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Associate Financial Planner Jobs in Kansas (NOW HIRING)

IMA Financial Group

Financial Advisor

Wichita, KS · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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

$50K - $70K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

Conrade Insurance Group

Finance Associate

Newton, KS · On-site

$50K - $70K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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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Showing results 21-40

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 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.

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.

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.

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 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.

More about Associate Financial Planner jobs

What are the most commonly searched types of Financial Planner jobs in Kansas?

The most popular types of Financial Planner jobs in Kansas are:

What are popular job titles related to Associate Financial Planner jobs in Kansas?

For Associate Financial Planner jobs in Kansas, the most frequently searched job titles are:

What job categories do people searching Associate Financial Planner jobs in Kansas look for?

The top searched job categories for Associate Financial Planner jobs in Kansas are:

What cities in Kansas are hiring for Associate Financial Planner jobs?

Cities in Kansas with the most Associate Financial Planner job openings:

What are popular job titles related to Associate Financial Planner jobs in KS?

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

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.

Financial Advisor

IMA Financial Group

Wichita, KS • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 13 days ago

IMA Financial Group rating

8.6

Company rating: 8.6 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description

Opportunity
  • Join a 25-year-old Registered Investment Advisor serving 650+ households, managing $1B+ in assets, and delivering outstanding client service as a trusted, independent fiduciary.
  • Become a shareholder of IMA Financial Group - a 50-year-old, employee-owned enterprise that was founded in Wichita and has seen explosive national expansion over the past 5 years.
  • Contribute to the next leg of growth in IMA Private Wealth, building your practice with the help of local and national resources for planning, investments, operations, technology, and compliance.
  • Collaborate with 20+ local IMA insurance brokers (400+ nationally) on client cross-referrals.
  • Be part of a long-term succession plan to ensure continuity of client experiences.

Essential job responsibilities include but are not limited to:
  • Proactively source, develop, and secure new client relationships through referrals, networking, centers of influence, and cross-selling opportunities.
  • Build, manage, and expand a book of business consisting of affluent and high-net-worth individuals and families.
  • Construct and deliver goals-based financial planning (in partnership with specialized planning resources where needed) across retirement, fee-based investment management, tax-aware strategies, estate planning coordination, risk management, and education funding.
  • Conduct in-depth financial analyses and present clear, actionable plans that drive client engagement and long-term commitment.
  • Work collaboratively with the IMA Private Wealth investment team to design, implement, and manage investment portfolios focused on long-term principal growth and protection using disciplined asset allocation, rebalancing, and ongoing monitoring processes.
  • Act as the primary point of contact for clients, collaborating with CPAs, attorneys, and other external professionals as needed.
  • Communicate complex financial concepts in a clear, relatable manner that builds confidence and encourages informed decision-making.
  • Identify opportunities to deepen client relationships and broaden service offerings through ongoing planning discussions.
  • Maintain adherence to fiduciary standards, SEC/State regulations, and internal compliance policies.
  • Stay current on market trends, planning strategies, and regulatory developments.
  • Contribute to firm-wide growth initiatives and provide mentorship to junior advisors or planners as appropriate.
  • Support and demonstrate IMA's core values.
  • Value and understand the importance of diversity, equity, and inclusion among all IMA associates.
  • Perform other work-related duties as assigned.

Required Experience and Skills include but are not limited to:
  • Bachelor's degree in Finance, Economics, Business, or a related field (advanced degree a plus).
  • FINRA Series 65 required (S66 acceptable as well).
  • CFP® certification is strongly preferred; CFA®, CPA, or other advanced designations are advantageous.
  • Life Insurance license preferred (required to be able to sell insurance products).
  • 7+ years of experience in a fee-only or fiduciary advisory role with demonstrated success in business development. Experience working with high-net-worth individuals and families is highly preferred.
  • Proven ability to originate new client relationships and grow revenue through consultative, advice-driven sales.
  • Strong technical expertise in investments, retirement planning, tax strategies, and estate planning fundamentals.
  • Experience managing client relationships across the full lifecycle, from prospecting to ongoing service.
  • Excellent interpersonal, communication, and presentation skills.
  • High ethical standards and a strong commitment to fiduciary responsibility.
  • Proficiency with financial planning software, CRM systems, and portfolio management platforms. Experience with Envestnet, MoneyGuidePro and Salesforce a plus.
  • Experience with MS Office products required (specifically Outlook, Word, PowerPoint, and Excel).
  • Limited travel required (<10%).

Competencies & Traits:
  • Entrepreneurial mindset with a strong drive to build and grow a personal book of business.
  • Comfortable working in teams and engaging other talented specialists in client relationships.
  • Thrives in a performance-based, growth-oriented environment.
  • Self-directed, organized, and accountable for results.
  • Confident, consultative sales style rooted in education, transparency, and trust.
  • Adaptable to evolving client needs, market conditions, and firm initiatives.
  • Strategic thinker with strong analytical and problem-solving abilities.

Compensation & Benefits
Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:
Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Well-Being Stipend, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.
*These benefits do not apply to internship roles.
Why Join IMA?
We've built a reputation for putting our associates first
What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It's this unique ownership business model that makes working at IMA so appealing.
We work in teams. We sell in teams. We win and prosper as a team
We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we're big enough to write business all over the world and small enough to implement your ideas quickly.
We are recognized nationally as a leader in our industry
  • 2020-2023 Business Insurance Magazine Best Places to Work in Insurance
  • 2023 Inc. Magazine's Best Workplaces
  • 2023 Denver Business Journal's Best Places to Work
  • 2022-2023 Connecticut Top Work Places
  • 2021-2023 Inc. 5000's List of Fastest Growing Companies
  • 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
  • 2022-2023 Kansas City Business Journal's Best Places to Work
  • 2021-2023 Charlotte Business Journal's Best Places to Work
  • 2021-2023 Los Angeles Business Journal's Best Places to Work
  • 2021-2023 The Salt Lake City Tribune Top Work Places
  • 2021-2022 Puget Sound Business Journal's Washington's Best Workplaces
  • 2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-large category
  • 2021 Dallas Business Journal's Best Places to Work
  • 2021 Alaska Journal of Commerce's Best Workplaces in Alaska

This Job Description is not a complete statement of all duties and responsibilities comprising this position.
The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

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