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Financial Representative
Financial RepresentativeGuardian Kansas City • Overland Park, KS, US
Financial Representative

Financial Representative

Guardian Kansas City • Overland Park, KS, US
30+ days ago
Job type
  • Full-time
Job description

Guardian Kansas City is looking for a driven and client-focused Associate Financial Specialist to join our expanding Overland Park team. In this role, you will help individuals and families build personalized financial strategies that support wealth growth, protection, and retirement readiness. By providing guidance across investments, insurance, and retirement planning, you will play a key role in helping clients achieve lasting financial success.


Responsibilities:

This full-time, hybrid position in Overland Park offers the opportunity to grow a successful financial services practice while benefiting from a flexible work environment. The Associate Financial Advisor will build and maintain client relationships, develop comprehensive financial strategies, and provide guidance on investments, insurance, and retirement planning. Success in this role is measured by client growth, production results, and the delivery of outstanding client service.


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

About Company

The Guardian Kansas City office provides comprehensive insurance and financial services to individuals, families, and businesses that are seeking to integrate the many aspects of their “personal economy” into a unified strategy. Our team of professionals has experience in every dimension of financial services. Working in close collaboration with clients and their legal and accounting advisors, the office provides the protection and planning strategies necessary to help build and preserve wealth.

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Financial Representative • Overland Park, KS, US

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