Personal Financial Advisor Jobs in Shawnee, KS
- Accenture
- Overland Park, KS (15 miles from Shawnee, KS)
- 25 days ago
- Overland Park, KS (15 miles from Shawnee, KS)
- 25 days ago
Job Description No industry can escape digital's disruption, especially not Wealth Management....
In Person- UMB
- Kansas City, MO (7 miles from Shawnee, KS)
- 90+ days ago
- Kansas City, MO (7 miles from Shawnee, KS)
- 90+ 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 PersonDemographic Data for Shawnee, KS
Moving to Shawnee, KS? Find some basic demographic data about Shawnee, KS below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Shawnee, KS
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Shawnee, KS offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Private Banking
- Estate Planning
- Asset Allocation
- Mutual Funds
- Alternative Investments
- Wealth Management
- Accruals
- BSA
- Investment Banking
- Retirement Planning
- Management Consulting
- Federal Acquisitions Regulations (FAR)
- Anti-Money Laundering
- Client Relationships
- Lending
- Investment Management
- Portfolio Management
- Financial Planning
- Mortgage Processing
- Financial Modeling
- Risk Analysis
- Financial Services
- Asset Management
- Customer Retention
- Market Research
- Client Services
- Business Analysis
- Financial Analysis
- Strategy Development
- Reimbursement
- Risk Management
- Finance
- Relationship Management
- Written Communication
- Business Development
- Collaboration
- Consulting
- Presentation
- Policy Development
- Coaching
- Microsoft PowerPoint
- Bachelor's Degree
- Regulations
- Sales
- Research Skills
- Microsoft Office
- Microsoft Excel
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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