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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 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 are looking for an energetic and reliable professional to join our team as Operations Specialist for Financial Elements, a participant engagement and financial wellness program. We are looking for a team oriented, “people person” that can also work independently and accurately in a fast-paced environment.

A successful candidate will:

  • Lead the day-to-day operations for Financial Elements
  • Lead implementation of new retirement plans to Financial Elements in conjunction with the advisor, plan sponsor and Mentor
  • Lead the continual build out of marketing materials in conjunction with the with marketing team

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We are looking for a highly dependable, highly organized, detail-oriented professional to join our team as Executive Assistant to the President. This position provides administrative support to the President and other key executives and helps with general office management.

A successful candidate will:

  • Use their own judgement and have the demonstrated ability to effectively prioritize workflow
  • Coordinate schedules, appointments, reservations and travel arrangements.
  • Assist with the preparation of business presentations including text, documents, spreadsheets and electronic presentations.

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We are currently searching for qualified candidates to join our team as Marketing Intern for the summer of 2019 in Overland Park, Kansas. If you are a high-energy individual with a strong work ethic, excellent team skills and outstanding communication skills, we would like to speak with you.

A successful candidate will:

  • Assist with preparation for national conference
  • Build out presentation slides on online platform
  • Assist with building out annual social media and marketing calendar
  • Interview content experts and drafting marketing pieces to support Resources and affiliate offices

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We have Resources.

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