Personal Financial Advisor Jobs in Olathe, KS
A Personal Financial Advisor is a vital professional within the finance industry, providing financial advice to clients on topics including investments, tax laws, and insurance decisions. They help clients plan for short and long-term goals, such as meeting education expenses and saving for retirement. They research investment opportunities, stay current with economic trends, and meet with clients to review financial goals. Personal Financial Advisors also help clients manage debt, plan their estate, and maximize their savings.
Important skills for a Personal Financial Advisor include strong analytical ability, excellent interpersonal and sales skills, and a keen attention to detail. They need to be licensed through the Financial Industry Regulatory Authority (FINRA), and while not required, many advisors also obtain the Certified Financial Planner (CFP) certification to enhance their professional standing. Those interested in this profession often start in related fields such as investment banking, insurance sales, or financial auditing. Prior roles that can lead to a Personal Financial Advisor position include Financial Analyst, Accountant, and Insurance Sales Agent.
- Kansas City, MO (19 miles from Olathe, KS)
- 6 days ago
- Kansas City, MO (19 miles from Olathe, KS)
- 6 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...
- Kansas City, MO (19 miles from Olathe, KS)
- 14 days ago
- Kansas City, MO (19 miles from Olathe, KS)
- 14 days ago
Must be based within 30 mile radius of 64108 for consideration*** A Career with a Purpose! There is no better time. (We are interviewing for April, and June start date(s). You'll have the unique...
- Lenexa, KS (6 miles from Olathe, KS)
- 16 days ago
- Lenexa, KS (6 miles from Olathe, KS)
- 16 days ago
We offer a comprehensive range of investment and financial planning services to credit union members nationwide....
Wealth Management Consultant Commerce Trust
- Kansas City, MO (19 miles from Olathe, KS)
- 90+ days ago
- Kansas City, MO (19 miles from Olathe, KS)
- 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 Olathe, KS
Moving to Olathe, KS? Find some basic demographic data about Olathe, KS below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Olathe, KS
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Olathe, KS offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Nationwide Mortgage Licensing System & Registry
- OFAC
- Private Banking
- Asset Allocation
- Alternative Investments
- Financial Planning
- Mutual Funds
- Wealth Management
- Retirement Planning
- BSA
- Accruals
- Securities and Exchange Commission
- Relationship Management
- Lending
- Investment Management
- Client Relationships
- Financial Analysis
- Anti-Money Laundering
- E-Verify
- Financial Services
- Mortgage Processing
- Portfolio Management
- Tax Planning
- Asset Management
- Customer Retention
- Client Services
- Finance
- Accounting
- Relationship Management
- Strategy Development
- Business Development
- Implementation
- Presentation
- Written Communication
- Collaboration
- Coaching
- Reporting
- Sales
- Regulations
- Policy Development
- Microsoft Excel
- Microsoft Office
- Problem Solving
- Research Skills
- Teamwork
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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