Financial Representative jobs in United States
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GUARDIAN KANSAS CITY AGENCY · 1 month ago

Financial Representative

GUARDIAN KANSAS CITY AGENCY is seeking an Associate Financial Specialist to join their growing team. In this role, you’ll collaborate with individuals and families to design customized plans that build, protect, and sustain their financial well-being.

Financial Services

Responsibilities

Collaborate with individuals and families to design customized plans that build, protect, and sustain their financial well-being
Guide clients across investments, insurance, and retirement planning to help them achieve their long-term goals

Qualification

Financial PlanningInvestment KnowledgeRetirement PlanningCollaborationGuidance

Required

Collaborate with individuals and families to design customized plans that build, protect, and sustain their financial well-being
Guide clients across investments, insurance, and retirement planning to help them achieve their long-term goals

Company

GUARDIAN KANSAS CITY AGENCY

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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.

Funding

Current Stage
Growth Stage
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