Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Representative

Guardian Life Insurance Company

Description

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 to build, protect, and preserve their wealth.

In this role, you'll serve as a trusted resource for clients, offering guidance across investments, insurance, and retirement planning. By developing tailored solutions and fostering long-term relationships, you'll play an integral part in helping clients achieve financial confidence and lasting success-while growing your own career in a supportive, team-oriented environment.

Responsibilities

This full-time, hybrid opportunity in Overland Park offers the chance to build and grow your own successful financial services practice while enjoying the flexibility of a modern work environment. As an Associate Financial Advisor, you'll cultivate meaningful client relationships, design comprehensive financial strategies, and provide thoughtful guidance across investments, insurance, and retirement planning.

In this role, your success is driven by your ability to expand your client base, deliver strong production results, and create exceptional client experiences. If you're motivated by growth, relationship-building, and the opportunity to make a lasting impact, this position offers both the platform and support to thrive.

Qualifications

• Strong understanding of financial planning and retirement strategies
• Working knowledge of insurance products, investment solutions, and related planning strategies
• Previous experience in finance or a related field preferred
• Demonstrated analytical and problem-solving skills with strong attention to detail
• Excellent communication and interpersonal skills, with the ability to build and maintain client relationships
• Proven ability to work both independently and collaboratively in a team-oriented environment
• Bachelor's degree in Finance, Economics, Business, or a related field, or a minimum of five years of relevant industry experience is preferred
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Representative in United States vacancy
  •  ...resources and a collaborative environment to the freedom to make an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. Job Overview Wealth Advisors Group (WealthAG) is a... 
    Suggested
    Work experience placement
    Work at office
    Immediate start
    Work from home

    LPL Financial LLC

    Dallas, TX
    3 days ago
  •  ...Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary... 
    Suggested
    Flexible hours

    WizeHire

    New York, NY
    2 days ago
  •  ...Financial Representative 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 creation; analyzing needs; and recommending and selling the corresponding financial... 
    Suggested
    Work at office
    Local area

    Western & Southern Life

    West Chester, Butler County, OH
    3 days ago
  •  ...divh2Financial Clearance Representative/h2pA healthcare organization in the Los Angeles area is seeking financial clearance representatives to support their growing team. This position will be a part of the authorizations team, responsible for obtaining service authorizations... 
    Suggested

    Insight Global

    Duarte, CA
    12 hours ago
  • $70k - $250k

     ...About the job Financial Representative - Columbia, MO Financial Representative As business owners, Financial Representatives at Northwestern Mutual - Columbia help their clients live more and worry less through our personalized approach to financial planning... 
    Suggested
    Contract work
    For contractors
    Work experience placement

    Empire Growth Partners

    Columbia, MO
    17 hours ago
  • $16.15 - $28.8 per hour

     ...you help us advance health equity on a global scale. Join us to start Caring. Connecting. Growing together. The Financial Clearance Representative Associate is responsible for completing the financial clearance process and creating the first impression of Optum... 
    Hourly pay
    Minimum wage
    Full time
    Work experience placement
    Work at office
    Local area
    Remote work

    Optum

    Minneapolis, MN
    17 hours ago
  • $100k

     ...if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their... 
    Flexible hours

    Eastern Advisory Group

    Hauppauge, NY
    4 days ago
  • $23 - $26 per hour

     ...Job Title: Financial Representative 2 – Intermediate (EAST) Job Type: Contract to hire Schedule: Full-time, 40 hrs/week | 1st shift: 8:00 AM – 4:00 PM Work Setting: On-site (regional monitoring required) Work Location: Harrisburg, PA 17120 Pay Rate: $... 
    Full time
    Contract work
    Live in
    Work at office
    Day shift

    A-Line Staffing Solutions

    Uniontown, PA
    2 days ago
  • $18.59 - $25.44 per hour

     ...R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems and medical groups. We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals... 
    Hourly pay
    Local area

    R1 RCM

    Hoffman Estates, IL
    5 days ago
  •  ...Description Our firm is rapidly expanding, and we are currently looking for a new financial representative to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients... 
    Work at office
    Remote work
    Flexible hours

    Riverfront Insurance & Financial Group

    United States
    2 days ago
  • $60k - $100k

     ...if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their... 
    Flexible hours

    Integrated Financial Concepts Inc

    Roseland, NJ
    3 days ago
  • $45k - $75k

     ...Job Description: Financial Representative In the Financial Representative role, you will make a key impact on the branch culture by partnering with associates to help clients reach their goals. From the moment clients arrive at the Investor Center, you... 
    Work at office
    Work from home

    Fidelity Investments

    Oakdale, MN
    19 hours ago
  •  ...Launch your financial services career with an organization that positively impacts thousands of families and communities each year....  ...the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals... 
    Local area

    MWA Careers - Fort Myers

    Lehigh Acres, FL
    12 hours ago
  • $47.7k

     ...Title: Financial Clearance Representative I-3 Job Type: Regular Company: Roswell Park Comprehensive Cancer Center Department: Revenue Integrity and Financial Clearance Time Type: Full time Weekly Hours: 37.5 FTE: 0.9375 Shift:... 
    Full time
    Traineeship
    Work at office
    Shift work
    Day shift

