Financial Representative

Job Description

Job Description

Guardian Kansas City is seeking an Associate Financial Specialist to join our growing team in Overland Park, KS. In this role, you’ll collaborate with individuals and families to design customized plans that build, protect, and sustain their financial well-being. You’ll guide clients across investments, insurance, and retirement planning to help them achieve their long-term goals.

Responsibilities :

This is a full-time, hybrid position based in Overland Park, KS, with flexibility for some remote work. As an Associate Financial Advisor with Guardian Life, you’ll focus on comprehensive financial planning, investment strategies, insurance solutions, and retirement preparation.

Qualifications :

• Knowledge of financial planning and retirement planning concepts
• Familiarity with insurance and investment products
• Background in finance or a related industry preferred
• Strong analytical and problem-solving skills
• Excellent communication and relationship-building abilities
• Ability to work both independently and collaboratively
• Bachelor’s degree or 5 years experience in Finance, Economics, Business, or a related field

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.