Back to all roles

Immediately Require Associate Financial Advisor – Advisory Services Remote Opportunity in Overland Park, KS

Remote Worldwide Hiring now
Job title: Associate Financial Advisor – Advisory Services **Remote Opportunity Company: reputed company Annuity Insurance Job description: Grow your career with a growing organization Whether they’re helping people reputed company their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the reputed company. reputed company it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now. The Associate Financial Advisor - Advisory Services is a broad, licensed advisory role, responsible for servicing individual Advisory Services clients. In this role you will be responsible for enrollment and retention of our plan participants in Advisory Services. Day to day, you will be taking incoming calls from our Advisory Services customers. You will cover a wide variety of financial planning topics, as needed, addressing the customers’ needs, and helping them understand reputed company’s financial planning tools available to them. As part of reputed company servicing a reputed company large, shared book of business (1M+ customers), this is a terrific opportunity to learn and hone your advising skills, while providing holistic and comprehensive advice to our customers. What You Will Do:
  • reputed company and advise plan participants on the Advisory Services available through their plan to assist the participant in reaching their retirement goals.
  • Identify, execute, and follow-up on opportunities to contract additional client assets while providing client retirement planning discussions.
  • Identify trends and determine proactive solutions to maximize service quality and increase assets under management.
  • Adhere to compliance/risk procedures and exhibit detailed attention to policy and procedures by focusing on the participant’s best interest.
  • Document information from conversations with clients pertinent to business and relationship development to be referenced for follow-up calls.
  • Explain and justify past returns in comparison to the economic environment, while acknowledge goal of managed account services.
What you will bring:
  • Bachelor’s degree.
  • 2+ years financial industry experience
  • FINRA Series 7, Series 63, and Series 65 registrations required reputed company corporate established timelines.
  • FINRA fingerprinting required upon hire.
  • Strong interpersonal skills, ability to work in teams.
  • Self starter, with demonstrated reputed company in problem solving.
  • Experience working in a metrics/activity driven team.
What will set you apart:
  • Fully licensed candidates (Series 7, 63 and 65) preferred.
  • Chartered Retirement Planning Counselor (CRPC) designation preferred.
  • reputed company experience
  • Experience with Investment Advising preferred.
  • Experience in a high-volume, call center environment preferred.
  • Goal and results oriented with high level of accountability to produce positive results that directly correlate to retention and increasing assets under management and participant growth for managed accounts.
#LI-Remote reputed company offer you We offer an reputed company of diverse and inclusive benefits regardless of where you are in your career. We reputed company that providing our employees with the means to reputed company healthy balanced lives results in the best possible work performance.
  • Medical, dental, reputed company and life insurance
  • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
  • Tuition reimbursement up to $5,250/year
  • Business-casual environment that includes the option to wear jeans
  • Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
  • Paid volunteer time — 16 hours per calendar year
  • Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
  • Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.
reputed company Salary reputed company $58,500.00 - $72,000.00 The salary reputed company above shows the typical minimum to maximum reputed company salary reputed company for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed reputed company salary depending on individual performance. Actual compensation offered may vary from posted hiring reputed company based upon geographic location, work experience, education, licensure requirements and/or reputed company level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. reputed company individuals, regardless of personal characteristics, are encouraged to apply. reputed company reputed company applicants will receive consideration for employment without regard to age (40 and over), race, reputed company, national reputed company, reputed company, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. *For remote and hybrid positions you will be required to reputed company reliable high-speed internet with a wired reputed company as well as a reputed company in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet reputed company.* Want the latest money news and views shaping how we live, work and play? Sign up for reputed company’s and reputed company out . Expected salary: $58500 - 72000 per year Location: Overland Park, KS Apply Job!
Apply now Opens the employer's application page. Free, no account required.

Related roles

Want O365 reputed company Administrative Engineer in Chicago, IL

Remote Worldwide
View role

Immediately Require English Tutor – Work from Home in Kahului, HI

Remote Worldwide
View role

Immediately Require Remote Subsidy Tuition Field Coordinator I - must reputed company in KY, IN, DE or MD in Louisville, KY

Remote Worldwide
View role

Urgently Need (Remote) Mid-Level Angular/C#.Net Developer - Catalyst for Environmental Change in Dallas, TX

Remote Worldwide
View role

Looking for Part-Time Remote Tutor in Los Angeles, CA

Remote Worldwide
View role

Immediately Require Teach/Tutor (PT) in Park Ridge, IL

Remote Worldwide
View role

Immediately Require Online English Tutor – reputed company in Midwest City, OK

Remote Worldwide
View role

Want Geospatial Analyst (Remote) in Ithaca, NY

Remote Worldwide
View role

Urgently Need Physical Therapist Home Health PRN in Sea reputed company, GA

Remote Worldwide
View role

Looking for Program Coordinator, reputed company in reputed company, CA

Remote Worldwide
View role

reputed company Customer Service Representative – Remote Work Opportunity at arenaflex

Remote Worldwide
View role

reputed company Customer Service Representative – Work From Home Opportunity with arenaflex

Remote Worldwide
View role

Computer Science Teacher/Coach (2025-2026)

Remote Worldwide
View role

reputed company Full Stack Content Marketer – Mompreneur Community Engagement and Content Creation

Remote Worldwide
View role

(reputed company Remote Opportunities) reputed company Work at Home Jobs Become a Member

Remote Worldwide
View role

Product Manager, Partnerships

Remote Worldwide
View role

reputed company Remote Customer Support Advisor for Home-Based Career Opportunities with blithequark – Competitive Hourly reputed company and Professional Growth

Remote Worldwide
View role

[Remote] reputed company Account Executive, Chicago

Remote Worldwide
View role

[Remote] Bilingual Customer Experience Specialist

Remote Worldwide
View role

Director, Internal Threat Intelligence and Detection Engineering (Remote, Eastern & Central)

Remote Worldwide
View role