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Associate Financial Planner Jobs in Kansas (NOW HIRING)

KEATING

Financial Planning Associate

Lawrence, KS · On-site

$51K - $55K/yr

Financial Planner Job Summary We are seeking a Financial Planning Associate to provide financial planning and investment advisory support to clients within growing advisory practices. This role ...

Busey Bank

Financial Planning Specialist II

Leawood, KS · On-site

$64K - $80K/yr

Position Summary The Financial Planning Specialist II has the primary responsibility of gathering ... In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible ...

Busey

Financial Planning Specialist II

Leawood, KS

$64K - $80K/yr

Position Summary The Financial Planning Specialist II has the primary responsibility of gathering ... In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible ...

UMB Financial

Financial Advisor

Leawood, KS · On-site

$102K - $125K/yr

Knowledge of the financial planning process including securities and trading, life insurance and ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

IMA Financial Group

Financial Advisor

Wichita, KS · On-site

Construct and deliver goals-based financial planning (in partnership with specialized planning ... Value and understand the importance of diversity, equity, and inclusion among all IMA associates.

UMB Financial Corporation

Financial Advisor

Leawood, KS · On-site

$102K - $125K/yr

Knowledge of the financial planning process including securities and trading, life insurance and ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

Conrade Insurance Group

Finance Associate

Newton, KS · On-site

$55K - $70K/yr

The Finance Associate supports the organization's accounting and finance functions by ensuring the ... Financial Planning & Analysis Support the preparation of financial statements, including balance ...

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All JobsAssociate Financial Planner JobsAssociate Financial Planner Jobs in Kansas

Associate Financial Planner information

See Kansas salary details

$40.6K

$74.8K

$100.3K

How much do associate financial planner jobs pay per year?

As of Jul 26, 2026, the average yearly pay for associate financial planner in Kansas is $74,830.00, according to ZipRecruiter salary data. Most workers in this role earn between $66,900.00 and $89,200.00 per year, depending on experience, location, and employer.

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

AspectAssociate Financial PlannerFinancial Advisor
CertificationsCFP® coursework, licensingCFP®, Series 7, 66/65
Work EnvironmentSupport role, entry-level, team-basedClient-facing, independent or firm-based
Employer & Industry UsageFinancial planning firms, banks, wealth managementIndependent practices, firms, banks

The Associate Financial Planner typically supports senior planners, focusing on research and client prep, often with CFP® coursework. Financial Advisors directly manage client portfolios, provide financial advice, and hold relevant certifications like CFP® and securities licenses. While both roles work within the financial planning industry, the Associate Financial Planner is an entry-level support position, whereas the Financial Advisor is a client-facing role with greater responsibility.

What does an Associate Financial Planner do?

An Associate Financial Planner supports senior financial planners in creating and implementing financial plans for clients. Their duties typically include gathering and analyzing client financial data, preparing reports, assisting with investment recommendations, and maintaining client records. They also help answer client questions and ensure that all compliance and regulatory requirements are met. This entry-level role is ideal for those starting a career in financial planning and often serves as a stepping stone to becoming a lead financial advisor.

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

To thrive as an Associate Financial Planner, you need a solid grounding in finance, investment principles, and financial planning concepts, typically supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software (such as eMoney or MoneyGuidePro), CRM systems, and progress toward certifications like CFP® is highly valued. Strong interpersonal skills, attention to detail, and effective communication set outstanding candidates apart. These skills ensure accurate advice, client trust, and successful collaboration within a financial planning team.

What Is the Job Description of an Associate Financial Planner?

The job duties of an associate financial planner revolve around working to assist and support a more senior financial planner as they offer advice to clients. Your responsibilities in this career may include providing analysis about financial options, using data to make projections, helping the advisor or planner prepare for clients, meeting with clients to get their initial information, and assisting with recommendations. You may need to deal with subjects such as investment portfolio management or retirement planning. You may also perform office administration tasks such as filing paperwork and scheduling appointments.

How does an Associate Financial Planner typically collaborate with senior advisors and clients?

Associate Financial Planners often work closely with senior advisors by supporting the development of financial plans, conducting research, and preparing client reports. They may participate in client meetings, take notes, and help implement recommendations under the supervision of a lead planner. This collaboration allows associates to gain valuable mentorship, deepen their understanding of client needs, and build strong communication skills essential for career advancement in financial planning.
More about Associate Financial Planner jobs
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Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Kansas as of July 2026, with employment types broken down into 1% As Needed, 67% Full Time, 29% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $74,830 per year, or $36 per hour.

