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Assistant Wealth Management Jobs in Kansas (NOW HIRING)

Be Ventures

Wealth Intern

Salina, KS · On-site

$14.25 - $19/hr

The Wealth Intern provides vital support to the advisory team while gaining hands-on experience in ... * Assist with data entry and maintenance across CRM and technology platforms * Help prepare ...

Be Ventures

Wealth Intern

Greensburg, KS · On-site

$13.25 - $17.50/hr

The Wealth Intern provides vital support to the advisory team while gaining hands-on experience in ... * Assist with data entry and maintenance across CRM and technology platforms * Help prepare ...

Harbourfront Wealth Management

$65K - $75K/yr

We are a fast-growing wealth management firm with over $16 billion in assets under administration ... You will be responsible for: * Assist with Trust and Estate account administration, including ...

Be Ventures

Wealth Associate - Trading

Salina, KS · On-site

You will work closely with Wealth Managers, Wealth Assistants, and leadership to deliver seamless client service, accurate execution, and high professional standards. Key Responsibilities * Assist in ...

Harbourfront Wealth Management

$50K - $55K/yr

We are a fast-growing wealth management firm with over $22 billion in assets under administration ... Keep up to date on all procedural and documentation requirement changes; * Assist with handling ...

People People

Entry-Level Paraplanner

Olathe, KS · On-site

Maintain our schedule of Wealth Management Reviews with our existing clients and our prospective ... Screen and route incoming telephone calls. * Assist with general administrative and office ...

People People

Entry-Level Paraplanner

Lenexa, KS · On-site

Maintain our schedule of Wealth Management Reviews with our existing clients and our prospective ... Screen and route incoming telephone calls. * Assist with general administrative and office ...

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Assistant Wealth Management information

See Kansas salary details

$25.9K

$43.2K

$62K

How much do assistant wealth management jobs pay per year?

As of Aug 25, 2026, the average yearly pay for assistant wealth management in Kansas is $43,162.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,500.00 and $43,300.00 per year, depending on experience, location, and employer.

What is an assistant wealth management professional?

An Assistant Wealth Management professional supports wealth managers and financial advisors in managing client portfolios, preparing investment reports, and handling administrative tasks. They often help with client communications, account documentation, scheduling meetings, and conducting preliminary research on investment opportunities. Their role is essential for ensuring the smooth operation of wealth management teams and providing a high level of service to clients. They usually work under the supervision of senior advisors and may be on a path to becoming certified financial planners or wealth managers themselves.

What are the key skills and qualifications needed to thrive as an assistant wealth management professional?

To thrive as an Assistant Wealth Management professional, you need a solid grasp of financial principles, investment products, and client servicing, usually supported by a bachelor’s degree in finance, economics, or a related field. Familiarity with CRM systems, portfolio management software, and regulatory compliance tools is typically required, and certifications like the Series 7 or Series 66 can be advantageous. Strong interpersonal skills, attention to detail, and discretion enable effective client communication and relationship-building. These competencies are essential for supporting advisors, ensuring regulatory adherence, and delivering exceptional service that drives client satisfaction.

What are typical career progression opportunities for an assistant wealth management professional?

Starting as an Assistant in Wealth Management provides a strong foundation in client service, portfolio administration, and financial planning support. With experience and demonstrated competence, individuals often progress to Associate or Junior Wealth Manager roles, where they take on greater responsibility for client relationships and investment strategies. Many organizations support further certifications like the CFP or CFA, which can accelerate advancement to advisory or management positions. Regular collaboration with senior advisors and exposure to complex client cases also help build the expertise needed for upward mobility in the wealth management field.

What is the difference between Assistant Wealth Management vs Financial Advisor?

AspectAssistant Wealth ManagementFinancial Advisor
CertificationsMay have certifications like CFP, but often in trainingTypically holds CFP, Series 7, 66, or 65 licenses
Work EnvironmentSupports senior advisors, works in offices or client meetingsInteracts directly with clients, provides financial planning
ResponsibilitiesAdministrative support, research, preparing reportsDevelops financial plans, advises clients on investments

Assistant Wealth Management roles primarily support senior advisors with administrative and research tasks, while Financial Advisors directly engage with clients to develop personalized financial strategies. Both roles require relevant certifications, but Financial Advisors typically hold more licenses and have a client-facing focus.

What does an assistant wealth management do?

