Financial Representative
GUARDIAN KANSAS CITY AGENCY
At Guardian Kansas City, you’ll play a vital role in shaping the financial futures of individuals, families, and businesses. As a Financial Representative, you'll do more than manage portfolios; you'll empower clients to achieve milestones like buying their first home or enjoying a secure retirement. In this position, you’ll have the unique opportunity to build meaningful relationships while crafting personalized financial strategies that protect and grow wealth. We’re looking for individuals who are naturally curious and passionate about making a difference. In this role, you’ll meet with clients to understand their goals, provide expert advice on retirement planning and insurance solutions, and become a trusted advisor throughout their financial journey. Our collaborative environment encourages professional growth, offering mentorship from experienced financial experts. If you're ready to build a rewarding career and contribute to the financial well-being of others, we’d love to discuss how you can become part of our team. Qualifications Experience in financial planning or a related field, with a focus on client engagement. Ability to develop and present customized financial strategies that align with client goals. Proven track record of building and maintaining long-term client relationships. Strong understanding of retirement planning and insurance solutions. Ability to collaborate effectively with team members to enhance service offerings. Keen interest in staying informed about industry trends and financial products. Excellent communication skills to guide clients through complex financial decisions. Responsibilities Engage with clients to understand their unique financial goals and aspirations. Develop and present tailored financial strategies that align with clients' objectives. Guide clients through the complexities of retirement planning and insurance solutions. Build and maintain long-term relationships by providing ongoing support and advice. Collaborate with team members to enhance service offerings and client satisfaction. Stay informed about industry trends to offer clients the most current financial advice. Conduct regular reviews of clients' financial plans to ensure they remain on track to meet their goals. #J-18808-Ljbffr
- ...Kansas City , we're dedicated to empowering individuals, families, and businesses by integrating their financial goals into a unified strategy. As a Financial Representative, you won't just manage portfolios; you'll help people realize dreams like buying their first home,...SuggestedWork at office
Opchamber
Overland Park, KS1 day ago - ...Job Summary: As a Financial Representative, you will help individuals and families achieve their financial goals by providing guidance on investments, insurance, and long-term financial planning. You will build relationships with clients, assess their financial needs,...SuggestedFull timeRemote work
Guardian Kansas City
Overland Park, KS5 days ago $36k - $75k
...driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to... ...designed to set you up for long-term success. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips...SuggestedTraineeshipLocal areaHome officeMutual of Omaha
Leawood, KS2 days ago- ...love-not just portfolios. At Guardian Kansas City, we believe financial planning is about more than dollars and cents. It's about... ...create lasting legacies. We're looking for an Associate Financial Representative who loves building relationships, solving problems, and...Suggested
Guardian Life
Overland Park, KS5 days ago - ...Organization : Name KANSAS CITY KS Default: Location : City OVERLAND PARK Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth...SuggestedWork at officeLocal area
Western & Southern Life
Overland Park, KS1 day ago $1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Leawood, KS4 days ago- ...About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their...Full timeLocal area
Modern Woodmen
Kansas City, MO2 days ago - ...Lemonade Stand. Together, we create impact not only through financial guidance, but through the way we show up for our clients, our... ...and enjoying life with his new baby girl. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you...Full timeInternshipWork at officeLocal areaVisa sponsorshipFlexible hours
Northwestern Mutual
Kansas City, MO2 days ago - ...Position Title Patient Financial Advisor Days - Full Time Westwood Medical Pavilion - West Position Summary / Career Interest: The Patient Financial Advisor is responsible for providing financial assistance to all patients and families throughout the...Full time
The University of Kansas Health System
Westwood, KS15 hours ago - ...Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
First Command
Shawnee, KS7 days ago - ...Job Description Job Description About Renaissance Financial What we do is not just a job – it is a passion. Renaissance Financial is a comprehensive financial strategies firm with locations in St. Louis, Overland Park, Omaha, Phoenix and Salt Lake City. Our Mission...Flexible hours
Renaissance Financial Corporation
Overland Park, KS10 days ago - ...Job Description Job Description Description WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored...
WealthBridge Financial Group
Leawood, KS26 days ago $1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-... ...by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process....Hourly payMinimum wageWork experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
Wells Fargo
Overland Park, KS4 days ago - As a Solution Delivery Consultant, you’ll help clients set up and use the financial and billing features of Netsmart’s software. You’ll work hands‑on with system configuration, testing, and troubleshooting while partnering with clients to align the software with how they...Full timeFor contractors
Netsmart Technologies
Shawnee Mission, KS5 hours ago - ...applying for any new position. Acknowledge ( Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients,...Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Mission, KS2 days ago - ...professionals who deliver holistic planning and exceptional service. The Role: We are seeking a motivated, people-oriented Financial Advisor who is ready to build a career with strong long-term upside. This role is ideal for someone who is persuasive, competitive...Full time
Synergy Wealth Solutions
Overland Park, KSmore than 2 months ago - ...Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day....Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Fairway, KS3 days ago $20.67 - $31.25 per hour
...Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client’s financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting...Hourly payWork experience placementDay shiftKey Bank
Overland Park, KS4 days ago$50k - $90k
...Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Commerce Bank in Overland Park, KS would allow you to join the Investment Program at Commerce...Full timeLocal area$20.55 - $25.05 per hour
...Overview About Working at Commerce Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn’...Hourly payMonday to Friday3M HEALTHCARE
Overland Park, KS5 days ago- ...other departments to ensure the workflow or process is providing the best service to the customer. Proactively seeks ways to provide financial solutions to new and existing customer relationships to meet or exceed customer expectations. Proficient in determining customer...Full timeWork at office
Security Bank of Kansas City
Overland Park, KS1 day ago - ...Job Description Job Description About Us: At Synergy Wealth Solutions, we know some of the best financial advisors start in entirely different industries. If you have built trust, influenced decisions, grown relationships, or delivered results in another field,...
Synergy Wealth Solutions
Overland Park, KS27 days ago - Personal Banker- No Sales Join us today as a Personal Banker at First Business Bank. First Business Bank is a Top Workplaces USA company. At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority they ...Monday to Friday
$105k - $123.5k
...Private Banking Relationship Manager III Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our culture is about...Full time- Relationship Banker A career in U.S. Bank branch banking means working in a dynamic team environment, having career advancement opportunities and making a real difference in customers' lives. US Bank
- ...curious about people, calm under pressure, and driven to get to "yes" the right way. Required: ~2+ years of retail banking, financial services, or customer relationship experience ~ Proven ability to build client relationships and identify financial needs ~ Experience...Full time
$20 - $26.5 per hour
...Personal Banker Personal Bankers are relationship-driven professionals who are passionate about helping clients achieve financial well-being and confidence in their financial future. They build and deepen relationships with existing and prospective clients by understanding...Hourly payFull timeTemporary workWork at office$21 - $24 per hour
...Banker role combines the duties of a teller with those of a relationship banker, offering personalized customer service, conducting financial transactions, and cross-selling products and services. The Relationship Banker is also responsible for handling complex banking...Temporary workWork at officeLocal areaImmediate startFlexible hoursShift work- ...people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent...Immediate startAfternoon shift
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