Financial Representative

Financial Representative Guardian Kansas City Overland Park, KS Job Details Full-time 1 day ago Qualifications Finance advising Wealth management Economics Customer relationship building Bachelor's degree in finance Bachelor's degree in business Bachelor's degree in economics Mid-level Client relationship development Finance Bachelor's degree Financial services Business Communication skills Financial retirement planning Full Job 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 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.