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Associate Financial Planner Jobs in Kansas (NOW HIRING)

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 ...

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 ...

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) ...

KEATING

Team Financial Advisor

Manhattan, KS · On-site

$50K - $55K/yr

... Associates. In this role, you will work closely with the Advisor to help deliver a thoughtful, high-quality financial planning experience for clients. The position plays an important role in ...

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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 Aug 16, 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 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 August 2026, with employment types broken down into 100% Full Time. Highlights an 87% In-person, and 13% Hybrid job distribution, with an average salary of $74,830 per year, or $36 per hour.

Associate Financial Advisor

Wisepath Group

Wichita, KS • On-site

$60K - $120K/yr

Full-time

Posted 20 days ago

Job description

About Wisepath Recruiting
Wisepath Recruiting (a specialized recruiting division of Wisepath Group). We have been exclusively retained to recruit for a premier, established wealth management practice aligned with OneAmerica Financial®.
Our client firm operates under a specialized macroeconomic planning philosophy that prioritizes protection-first strategies, strategic cash-flow, and tax efficiency. This role is a direct-hire placement with our client agency, offering a structured transition program, full back-office administrative support, and localized marketing assistance.
Position Overview
This role bridges the gap between starting out and running a mature wealth management practice. Instead of cold-calling in isolation, you will be integrated directly into active client cases, participating in strategy design and joint-planning meetings alongside a Senior Partner.
Key Responsibilities
  • Support Senior Advisors in analyzing client data and preparing comprehensive macroeconomic financial models.
  • Participate in client meetings to assist with administrative follow-ups, case implementation, and annual review coordination.
  • Manage existing client relationships, addressing daily operational inquiries with high professional standards.
  • Collaborate with the team on local business development, group workshops, and educational marketing events.

Requirements
  • FINRA Series 7 and Series 66 (or Series 6 and 63) are highly preferred.
  • Active State Life & Health Insurance License is required (or must be obtained within 30 days of hire).
  • 1-3 years of experience in banking, insurance, or consultative client-facing sales.
  • High coachability, strong active-listening skills, and a collaborative mindset.

Compensation & Professional Development
  • Competitive income/ plus performance-based bonuses and joint-work splits.
  • Dedicated training program, licensing sponsorship, and a clear 3-year track to Lead Advisor status.
  • Estimated Compensation: $60,000.00 - $120,000.00 per year. Compensation features a structured hybrid model, typically utilizing a starting base salary or draw program paired with performance bonuses, new business commissions, and joint-work payout splits.

We are committed to equal opportunity and diversity in the workplace. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status. All inquiries and applications are kept confidential.

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