An assistant wealth management professional supports financial advisors by preparing client reports, managing schedules, and handling administrative tasks. They often assist with data analysis, client communication, and using financial planning tools, requiring strong organizational skills and knowledge of investment concepts. This role typically involves working in a team environment and may require relevant certifications or training.

What is a wealth management assistant?

A wealth management assistant supports financial advisors by preparing client documents, managing schedules, and conducting research on investment options. They often have strong organizational skills and may use financial software, with some roles requiring relevant certifications or experience in finance. Their work helps ensure smooth client service and efficient portfolio management.

What are the most commonly searched types of Wealth Management jobs in Kansas?

The most popular types of Wealth Management jobs in Kansas are:

What are popular job titles related to Assistant Wealth Management jobs in Kansas?

For Assistant Wealth Management jobs in Kansas, the most frequently searched job titles are:

What job categories do people searching Assistant Wealth Management jobs in Kansas look for?

The top searched job categories for Assistant Wealth Management jobs in Kansas are:

What cities in Kansas are hiring for Assistant Wealth Management jobs?

Cities in Kansas with the most Assistant Wealth Management job openings:

Assistant Wealth Management jobs near you
Infographic showing various Assistant Wealth Management job openings in Kansas as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, 1% Temporary, and 2% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $43,162 per year, or $20.8 per hour.

Wealth Management Consultant

Leawood, KS • On-site

Royal Bank of Canada
Banking and Credit Intermediation • 10K+ employees
Learn more about Royal Bank of Canadaexternal

$90K - $160K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted yesterday

Job description

Job Description
What is the opportunity?
The Wealth Management Consultant (WMC) provides the primary external sales support for Financial Advisors and the RBC Wealth Management platform. The WMC works closely with field leadership, service and support areas within RBC's Private Client Group to ensure a coordinated support effort. They serve as the team lead for the Client Strategies teams which include a variety of in-field and home office based specialists that are divided by area of expertise, and regional coverage.
What will you do?
Coaching:
  • Assist, coach, and motivate Financial Advisors in utilizing the RBC Wealth Management platform.
  • Assist product management teams in developing, planning and presenting curriculums for Financial Advisor training sessions.

Marketing:
  • Develop a strong understanding of RBC's Investment Advisor Group policies and pricing structures to assist Financial Advisors in conducting business appropriately and making profitable pricing decisions.
  • Assist Financial Advisors in closing and supporting IAG, mutual fund and insurance/annuity business. Attend and participate in client presentations for relationships with immediate asset potential greater than $1,000,000.

Recruiting:
  • Assist Complex Directors and Branch Directors in Financial Advisor recruiting and on-boarding efforts.

Strategy:
  • Lead and quarterback the Client Strategies Team to support the needs of the complex(es) and to drive strategic initiatives.
  • Partner with Complex Director to aid in creating a thriving Financial Advisor culture within the complex.
  • Partner with Branch Directors to drive strategic initiatives within branches.

What do you need to succeed?
Must-have
  • 7+ years of industry experience.
  • Series 7 and 65 securities licenses.
  • Excellent understanding of the financial services industry and branch office/financial advising responsibilities.
  • Minimum of a four-year college degree. MBA preferred.
  • Willingness to work on appropriate industry licenses and/or other appropriate industry designations (CIMA/CFA/CFP/AWM).
  • Proficiency with Microsoft Excel, Word, PowerPoint and Outlook.

What's in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
  • A comprehensive Total Rewards Program include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.
  • Leaders who support your development through coaching and managing opportunities.
  • Ability to make a difference and lasting impact.
  • Work in a dynamic, collaborative, progressive, and high-performing team.
  • Opportunities to do challenging work.
  • Opportunities to build close relationships with clients.

The expected salary range for this particular position is $90,000-160,000, depending on your experience, skills, and registration status, market conditions and business needs.
You have the potential to earn more through RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.
RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
  • Drives RBC's high-performance culture
  • Enables collective achievement of our strategic goals
  • Generates sustainable shareholder returns and above market shareholder value

Job Skills
Communication, Critical Thinking, Decision Making, Detail-Oriented, Fiduciary Management, Group Problem Solving, Interpersonal Relationships, Investment Consulting, Investment Management, Investment Performance Measurement, Private Banking, Results-Oriented, Trusts and Estate Planning
Additional Job Details
Address:
4001 WEST 114TH STREET:LEAWOOD
City:
Leawood
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2026-06-25
Application Deadline:
2026-08-28
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

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