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Financial Representative

$24,000 - $100,000/Yr

Guardian Kansas City - Overland Park, KS

posted 2 months ago

Full-time - Entry Level
Overland Park, KS

About the position

As a Financial Professional at Guardian Kansas City, you will serve as an advocate for clients, helping them navigate their financial lives and build wealth. This role emphasizes community engagement and personal growth, allowing you to work with individuals and businesses to provide essential financial products and services. You will have the opportunity to develop long-lasting relationships with clients while managing their financial strategies.

Responsibilities

  • Working with clients to understand their goals, concerns, and current financial information.
  • Analyzing information to create a strategy with appropriate products and services.
  • Developing and maintaining a base of clients who value your input and guidance.
  • Working with clients to keep their financial strategies current and aligned with their goals, building relationships with clients that will last for years.

Requirements

  • Must be a US citizen or permanent resident
  • A four‐year college degree
  • Obtain appropriate licensing

Nice-to-haves

  • Experience with financial concepts (2 years preferred)

Benefits

  • 401(k) with Match and Roth options
  • Health insurance
  • Dental insurance
  • Life insurance
  • Defined Benefit Plan
  • Tuition reimbursement
  • Continuing education opportunities
  • Mentorship and joint-work opportunities
  • Tools and technology for client management and marketing
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