Financial Advisor

Mid-American Wealth; Kansas City (MO); On-site; USD 45,000 - 55,000; Full time

Job summary

Mid-American Wealth is seeking a Financial Advisor to support clients and Lead Advisors by delivering outstanding service, conducting client reviews, and assisting with account management. You will help identify opportunities to deepen client relationships while ensuring professional, compliant interactions.

The role emphasizes accurate documentation, ongoing training, and collaboration with the team to maintain high client satisfaction and reliable portfolio reviews.

Qualifications

• Active Series 65 and Life & Health licenses are required.
• Experience in wealth management or financial services.
• Strong communication and relationship-building skills.
• Organized with strong attention to detail.
• Ability to manage multiple priorities and provide excellent client service.

Responsibilities

• Serve as a primary contact for client questions and service requests.
• Assist clients with account openings, maintenance, and other account-related needs.
• Build and maintain strong relationships with clients.
• Identify opportunities for additional assets and planning needs within existing client relationships.
• Support Lead Advisors with research, client preparation, and portfolio reviews.
• Maintain accurate client records and documentation.
• Ensure all client interactions and documentation meet compliance requirements.
• Participate in ongoing training and professional development.

Skills

Communication skills

Relationship building

Attention to detail

Time management

Job description

The Financial Advisor is responsible for supporting clients and Lead Advisors by providing outstanding service, conducting client reviews, assisting with account management, and helping identify opportunities to deepen client relationships. This role plays an important part in delivering a positive client experience while maintaining the highest level of professionalism and compliance. IMPORTANT: Active Series 65 and Life & Health licenses are required

Base Salary: $50,000 annually + Commission

Responsibilities

• Serve as a primary contact for client questions and service requests.
• Assist clients with account openings, maintenance, and other account-related needs.
• Build and maintain strong relationships with clients.
• Identify opportunities for additional assets and planning needs within existing client relationships.
• Support Lead Advisors with research, client preparation, and portfolio reviews.
• Maintain accurate client records and documentation.
• Ensure all client interactions and documentation meet compliance requirements.
• Participate in ongoing training and professional development.

Qualifications

• Active Series 65 and Life & Health licenses are required
• Experience in wealth management, financial services, or a related field.
• Strong communication and relationship-building skills.
• Organized with strong attention to detail.
• Ability to manage multiple priorities and provide excellent client service.

Success in This Role

• Client inquiries are handled accurately and in a timely manner.
• 10–15 client reviews are completed each week.
• Strong client satisfaction and retention.
• Accurate documentation and account maintenance.
• Consistent support of Lead Advisors and team initiatives.
• Adherence to all compliance and regulatory requirements.