4 Wealth Management Advisor Jobs in Leawood, KS
Northwestern Mutual is Hiring a Wealth Management Advisor Near Leawood, KS
Company Description
Northwestern Mutual is a leading financial services company that specializes in helping families and businesses achieve financial security. With over 160 years of experience, we offer a comprehensive range of insurance and investment solutions to help our clients navigate life and reach their financial goals. Our financial professionals combine their expertise with innovative technology to provide personalized and holistic financial advice.
Role Description
This is a full-time hybrid role for a Wealth Management Advisor based in Leawood, KS, with the flexibility for some remote work. As a Wealth Management Advisor, you will be responsible for providing comprehensive financial planning and wealth management services to clients. This includes retirement planning, investment management, and financial advice tailored to each client's unique needs. You will collaborate with a team of professionals to deliver exceptional service and help clients achieve their financial goals.
Qualifications
- Financial Planning, Retirement Planning, and Wealth Management Services
- Expertise in Investments and Finance
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to build and maintain client relationships
- Series 7 and 66 licenses (or willingness to obtain)
- Certified Financial Planner (CFP) certification is a plus
- Bachelor's degree in Finance, Economics, or a related field
Job Summary
Full Time
$65k-97k (estimate)
06/05/2024
07/29/2024
elmaninsurance.com
San Jose, CA
<25
Related Companies
The job skills required for Wealth Management Advisor include Wealth Management, Planning, Financial Services, Investment Management, Financial Planning, Client Relationship, etc. Having related job skills and expertise will give you an advantage when applying to be a Wealth Management Advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Wealth Management Advisor. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Wealth Management Advisor positions, which can be used as a reference in future career path planning. As a Wealth Management Advisor, it can be promoted into senior positions as a Wealth Management Specialist, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Wealth Management Advisor. You can explore the career advancement for a Wealth Management Advisor below and select your interested title to get hiring information.
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