Financial Representative

Help people build lives they love—not just portfolios.At Guardian Kansas City, we believe financial planning is about more than dollars and cents. It's about helping people buy their first home, send kids to college, retire with confidence, grow businesses, and create lasting legacies. We're looking for an Associate Financial Specialist who loves building relationships, solving problems, and making a real impact. If you're naturally curious, driven to succeed, and energized by helping others achieve their goals, we'd love to meet you. What You'll DoNo two days are exactly the same, but you can expect to: Meet with individuals, families, and business owners to understand their goals and dreams. Create customized financial strategies that help clients build, protect, and grow their wealth. Guide clients through retirement planning, insurance solutions, investment strategies, risk management, and wealth accumulation. Become a trusted advisor clients can count on through every stage of life. Build lasting relationships through exceptional service, honest conversations, and proactive support. Continue learning and developing your expertise with coaching, mentorship, and professional growth opportunities. Who You Are You might be a great fit if you: Love connecting with people and building meaningful relationships. Enjoy solving complex problems and finding creative solutions. Are self-motivated, goal-oriented, and excited by the opportunity to grow. Have strong communication skills and a genuine desire to help others succeed. Thrive in a collaborative, positive, and high-performing environment. Are excited about building a rewarding career with unlimited potential. Why Guardian Kansas City? Because this is more than a job—it's an opportunity to make a difference. Here you'll find: A collaborative team that wants to see you succeed. Mentorship from experienced financial professionals. Ongoing training and professional development. Opportunities for career advancement and long-term growth. The chance to positively impact the financial futures of your clients and your community. The Bottom Line If you're looking for a career where your work has purpose, your relationships matter, and your success grows alongside your clients', we'd love to talk. Responsibilities: • What You'll Be Doing Build genuine relationships with clients and become the trusted advisor they turn to for life's biggest financial decisions. Discover what matters most by learning each client's goals, dreams, priorities, and comfort level with risk. Create personalized financial game plans that help clients save, invest, protect what they've built, and prepare for the future. Break down complex financial topics into simple, easy-to-understand conversations that empower clients to make confident decisions. Grow your own book of business by networking, connecting with your community, and building lasting professional relationships. Turn introductions into opportunities by cultivating referrals and expanding your network of future clients. Celebrate client wins along the way by reviewing progress, adjusting strategies, and keeping financial plans on track as life evolves. Team up with experienced specialists to deliver thoughtful, well-rounded solutions and an exceptional client experience. Stay curious by keeping up with market trends, industry insights, and new financial strategies that help clients succeed. Set ambitious goals—and achieve them—while growing your career and making a meaningful impact on the lives of your clients. Do the right thing, every time, by maintaining the highest standards of ethics, professionalism, and regulatory compliance. Leverage modern technology and planning tools to stay organized, strengthen client relationships, and work smarter every day. Every Day Looks a Little Different... One day you might be helping a young family plan for their first home. The next, you'll guide a business owner through protecting what they've built or help someone map out the retirement they've always imagined. That's what makes this career rewarding—you'll make a real difference while building a successful practice of your own. Qualifications: What Makes You a Great Fit You don't have to check every box to apply—we're looking for people who are eager to learn, passionate about helping others, and excited to build a rewarding career. You'll stand out if you: Know your way around financial planning and enjoy helping people create a roadmap for their future. Have a solid understanding of investments, insurance, retirement planning, and wealth-building strategies—or are excited to continue growing your expertise. Bring experience from financial services, banking, insurance, wealth management, or another client-focused professional role. Love solving problems, thinking strategically, and finding creative solutions that make a real difference. Are a strong communicator who can simplify complex financial concepts and build trust with clients from day one. Naturally build relationships and enjoy creating meaningful, long-term connections with the people you serve. Thrive in a fast-paced environment, stay organized, and know how to juggle multiple priorities without missing a beat. Are self-driven, motivated to succeed, and equally comfortable taking initiative or collaborating with a supportive team. Feel at home using technology, CRM systems, and digital planning tools to stay organized and deliver an exceptional client experience. Lead with integrity, professionalism, and a commitment to always doing what's best for your clients. Have a bachelor's degree in Finance, Business, Economics, or a related field—or equivalent professional experience that tells your story. • Bonus Points If... Bring five or more years of experience in financial services, banking, insurance, wealth management, or a similar industry (preferred, but we'd still love to hear from exceptional candidates with transferable experience). You're naturally curious and love learning. You enjoy meeting new people and growing your network. You're energized by setting goals and celebrating big wins. You believe that financial planning is about people first—and numbers second. If you're looking for a career where your success grows alongside your clients' success, there's a place for you here.

• What You'll Be Doing • Build genuine relationships with clients and become the trusted advisor they turn to for life's biggest financial decisions. • Discover what matters most by learning each client's goals, dreams, priorities, and comfort level with risk. • Create personalized financial game plans that help clients save, invest, protect what they've built, and prepare for the future. • Break down complex financial topics into simple, easy-to-understand conversations that empower clients to make confident decisions. • Grow your own book of business by networking, connecting with your community, and building lasting professional relationships. • Turn introductions into opportunities by cultivating referrals and expanding your network of future clients. • Celebrate client wins along the way by reviewing progress, adjusting strategies, and keeping financial plans on track as life evolves. • Team up with experienced specialists to deliver thoughtful, well-rounded solutions and an exceptional client experience. • Stay curious by keeping up with market trends, industry insights, and new financial strategies that help clients succeed. • Set ambitious goals—and achieve them—while growing your career and making a meaningful impact on the lives of your clients. • Do the right thing, every time, by maintaining the highest standards of ethics, professionalism, and regulatory compliance. • Leverage modern technology and planning tools to stay organized, strengthen client relationships, and work smarter every day.Every Day Looks a Little Different...One day you might be helping a young family plan for their first home. The next, you'll guide a business owner through protecting what they've built or help someone map out the retirement they've always imagined. That's what makes this career rewarding—you'll make a real difference while building a successful practice of your own.