Personal Financial Advisor Jobs in Kansas
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
This is a fantastic opportunity for a client-focused professional to help individuals and families build long-term financial security through personalized financial planning and strategic investment...
Private Wealth Advisor (Overland Park, KS, US, 66204)
- Overland Park, KS
- 22 days ago
- Overland Park, KS
- 22 days ago
You will help manage and monitor client portfolios by conducting investment analysis and financial planning aligned with their 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...
You will help manage and monitor client portfolios by conducting investment analysis and financial planning aligned with their 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 WorkDemographic 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
- Lending
- Investment Management
- Client Relationships
- 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
- Reporting
- Coaching
- Public Speaking
- Policy Development
- Microsoft PowerPoint
- Problem Solving
- Bachelor's Degree
- Microsoft Office
- Regulations
- Microsoft Excel
- Sales
- Research Skills
- Teamwork
- Organization
- Customer Service
- Leadership
- Communication Skills
- Relationship Management
Other Career Titles
Here are some other career titles that require similar skills