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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 professional to join our team as a Transition Coordinator.  The successful candidate will be able to assist the Transition Manager in effectively and efficiently on-boarding affiliate firms, advisors & staff.

A successful candidate will:

  • Collaborate with other departments & subject matters to support the on-boarding of the affiliate firm, advisors and staff
  • Assist with prepping and processing transition paperwork and act as a contact for affiliate firms related to specific paperwork
  • Lead new and transitioning account opening for Wealth Management accounts
  • Assist with evaluating, implementing and maintaining the transition procedure to ensure the process is efficient and a positive experience for the affiliate firm, advisors & staff

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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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We have Resources.

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