Broker Check

Career Opportunities at Prosperity

Prosperity Advisors, founded in 1989, is a team of financial professionals dedicated to helping their clients successfully and confidently achieve their life goals. We continue to grow because of this success and are looking for the right people to join our team and continue our success.

 If you have questions, please feel free to contact us.

Marketing & Communications Specialist

Are you ready to revolutionize how we connect, engage, and inspire our audience? Do you thrive in dynamic environments where creativity and innovation are celebrated? If so, we want YOU to join our team as a Marketing and Communications Specialist!

We're seeking a dynamic and creative Marketing and Communications Specialist to join our team and help us achieve our ambitious goals. You will be crucial in supporting all of Prosperity’s business units’ marketing and communications efforts to enhance brand awareness, engage target audiences, and drive business growth.

As the Marketing and Communications Specialist, you will work closely with leadership to execute marketing strategies and manage digital and traditional communication channels (internal and external). You must have an eager blend of creativity, strategic thinking, analytical skills, and a passion for storytelling and brand-building techniques. 

Location: Overland Park, KS office

To learn more or apply, please click here.


Client Service Representative - Finance

If you are passionate about providing excellent customer service, have experience in the financial planning industry, and thrive in a fast-paced environment, we would love to hear from you! Our team is continuously growing, and we are looking for talented individuals to join us as Client Service Representatives.

Prosperity Advisors LLC, founded in 1989, is a financial advisory firm located in Overland Park, KS, with locations in Akron, Dayton & Toledo, OH, Carmel, IN and Greensboro, NC. We provide financial planning and asset management services to individuals, small businesses, retirement plans, and nonprofits. We have experienced consistent growth, which we attribute to exceptional people providing exceptional client service. 

As a Client Service Representative, you will play a critical role in building relationships with our clients by providing exceptional service. We offer competitive compensation and benefits, as well as opportunities for career growth and development.

To succeed, you should have:

  • 3+ years working in the financial services industry
  • Strong interpersonal skills
  • Strong communication skills – the ability to communicate information and ideas in spoken or written form so that others will understand, with excellent grammar and phone/office etiquette
  • Ability to organize, prioritize, and manage multiple tasks, responsibilities, and deadlines
  • Solid internet research capabilities and strong personal computer skills with proficiency in Microsoft Office Suite
  • Effective utilization of resources 

Your responsibilities as the Client Service Representative:

  • Serve as the dedicated Client Service Representative to designated new and existing clients.
    • Facilitate client service needs in collaboration with Prosperity’s Operations Team to provide administrative support to service client accounts, including but not limited to account funding, cash flow needs, RMD requirements, charitable gifting, and online access.
    • Implement new client procedures for clients new to Prosperity.
    • Implement plans to address client life events in collaboration with advisors and tax and legal professionals. Life events may include death, divorce, marriage, retirement, etc.
    • Schedule, prepare for, participate in, and follow up on client meetings.
    • Provide tax reporting documents to clients upon request.
  • Build relationships with clients that convey a sense of compassion, competence, and thoroughness.
  • Adhere to industry and broker-dealer compliance practices and firm procedures.
  • Other duties as assigned.

Benefits:

We value our employees’ time and efforts. Our commitment to your success is enhanced by providing competitive compensation of $50 - $67k depending on experience and an extensive benefits package, including:

  • Group Health Insurance
  • Long-Term and Short-Term Disability Insurance
  • 401k with Employer Matching
  • Dental/Vision Insurance

Plus, we work to maintain the best environment for our employees, where people can learn and grow with the company. We strive to provide a collaborative, creative environment where everyone feels encouraged to contribute to our processes, decisions, planning, and culture.

Ready to take the next step in your career journey?

Join our team and be a part of a dynamic and exciting work environment where you can make a real difference in the lives of our clients! Please apply here.