    Roswell Park Cancer Institute

    Buffalo, NY
    4 days ago
  •  ...Job Overview Job Summary: This position is responsible for completing the financial clearance process within Mental Health and Addiction Patient Access for acute inpatient hospitalizations, routine outpatient evaluations, and routine mental health care authorizations... 
    Temporary work
    Relocation package

    Fairview Health Services

    Minneapolis, MN
    2 days ago
  •  ...Insight Global is looking for a Financial Representative to support one of our top healthcare clients, focused on preservice insurance verification and prior authorizations for oncology, periop, and outpatient services. This person will work directly in insurance portals... 
    Remote work

    Insight Global

    United States
    16 hours ago
  •  ...Position Summary: Responsible for ensuring accounts are financially cleared prior to the date of service. Interview patients when scheduled for an elective, urgent, inpatient or outpatient procedure. Essential Functions and Responsibilities: Financially... 
    Work at office

    McLaren USA

    Shelby, MI
    2 days ago
  •  ...organization operates seven campuses across Ohio, Illinois, Colorado, and Miami. Like all members of the BeOnAir Network staff, the Financial Aid Advisor is expected to project the organization's core values and core purpose. This position supports a college and creative... 
    Work experience placement
    Night shift
    Weekend work

    Beonair Network of Media Schools

    Ohio
    3 days ago
  •  ...Job Description: Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement... 

    Fidelity Investments

    Tulsa, OK
    5 days ago
  •  ...As a key member of a dynamic team, the full-time remote New York Financial Transaction Representative will process and monitor accounts payable transactions, support vendor registration, and assist with credit card program services while ensuring compliance with university... 
    Full time
    Work at office
    Remote work

    Virtual Vocations Inc

    United States
    5 days ago
  • $17 - $19 per hour

     ...Job Full Description Job Summary: We are looking for a Financial Recovery Representative to join a growing team. The responsibilities of the Financial Recovery Representative include, but are not limited to: • Contact delinquent accounts by phone and mail... 
    Full time
    Monday to Friday
    Shift work

    Express Employment Professionals Defunct

    Wood River, IL
    4 days ago
  • $19.5 per hour

     ...Job Full Description We are currently seeking a professional and motivated Financial Aid Representative in the Albany, NY area. The ideal candidate will have excellent interpersonal, written, and verbal communication skills in person and on the telephone.... 
    Full time
    Work experience placement
    Local area
    Flexible hours

    Express Employment Professionals Defunct

    Albany, NY
    12 hours ago
  •  ...Hybrid Financial Representative (170365) Pay: 18.00 - 20.00 per hour Schedule: Monday–Friday, 8:00 AM–4:00 PM  Location: Harrisburg, PA 17101 —  Hybrid (2 days onsite/week; not fully remote) Hybrid Financial Representative Summary:  Support financial... 
    Hourly pay
    Contract work
    Work at office
    Monday to Friday
    Night shift
    2 days per week

    A-Line Staffing Solutions

    Harrisburg, PA
    4 days ago
  • $50k - $75k

     ...highly motivated individuals—whether new to the workforce or making a career transition—to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial... 
    Remote work
    Flexible hours

    Worthington Financial Partners

    Lutherville Timonium, MD
    4 days ago
  •  ...We are seeking a motivated and client-focused Financial Representative to help individuals, families, and business owners develop personalized financial strategies. Our company believes in taking on an educational approach to finances and to deliver our expertise to people... 
    Full time
    Temporary work
    Part time
    Remote work
    Flexible hours

    Davis Family Financial LLC

    United States
    5 days ago
  •  ...if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their... 
    Work at office
    Remote work
    Flexible hours

    Riverfront Insurance & Financial Group

    United States
    18 hours ago
  • $25.43 per hour

     ...applications Use internal tax data base software to make edits for customers Qualifications ~2+ years exp working within financial setting, billing/payroll setting, banking (Heavy numbers and financials) Job Type & Location This is a Contract position based... 
    Contract work
    Temporary work

    TEKsystems

    Pueblo, CO
    4 days ago
  •  ...Responsible for the day-to-day operations of the Financial Aid office and is a key member of the Enrollment Management team. The person...  ...in appropriate professional development activities which represent both the profession and the University at the most effective level... 
    Work at office
    Weekend work
    Afternoon shift

    Heidelberg University

    Tiffin, OH
    2 days ago
  • $20 - $25 per hour

     ...Volt is immediately hiring for a Financial Representative in Pittsburgh PA. As a Financial Representative you will: Assist multiple Operations teams who support Investment Management, Banking and Loan products throughout the life of an account.... 
    Hourly pay
    Full time
    Contract work
    Temporary work
    Work experience placement
    Work at office
    Immediate start

    Volt

    Pittsburgh, PA
    2 days ago
  • $20.33 - $27.25 per hour

     ...What You Can Expect: Our Admission Financial Representatives love Grand Itasca for the stability, meaningful work and our great team. Grand Itasca is in the business of selecting employees that make the real difference, who go above and beyond to make our hospital... 
    Hourly pay
    Temporary work
    Part time
    Local area
    Work from home
    Shift work
    Night shift
    Weekend work
    Afternoon shift

    Fairview Health Services

    Grand Rapids, MN
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Representative. Be the first to apply!