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Associate Financial Advisor Jobs in Kansas (NOW HIRING)

... 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 ...

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

$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

Kansas City, KS

$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

$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 ...

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 ...

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Showing results 1-20

Associate Financial Advisor information

See Kansas salary details

$34.3K

$59.9K

$100.3K

How much do associate financial advisor jobs pay per year?

As of Jun 16, 2026, the average yearly pay for associate financial advisor in Kansas is $59,894.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,700.00 and $73,600.00 per year, depending on experience, location, and employer.

What does an Associate Financial Advisor do?

An Associate Financial Advisor supports senior financial advisors in providing investment and financial planning services to clients. Their responsibilities often include conducting research, preparing financial plans, assisting with client meetings, and managing client accounts. They may also help with administrative tasks and ensure compliance with financial regulations. This role is typically an entry-level position designed to help individuals gain experience and work toward becoming a full-fledged financial advisor.

Is $200,000 enough to work with a financial advisor?

As an associate financial advisor, having $200,000 in assets or investments can be sufficient to work with a financial advisor, as many advisors set minimum account sizes ranging from $25,000 to $100,000. However, the specific amount needed depends on the advisor's policies and the services required; some may offer comprehensive planning for clients with lower assets, while others focus on high-net-worth individuals.

What is an associate financial advisor?

An associate financial advisor is an entry-level or junior professional who assists senior advisors in providing financial planning and investment advice to clients. They typically handle tasks such as research, client communication, and preparing financial documents, often working towards certifications like the Series 7 or Series 66. This role provides foundational experience in the financial services industry and may involve working in a team environment with access to financial planning tools and software.

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

To thrive as an Associate Financial Advisor, you need a solid understanding of finance, investment strategies, and regulatory requirements, typically supported by a relevant degree and FINRA licenses such as Series 7 and 66. Familiarity with financial planning software, client relationship management (CRM) systems, and portfolio analysis tools is essential. Strong interpersonal skills, active listening, and ethical judgment help build client trust and foster long-term relationships. These competencies are crucial for providing sound financial advice, ensuring compliance, and supporting clients in achieving their financial goals.

What is the difference between Associate Financial Advisor vs Financial Advisor?

AspectAssociate Financial AdvisorFinancial Advisor
CertificationsSeries 7, Series 66, CFP (preferred)Series 7, Series 66, CFP (required)
Work EnvironmentSupport role, assisting senior advisors, client meetingsClient-facing, responsible for managing client portfolios
ResponsibilitiesResearch, preparing reports, supporting client serviceDeveloping 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?

As an Associate Financial Advisor, one common challenge is establishing trust with potential clients, especially when you are early in your career and may not have an extensive track record. Prospecting and networking can require persistence, as building relationships and demonstrating value takes time. Additionally, navigating compliance requirements and staying updated on financial regulations can be demanding, but these are crucial for providing sound advice. Successful advisors often overcome these challenges by seeking mentorship, leveraging firm resources, and continuously improving their communication and technical skills.

Is $100,000 enough to work with a financial advisor?

As an associate financial advisor, having $100,000 can be a sufficient starting point for investment management and financial planning services, depending on the advisor's fee structure and service offerings. Many advisors require minimum investments that range from $25,000 to $100,000, and understanding client needs and goals is essential for providing tailored advice.

Can financial advisors make $500,000 a year?

Financial advisors can earn $500,000 or more annually, especially those with extensive client bases, high-net-worth clients, or specialized expertise. Achieving this level of income often requires years of experience, strong sales skills, certifications like the CFP, and a focus on high-value financial planning or investment management.
What are the most commonly searched types of Financial Advisor jobs in Kansas? The most popular types of Financial Advisor jobs in Kansas are:
What are popular job titles related to Associate Financial Advisor jobs in Kansas? For Associate Financial Advisor jobs in Kansas, the most frequently searched job titles are:
What job categories do people searching Associate Financial Advisor jobs in Kansas look for? The top searched job categories for Associate Financial Advisor jobs in Kansas are:
What cities in Kansas are hiring for Associate Financial Advisor jobs? Cities in Kansas with the most Associate Financial Advisor job openings:
What are popular job titles related to Associate Financial Advisor jobs in KS? For Associate Financial Advisor jobs in KS, the most frequently searched job titles are:
Infographic showing various Associate Financial Advisor job openings in Kansas as of June 2026, with employment types broken down into 98% Full Time, and 2% Part Time. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $59,894 per year, or $28.8 per hour.
Patient Financial Advisor Supervisor

Patient Financial Advisor Supervisor

The University of Kansas Health System

Kansas City, KS • On-site

Full-time

Medical

Posted 19 days ago


University Of Kansas Health System rating

7.4

Company rating: 7.4 out of 10

Based on 170 frontline employees who took The Breakroom Quiz

253rd of 872 rated healthcare providers


Job description

Position Title
Patient Financial Advisor SupervisorDays - Full TimeBell HospitalPosition Summary / Career Interest:The Patient Financial Advising Supervisor is responsible for overseeing the financial assistance practices supporting all patients throughout the health system. Supervises the employee workflow and performance by following the financial policy and procedures for the hospital enterprise. This position provides direction and leadership to front line staff and assures staff productivity, quality and customer service are monitored and meet the departmental standards. Works in collaboration with multiple departments throughout the health system. Supports and adheres to the University of Kansas Health System's Code of Ethics and Business Standards.

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.
Time Type:Full timeJob Requisition ID:R-54025Important information for you to know as you apply:
  • 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.

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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