Financial Associate (Kansas City)

Financial Associate Job Description:

Mid-American Wealth Advisory Group is seeking a motivated and detail-oriented Financial Associate to join our team. The Financial Associate will play a key role in supporting our lead advisors in delivering exceptional financial planning, investment management, detailed notes, and client services. The ideal candidate will be dedicated to ensuring client satisfaction and contributing to the firm's growth and efficiency.

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 in daily meetings. This includes preparing folders, taking detailed notes, and following up.
• 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.

Qualifications:

• Excellent verbal and written communication skills to interact effectively with clients and team members.
• Proficiency in financial planning software, CRM systems, and the Microsoft Office Suite.
• Demonstrated commitment to providing 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 the firm's values and client trust.
• Reliable and detail-oriented note-taking capabilities