Personal Financial Advisor Jobs in Merriam, KS

1-4 of 4 Jobs

Wealth Management Consultant - Commerce Trust

  • Overland Park, KS (15 miles from Merriam, KS)
  • 2 days ago
  • Overland Park, KS (15 miles from Merriam, KS)
  • 2 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...

Sr. Wealth Advisor

  • Kansas City, MO (6 miles from Merriam, KS)
  • 8 days ago
  • Kansas City, MO (6 miles from Merriam, KS)
  • 8 days ago

industry Strong focus on business development and client acquisition Certified Financial Planner (CFP) designation is required....

Senior Managing Advisor, Wealth Advisors - Portfolio Management

  • Kansas City, MO (6 miles from Merriam, KS)
  • 18 days ago
  • Kansas City, MO (6 miles from Merriam, KS)
  • 18 days ago

Partner with the local Advisor team to coordinate investment strategy with financial planning to deliver an Unmatched Client Experience....

Associate Managing Partner, Wealth Advisor

  • Leawood, KS (5 miles from Merriam, KS)
  • 30+ days ago
  • Leawood, KS (5 miles from Merriam, KS)
  • 30+ 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 Merriam, KS

Moving to Merriam, KS? Find some basic demographic data about Merriam, KS below.

Local
National
2,937,772
74,336

Personal Financial Advisor Online Courses and Training Opportunities

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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...
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...
John Academy
Financial Advisor Training
Financial Advisor Training Overview Financial advisors make every effort to help clients manage money efficiently. As a financial advisor, youll educate your clients on investments, taxes, savings...
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Salary for Personal Financial Advisor Jobs in Merriam, KS

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 Merriam, KS offer the following education background
Bachelor's Degree
52.5%
Master's Degree
31.4%
High School or GED
4.5%
Vocational Degree or Certification
4.2%
Associate's Degree
4.1%
Doctorate Degree
2.7%
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 Merriam, KS
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!