About this role
Financial Advisor at Umb. Location: Leawood, Kansas, United States. Role: drive sales, build relationships, advise clients Requirements: 7+ years in financial advising or investment sales; college degree; FINRA Series 7, 63, and 65/66; state Life and Health Insurance; clean U-4; knowledge of FINRA/SEC laws. Category: Sales Seniority: Mid Level Tools: Microsoft Office, Streetscape, Financial Planning Tools Certifications: finra series 7, finra series 63, finra series 65, finra series 66, life and health insurance Commitment: Full Time Workplace: Hybrid Languages: English