dynamic position requires excellent organizational skills, creativity, and the ability to work collaboratively with diverse teams.

Aug 25, 2016
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Crossmark logoCrossmark logo
Full-time|On-site|Overland Park

Join our dynamic team as an Events Specialist at Crossmark, where you'll play a pivotal role in orchestrating and executing memorable events that drive brand engagement and elevate our clients' experiences. Your creativity, organizational skills, and attention to detail will be crucial in managing all aspects of event planning, from conception to execution.

Feb 13, 2017
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Crossmark logoCrossmark logo
Full-time|On-site|Overland Park

Join our dynamic team as an Event Specialist where you will play a crucial role in the planning, coordination, and execution of a variety of events that enhance our brand's presence and connect with our audience. You will work collaboratively with a team to ensure that every event runs smoothly and achieves its objectives. Your creativity, organization, and communication skills will be essential in delivering successful experiences.

Jun 28, 2016
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Crossmark logoCrossmark logo
Full-time|On-site|Overland Park

Join our dynamic team as an Event Specialist at Crossmark, where creativity meets execution. In this role, you will be pivotal in planning, coordinating, and executing various events that elevate our brand and engage our audience. Your expertise will contribute to the seamless execution of promotions, trade shows, and corporate events.

Aug 11, 2016
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Crossmark logoCrossmark logo
Part-time|On-site|Overland Park

Join our dynamic team at Crossmark as a Part-Time Events Specialist! We are looking for enthusiastic individuals who have a passion for creating memorable events and engaging experiences. In this role, you will be responsible for assisting with the planning and execution of various events while ensuring high levels of customer satisfaction.

Sep 19, 2016
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Crossmark logoCrossmark logo
Full-time|On-site|Overland Park

Join our dynamic team as an Events Specialist where you will play a pivotal role in planning, executing, and managing engaging events that elevate our brand presence. You will collaborate with various stakeholders to ensure seamless execution and deliver exceptional experiences for participants.

Feb 17, 2017
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Crossmark, Inc. logoCrossmark, Inc. logo
Full-time|On-site|Overland Park

Join our team as an Event Specialist, where you will play a crucial role in the planning and execution of engaging events that captivate our audience. Your creativity and organizational skills will contribute to memorable experiences that align with our brand's goals.

Oct 28, 2015
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Crossmark logoCrossmark logo
Full-time|On-site|Overland Park

Join our dynamic team as an Event Specialist where you will play a crucial role in planning and executing engaging events that drive brand awareness and customer engagement. This position is perfect for enthusiastic individuals who thrive in a fast-paced environment and are passionate about creating memorable experiences.

Sep 3, 2016
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Crossmark logoCrossmark logo
Part-time|On-site|Overland Park

Join our dynamic team as a Part-Time Event Specialist. In this role, you will be responsible for planning and executing events that engage our clients and customers. Your creative flair and attention to detail will ensure that every event is a memorable experience. We are looking for someone who is enthusiastic, organized, and ready to make an impact in the event planning space.

Jan 13, 2017

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