1

Associate Financial Rep Jobs in Kansas (NOW HIRING)

Sales Support Associate

Kansas City, KS

$16.50 - $21.25/hr

This role supports the Registered Financial Services Sales Representative's business with day-to-day administrative assistance while enhancing the service experience of clients*. *This role requires ...

Client Service Representative

Wichita, KS · On-site

$15.75 - $21.50/hr

Onboard new clients by collecting client data, financial statements, and training on digital tools ... Values and understands the importance of diversity, equity, and inclusion among all IMA associates

Client Service Representative

Wichita, KS · On-site

$14.25 - $19.50/hr

Onboard new clients by collecting client data, financial statements, and training on digital tools ... Values and understands the importance of diversity, equity, and inclusion among all IMA associates

Patient Services Rep

Topeka, KS · On-site

$16.50 - $21/hr

... financial well-being. People-First: We prioritize your well-being with a supportive, inclusive ... CHAA (Certified Healthcare Access Associate). * Prior experience in hospital or physician clinic ...

Showing results 21-40

Associate Financial Rep information

What is an associate financial rep?

Associate Financial Representatives are entry-level professionals who support financial advisors and clients in a variety of administrative and customer service tasks. Their duties often include preparing financial documents, managing client records, scheduling appointments, and responding to client inquiries. They help ensure that the office runs smoothly and assist in the delivery of financial services. This role is typically a stepping stone to becoming a full-fledged financial advisor, offering exposure to the financial planning industry and valuable on-the-job training.

What are some common challenges faced by an associate financial rep during their first year on the job?

New Associate Financial Representatives often encounter challenges such as building a client base from the ground up, mastering complex financial products, and balancing administrative duties with client-facing activities. Learning to manage time effectively while prospecting, conducting meetings, and staying current with industry regulations can feel overwhelming at first. However, most firms provide mentorship, training, and support from more experienced team members to help new associates overcome these hurdles and develop strong professional skills.

What are the key skills and qualifications needed to thrive as an associate financial rep, and why are they important?

To thrive as an Associate Financial Representative, you need a solid grasp of financial concepts, attention to detail, and a bachelor's degree in finance, business, or a related field. Familiarity with financial planning software, CRM systems, and relevant certifications such as FINRA Series 6 or 7 is often required. Strong interpersonal skills, active listening, and professionalism help build trust and rapport with clients. These skills are crucial for delivering accurate financial advice, maintaining regulatory compliance, and fostering long-term client relationships.

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

AspectAssociate Financial RepFinancial Advisor
CredentialsSeries 6 or 7, possibly some state licensesSeries 7, 66, or 65, CFP certification often preferred
Work EnvironmentSupport role in financial firms, assisting senior repsClient-facing, providing personalized financial planning
Employer & Industry UsageUsed in brokerage firms, banks, and financial institutionsUsed across independent firms, banks, and advisory practices

The Associate Financial Rep typically supports senior financial professionals, focusing on client service and administrative tasks, while a Financial Advisor directly manages client portfolios and offers comprehensive financial planning. The roles differ mainly in responsibility level and client interaction, but they share similar licensing requirements and industry environments.

How much does an associate financial representative make?

An associate financial representative typically earns between $40,000 and $60,000 annually, with additional compensation from commissions and bonuses based on performance. Entry-level positions may start lower, while experienced reps with certifications can earn more. The role often requires strong communication skills and knowledge of financial products.

Associate Finance Business & Planning Analyst

Wichita, KS • On-site

Spirit AeroSystems
Machinery Manufacturing • 10K+ employees

$74K - $114K/yr

Full-time

Medical, Life, Retirement

Posted 6 days ago


Spirit AeroSystems rating

8.1

Company rating: 8.1 out of 10

Based on 84 frontline employees who took The Breakroom Quiz

41st of 72 rated aerospace companies


Job description

Overview

This role is at Spirit AeroSystems, Inc. a wholly owned subsidiary of The Boeing Company, supporting Spirit’s Commercial Business Units (“Spirit Commercial”). Spirit Commercial designs and builds commercial aerostructures, including for Boeing Commercial Airplanes, one of Boeing’s three business units and the premier manufacturer of commercial jetliners for decades. Spirit Commercial’s core products include fuselages, pylons, nacelles and wing components, with a focus on innovative composite and aluminum manufacturing solutions.


