GUARDIAN KANSAS CITY AGENCY · 6 hours ago
Financial Advisor
Leawood, KS
Full-time
Onsite
Mid LevelGuardian Kansas City Agency provides comprehensive insurance and financial services to individuals, families, and businesses. They are seeking a Financial Advisor who will work closely with clients to identify their financial goals, develop comprehensive financial plans, and provide guidance on financial decisions.
Financial Services
Responsibilities
Advising on investments, retirement planning, insurance, and financial strategies tailored to each client’s needs
Ensuring optimal financial well-being
Staying informed about financial market trends
Maintaining strong client relationships
Qualification
Required
Full-time availability
On-site work in Leawood, KS
Ability to identify clients' financial goals
Experience in developing comprehensive financial plans
Guidance on financial decisions
Advising on investments
Retirement planning expertise
Knowledge of insurance products
Ability to create tailored financial strategies
Ensuring optimal financial well-being for clients
Staying informed about financial market trends
Maintaining strong client relationships
Company
GUARDIAN KANSAS CITY AGENCY
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.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase