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Associate Financial Advisor Jobs in Kansas (NOW HIRING)

Advisors Excel

Digital Marketing Consultant

Lenexa, KS · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

This role is responsible for managing paid media campaigns for financial advisor offices from ... Support Digital Marketing Associates by sharing best practices and helping guide campaign execution ...

Cetera Investors

Sales Support Associate

Kansas City, KS · On-site

$16.50 - $21.25/hr

  • Medical

  • Retirement

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 ...

Cetera Investors

Sales Support Associate

Kansas City, KS · On-site

$16.50 - $21.25/hr

  • Medical

  • Retirement

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 ...

Cetera

Office Services Associate

Leawood, KS · On-site

$15.50 - $19.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Cetera is one of the largest independent financial advisor networks in the nation and a leading provider of retail services to the investment programs of banks and credit unions. Advisor support ...

Cetera

Office Services Associate

Leawood, KS · On-site

$15.50 - $19.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Cetera is one of the largest independent financial advisor networks in the nation and a leading provider of retail services to the investment programs of banks and credit unions. Advisor support ...

RCB Bank

Wealth Advisor - Wichita

Wichita, KS · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Someone to serve as a Relationship Manager and trusted advisor who sells and services a book ... Associate or bachelor's degree in finance, business, economics, or applicable degree area

rcb

Wealth Advisor - Wichita

Wichita, KS · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Someone to serve as a Relationship Manager and trusted advisor who sells and services a book ... Associate or bachelor's degree in finance, business, economics, or applicable degree area

rcb

Wealth Advisor - Wichita

Wichita, KS · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Someone to serve as a Relationship Manager and trusted advisor who sells and services a book ... Associate or bachelor's degree in finance, business, economics, or applicable degree area

H&R Block

Tax Advisor

Lenexa, KS · On-site

Deliver forward-looking advice - Go beyond this year's return by helping clients define financial ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

Carson Group

Relationship & Operations Associate

Overland Park, KS · On-site

$40K - $65K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership ...

Triad Partners LLC

Business Development Associate

Lawrence, KS · On-site

$42K - $57K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

We're leading a revolution in our industry-empowering financial advisors to achieve record-breaking business growth while enjoying levels of personal freedom they once thought impossible. We call ...

Busey

Financial Planning Specialist II

Leawood, KS · On-site

$64K - $80K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Works closely with Wealth Advisors to promote financial planning. Education & Experience Knowledge ... In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible ...

Busey Bank

Financial Planning Specialist II

Leawood, KS · On-site

$64K - $80K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Works closely with Wealth Advisors to promote financial planning. Education & Experience Knowledge ... In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible ...

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Showing results 41-60

All JobsAssociate Financial Advisor JobsAssociate Financial Advisor Jobs in Kansas

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 Aug 17, 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.

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.

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 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:

Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor 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 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $59,894 per year, or $28.8 per hour.

Digital Marketing Consultant

Advisors Excel

Lenexa, KS • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted yesterday

Job description

Position: Digital Marketing Consultant
Department: Media Solutions
Reporting To: Director of Digital Marketing
Location: Topeka, KS - Onsite
Overview:
Advisors Excel is seeking an experienced and client-focused Digital Marketing Consultant to join our growing Digital Team. This role is responsible for managing paid media campaigns for financial advisor offices from strategy through execution, optimization, and performance reporting.
The Digital Marketing Consultant owns a larger, more complex book of business and serves as a trusted digital marketing resource to financial advisors and their teams. This individual will interpret campaign performance, identify strategic opportunities for improvement, and proactively recommend changes to improve lead quality, conversion rates, appointment volume, and return on ad spend. If you thrive in a fast-paced, data-driven environment where strategy and execution come together, this role is for you.
What you'll do:
  • Build, launch, manage, and optimize paid digital advertising campaigns for financial advisor offices across Meta Ads Manager and Google Ads
  • Own the full lifecycle of assigned campaigns, including setup, audience targeting, creative testing, budget management, optimization, and reporting
  • Independently manage a larger book of business (approximately 12-15 campaigns) while maintaining strong performance, organization, and communication
  • Analyze campaign performance data and proactively identify opportunities to improve lead quality, cost efficiency, conversion rates, and return on ad spend
  • Translate performance data into clear, actionable insights-explaining what worked, what changed, what needs improvement, and what should happen next
  • Serve as a trusted marketing partner to financial advisors and their teams, providing guidance on paid media strategy and broader digital marketing performance
  • Collaborate with internal creative, account management, sales, and operations teams to align campaigns with advisor goals and business priorities
  • Evaluate landing page and funnel performance and provide recommendations for conversion rate optimization, messaging improvements, and lead flow enhancements
  • Coach clients at a high level on digital marketing strategy across paid media, conversion optimization, email marketing, SEO, and related channels
  • Support Digital Marketing Associates by sharing best practices and helping guide campaign execution quality
  • Ensure all campaigns meet compliance requirements and adhere to financial services marketing guidelines

Experience you'll bring:
  • 2-4+ years of hands-on experience managing paid digital advertising campaigns in a client-facing, agency, or performance marketing environment
  • Direct experience building and optimizing campaigns in Meta Ads Manager and Google Ads
  • Proven ability to manage multiple campaigns simultaneously while maintaining performance and meeting deadlines
  • Strong understanding of paid media strategy including campaign structure, audience targeting, creative testing, funnel optimization, and conversion tracking
  • Ability to interpret campaign data, identify trends, diagnose performance issues, and recommend strategic optimizations
  • Strong understanding of how creative, messaging, targeting, landing pages, and follow-up systems impact performance outcomes
  • Confident communicator with the ability to clearly present performance insights and strategic recommendations to clients and stakeholders
  • Ability to simplify complex digital marketing concepts and coach clients at a strategic level
  • Organized, self-motivated, results-driven, and a team player

Bonus Points:
  • Previous experience within an ad-agency
  • Proven experience w/ Google Analytics, Tag Manager, and Optimize.

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 even an on-site primary care
  • Continuous personal and professional development opportunities

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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