Personal Financial Advisor Jobs in Leawood, KS
- International Rescue Committee
- Kansas City, KS (10 miles from Leawood, KS)
- 10 days ago
- Kansas City, KS (10 miles from Leawood, KS)
- 10 days ago
SCOPE OF WORK: The Financial Coach will provide coaching and counseling services to refugees, immigrants, and other individuals who are enrolled in the Economic Empowerment program. Financial...
In PersonWealth Management Advisor - Overland Park, KS
- TIAA
- Overland Park, KS (11 miles from Leawood, KS)
- 28 days ago
- Overland Park, KS (11 miles from Leawood, KS)
- 28 days ago
Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred Or Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA...
In Person- Umb Financial Corporation
- Kansas City, MO (10 miles from Leawood, KS)
- 30+ days ago
- Kansas City, MO (10 miles from Leawood, KS)
- 30+ days ago
Support the delivery of comprehensive advice and customized wealth management services to clients within the practice. Develop a deep understanding of the financial planning process with clients....
In PersonPrivate Wealth Advisor (Overland Park, KS, US, 66204)
- BOK Financial Corp.
- Overland Park, KS (11 miles from Leawood, KS)
- 90+ days ago
- Overland Park, KS (11 miles from Leawood, KS)
- 90+ days ago
You will help manage and monitor client portfolios by conducting investment analysis and financial planning aligned with their objectives....
In Person- BOK Financial
- Overland Park, KS (3 miles from Leawood, KS)
- 90+ days ago
- Overland Park, KS (3 miles from Leawood, KS)
- 90+ days ago
You will help manage and monitor client portfolios by conducting investment analysis and financial planning aligned with their objectives....
In PersonWealth Management Consultant - Commerce Trust
- Commerce Bank
- Kansas City, MO (10 miles from Leawood, KS)
- 90+ days ago
- Kansas City, MO (10 miles from Leawood, KS)
- 90+ 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...
In PersonDemographic 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
- Asset Allocation
- Financial Accounting Standards
- Private Banking
- Mutual Funds
- Nationwide Mortgage Licensing System & Registry
- Estate Planning
- Accruals
- BSA
- Retirement Planning
- OFAC
- Investment Banking
- Wealth Management
- Lending
- Client Relationships
- Investment Management
- Financial Planning
- Mortgage Processing
- Risk Analysis
- Portfolio Management
- Financial Modeling
- Due Diligence
- Financial Services
- Asset Management
- Customer Retention
- Client Services
- Financial Analysis
- Sales Management
- Strategy Development
- Reimbursement
- Risk Management
- Finance
- Relationship Management
- Written Communication
- Business Development
- Collaboration
- Presentation
- Coaching
- Regulations
- Bachelor's Degree
- Policy Development
- Microsoft PowerPoint
- Research Skills
- Microsoft Office
- Sales
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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