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Associate Financial Advisor Jobs in Shawnee, KS (NOW HIRING)

Thrivent Financial

Market Developer

Kansas City, KS · On-site

... 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 ...

Foresters Financial

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 ...

Empower

Wealth Solutions Advisor

Ballwin, MO · On-site +1

... our associates dedicate thousands of hours to volunteering for causes that matter most to them ... The Senior Financial Advisor utilizes proper licensing, certifications, and industry leading ...

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All JobsAssociate Financial Advisor JobsAssociate Financial Advisor Jobs in Shawnee, KS

Associate Financial Advisor information

See Shawnee, KS salary details

$36.4K

$63.6K

$106.5K

How much do associate financial advisor jobs pay per year?

As of Sep 6, 2026, the average yearly pay for associate financial advisor in Shawnee, KS is $63,553.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,900.00 and $78,100.00 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 Shawnee, KS?

The most popular types of Financial Advisor jobs in Shawnee, KS are:

What are popular job titles related to Associate Financial Advisor jobs in Shawnee, KS?

For Associate Financial Advisor jobs in Shawnee, KS, the most frequently searched job titles are:

What job categories do people searching Associate Financial Advisor jobs in Shawnee, KS look for?

The top searched job categories for Associate Financial Advisor jobs in Shawnee, KS are:

What cities near Shawnee, KS are hiring for Associate Financial Advisor jobs?

Cities near Shawnee, KS with the most Associate Financial Advisor job openings:

Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Shawnee, KS as of August 2026, with employment types broken down into 82% Full Time, 16% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $63,553 per year, or $30.6 per hour.

Associate Wealth Management Advisor

Claire Myers Consulting

Kansas City, KS • Hybrid

$70K - $90K/yr

Full-time

Re-posted 4 days ago

Job description

Compensation: $70k-90K base plus quarterly bonuses (depending on experience)



Our client, a successful wealth management firm, is seeking an Associate Wealth Management Advisor to support senior advisors in delivering comprehensive financial planning and wealth management services to affluent individuals and families. This role plays a key part in preparing financial planning work, supporting client relationships, and ensuring client service and operational tasks are handled efficiently.



This position is ideal for someone who enjoys the analytical and service aspects of wealth management, thrives in a collaborative team environment, and takes pride in keeping client deliverables organized and on track. The role offers strong exposure to financial planning, client service, and advisor support while working closely with experienced advisors.



Key Responsibilities:


Financial Planning & Analysis:


  •  Prepare financial plans and planning materials for client meetings
  •  Collect and organize client financial data and planning inputs
  •  Analyze client financial information to identify planning opportunities
  •  Assist in developing strategies aligned with client goals



Client Service & Relationship Management:


  •  Serve as a primary point of contact for client inquiries and service requests
  •  Build and maintain strong client relationships
  •  Support new client onboarding, including account opening and asset transfers
  •  Assist with account servicing requests and trading activity
  •  Maintain strict confidentiality of client information



Advisor Support & Collaboration:


  •  Work closely with lead advisors to resolve complex client situations
  •  Attend client meetings to gather information and support planning discussions
  •  Help coordinate client follow-ups and track deliverables
  •  Manage multiple projects and priorities with strong attention to detail



Qualifications:


  • Bachelor’s degree or equivalent work experience
  •  Series 7 & 63 required (or obtained within 180 days)
  •  Life & Health Insurance License required (or obtained within 90 days)
  •  Experience in financial services or the insurance industry is preferred
  •  Strong organizational and problem-solving skills
  •  Ability to manage multiple priorities and work independently



Core Competencies:


  • Strong interpersonal and client relationship skills
  •  Excellent written and verbal communication abilities
  •  Analytical mindset with attention to detail
  •  Ability to solve problems and think critically
  •  Strong organizational and time management skills
  •  Proficiency in Microsoft Office Suite
  •  Collaborative team player with intellectual curiosity and a desire to learn



Firm Environment:


  • Small, collaborative team environment
  •  High level of individual accountability and ownership
  •  Work hard, play hard culture
  •  Emphasis on delivering exceptional client service
  •  Flexibility that supports work-life balance
  •  Opportunity to play an integral role in the firm’s continued growth and success