Wealth & Retirement Advisor

GUARDIAN KANSAS CITY AGENCY; Overland Park (KS); Sur place; USD 55 000 - 85 000; Plein temps

Résumé du poste

Guardian Kansas City Agency seeks a Financial Representative to guide individuals, families, and businesses toward their financial goals through personalized planning and advisory services.

You will build lasting client relationships, educate on retirement planning and insurance solutions, and collaborate with a team of experts to develop comprehensive financial strategies. The role emphasizes mentorship, growth, and client-focused outcomes.

Qualifications

• Experience in financial planning or related field.
• Strong client relationships through effective communication and personalized service.
• Proven track record of developing tailored financial strategies aligned with clients' life goals.
• Strong analytical skills to review portfolios and adjust plans.
• Stays informed about industry trends and regulatory changes.
• Experience collaborating with team members to deliver financial solutions.
• Proficiency in using innovative tools and resources to engage clients.

Responsabilités

• Develop and maintain relationships with clients by understanding their financial needs.
• Guide clients in creating personalized financial strategies matching life goals.
• Educate clients on financial products to support informed decisions.
• Collaborate with teammates to deliver comprehensive financial solutions.
• Regularly review client portfolios to ensure alignment with evolving goals.
• Stay informed on industry trends and regulatory changes to provide up-to-date advice.

Connaissances

Financial planning

Client relationships

Strategic finance

Analytical skills

Industry/regulatory knowledge

Team collaboration

Tech tools proficiency

Outils

CRM software

Description du poste

Guardian Kansas City Agency seeks a Financial Representative to guide individuals, families, and businesses toward their financial goals through personalized planning and advisory services.

You will build lasting client relationships, educate on retirement planning and insurance solutions, and collaborate with a team of experts to develop comprehensive financial strategies. The role emphasizes mentorship, growth, and client-focused outcomes.