Personal Financial Advisor Jobs in Lees Summit, MO

1-5 of 5 Jobs

Wealth Management Advisor - Overland Park, KS

  • Overland Park, KS (18 miles from Lees Summit, MO)
  • 11 days ago
  • Overland Park, KS (18 miles from Lees Summit, MO)
  • 11 days ago

Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred Or Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA...

Wealth Advisor

  • Kansas City, MO (18 miles from Lees Summit, MO)
  • 18 days ago
  • Kansas City, MO (18 miles from Lees Summit, MO)
  • 18 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....

Private Wealth Advisor (Overland Park, KS, US, 66204)

  • Overland Park, KS (18 miles from Lees Summit, MO)
  • 60+ days ago
  • Overland Park, KS (18 miles from Lees Summit, MO)
  • 60+ days ago

You will help manage and monitor client portfolios by conducting investment analysis and financial planning aligned with their objectives....

Private Wealth Advisor

  • Overland Park, KS (18 miles from Lees Summit, MO)
  • 90+ days ago
  • Overland Park, KS (18 miles from Lees Summit, MO)
  • 90+ days ago

You will help manage and monitor client portfolios by conducting investment analysis and financial planning aligned with their objectives....

Wealth Management Consultant - Commerce Trust

  • Kansas City, MO (18 miles from Lees Summit, MO)
  • 90+ days ago
  • Kansas City, MO (18 miles from Lees Summit, MO)
  • 90+ 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...

Demographic Data for Lees Summit, MO

Moving to Lees Summit, MO? Find some basic demographic data about Lees Summit, MO below.

Local
National
107,529
2,880
Medium/Lg

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...
Corporate Finance Institute
Economics for Financial Advisors
This course will answer the question that is most often asked when it comes to learning economics: where do I start? In this course, you will learn about key economic indicators, the business...
Udemy
LinkedIn for Financial Advisors
Join me, LinkedIn Consultant Brendan Barca, as I walk you through every step of my proven 5-Step Methodology for getting clients with LinkedIn! From optimizing your brand to efficiently finding...
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Salary for Personal Financial Advisor Jobs in Lees Summit, MO

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 Lees Summit, MO offer the following education background
Bachelor's Degree
52.6%
Master's Degree
31.5%
High School or GED
4.5%
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 Lees Summit, MO
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!