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Associate Financial Planner Jobs in Kansas (NOW HIRING)

Black & Veatch

Financial Analysis Manager

Olathe, KS · On-site

$102K - $134K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Recommend and implement alternative reporting solutions Financial Planning: * Coordinates, develops ... Primary internal clients are Senior Vice Presidents, Vice Presidents, Associate Vice Presidents ...

Black & Veatch

Financial Analysis Manager

Olathe, KS · Hybrid

$102K - $134K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Recommend and implement alternative reporting solutions Financial Planning: * Coordinates, develops ... Primary internal clients are Senior Vice Presidents, Vice Presidents, Associate Vice Presidents ...

hcmportal

Actuarial Associate - Risk and Planning

Topeka, KS · On-site +1

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As an Actuarial Associate, ERM & Planning you will serve as the core production resource within the ... Develop, maintain, and execute complex Prophet-based financial projection models supporting ORSA ...

hcmportal

Analyst II

Topeka, KS · Hybrid

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Analyst II, Capital position sits within the Financial Planning and Analysis team. You will ... Associate assistance programs for your personal and professional well-being. Ready to Make an ...

Security Benefit

Analyst II

Overland Park, KS · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Analyst II, Capital position sits within the Financial Planning and Analysis team.You will ... Associate assistance programs for your personal and professional well-being. Ready to Make an ...

MAZUMA CREDIT UNION

Financial Advisor (63044)

Overland Park, KS

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... associates to generate referrals. * Prospect outside the financial institution to build external ... Schedule and conduct financial planning and advice meetings with Members and prospective Members.

Posted today

Smith & Loveless, Inc.

PRODUCTION PLANNER

Lenexa, KS · On-site

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

Insurance & Financial Benefits - Medical Plans (PPO & High-Deductible options); Dental Insurance ... associate to successfully perform the essential functions of this position. Reasonable ...

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Showing results 41-60

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.

Senior Relationship Management Associate

CAPTRUST

Leawood, KS • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 23 days ago

Job description

Overview
WHO are we looking for?
CAPTRUST is seeking a dynamic and client-focused Senior Relationship Management Associate to serve as the primary point of contact for our clients. This role will lead client review meetings, present and update financial plans, and clearly communicate CAPTRUST's investment philosophy. The ideal candidate is confident, adaptable, and able to engage in discussions across a broad range of financial planning and portfolio management topics. The Financial Advisor Relationship Manager will also handle intermediate to advanced client service tasks with precision and follow-through. This individual will deliver a trusted advisor experience, ensuring clients feel supported and informed every step of the way.
Responsibilities
  • Support senior advisor(s) in managing and growing client relationships
  • Manage ongoing communications strategy with clients, prospects & COI's. Work with Senior Advisors to develop annual plan to execute this strategy, including contact goals and sales goals
  • Prepare for client & prospect meetings by seeking centralized resources and expertise to deliver investment performance, market updates, economic forecasts, and other topical information to clients
  • Conduct client/prospect meetings solo or with senior advisors, as needed
  • Manage, coordinate, gather, and execute projects, requests, reports, due diligence, action items, etc. related to client service, client meetings, and client reviews; deliver the results to clients and/or briefing the senior advisor(s) for delivery
  • Responsible for collecting information for financial planning projects and entering information into WealthView/E-Money financial planning software; advise senior advisor on the planning results/output. Coordinate with planning team as needed.
  • Handle follow-up from client & prospect meetings; Implement changes, adjustments, rebalancing, recommendations, etc. of client portfolios with CAPTRUST's research and trading teams. Enter meeting notes in CapConnect.
  • Oversee daily activities including cash sweep, trading, email response, and age-based planning opportunities
  • Serve as a liaison for the team with other CAPTRUST departments and maintaining rapport with such to ensure high levels of communication, professionalism, and working team environment

Qualifications
Minimum Qualifications:
  • 3+ years of applicable industry experience
  • Certified Financial Planner (CFP®) designation or CFP® track
  • Strong proficiency utilizing Microsoft Office products
  • Four-year college degree in business, preferably with an emphasis in Finance or Accounting or equivalent work experience

Desired Qualifications/Skills:
  • Ability to review, research, interpret, and discuss investment, financial, macroeconomic and security specific data with Senior Advisors and clients
  • Excellent communication and presentation skills, ability to communicate information to a financially sophisticated audience
  • Prioritization skills, multi-task skills, able to manage many time-sensitive tasks simultaneously
  • Ability to delegate tasks and projects to others within the organization, to follow up as appropriate, and to work in a team environment

WHAT can you expect from your career at CAPTRUST?
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great place to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.
Our Employee Benefits Package shows how much we value our team.
  • Company discretionary bonus
  • Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms
  • Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods
  • Paid time off (PTO) or Paid Sick Leave (PSL)

WHERE will you be working?
4200 West 115th Street, Suite 210 | Leawood, KS 66211
Due to the nature of the role, this is not a remote or work from home position, however there is flexibility.
HOW do we build a world class organization one brick at a time?
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a burning need to improve continuously. Simply put: the difference at CAPTRUST is the quality of our people and the depth of our bench. If you are ready to make your mark, we want to talk to you.
Are you the next brick?
To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
  • Ability to build successful, collaborative, and trusting relationships
  • Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
  • A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
  • Inherent desire to give back to our communities and enrich the lives of those around us
  • An other-centered mindset
  • Integrity through maintaining objectivity

EEO/Diversity Statement:
At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #associate
This position will remain open until filled.

Apply