Personal Financial Advisor Jobs in Kansas
Private Wealth Advisor (Overland Park, KS, US, 66204)
- Overland Park, KS
- 8 days ago
- Overland Park, KS
- 8 days ago
Advisor monitors client activity and provides input to the investment analysts responsible for portfolio and asset allocation to achieve the client's investment objectives....
mutual funds, money manager programs, insurance and financial planning Depth of experience working with high net worth or ultra-high net worth clients Mastery of various financial planning and investment...
Advisor monitors client activity and provides input to the investment analysts responsible for portfolio and asset allocation to achieve the clients investment objectives....
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...
Experience in acquiring and servicing wealth management clients Strong presentation and/or public speaking skills and writtenmunication skills....
Remote WorkAt 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 Kansas
Moving to Kansas? Find some basic demographic data about Kansas below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Kansas
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Kansas 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
- Alternative Investments
- Nationwide Mortgage Licensing System & Registry
- Private Banking
- Mutual Funds
- Retirement Planning
- BSA
- OFAC
- Accruals
- Wealth Management
- Investment Banking
- Investment Management
- Lending
- Client Relationships
- Quantitative Analysis
- Mortgage Processing
- Financial Services
- Portfolio Management
- Financial Planning
- Risk Analysis
- Financial Modeling
- Due Diligence
- Customer Retention
- Asset Management
- Client Services
- Financial Analysis
- Reimbursement
- Sales Management
- Strategy Development
- Risk Management
- Relationship Management
- Written Communication
- Finance
- Business Development
- Presentation
- Collaboration
- Policy Development
- Coaching
- Public Speaking
- Regulations
- Problem Solving
- Bachelor's Degree
- Microsoft Office
- Microsoft PowerPoint
- Microsoft Excel
- Sales
- Research Skills
- Teamwork
- Staff Supervision
- Organization
- Customer Service
- Leadership
- Communication Skills
- Relationship Management
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