Personal Financial Advisor Jobs in Leawood, KS
A Personal Financial Advisor is a vital professional within the finance industry, providing financial advice to clients on topics including investments, tax laws, and insurance decisions. They help clients plan for short and long-term goals, such as meeting education expenses and saving for retirement. They research investment opportunities, stay current with economic trends, and meet with clients to review financial goals. Personal Financial Advisors also help clients manage debt, plan their estate, and maximize their savings.
Important skills for a Personal Financial Advisor include strong analytical ability, excellent interpersonal and sales skills, and a keen attention to detail. They need to be licensed through the Financial Industry Regulatory Authority (FINRA), and while not required, many advisors also obtain the Certified Financial Planner (CFP) certification to enhance their professional standing. Those interested in this profession often start in related fields such as investment banking, insurance sales, or financial auditing. Prior roles that can lead to a Personal Financial Advisor position include Financial Analyst, Accountant, and Insurance Sales Agent.
- Kansas City, KS (10 miles from Leawood, KS)
- 10 days ago
- Kansas City, KS (10 miles from Leawood, KS)
- 10 days ago
management or financial services experience * Certified Financial Planner designation is preferred * Approved webinars, seminars, and courses will be credited at the CE amount stated, must be in good...
REDW Wealth - Senior Wealth Advisor
- Lenexa, KS (5 miles from Leawood, KS)
- 16 days ago
- Lenexa, KS (5 miles from Leawood, KS)
- 16 days ago
Experience in acquiring and servicing wealth management clients Strong presentation and/or public speaking skills and writtenmunication skills....
Remote WorkWealth Management Consultant - Commerce Trust
- Kansas City, MO (10 miles from Leawood, KS)
- 26 days ago
- Kansas City, MO (10 miles from Leawood, KS)
- 26 days ago
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...
At UMB Private Wealth Management, your story is our focus. As the Associate Managing Partner, you will deliver financial advice to Private Wealth Management clients....
Demographic Data for Leawood, KS
Moving to Leawood, KS? Find some basic demographic data about Leawood, KS below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Leawood, KS
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Leawood, KS offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Public Speaking
- Nationwide Mortgage Licensing System & Registry
- OFAC
- Private Banking
- Asset Allocation
- Alternative Investments
- Mutual Funds
- Financial Planning
- BSA
- Financial Modeling
- Retirement Planning
- Wealth Management
- Accruals
- Relationship Management
- Investment Banking
- Investment Management
- Financial Analysis
- Financial Services
- Client Relationships
- Mortgage Processing
- E-Verify
- Portfolio Management
- Risk Analysis
- Customer Retention
- Due Diligence
- Asset Management
- Client Services
- Finance
- Sales Management
- Reimbursement
- Relationship Management
- Risk Management
- Strategy Development
- Business Development
- Written Communication
- Presentation
- Collaboration
- Coaching
- Reporting
- Bachelor's Degree
- Regulations
- Policy Development
- Microsoft Office
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Organization
- Customer Service
- Leadership
- Communication Skills
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