Responsibilities

Location: Wichita, KS (Onsite)

Position Responsibilities:

  • Develops, integrates, analyzes, and maintains the budget/schedule baseline for a statement of work, direct cost, or overhead pool, which may require cross-operating group coordination
  • Initiates detailed analysis in support of risk assessments and contingency/recovery plans and makes recommendations to budget/schedule owner
  • Develops and presents information to senior management
  • Communicates with customers on routine cost, schedule, and budgeting issues
  • Runs a variety of weekly / monthly reports to ensure accurate cost collection
  • Reconciles data discrepancies and corrects errors in cost charging for complex / multiple budgets/pools (correct suspense)
  • Develops, integrates, analyzes, and updates forecasts for a statement of work
  • Initiates detailed analysis in support of identifying risk and opportunities and makes recommendations to statement of work owner
  • Develops and presents information to senior management
  • Compiles data from multiple teams /areas and develops reports to meet more stringent reporting requirements, such as regulatory agency requirements or contractually required reports
  • Interfaces directly with the customer for statement of work or team issues
  • Participates in regular meetings and proactively supports the daily activities of the area of responsibility
  • Collects and documents requirements for training, processes, and new tool development or enhancement
  • Develops and presents supplemental training materials to meet unique requirements
  • Presents course material developed by enterprise-wide teams
  • Participates on enterprise-wide or operating group teams in course development
  • Troubleshoots process and tool issues and determines root cause, then recommends solutions or refers to the appropriate organization for resolution.
  • Gathers, compiles, and analyzes data in support of compliance internal process reviews and external regulatory requirements
  • Assists with project startup by participating in planning and implementation activities such as work/organization breakdown structure development and responsibility assignment matrix development to meet internal or external requirements

Qualifications

Basic Qualifications (Required Skills/Experience):

  • Bachelor's Degree with 3-5+ years of related work experience OR a Master’s Degree with 2-4+ years of related work experience
  • Ability to develop, prepare, and analyze integrated program plans, schedules, and budgets; develop business case analyses; and perform financial analyses for material and inventory processes (e.g. EACs, management reporting, variance analysis, etc.)

Preferred Qualifications (Desired Skills/Experience):

  • 6+ years of related work experience
  • Ability to closely adhere to and coach others on process controls
  • Advanced skills and experience with Access and Excel
  • Experience with SAP, CRM systems, and data extraction
  • Proven ability to understand requests, establish process plan to achieve targeted outcome and metrics for executive level communication
  • Process improvement and creation driven mindset and ability to execute

 

Union:

This is a union-represented position.

 

Drug Free Workplace:

We are a Drug Free Workplace where post offer applicants and employees are subject to testing for marijuana, cocaine, opioids, amphetamines, PCP, and alcohol when criteria is met as outlined in our policies.

Pay & Benefits:

We strive to deliver a Total Rewards package that will attract, engage and retain the top talent.  Elements of the Total Rewards package include competitive base pay and variable compensation opportunities. 

We also provide eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health insurance, flexible spending accounts, health savings accounts, retirement savings plans, life and disability insurance programs, and a number of programs that provide for both paid and unpaid time away from work. 

The specific programs and options available to any given employee may vary depending on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements.

Summary Pay Range - Associate (Level 2): $74,350 - $114,000 

Kansas Tax Credit: Join Spirit AeroSystems’ Kansas team and you may be eligible for a $5,000 state of Kansas Aviation tax credit for up to five years. Click here for more information on the tax credit.

Qualifications:

Basic Qualifications (Required Skills/Experience):

  • Bachelor's Degree with 3-5+ years of related work experience OR a Master’s Degree with 2-4+ years of related work experience
  • Ability to develop, prepare, and analyze integrated program plans, schedules, and budgets; develop business case analyses; and perform financial analyses for material and inventory processes (e.g. EACs, management reporting, variance analysis, etc.)

Preferred Qualifications (Desired Skills/Experience):

  • 6+ years of related work experience
  • Ability to closely adhere to and coach others on process controls
  • Advanced skills and experience with Access and Excel
  • Experience with SAP, CRM systems, and data extraction
  • Proven ability to understand requests, establish process plan to achieve targeted outcome and metrics for executive level communication
  • Process improvement and creation driven mindset and ability to execute

 

Union:

This is a union-represented position.

 

Drug Free Workplace:

We are a Drug Free Workplace where post offer applicants and employees are subject to testing for marijuana, cocaine, opioids, amphetamines, PCP, and alcohol when criteria is met as outlined in our policies.

Pay & Benefits:

We strive to deliver a Total Rewards package that will attract, engage and retain the top talent.  Elements of the Total Rewards package include competitive base pay and variable compensation opportunities. 

We also provide eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health insurance, flexible spending accounts, health savings accounts, retirement savings plans, life and disability insurance programs, and a number of programs that provide for both paid and unpaid time away from work. 

The specific programs and options available to any given employee may vary depending on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements.

Summary Pay Range - Associate (Level 2): $74,350 - $114,000 

Kansas Tax Credit: Join Spirit AeroSystems’ Kansas team and you may be eligible for a $5,000 state of Kansas Aviation tax credit for up to five years. Click here for more information on the tax credit.

Education:UNAVAILABLEEmployment Type: FULL_TIME

What Spirit AeroSystems employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom