Associate Advisor - Kansas City, MO

Position: Associate AdvisorFirm: Diversified SolutionsLocation: Kansas City, MOOverview:Diversified Solutions, a leading financial services firm based in Kansas City, MO, is seeking an Associate Advisor to join our dynamic team. In this role, you will demonstrate exceptional client care and uphold the highest professional standards while supporting an established client base. Your focus will be on retirement planning support, proactive communication, and building lasting client relationships.What you'll do:Manage assigned client onboarding activities, serving as the key point of contactProvide proactive support to advisors and clients, anticipating needs and opportunitiesAccurately complete and process service requests in a timely mannerMaintain and update client and account databasesEnter prospects interactions in the databaseRespond promptly and professionally to client inquiriesComplete the opening, closing, and transfer of client accountsProcess financial transactions with accuracy and attention to detailConduct follow-up communication with partners and clients as neededAssist advisors with comprehensive pre-appointment preparationInvestigate and resolve issues related to new account openings, transfers, or amendmentsWhat We're Looking For:High School Diploma2+ years of financial services experienceSeries 65 insurance license requiredDemonstrates proficiency and confidence working across various platforms and operating systems including Microsoft OfficeExcellent communication skills; both verbal and written delivered with a sincere and caring attitudeSelf-starter who takes initiative and works well independentlyCollaborative team player willing to assist othersDemonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasksExhibits meticulous attention to detail and a commitment to accuracySkilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidanceDemonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial mattersBonus Points:CFP or CPA designationWhat You'll Get:Pay & Perks:$60,000 - $68,000/year based on experiencePTOSick leaveHealth insurance (50% employer paid)Dental insuranceVision insuranceTelemedicinePet insuranceLong term disability (100% employer paid)Life insuranceDisability and accident insuranceTraditional and Roth 401(k) with 4% employer matchSchedule:In office: Monday - Friday, 8:30am - 5:00pmSome evenings required for client eventsPresented by Advisor Talent SolutionsAdvisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.Learn more about our approach and services at advisortalentsolutions.com