Financial Representative
Guardian Kansas City
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, and offer tailored solutions to help them secure their financial future. This role involves prospecting new clients, maintaining ongoing client relationships, and staying informed about industry trends and products. Success in this position requires strong communication skills, a client-focused mindset, and a drive to continuously grow your practice. Responsibilities: Financial planning, insurance, retirement planning, and investments Building and maintaining client relationships Prospecting new clients and expanding the client base Staying updated on industry trends and products Qualifications: Financial Planning and Retirement Planning skills Knowledge of Insurance and Investments Experience in finance or related industries Strong analytical and problem-solving skills Excellent communication and interpersonal skills Ability to work independently and as part of a team Bachelor’s degree in Finance, Economics, Business, or a related field This is a full-time hybrid role for a Financial Representative at Guardian Life, located in Overland Park, KS, with some remote work flexibility. #J-18808-Ljbffr
- Guardian Kansas City is seeking a motivated, client-focused Associate Financial Specialist to join our growing Overland Park team. This is an exciting opportunity to make a meaningful impact by helping individuals and families create personalized financial strategies designed...Suggested
- ...Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500® company. Default: Location : City... ...Southern Financial Group, a Fortune 500® company. As a Financial Representative, you will work with current and prospective clients in your...SuggestedFull time
- Overview Guardian Kansas City is seeking a driven and client-focused Associate Financial Specialist to join our growing team in Overland Park. This role offers an exceptional opportunity to contribute to clients' financial well‑being by helping individuals, families, and...Suggested
- ...future. They are dedicated to inspiring well-being, building financial confidence, and supporting communities through impactful programs... ...the Role This is a full-time hybrid role for a Financial Representative at Guardian Life, located in Overland Park, KS with some remote...SuggestedFull timeRemote work
- ...the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities... ...’s no stopping you! Job Title: Financial Services Representative (Bilingual — Spanish) Job Description: Summary: The...SuggestedFull timeWork at officeLocal area
$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$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 hours- ...Job Description: Are you a driven financial professional who loves building relationships, delivering strategic investment guidance, and helping clients achieve their financial dreams? This is your opportunity to join a respected financial institution where your expertise...Base plus commission
- ...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: Using creative business and personal planning, we help our clients...Flexible hours
- ...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 advice and strategies that align with...
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity... ...path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-...Full timeContract workFor contractorsWork at office- ...Financial Advisor First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through one‑on‑one coaching with military families. We embrace time‑tested financial...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...professionals who deliver holistic planning and exceptional service. The Role We are seeking a motivated, people-oriented Inexperienced Financial Advisor who is ready to build a career with strong long‑term upside. This role is ideal for someone who is persuasive, competitive...
- ...with a culture that values ambition, collaboration, and long-term relationships. The Role: We are seeking an Experienced Financial Advisor with a track record of building relationships, generating business, and serving clients well. This opportunity is ideal for...
$90k - $100k
...Financial Advisor at CAPTRUST Join Our Team as a Financial Advisor at CAPTRUST! Who Are We Looking For? Are you passionate about helping clients achieve their financial goals? CAPTRUST is seeking a dedicated Financial Advisor to build and manage a holistic wealth...Temporary workLocal areaFlexible hours$20.6k - $114.4k
...accounts managed by UMB Bank Requirements MINIMUM: ~7 years financial advisor or investment sales experience ~ College Degree or... ...00 - $114,400 The posted compensation range on this listing represents UMB's good faith and reasonable estimate based on its budget...Work at officeLocal areaFlexible hours- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco... ...within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives...Work at officeShift workDay shift
$55k - $200k
...Team 1 x month Advisor Team meeting Quarterly Company Meeting Qualifications & Experience Education: Bachelor’s degree (Required) Financial planning experience: 2 years (Required) Seniority Level Entry level Employment Type Full‑time Job Function Finance and Sales #J-18...Full timeWork at officeWork from home$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...to becoming a financial advisor, you start as a financial representative focused on client‑building and obtaining licenses. Our award‑...Work at office$20.6k - $114.4k
...trust accounts managed by UMB Bank. Requirements MINIMUM: 7 years financial advisor or investment sales experience College Degree or... ...,600 - $114,400 The posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget and...Work at officeLocal areaFlexible hours- ...the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities... ...agencies and participate within the market, serving as a representative of the Bank to provide resources and develop banking...Full timeWork at officeLocal area
$75k - $125k
...you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Financial Planner to join their dynamic team. The Financial Planner will deliver comprehensive financial planning to clients. This...Full timeWork at officeLocal areaRemote workFlexible hours- ...Job Description: Job Title: Financial Advisor Location: Overland Park, KS Employment Type : Full-Time About Capitol... ...Key Responsibilities The responsibilities listed below represent the primary duties of this position. Additional duties may be...Full timeFlexible hours
- ...Financial Services Representative (Bilingual Spanish) The Financial Services Representative serves as the bank's front-line customer service associate and is responsible for creating a welcoming environment and good impression for our customers. Key job functions include...Work at office
- ...Patient Financial Advisor The Patient Financial Advisor is responsible for providing financial assistance to all patients and families throughout the health system. Assists patients and families to secure payer sources including insurance coverage, Medicaid/Medicare...Full time
- WealthBridge Financial Group is seeking a results-oriented Financial Consultant to engage with clients, understand their financial objectives and provide tailored advice and strategies that align with their goals. You will utilize advanced financial tools and analytics...
- Company Description Synergy Wealth Solutions is a financial services firm located in St. Louis, MO and Overland Park, KS. We believe... ...Description This is a full-time on-site role for a Financial Services Representative. The Financial Services Representative will be responsible...Full timeContract work
- Launch your financial services career with an organization that positively impacts thousands of families and communities each year.... ...futures in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping...Full timeLocal area
- Northwestern Mutual is seeking individuals to become financial advisors in Olathe, Kansas. The role emphasizes building client relationships and developing personalized financial plans to help clients achieve their goals. Advisors benefit from award-winning training and...
- ...members. We believe that our collective efforts will shape a healthier future for the communities we serve. How You'll Contribute The Financial Counselor provides guidance to patients in all aspects of their financial responsibilities that result from acceptance of the...Temporary workWork at officeFlexible hours
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