Associates Degree in a related field of study from an accredited college or university. * 5 or more years of experience in financial advising, claims processing, benefits explanation, cost estimates ...
Associates Degree in a related field of study from an accredited college or university. * 5 or more years of experience in financial advising, claims processing, benefits explanation, cost estimates ...
Associates Degree in a related field of study from an accredited college or university. * 5 or more years of experience in financial advising, claims processing, benefits explanation, cost estimates ...
Associates Degree in a related field of study from an accredited college or university. * 5 or more years of experience in financial advising, claims processing, benefits explanation, cost estimates ...
Wealth Management Associate - Retirement Benefits Group - Kansas City (5108)
Kansas City, KS · On-site +1
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable ...
Wealth Management Associate - Retirement Benefits Group - Kansas City (5108)
Kansas City, KS · On-site +1
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable ...
As an Associate Financial Specialist, you will work closely with clients to assess their financial ... Working in close collaboration with clients and their legal and accounting advisors, the office ...
Quick apply
As an Associate Financial Specialist, you will work closely with clients to assess their financial ... Working in close collaboration with clients and their legal and accounting advisors, the office ...
We are searching for a Financial Advisor to provide a personalized retirement and financial ... This role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR 275.206(4)-5, Political ...
We are searching for a Financial Advisor to provide a personalized retirement and financial ... This role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR 275.206(4)-5, Political ...
Associates Degree in a related field of study from an accredited college or university. * 5 or more years of experience in financial advising, claims processing, benefits explanation, cost estimates ...
Associates Degree in a related field of study from an accredited college or university. * 5 or more years of experience in financial advising, claims processing, benefits explanation, cost estimates ...
Associates Degree in a related field of study from an accredited college or university. * 5 or more years of experience in financial advising, claims processing, benefits explanation, cost estimates ...
Associates Degree in a related field of study from an accredited college or university. * 5 or more years of experience in financial advising, claims processing, benefits explanation, cost estimates ...
Associates Degree in a related field of study from an accredited college or university. * 5 or more years of experience in financial advising, claims processing, benefits explanation, cost estimates ...
Associates Degree in a related field of study from an accredited college or university. * 5 or more years of experience in financial advising, claims processing, benefits explanation, cost estimates ...
Sales Advisor with Athletic Background
$67K - $89K/yr
Bring your sports background to a dynamic career as a Financial Advisor with KMO of Northwestern ... Started as a college intern and advanced through multiple leadership roles, including Associate ...
Quick apply
Sales Advisor with Athletic Background
$67K - $89K/yr
Bring your sports background to a dynamic career as a Financial Advisor with KMO of Northwestern ... Started as a college intern and advanced through multiple leadership roles, including Associate ...
... other sales associates. This role will foster a culture of excellence, compliance, and client ... It is critical in retaining financial advisors and sales roles by helping them get off to a ...
... other sales associates. This role will foster a culture of excellence, compliance, and client ... It is critical in retaining financial advisors and sales roles by helping them get off to a ...
Implement and manage a learning and development program to ensure all financial planning associates and advisors adopt industry best practices Function Specific Job Duties: * Meet regularly with ...
Implement and manage a learning and development program to ensure all financial planning associates and advisors adopt industry best practices Function Specific Job Duties: * Meet regularly with ...
Implement and manage a learning and development program to ensure all financial planning associates and advisors adopt industry best practices Function Specific Job Duties: * Meet regularly with ...
Implement and manage a learning and development program to ensure all financial planning associates and advisors adopt industry best practices Function Specific Job Duties: * Meet regularly with ...
Advisor Service Associate
Topeka, KS · On-site
$14.75 - $19.75/hr
Advisor Service Associate Department: WM Operations Reporting to: WM Operations Manager Location ... Previous experience working in the financial services industry * Previous customer service ...
Advisor Service Associate
Topeka, KS · On-site
$14.75 - $19.75/hr
Advisor Service Associate Department: WM Operations Reporting to: WM Operations Manager Location ... Previous experience working in the financial services industry * Previous customer service ...
Advisor Service Associate
$13 - $17.25/hr
Advisor Service Associate Department: WM Operations Reporting to: WM Operations Manager Location ... Previous experience working in the financial services industry * Previous customer service ...
