Relationship Advisor - Kansas City, MO

Advisor Talent Solutions•Kansas City, KS

12d•$60,000 - $70,000•Onsite

About The Position

Relationship Advisor Are you looking to expand your career and be part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Mid-American Wealth Advisory Group in Kansas City, MO is seeking to add an experienced Relationship Advisor to our team! This Relationship Advisor will provide exceptional support to the Lead Advisors, help deliver world-class financial planning and investment management services, and build strong, lasting relationships with our clients. You will act as a trusted resource for clients, ensuring their needs are met with accuracy, professionalism, and care.

Requirements

Series 65 license required
Life and Health License preferred
Strong analytical skills, with the ability to analyze financial data, market trends, and investment opportunities
Excellent verbal and written communication skills to interact effectively with clients and team members
Proficiency in financial planning software, CRM systems, and Microsoft Office Suite
Demonstrated commitment to provide high-quality service and building strong client relationships
Excellent time management and organizational abilities to handle multiple tasks and priorities
Ability to work effectively in a team-oriented environment, supporting senior advisors and other team members
Strong ethical standards and decision-making abilities to uphold firm’s values and client trust

Responsibilities

Client Support: Handle client inquiries via phone, email and in person meetings, providing timely and accurate information
Account Management: Assist clients with account setup, maintenance, and troubleshooting
Documentation: Prepare and maintain client records, ensuring accuracy and confidentiality
Product Knowledge: Stay informed about company products, services, and industry trends to better assist clients
Client Relationship Management: Build and maintain strong relationships with clients, ensuring high levels of satisfaction and trust
Compliance: Adhere to all regulatory and compliance requirements in all client interactions and documentation
Support Lead Advisor: Assist the Lead Advisor with research, preparing client reports, and portfolio reviews
Training & Development: Participate in ongoing training and professional development to stay current with industry changes and advancements
Feedback Collection: Gather and report client feedback to help improve services and client satisfaction