Personal Financial Advisor Jobs in Lenexa, KS

1-3 of 3 Jobs

Wealth Advisor - Overland Park, KS

  • Onedigital
  • Overland Park, KS (8 miles from Lenexa, KS)
  • 10 days ago
  • Overland Park, KS (8 miles from Lenexa, KS)
  • 10 days ago

Wealth Management Expertise: Advise clients on a full spectrum of wealth management strategies, including asset allocation, investment management, and estate planning....

In Person

Wealth Management Consultant - Commerce Trust

  • Commerce Bank
  • Kansas City, MO (13 miles from Lenexa, KS)
  • 23 days ago
  • Kansas City, MO (13 miles from Lenexa, KS)
  • 23 days ago

About This Job 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...

In Person

Wealth Advisor

  • Aprio
  • Overland Park, KS (8 miles from Lenexa, KS)
  • 30+ days ago
  • Overland Park, KS (8 miles from Lenexa, KS)
  • 30+ days ago

Qualifications: Bachelor's degree CFP designation, or working towards it 5+ years' experience working in Financial Planning for an RIA or Wealth Management Firm Series 7 & 63 licenses required for the...

Hybrid

Demographic Data for Lenexa, KS

Moving to Lenexa, KS? Find some basic demographic data about Lenexa, KS below.

Local
National
2,937,772
74,336

Personal Financial Advisor Online Courses and Training Opportunities

iHire curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.
edX
Introduction to Personal Financial Planning
Understand how financial planning impacts your personal wealth over a lifetime. This course develops your ability to work with income statements, balance sheets, budgets, and taxes to achieve your...
John Academy
Financial Advisor Training
Financial Advisor Training Overview Financial advisors make every effort to help clients manage money efficiently. As a financial specialist, youll educate your clients on investments, taxes,...
edX
Financial Development and Financial Inclusion
Learn how to develop an efficient, inclusive and stable financial sector that is essential for a thriving economy. This course was developed by the IMF in collaboration with the European...
Register to search for more online courses. >>>

Salary for Personal Financial Advisor Jobs in Lenexa, KS

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHire research efforts.
Licensing / Certification

Required or preferred licenses and certifications for Personal Financial Advisor positions.

Highest Education Level

Personal Financial Advisors in Lenexa, KS offer the following education background
Bachelor's Degree
52.8%
Master's Degree
31.4%
High School or GED
4.4%
Vocational Degree or Certification
4.1%
Associate's Degree
4.1%
Doctorate Degree
2.6%
Some College
0.5%
Some High School
0.1%
Average Work Experience
Here's a breakdown of the number of years' experience offered by Personal Financial Advisors in Lenexa, KS
2-4 years
39.1%
4-6 years
21.7%
None
17.4%
1-2 years
13.0%
Less than 1 year
8.7%

Qualifications / Skill Sets

The following top skills are often required or desired to land a Personal Financial Advisor position

In-Demand skills () are the most popular among employers according to the current jobs in our database. Last updated today!