About this role
Wealth Advisor at Employer. Location: Overland Park, Kansas, United States. Role: Client relationships, Portfolio analysis, Regulatory compliance Requirements: Bachelor’s degree preferred; 3+ years in investment sales/wealth management; licenses: Series 7 and 66, insurance license; strong client relationships and analytical skills. Category: Finance and Accounting Seniority: Mid Level Certifications: series 7, series 66, insurance Commitment: Full Time Workplace: Onsite Languages: English