Advisor Service Associate
$13 - $17.25/hr
Advisor Service Associate Department: WM Operations Reporting to: WM Operations Manager Location ... Previous experience working in the financial services industry * Previous customer service ...
Sales Support Associate
$16.50 - $21.25/hr
Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit ...
Sales Support Associate
$16.50 - $21.25/hr
Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit ...
Sales Support Associate
Kansas City, KS · On-site
$16.50 - $21.25/hr
Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit ...
Sales Support Associate
Kansas City, KS · On-site
$16.50 - $21.25/hr
Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit ...
Financial Aid Advisor
Wichita, KS · On-site
$26.27 - $28.21/hr
This role reports to the Associate Director of Financial Aid. Position responsibilities, including but not limited to: * Advise incoming and current students on financial aid resources, eligibility ...
Financial Aid Advisor
Wichita, KS · On-site
$26.27 - $28.21/hr
This role reports to the Associate Director of Financial Aid. Position responsibilities, including but not limited to: * Advise incoming and current students on financial aid resources, eligibility ...
Financial Aid Advisor
Wichita, KS · On-site
$18 - $23.25/hr
This role reports to the Associate Director of Financial Aid. Position responsibilities, including but not limited to: * Advise incoming and current students on financial aid resources, eligibility ...
Financial Aid Advisor
Wichita, KS · On-site
$18 - $23.25/hr
This role reports to the Associate Director of Financial Aid. Position responsibilities, including but not limited to: * Advise incoming and current students on financial aid resources, eligibility ...
Financial Aid Advisor
$26.27 - $28.21/hr
This role reports to the Associate Director of Financial Aid. Position responsibilities, including but not limited to: * Advise incoming and current students on financial aid resources, eligibility ...
Financial Aid Advisor
$26.27 - $28.21/hr
This role reports to the Associate Director of Financial Aid. Position responsibilities, including but not limited to: * Advise incoming and current students on financial aid resources, eligibility ...
Registered Wealth Management Client Associate
$26.50 - $42/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Registered Wealth Management Client Associate
$26.50 - $42/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Associate Financial Advisor information
See Kansas salary details
$38.9K is the 25th percentile. Wages below this are outliers.
$34.3K - $40.3K
33% of jobs
$40.3K - $46.3K
1% of jobs
$46.3K - $52.3K
9% of jobs
The median wage is $55.6K / yr.
$52.3K - $58.3K
13% of jobs
$58.3K - $64.3K
7% of jobs
$64.3K - $70.3K
12% of jobs
$70.5K is the 75th percentile. Wages above this are outliers.
$70.3K - $76.3K
9% of jobs
$76.3K - $82.3K
6% of jobs
$82.3K - $88.3K
5% of jobs
$88.3K - $94.3K
2% of jobs
$94.3K - $100.3K
2% of jobs
$34.3K
$59.9K
$100.3K
How much do associate financial advisor jobs pay per year?
What does an Associate Financial Advisor do?
Is $200,000 enough to work with a financial advisor?
What is an associate financial advisor?
What are the key skills and qualifications needed to thrive as an Associate Financial Advisor, and why are they important?
What is the difference between Associate Financial Advisor vs Financial Advisor?
| Aspect | Associate Financial Advisor | Financial Advisor |
|---|---|---|
| Certifications | Series 7, Series 66, CFP (preferred) | Series 7, Series 66, CFP (required) |
| Work Environment | Support role, assisting senior advisors, client meetings | Client-facing, responsible for managing client portfolios |
| Responsibilities | Research, preparing reports, supporting client service | Developing financial plans, advising clients, making investment decisions |
The main difference is that Associate Financial Advisors typically support senior advisors and focus on research and client support, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles often require similar certifications, but the level of client interaction and responsibility varies.
What are some typical challenges an Associate Financial Advisor may face when building their client base?
Is $100,000 enough to work with a financial advisor?
Can financial advisors make $500,000 a year?

Full-time
Medical
Posted 19 days ago
University Of Kansas Health System rating
7.4
Based on 170 frontline employees who took The Breakroom Quiz
253rd of 872 rated healthcare providers
Job description
Responsibilities and Essential Job Functions
- Oversees the financial advisor functions including but is not limited to, contacting the patient, contacting responsible payers including government and non-government payers, contacting the patient's employer, referring uninsured and underinsured accounts to the Financial Counselors, and taking any other necessary actions. Contacts leadership and physician immediately of any restrictions denying admission, such as inability to obtain pre-certification or any lock-in program by any agency. Ensures the patient or family is aware of any denials or limitations.
