Certified Financial Planner Salary in Kansas City, Missouri

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Average Salary for Certified Financial Planner in Kansas City, Missouri

The average salary of a(n) Certified Financial Planner in Kansas City, Missouri is $73,786.

The average hourly rate of a(n) Certified Financial Planner in Kansas City, Missouri is $35.47.

The average bonus of a(n) Certified Financial Planner in Kansas City, Missouri is $12,824.00.

Job Description:

Prepares and implements financial plans for individuals, businesses, and organizations, utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Asks client for information to determine client's assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives. Assesses client's financial status, prepares financial plan based on analysis of data, and discusses financial options with client. Prepares and submits documents to implement plan selected by client. Maintains contact with client to revise plan based on modified needs of client or changes in investment market. May refer client to other establishments to obtain services outlined in financial plan. May sell insurance to client, recommending amount and type of coverage sales agent, insurance. May buy and sell stocks and bonds for client registered representative. May rent, buy, and sell property for client sales agent, real estate. May be registered with professional self-regulatory association and be designated certified financial planner. Less

Prepares and implements financial plans for individuals, businesses, and organizations, utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Asks client for information to determine client's assets, liabilities, cash flow, insurance coverage, tax status, and... More

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Merrill Lynch Financial Advisor Program - Kansas City & Surrounding Areas - Kansas City, MO

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Certified Financial Planner (CFP). Chartered Financial Analyst (CFA). Upon completion of the PMD program, the candidate will be compensated in accordance with...

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Financial Advisor in Training - (Kansas City, MO) - Kansas City, MO

Robert W. Baird

Certified Financial Planner (CFP) or similar designation a plus. Analyze clients’ financial circumstances; Upon graduation from the Financial Advisor Training...

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New Product Introduction Planner - Olathe, KS

Garmin

Certified in Production & Inventory Management (CPIM) or Certified Purchasing Manager (CPM). In addition, our financial benefits rate 82% above the median for...

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Director Advanced Planning - Overland Park, KS

Ivy Funds

CFP™ (Certified Financial Planner Designee). Financial Planning Training. In addition, this individual will serve as a Tier 2 financial planning support level...

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Director Advanced Planning - Overland Park, KS

Waddell and Reed

CFP™ (Certified Financial Planner Designee). Financial Planning Training. In addition, this individual will serve as a Tier 2 financial planning support level...

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