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Financial Consultant Financial Advisor Financial Sales

Onsite Workplace Financial Advisor

Job in Kansas City, Jackson County, Missouri, 64101, USA
Listing for: Soteria Reinsurance Ltd.
Full Time position
Listed on 2025-12-13
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Sales
Job Description & How to Apply Below
A financial services company based in Kansas City is seeking a Workplace Financial Consultant to provide financial advice and education to local clients. This role involves direct engagement with participants, delivering financial planning through workshops and one-on-one meetings. The ideal candidate needs at least 3 years in financial services, holds required certifications, and is passionate about helping clients achieve their financial objectives.

Join a dynamic team that prioritizes client relations and community engagement.
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