Wealth & Retirement Planner
GUARDIAN KANSAS CITY AGENCY
GUARDIAN KANSAS CITY AGENCY in Overland Park is seeking an Associate Financial Specialist. This role is vital in helping clients develop financial strategies to achieve their goals. You will work closely with clients to assess their financial needs, identify opportunities, and deliver tailored solutions in areas like wealth accumulation and retirement planning. The ideal candidate is driven by helping others and is eager to grow in a collaborative environment. This position offers significant professional development opportunities while contributing to clients' financial well-being. #J-18808-Ljbffr GUARDIAN KANSAS CITY AGENCY
- ...clients and provide tailored financial strategies. You'll leverage financial expertise to offer investment opportunities, retirement planning, and wealth management solutions. The role involves utilizing advanced financial tools for assessments and developing effective...Suggested
$60k - $100k
...About American Senior Benefits ASB is a premier leader in the insurance industry, specializing in providing clients with tailor-made retirement solutions. We are a subsidiary of Integrity Marketing Group, a powerhouse in the industry that serves over 12 million clients and...Suggested- ...Underwriter (SCU) partners closely with the Credit Advisor (CA) to develop and expand custom lending relationships with strategic wealth clients. This role supports responsible and profitable loan and revenue growth while managing a portfolio of existing, complex credit...SuggestedWork at officeShift workDay shift
- ...exceptional attention to detail, a service-oriented mindset, and the ability to manage multiple priorities within a fast-paced trust and wealth management environment. Essential Duties/Responsibilities to be performed with or without accommodation. Trust Officer...SuggestedWork at office
- Job Classification Sales - Sales at PGIM Global Wealth. We consider it a great privilege and responsibility to help investors participate... ...s, SMA’s, Alternative Investments, and CIT’s across retail and retirement platforms to investment professionals in their respective...SuggestedHome office
- Job Classification:Sales - SalesAt PGIM Global Wealth, we consider it a great privilege and responsibility to help investors participate... ...ETF’s, SMA’s, Alternative Investments, CIT’s across retail and retirement platforms to investment professionals in their respective...Part timeHome office
$50 - $60 per hour
...in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be able to choose which projects you want to...Hourly payContract workFor contractorsWork experience placementRemote work- ...plans covering eligible employees and dependents, voluntary wellness and employee assistance programs, life insurance, disability, retirement plans with matching, and generous paid time off. Equal Opportunity Employer, including disability and protected veteran status....Full timeWork at officeHome officeWeekend work
- Ekon Benefits in Greater St. Louis is seeking a full-time 401(k) / Pension Administrator to manage employer-sponsored retirement plans, including 401(k), Defined Benefit, and Defined Contribution plans. The role involves ensuring plan compliance, recordkeeping, and reporting...Full time
- Company Overview Ekon Benefits specializes in the administration and consulting of employer-sponsored retirement plans, delivering customized solutions to meet the needs of individual clients and participant groups. With over 30 years of expertise, our team brings an average...Full time
$103.6k - $189.7k
...side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a financial services industry in which financial institutions are...Summer holidayWork at officeLocal areaFlexible hours- ...growing company Time Off: 3 weeks PTO + 6 federal holidays Insurance: Medical, dental, vision, life, disability, HSA, FSA Retirement: 401(k) Perks: Free snacks, team lunches, collaborative office culture Location: Office located in Overland Park, KS...Full timeContract workWork at office
- Travelers Canada is seeking an Account Executive Officer in Overland Park, Kansas, specializing in equipment breakdown coverage. This role involves managing profitability and cultivating relationships with agents and brokers. The ideal candidate should have a Bachelor’...
