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Associate Advisor Jobs in Kansas (NOW HIRING)

Advisors Excel

Advisor Service Associate

Topeka, KS

$13 - $17.25/hr

Advisor Service Associate Department: WM Operations Reporting to: WM Operations Manager Location: Topeka, KS - Onsite Overview: If you enjoy a fast-paced, ever-changing environment, then our Advisor ...

Advisors Excel

Advisor Service Associate

Topeka, KS · On-site

$14.75 - $19.75/hr

Advisor Service Associate Department: WM Operations Reporting to: WM Operations Manager Location: Topeka, KS - Onsite Overview: If you enjoy a fast-paced, ever-changing environment, then our Advisor ...

hcmportal

Advisor Experience Associate

Topeka, KS · Hybrid

We're Looking for an Advisor Experience Associate! About the Company: Security Benefit is a leader in the U.S. retirement market with more than $60 billion in assets under management. We offer ...

H&R Block

Block Advisor Tax Advisor

Overland Park, KS · On-site

Our defining Purpose is to provide help and inspire confidence in our clients, associates, and ... Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ...

H&R Block

Block Advisor Tax Advisor

Overland Park, KS · On-site

Our defining Purpose is to provide help and inspire confidence in our clients, associates, and ... Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ...

H&R Block

Block Advisor Tax Advisor

Wichita, KS · On-site

Our defining Purpose is to provide help and inspire confidence in our clients, associates, and ... Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ...

H&R Block

Block Advisor Tax Advisor

Overland Park, KS · On-site

Our defining Purpose is to provide help and inspire confidence in our clients, associates, and ... Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ...

hcmportal

Advisor Experience Consultant

Topeka, KS · Hybrid

As an Advisor Experience Consultant you'll serve as a dedicated relationship partner to our ... Associate assistance programs for your personal and professional well-being. Ready to Make an ...

Advisors Excel

Digital Marketing Associate

Lenexa, KS · On-site

Advisors Excel is on the hunt for a passionate and driven Digital Marketing Associate to join our dynamic and growing Digital Team. The Digital Marketing Associate (DMA) is responsible for the end-to ...

Camping World

Service Advisor

Kansas City, KS · On-site

$50K - $75K/yr

As a Service Advisor you will primarily be responsible for initiating and processing requests for ... Full-time associates are offered a comprehensive benefit package including medical, dental, vision ...

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All JobsAssociate Advisor JobsAssociate Advisor Jobs in Kansas

Associate Advisor information

See Kansas salary details

$10

$23

$40

How much do associate advisor jobs pay per hour?

As of Jun 1, 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 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 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 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 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 May 2026, with employment types broken down into 1% As Needed, 63% Full Time, 34% Part Time, 1% Temporary, and 1% Contract. Highlights an 75% Physical, 3% Hybrid, and 22% Remote job distribution, with an average salary of $48,108 per year, or $23.1 per hour.
Advisor Service Associate

Advisor Service Associate

Advisors Excel

Topeka, KS

$13 - $17.25/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 11 days ago

Job description

Position: Advisor Service Associate
Department: WM Operations
Reporting to: WM Operations Manager
Location: Topeka, KS - Onsite
Overview:
If you enjoy a fast-paced, ever-changing environment, then our Advisor Service Associate position might be the job for you. This team is responsible for reviewing documents, following up on pending business and handling customer service calls. They are tasked with providing world-class service while they support our producers on a daily basis.
What you’ll do:
  • Input, review, and submit new account applications and service documents
  • Provide outstanding customer service when handling incoming calls regarding pending applications, compensation, and financial transactions with advisors and their office staff
  • Conduct calls/emails to follow up on pending applications to ensure they are being processed in a timely manner
Experience you’ll bring:
  • Strong organizational skills; capacity to manage heavy workload while navigating a variety of competing, ever-changing priorities
  • Outstanding communication skills, particularly can build rapport over the phone with a variety of personality types
  • Ability to work independently, but also as a collaborative team member
  • PC proficiency, ability to work on several platforms at once
Bonus Points:
  • Security license(s)
  • Previous experience working in the financial services industry
  • Previous customer service experience
What you’ll get:
  • Amazing benefits, including medical, dental, vision and 401k (with matching options)
  • Generous PTO package from your start date
  • Access to an on-site café, gym, and primary care
  • Continuous personal and professional development opportunities
  • Recognition for hard work amp; exemplary performance
  • Employee-sponsored events…and more!
Who We Are:
Advisors Excel is a fast-paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors’ businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!
Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here – as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.
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