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We’re hiring…

 

Resources shares ideas, tools and TALENT with advisor offices located around the country. We are always looking for energetic individuals interested in improving client experiences and retirement outcomes.

Our home office team is based out of Overland Park, Kansas. See our current job listings below or follow us on Linkedin for hiring updates.

A mentor is a financial advisor that supports our financial wellness program – Financial Elements.  Mentors are the first point of contact for retirement plan participants. We hire individuals with a commitment to customer satisfaction and an ability to make quick and accurate decisions.

A successful candidate will:

  • accept ownership for effectively completing an overview of the client’s or prospects situation
  • advise on financial courses of action and/or solutions that would best meet their financial needs and provide the the best possible financial and retirement outcomes
  • keep customer satisfaction at the core of every decision and behavior

 

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We are seeking energetic and reliable professionals to join our team as a bilingual Mentor to assist English & Spanish speaking customers.  A mentor is a financial advisor that supports our financial wellness program – Financial Elements.  Mentors are the first point of contact for retirement plan participants. We hire individuals with a commitment to customer satisfaction and an ability to make quick and accurate decisions.

A successful candidate will:

  • accept ownership for effectively completing an overview of the client’s or prospects situation
  • advise on financial courses of action and/or solutions that would best meet their financial needs and provide the the best possible financial and retirement outcomes
  • keep customer satisfaction at the core of every decision and behavior

 

LEARN MORE

We are looking for individuals with a passion for assisting wealth management and retirement plan clients and thorough knowledge of the financial services business. If you have strong relationship building skills and you are reliable, organized and deadline oriented we’d love to hear from you.

A successful candidate will:

  • Provide a high level of client interaction as the primary point of contact
  • Provide support for and coordinate interactions between participants, ERISA clients, 401k plan providers, and Third Party Administrators
  • Assist with or conduct seminars providing general investment advice to plan sponsors and individual participants
  • Help individuals with rollovers and set up accounts with individual investments

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Resources is looking for a detail-oriented individual passionate about customer service. A Client Experience Associate ensures all aspects of service and support to partner offices and their clients are fulfilled accurately and timely while maintaining appropriate compliance standards.

A successful candidate will:

  • Complete set-up of new accounts and update and maintain accurate and timely documentation in reporting and billing systems.
  • Assist with the preparation and processing of paperwork  during advisor and client onboarding.
  • Generate, print and mail quarterly statements for partner firms.
  • Assist with daily, weekly and monthly audits.

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We have Resources.

Let us know how we can work together to reach your goals.