Personal Financial Advisor Jobs in Lees Summit, MO
Private Wealth Advisor (Overland Park, KS, US, 66204)
- Overland Park, KS (18 miles from Lees Summit, MO)
- 14 days ago
- Overland Park, KS (18 miles from Lees Summit, MO)
- 14 days ago
You will help manage and monitor client portfolios by conducting investment analysis and financial planning aligned with their objectives....
- Overland Park, KS (18 miles from Lees Summit, MO)
- 19 days ago
- Overland Park, KS (18 miles from Lees Summit, MO)
- 19 days ago
You will help manage and monitor client portfolios by conducting investment analysis and financial planning aligned with their objectives....
- Kansas City, KS (20 miles from Lees Summit, MO)
- 30+ days ago
- Kansas City, KS (20 miles from Lees Summit, MO)
- 30+ days ago
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...
REDW Wealth - Senior Wealth Advisor
- Lenexa, KS (19 miles from Lees Summit, MO)
- 30+ days ago
- Lenexa, KS (19 miles from Lees Summit, MO)
- 30+ days ago
Experience in acquiring and servicing wealth management clients Strong presentation and/or public speaking skills and writtenmunication skills....
Remote WorkWealth Management Consultant - Commerce Trust
- Kansas City, MO (18 miles from Lees Summit, MO)
- 45+ days ago
- Kansas City, MO (18 miles from Lees Summit, MO)
- 45+ 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...
Associate Managing Partner, Wealth Advisor
- Leawood, KS (14 miles from Lees Summit, MO)
- 90+ days ago
- Leawood, KS (14 miles from Lees Summit, MO)
- 90+ days ago
At 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 Lees Summit, MO
Moving to Lees Summit, MO? Find some basic demographic data about Lees Summit, MO below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Lees Summit, MO
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Lees Summit, MO 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
- Relationship Management
- Risk Management
- Written Communication
- Finance
- Business Development
- Presentation
- Collaboration
- Reporting
- Policy Development
- Coaching
- Public Speaking
- Microsoft PowerPoint
- Problem Solving
- Bachelor's Degree
- Microsoft Office
- Regulations
- Microsoft Excel
- Sales
- Research Skills
- Teamwork
- Staff Supervision
- Organization
- Customer Service
- Leadership
- Communication Skills
- Relationship Management
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