Personal Financial Advisor Jobs in Shawnee, 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.
Senior Advisor, Wealth Advisors
- Kansas City, MO (7 miles from Shawnee, KS)
- 16 days ago
- Kansas City, MO (7 miles from Shawnee, KS)
- 16 days ago
Minimum Qualifications: Bachelor's Degree is required: Financial Planning degree preferred 2+ years of Financial Planning experience Certified Financial Planner (CFP) designation and/or Certified Public...
Associate Managing Partner, Wealth Advisor
- Leawood, KS (5 miles from Shawnee, KS)
- 21 days ago
- Leawood, KS (5 miles from Shawnee, KS)
- 21 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....
- Kansas City, MO (7 miles from Shawnee, KS)
- 30+ days ago
- Kansas City, MO (7 miles from Shawnee, KS)
- 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...
Wealth Management Consultant Commerce Trust
- Kansas City, MO (7 miles from Shawnee, KS)
- 90+ days ago
- Kansas City, MO (7 miles from Shawnee, 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 Shawnee, KS
Moving to Shawnee, KS? Find some basic demographic data about Shawnee, KS below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Shawnee, KS
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Shawnee, 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
- Retirement Planning
- BSA
- Wealth Management
- Accruals
- Relationship Management
- Investment Banking
- Investment Management
- Lending
- Anti-Money Laundering
- Financial Analysis
- Client Relationships
- Financial Services
- Mortgage Processing
- Portfolio Management
- Tax Planning
- Asset Management
- Customer Retention
- Client Services
- Finance
- Accounting
- Risk Management
- Strategy Development
- Relationship Management
- Business Development
- Implementation
- Written Communication
- Presentation
- Collaboration
- Reporting
- Coaching
- Microsoft PowerPoint
- Regulations
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Teamwork
- Staff Supervision
- Organization
- Customer Service
- Research Skills
- Leadership
- Communication Skills
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