Relationship Advisor

1 week ago

Kansas City, Missouri, United States Advisor Talent Solutions Full time


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.

Minimum 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
 
Salary:
 
  • $60k - $70k based on experience
 
Benefits:
 
  • Health insurance
  • Dental insurance
  • Life insurance
  • Vision insurance
  • HSA (Health Savings Account)
  • 401(k)
  • PTO
 
Hours:
 
  • In office: Monday – Thursday, 9am – 5pm and Friday's 9am-1pm
 

Presented by Advisor Employee Services Thank you for your interest in the Relationship Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today

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