Financial Associate: Client Advisory & Admin Support

Mid-American Wealth; Kansas City (MO); On-site; USD 36,000 - 44,000; Full time

Job summary

Mid-American Wealth is seeking a Financial Associate to support the Lead Advisor by attending client meetings, preparing materials, documenting interactions, and handling follow-up tasks to ensure an exceptional client experience.

Starting Base Salary is $40,000 annually, with an increase once licensed. The role emphasizes client service, regulatory compliance, and CRM documentation to drive firm growth and accurate administrative work.

Qualifications

• Strong organizational and time management skills.
• Excellent written and verbal communication.
• Attention to detail and follow-through.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with CRM systems and Microsoft Office Suite.
• Client-focused mindset with commitment to service excellence.
• Ability to obtain Series 65 and Life & Health licenses within 60–90 days of hire.

Responsibilities

• Attend client and prospect meetings with the Lead Advisor.
• Take detailed meeting notes and document action items.
• Prepare meeting folders, agendas, reports, forms, and supporting materials.
• Review client accounts and documentation prior to meetings.
• Complete post-meeting follow-up tasks within established timelines.
• Prepare meeting summaries and copy talks for advisors.
• Maintain accurate client records and CRM documentation.
• Update client profiles and ensure regulatory compliance.
• Respond to client inquiries and provide timely communication.
• Track outstanding tasks and follow-up items through completion.
• Assist advisors with administrative and time-sensitive requests.
• Support client relationships through professional and responsive service.
• Attend all company seminars, workshops, and events, including after-hours sessions.

Skills

CRM proficiency

Time management

Communication skills

Detail-oriented

Multitasking

Tools

CRM software

Microsoft Office

Job description

Mid-American Wealth is seeking a Financial Associate to support the Lead Advisor by attending client meetings, preparing materials, documenting interactions, and handling follow-up tasks to ensure an exceptional client experience.

Starting Base Salary is $40,000 annually, with an increase once licensed. The role emphasizes client service, regulatory compliance, and CRM documentation to drive firm growth and accurate administrative work.