Trusted Financial Advisor & Wealth Planner

Opchamber; Overland Park, Northern (KS, KY); Hybrid; USD 45,000 - 65,000; Full time

Job summary

Guardian Kansas City is seeking a Financial Representative to help clients align their financial goals with comprehensive planning and risk management. You will guide clients through planning for major life events, retirement, and wealth protection while building lasting relationships.

The role emphasizes personalized strategies, clear communication, and a client-centric approach to empower informed financial decisions.

Qualifications

• Experience in financial planning, insurance, or a related field.
• Strong communication skills to simplify complex financial concepts.
• Ability to network and grow a client base through referrals.

Responsibilities

• Engage with clients to understand financial goals.
• Develop personalized strategies for life events and wealth growth.
• Guide clients through retirement planning and risk management.
• Provide advice on insurance solutions to protect assets and loved ones.
• Build long-term relationships and act as a trusted advisor.

Skills

Financial planning

Insurance knowledge

Relationship building

Communication skills

Networking

Regulatory compliance

Tools

Planning tools

CRM software

Job description

Guardian Kansas City is seeking a Financial Representative to help clients align their financial goals with comprehensive planning and risk management. You will guide clients through planning for major life events, retirement, and wealth protection while building lasting relationships.

The role emphasizes personalized strategies, clear communication, and a client-centric approach to empower informed financial decisions.