- Provides relief coverage in planned or emergent absences of other supervisors, all shifts when requested. Provides relief coverage in emergent absences of employees, all shifts, when requested.
- Assists with Human Resource management functions including interviewing, selection, orientation, education/training, feedback, performance evaluation, and policy and procedure development. Assist in updating and maintaining personnel files. Ensures employee competency and maintains written documentation of all counseling sessions as needed. Maintains and monitors Kronos records for employees.
- Acts as a resource supporting day to day operations which includes collecting health insurance, homeowner's insurance, workman's compensation insurance, pre-paid packages, grants, studies, COBRA, VA benefits, Crime Victim, auto insurance, Medicaid or Medicare. Complies with Medicare/Medicaid rules and regulations.
- Coordinates the screening of financially unsponsored patients and assists them in finding payment resolution for their accounts including: negotiate settlements, insurance, public assistance, payment arrangements, charity or overwhelming debt.
- Serves as liaison between the patient and family members and other health care personnel. Knowledgeable of administrative policies, department procedures, interface procedures of other departments: third party coverage, forms and requirements. Advices Manager of complaints from patient/public, liaisons activities and other information as it is received, or situations develop.
- Monitors daily WQs consisting of all unsecured accounts. Follow s up with staff to meet WQ goals.
- Ensures staff assist ""walk-in"" customers requesting assistance or customers calling into the department.
- Checks equipment to determine needs for repair and see that employees have adequate supplies to work with.
- Performs related assignments as requested by the Director, Manager and other administrative representatives.
- Must be able to perform the professional, clinical and or technical competencies of the assigned unit or department.
- These statements are intended to describe the essential functions of the job and are not intended to be an exhaustive list of all responsibilities. Skills and duties may vary dependent upon your department or unit. Other duties may be assigned as required.
Required Education and Experience
- Associates Degree in a related field of study from an accredited college or university.
- 5 or more years of experience in financial advising, claims processing, benefits explanation, cost estimates, benefit pricing, or as a patient accounting rep.
- 2 or more years of lead or supervisory experience.
Preferred Education and Experience
- Bachelors Degree in a related field of study from an accredited college or university.
- 4 or more years of Epic experience.
- 4 or more years of CPT-4 and Healthcare Common Procedure Coding System (HCPCS) coding.
Knowledge Requirements
- Working knowledge of insurance (Commercial & Government).
- Ability to do Prior Authorizations.
- Knowledge of Transplant (BMT and/or Solid).
- Working knowledge of CMS regulations.
The health system is an equal employment opportunity employer. Qualified applicants are considered for employment without regard to race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, ancestry, age, disability, veteran status, genetic information, or any other legally-protected status. See also Diversity, Equity & Inclusion.
The health system provides reasonable accommodations to qualified individuals with disabilities. If you need to request reasonable accommodations for your disability as you navigate the recruitment process, please let our recruiters know by requesting an Accommodation Request form using this link asktalentacquisition@kumc.edu.
Employment with the health system is contingent upon, among other things, agreeing to the health-system-dispute-resolution-program.pdf and signing the agreement to the DRP.
We can recommend jobs specifically for you! Create a custom Job Alert by selecting criteria that suit your career interests.
What University Of Kansas Health System employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About University of Kansas Health System
Sourced by ZipRecruiter
Operating within the healthcare industry, The University of Kansas Health System is a renowned medical institution located in Kansas City, KS, United States. Established in 1905, this not-for-profit health system has evolved to offer an extensive range of products and services, which spans across a variety of specialist areas such as cancer care, neurology, cardiology, and organ transplants, among others. The core mission of The University of Kansas Health System is to enhance the health and wellness of individuals and communities by providing world-class healthcare services, quality education and conducting advanced research. They are also known for their unwavering commitment to academic medicine, which sets them apart from their peers.
Industry
Health care and social assistance
Company size
5,001 - 10,000 Employees
Headquarters location
Kansas City, KS, US