$76k - $125.3k
...side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a financial services industry in which financial institutions are...Summer holidayWork at officeLocal areaFlexible hours$76k - $125.3k
...side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a financial services industry in which financial institutions are...Summer holidayWork at officeLocal areaFlexible hours$65k
Job Description Job Description Location: Overland Park, KS (Kansas City Metro) Employment Type: Full-time, In-Office Department: Underwriting Salary: $65,000/year + equity Steadily is hiring an Assistant Underwriter to join our growing team in the...Full timeWork at officeMonday to Friday- At AIG, we are reimagining the way we help customers to manage risk. Join us as a Underwriter I – Financial Lines to play your part in that transformation. It’s an opportunity to grow your skills and experience as a valued member of the team. Make your mark in Underwriting...Work at office
- The Production (Underwriter) is responsible for underwriting and marketing accounts throughout approved states/territories, developing new business, managing assigned agencies, selecting advantageous risks, and building a profitable portfolio of accounts. The role requires...Contract work
- IAT Insurance Group, TransGuard has an immediate opening for an underwriter to join our Moving and Storage Underwriting team. The TransGuard Insurance Company has long been a leader in this space. Responsibilities Evaluates information to determine risk acceptability in...Immediate start
- IAT Insurance Group, Inc. is seeking an experienced Underwriter to join their Moving and Storage Underwriting team in Overland Park, Kansas. The ideal candidate will have a Bachelor’s degree and at least five years of relevant experience in commercial insurance underwriting...
- Medical Underwriter Allied National is seeking an experienced Medical Underwriter to join our Underwriting Department. The Underwriting Department applies the knowledge of Allied's products, plan documents, underwriting manuals and computer systems. The Underwriter ...Work experience placementWork at office
- Position Summary The Senior Production Underwriter is responsible for underwriting and marketing accounts across approved states and territories. This role is integral to Amynta Dealer Solutions’ production underwriting capabilities, owning the results of their book of...Contract workWork experience placementFlexible hours
- W. R. Berkley Corporation seeks a Senior Underwriter for Intrepid Direct Insurance in Overland Park, Kansas. This role involves managing large account underwriting, collaborating with various teams, and evaluating account profitability. Candidates should have at least ...Relocation package
- Company Details Intrepid Direct Insurance (IDI) is a rapidly growing direct to consumer property and casualty insurance company. A member of the W. R. Berkley Corporation, a fortune 500 company, rated A+ (Superior) by A.M. Best, Intrepid Direct’s vision is to make life...RelocationRelocation package
- AIG is seeking an Underwriter I – Financial Lines to join their team in Lenexa, Kansas. In this role, you will be responsible for underwriting Financial Lines products under general supervision, ensuring compliance standards are met while interacting with clients and brokers...
- American International Group is hiring an Underwriter I for Financial Lines in Lenexa, Kansas. You will underwrite insurance products while ensuring compliance and standards are met. Your role will involve analyzing risks, negotiating with clients, and providing superior...
- Description Marketing Statement: Philadelphia Insurance Companies, a member of the Tokio Marine Group, designs, markets and underwrites commercial property/casualty and professional liability insurance products for select industries. We have been in operation since 196...
- IAT Insurance Group has an immediate opening for an Underwriter to join our Moving and Storage Underwriting team. The ideal candidate will have at least five years of multi-line P&C risk experience with a focus on commercial transportation or inland marine. This position...Work at officeImmediate startRemote work
- Continental Casualty Company in Overland Park, Kansas, is seeking an individual contributor to manage a complex book of business in underwriting. This role involves analyzing risks, developing pricing strategies, and mentoring less experienced underwriters. The ideal candidate...
$100k
Insurance Sales Agent Job Description This entry-level position is designed to develop into a Sales Agent role. Upon successful completion of the training program, the Sales Agent Trainee will be reclassified as a Sales Agent. This role is based in a District Office...TraineeshipWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth & Retirement Planner. Be the first to apply!
- retirement consultant Overland Park, KS
- retirement Overland Park, KS
- retirement part time Overland Park, KS
- retirement plan sales consultant Overland Park, KS
- retirement plan specialist Overland Park, KS
- investment retirement planner
- pension administrator
- defined benefit pension administrator
- retirement representative
- retirement benefits manager




