Financial Representative
GUARDIAN KANSAS CITY AGENCY
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 business owners develop comprehensive strategies to achieve their financial goals and secure their futures. Responsibilities As an Associate Financial Specialist, you will work closely with clients to assess their financial needs, identify opportunities, and deliver customized solutions in areas such as wealth accumulation, retirement planning, risk management, insurance, and investment strategies. Through a consultative approach, you will build and maintain trusted client relationships while providing ongoing guidance and support throughout each stage of their financial journey. Qualifications The ideal candidate is motivated by helping others succeed, committed to delivering an exceptional client experience, and eager to grow within a collaborative, growth‑oriented organization. This position offers the opportunity to develop professionally, expand industry expertise, and play a meaningful role in helping clients build, protect, and preserve their financial futures while contributing to the continued success of the firm. #J-18808-Ljbffr
- ...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
- ...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
- ...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...Suggested
- ...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
- ...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
$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 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- ...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 Job Description: Summary: The Financial Services...Full timeWork at officeLocal area
$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- ...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
- ...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...
- ...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
- ...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
- ...Job Description 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...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...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...
$102.96k - $125.84k
...accounts managed by UMB Bank Requirements MINIMUM: ~7 years financial advisor or investment sales experience ~ College Degree or... ...60 - $125,840 The posted compensation range on this listing represents UMB's good faith and reasonable estimate based on its budget...Work at officeLocal areaFlexible hours$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$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- ...service 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...
$87.4k - $123.4k
...Financial Planner – Retail (Remote or Hybrid) What You Will Do Understand the client’s personal and financial circumstance. Identify and define goals. Analyze the client’s current course of action and potential alternative courses. Develop and present comprehensive financial...16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeHome officeWork visa$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
...accounts, SMAs, UMAs) Affiliated investment advisory programs Trust accounts managed by UMB Bank Minimum Requirements 7 years of financial advisor or investment sales experience College degree or equivalent experience FINRA Series7,63,65 or66 license State Life and Health...Work at officeLocal areaFlexible hours- ...Start your career in financial services with a clear path to becoming a Financial Advisor. At Northwestern Mutual, you’ll build relationships, develop business skills, and help clients achieve financial security. What You’ll Do Build and grow your own client base Meet...Flexible hours
- ...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
$81k - $135k
...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
- ...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...Work at officeLocal area
- ...About the job Financial Consultant (Remote) Empower Your Family’s Future with a Flexible, Remote Financial Consulting Role About Us: We’re a leading financial services company dedicated to helping families build and protect their wealth. Licensed across the U.S...Extra incomeImmediate startRemote workWork from homeFlexible hours
- ...history for the position: FDIC; Safe Act; Loan Originators; FINRA. 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 officeImmediate startMonday to FridayShift workDay shift
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