Financial Planning Associate

Keating and Associates, Inc

Lawrence, KS • On-site

$51K - $55K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 28 days ago

Job description

At Keating and Associates, each individual has a unique ability, a unique story, and a unique contribution that is vital to our success. With diverse experiences, cultures, backgrounds, and beliefs we are a better company, and we better serve our valued clients. True teamwork is only possible when we embrace that our differences make us better together. By creating an environment where people are welcomed and equipped to do their best, we fully embrace our core values of excellence, abundance mindset, and teamwork.
What Keating and Associates can offer you
  • Professional Development
  • 9 paid holidays, including your birthday and a floating holiday!
  • 401(k) with company match
  • Employer-Paid Disability, Life Insurance, and Employee Assistance Program
  • Health, Vision, and Dental Plans
  • Dependent Care and Flexible Spending Accounts
  • Paid Time Off
  • Fun Company Events such as Lunch & Learns, Virtual Staff Hangouts, Annual All Company Weekend, and more!
Learn more about us at https://keatinginc.com/why-keating.
Keating & Associates, Inc.
Financial Planner
Job Summary
We are seeking a Financial Planning Associate to provide financial planning and investment advisory support to clients within growing advisory practices. This role provides organizational, client service, and planning support while developing technical financial planning knowledge and experience.
The Financial Planning Associate contributes to positive client relationships through responsive service, accurate work, and timely follow-through. This individual assists with servicing client needs, planning projects, and implementation activities, ensuring that recommendations move efficiently from strategy to execution.
The role requires strong organizational skills, attention to detail, and the ability to manage multiple priorities while coordinating with clients, advisors, attorneys, CPAs, custodians, TPAs, and other professional partners.
This non-sales role is designed to support clients while allowing Wealth Managers to focus on new client acquisition, business development, and deepening client relationships. The ideal candidate is highly organized, service-oriented, collaborative, and motivated to grow their financial planning knowledge while providing outstanding execution, follow-through, and client support. This position offers opportunities to further develop financial planning skills through training, coaching, and increasing responsibility over time.
This position is non-exempt, located onsite in Lawrence, KS or Manhattan KS, and reports to the Director of Financial Planning.
The salary range is $51,000 - $55,000 based on experience.
Responsibilities Include but Are Not Limited To:
  • Assist in building and maintaining trusted client relationships through proactive communication, responsiveness, and consistent follow-through.
  • Serve as a point of contact for assigned clients, addressing inquiries, anticipating needs, and delivering a high-quality client experience.
  • Serve as a resource for day-to-day client financial questions and ongoing planning needs.
  • Collaborate effectively with team members to ensure seamless client service and coordinated execution of planning strategies
  • Assist in the creation, maintenance, and analysis of comprehensive financial plans.
  • Gather, organize, and analyze client data to support planning recommendations
  • Conduct financial planning research and provide analytical support for client-specific planning opportunities.
  • Provide in-depth planning analysis to support advisor recommendations
  • Support planning areas such as retirement planning relationships, participant, education, and plans sponsors needs.
  • Create pre-meeting agendas, prepare planning materials, and support annual review process
  • Attend client meetings and document notes according to requirements
  • Capture Action items and coordinate follow-up activities resulting from client discussions.
  • Complete post-meeting casework and ensure recommendations and commitments are executed accurately and timely.
  • Provide timely follow-up on client communications to ensure a high standard of service and completion
  • Coordinate implementation of planning recommendations across multiple stakeholders, including clients, advisors, attorneys, CPAs, custodians, TPAs, and internal team members.
  • Organize, prioritize, and update workflows across the team
  • Delegate casework to appropriate team members for timely completion
  • Track outstanding client action items and implementation tasks through completion.
  • Maintain ownership and accountability for assigned tasks, ensuring accuracy, completeness, and on-time delivery
  • Communicate project status and implementation progress to clients and advisors as appropriate.
  • Organize and prioritize multiple projects while balancing competing deadlines.
  • Ensure compliant wealth management and financial planning processes are followed consistently
  • Maintain accurate documentation and client records.
  • Track deadlines for meetings, transactions, and documentation
  • Coordinate documentation to meet regulatory and compliance requirements
  • Support execution of planning and investment recommendations
  • Assist with implementation of strategies across client accounts
  • Support ongoing process improvement initiatives that enhance efficiency and client service.
In addition, you will be expected to take on additional responsibilities as needed to address evolving client priorities and contribute to ongoing growth and success.
Preferred Professional Background
  • CFP® certification is encouraged but not required.
  • Candidates interested in pursuing CFP® certification are encouraged to apply.
Experience
  • 2+ years experience in client-facing financial planning roles encouraged but not required
  • Candidates with strong organizational skills, attention to detail, and a desire to further develop financial planning expertise are encouraged to apply
Education
  • Bachelor's degree in financial planning, Finance, or related field preferred
Desired Skills Include but Are Not Limited To:
  • Organization and Follow-Through: Maintains organized workflows, tracks assignments, and follows through on commitments.
  • Client Relationship management: Builds trusted relationships through proactive communication, responsiveness, and consistent follow-through, creating a positive and personalized client experience.
  • Financial Software proficiency: Applies financial planning (i.e. e-money) effectively and learns new tools within a reasonable onboarding period
  • Technical proficiency and agility: Strong proficiency in Microsoft applications (Excel, Word, Outlook), knowledge of CRM systems, and ability to quickly learn and effectively apply new software, systems, and technologies.
  • Accuracy and attention to detail: Ensures accuracy and completeness in financial plans and client deliverables while adhering to documentation and branding standards
  • Quality and Execution: Delivers high-quality work with consistent follow-through and adherence to deadlines
  • Organization and execution: Maintains organized workflows, prioritizes multiple tasks, and tracks client action items through completion.
  • Communication: Communicates clearly and professionally with clients, team members, and professional partners.
  • Teamwork and Collaboration: Collaborates with team members, attorneys, CPAs, custodians, TPAs, and other partners to achieve team and client objectives.
  • Analytical and problem-solving: Applies research and analysis to develop effective solutions and support planning recommendations.
What Success Looks Like
Successful Financial Planning Associates at Keating & Associates:
  • Build strong client relationships where clients feel known, cared for, and confident in their planning process.
  • Deliver accurate, timely planning analyses, recommendations, and client service.
  • Effectively coordinate and implement client planning strategies and action items.
  • Demonstrate ownership, accountability, and follow-through on client commitments.
  • Collaborate effectively with advisors, team members, and professional partners.
  • Enable advisors to focus on high-value client relationships and business development while contributing to a culture of excellence, teamwork, and continuous improvement. Support a culture of excellence, teamwork, accountability, and continuous improvement.

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