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Associate Advisor Jobs in Kansas (NOW HIRING)

CMC Recruiting

Associate Service Advisor

Leawood, KS · On-site

$60K - $80K/yr

They are seeking an Associate Service Advisor to support the advisory team and help deliver a high-quality, detail-driven client experience. This is not a purely administrative role. This person will ...

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Associate Advisor information

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$23

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How much do associate advisor jobs pay per hour?

As of Jun 30, 2026, the average hourly pay for associate advisor in Kansas is $23.13, according to ZipRecruiter salary data. Most workers in this role earn between $16.49 and $26.59 per hour, depending on experience, location, and employer.

What is the difference between Associate Advisor vs Financial Advisor?

AspectAssociate AdvisorFinancial Advisor
Required CredentialsTypically a bachelor's degree; may need licenses like Series 7 or 66Same as Associate Advisor, often with additional certifications like CFP
Work EnvironmentSupport role within financial firms, assisting senior advisorsClient-facing role providing personalized financial planning
Employer & Industry UsageUsed in financial services firms, banks, and advisory firmsUsed across similar firms, often with more client responsibility
Search & Comparison IntentCommonly compared for entry-level roles or career progressionViewed as a more senior or independent role

In summary, an Associate Advisor typically supports senior financial advisors and has similar credentials, but with less client responsibility. A Financial Advisor usually manages client relationships directly and offers comprehensive financial planning. Both roles are essential in the financial industry, with the Associate Advisor often serving as a stepping stone to becoming a Financial Advisor.

What are some common challenges Associate Advisors face when transitioning into client-facing responsibilities?

Associate Advisors often encounter challenges when moving into more client-facing roles, such as building trust with clients, navigating complex financial questions, and balancing administrative tasks with relationship management. Gaining confidence in presenting financial strategies and effectively communicating with diverse client personalities can take time. Many firms provide mentorship and ongoing training to help Associate Advisors develop these skills, and successful candidates proactively seek feedback and learning opportunities from senior advisors.

What is an Associate Advisor?

An Associate Advisor is an entry- to mid-level professional who assists senior financial advisors or planners in providing financial advice and services to clients. Their responsibilities often include preparing financial plans, conducting research, gathering client information, and supporting client meetings. Associate Advisors typically work toward building their own client base while gaining experience and professional certifications. This role is a common stepping stone to becoming a lead financial advisor or planner.

What are the key skills and qualifications needed to thrive as an Associate Advisor, and why are they important?

To thrive as an Associate Advisor, you need a solid understanding of financial planning, investment principles, and regulatory compliance, typically supported by a relevant degree and licenses such as Series 7 or 66. Familiarity with financial planning software, CRM systems, and portfolio management tools is essential. Strong interpersonal skills, active listening, and attention to detail help build trust with clients and support collaborative team environments. These skills and qualities are vital for delivering sound financial advice, ensuring compliance, and fostering lasting client relationships.
What are the most commonly searched types of Advisor jobs in Kansas? The most popular types of Advisor jobs in Kansas are:
What are popular job titles related to Associate Advisor jobs in Kansas? For Associate Advisor jobs in Kansas, the most frequently searched job titles are:
What job categories do people searching Associate Advisor jobs in Kansas look for? The top searched job categories for Associate Advisor jobs in Kansas are:
What cities in Kansas are hiring for Associate Advisor jobs? Cities in Kansas with the most Associate Advisor job openings:
Associate Advisor jobs near you
Infographic showing various Associate Advisor job openings in Kansas as of June 2026, with employment types broken down into 40% Full Time, 51% Part Time, 1% Temporary, 7% Contract, and 1% Nights. Highlights an 73% Physical, 3% Hybrid, and 24% Remote job distribution, with an average salary of $48,108 per year, or $23.1 per hour.
Client Service Associate

Client Service Associate

Bill Good Marketing

Prairie Village, KS • On-site

$70K - $90K/yr

Other

Medical, Dental, Vision, Life, Retirement

Posted 13 days ago

Key responsibilities

  • Handle client follow-up and service tasks for two Associate Advisors.

  • Process paperwork, account work, and operational requests.

  • Help develop and document workflows from prospect to client, start to finish.

Job description

If you've spent a decade in financial services and you're at your best when the pace is fast and the clients expect nothing less than exceptional, this one's worth reading.

FCS Family Office, a high-net-worth wealth management firm in the Prairie Village area, is looking for an experienced Client Service Associate to support two Associate Advisors as they grow their books. This isn't a training-from-scratch role. They need someone who walks in knowing how things work and can help build the processes that keep a growing practice running smoothly.

What You'll Be Doing

Day to day, you'll be the operational backbone for two advisors who are active, client-focused, and building fast. Your job is to handle the service and administrative side so they can stay focused on their clients. That includes:

  • Client follow-up and service tasks
  • Processing paperwork, account work, and operational requests
  • Helping develop and document workflows from prospect to client, start to finish
  • Supporting seminar logistics (not prospecting or lead follow-up; that stays with the advisors)
  • Handling requests from high-net-worth clients with calm, speed, and professionalism

This office moves fast. When clients call, things happen quickly. You need to be someone who handles urgency well and doesn't rattle easily.

Requirements

What We're Looking For

Must-haves:

  • Series 7 license (required)
  • Minimum 10 years of experience in financial services
  • Proven ability to work in a high-touch client service environment
  • Process-driven mindset; you don't just execute tasks; you help build systems
  • High emotional intelligence: this is a family office environment, and the clients expect that level of care and professionalism

Nice to have:

  • Familiarity with AI tools and willingness to adopt new technology as the firm evolves
  • Experience in an institutional or high-net-worth setting

Benefits

What You'll Get

  • Base salary: $70,000–$90,000 depending on experience, plus bonuses
  • Health insurance: firm pays 80% of your premium; full coverage including dental, vision, and HSA
  • Life insurance: 1x annual salary
  • 401(k) with employer match

How to Apply

Submit your resume and a brief note on your background. Candidates who meet the initial criteria will be contacted directly.

Apply