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Associate Financial Representative Jobs in Lawrence, KS

Advisors Excel

Annuity Operations Associate

Topeka, KS · On-site

Customer service is at the forefront of this teams' mind - representing AE in the most positive way ... Prior experience working in financial services industry * Previous customer service experience What ...

Advisors Excel

Annuity Operations Associate

Topeka, KS · On-site

Customer service is at the forefront of this teams' mind - representing AE in the most positive way ... Prior experience working in financial services industry * Previous customer service experience What ...

UMB Financial

Branch Manager I

Kansas City, KS · On-site

$67K - $99K/yr

... associate development or sales experience * You have 3+ years of banking/financial services ... Compensation Range: $67,869 - $99,836 The posted compensation range on this listing represents UMB ...

Assa Abloy

Retail Service Representative

Lawrence, KS · On-site

You'll work closely with installers, Door Centers, retail associates, and customers to ensure world ... Communicates with the retail partners regarding any necessary product or financial changes ...

Cetera Investors

Sales Support Associate

Kansas City, KS · On-site

$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 ...

Cetera Investors

Sales Support Associate

Kansas City, KS · On-site

$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 ...

UMB Financial Corporation

Branch Manager I

Kansas City, KS · On-site

$67K - $99K/yr

... associate development or sales experience * You have 3+ years of banking/financial services ... Compensation Range: $67,869 - $99,836 The posted compensation range on this listing represents UMB ...

BOK Financial

Mortgage Banker

Bonner Springs, KS · On-site

The Mortgage Banker is primarily responsible for representing a full range of mortgage financing ... of an Associate's Degree and 2-3 years related mortgage lending experience. Bachelor's degree ...

UMB Financial Corporation

Personal Banker I

Lenexa, KS · On-site

$21/hr

UMB's branches offer many opportunities to expand your financial education & grow your career ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

UMB Financial Corporation

Personal Banker I

Lenexa, KS · On-site

$21/hr

UMB's branches offer many opportunities to expand your financial education & grow your career ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

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All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Lawrence, KS

Associate Financial Representative information

See Lawrence, KS salary details

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How much do associate financial representative jobs pay per hour?

As of Sep 6, 2026, the average hourly pay for associate financial representative in Lawrence, KS is $24.81, according to ZipRecruiter salary data. Most workers in this role earn between $18.12 and $24.28 per hour, depending on experience, location, and employer.

What is an associate financial representative?

Associate Financial Representatives are professionals who support financial advisors or planners in managing client relationships, preparing financial documents, and handling administrative tasks. They often assist with scheduling appointments, maintaining client records, processing paperwork, and responding to client inquiries. Their role is crucial in ensuring the smooth operation of a financial advisory practice and providing excellent customer service. Associate Financial Representatives may also help with research and the preparation of financial plans under the supervision of licensed advisors.

What are the typical day-to-day responsibilities of an associate financial representative and how do they interact with senior advisors?

As an Associate Financial Representative, your daily tasks often include supporting senior financial advisors by preparing client portfolios, managing client communications, and handling administrative duties like scheduling meetings and maintaining records. You may also assist with research on investment products and help prepare financial planning materials. Collaboration is key in this role, as you'll work closely with both the advisory team and clients to ensure a smooth client experience and accurate information flow. This hands-on involvement provides valuable exposure to the financial planning process and can help you build foundational skills for career advancement within the firm.

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

To thrive as an Associate Financial Representative, you need a foundation in finance or business, strong analytical skills, and often a relevant bachelor's degree. Familiarity with financial planning software, CRM systems, and sometimes securities licenses such as Series 6 or 7 are typically required. Excellent communication, organization, and client relationship-building skills help you stand out in this client-facing role. These competencies are crucial for delivering accurate financial guidance, ensuring regulatory compliance, and building lasting client trust.

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

AspectAssociate Financial RepresentativeFinancial Advisor
CertificationsFINRA Series 6 or 7, possibly Series 63 or 65Series 7, Series 66 or 65, CFP certification often preferred
Work EnvironmentSupport role in financial services, assisting senior staffClient-facing, providing personalized financial planning
Employer & Industry UsageFinancial firms, banks, brokeragesIndependent firms, banks, wealth management companies

The Associate Financial Representative typically supports financial advisors by handling administrative tasks and client inquiries, while a Financial Advisor directly manages client portfolios and offers comprehensive financial planning. Both roles require relevant licenses, but the Financial Advisor usually has more advanced certifications and client responsibilities.

How much does an associate financial representative make?

An associate financial representative typically earns between $40,000 and $60,000 annually, depending on experience, location, and the employer. Entry-level positions may start lower, while experienced representatives or those with additional certifications can earn higher salaries and commissions.

What are popular job titles related to Associate Financial Representative jobs in Lawrence, KS?

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

What job categories do people searching Associate Financial Representative jobs in Lawrence, KS look for?

The top searched job categories for Associate Financial Representative jobs in Lawrence, KS are:

What cities near Lawrence, KS are hiring for Associate Financial Representative jobs?

Cities near Lawrence, KS with the most Associate Financial Representative job openings:

Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Lawrence, KS as of August 2026, with employment types broken down into 88% Full Time, 10% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $51,612 per year, or $24.8 per hour.

Customer Service Associate

Capitol Federal Savings Bank

Topeka, KS • On-site

$13.75 - $18.75/hr

Full-time

Medical, Dental, Life, Retirement, PTO

Re-posted yesterday

Job description

Job Description:
Job Title: Customer Service Associate
Location: Topeka, KS
Employment Type: Part-Time
About Capitol Federal
At Capitol Federal Savings Bank, we are committed to helping individuals, families, and communities achieve financial success. With a long-standing tradition of integrity, service, and financial stewardship, we strive to deliver exceptional banking experiences to every customer we serve.
Our team members are the foundation of our success. We believe in fostering a supportive environment where employees can grow professionally, contribute meaningfully, and build rewarding careers.
Position Summary
This position is responsible for accurately processing financial transactions and being an effective source of information for our customers: in lobby, drive-thru window or by telephone. Provides friendly, professional, confidential and effective assistance to customers and Bank associates assuring a positive experience and minimizing wait time.
Key Responsibilities
The responsibilities listed below represent the primary duties of this position. Additional duties may be assigned as needed.
  • Performs teller transactions as defined by the Bank. Balances cashbox daily to ensure accuracy in transactions and notifies supervisor regarding any offages. Participates in the rotation of vault duties, including the daily balancing of the vault when it is used.
  • Research, troubleshoot and resolve basic external and internal customer inquiries as needed.
  • Answer incoming calls verifying the identity of the caller. Determine the needs of the caller and minimize the time and effort to resolve their concerns.
  • Use every customer contact as an opportunity to advise customers about additional services or programs that might benefit them. Updates the Bank's tracking system related to customer recommendations and referrals as defined by the Bank.
  • Assists customers with maintenance on existing accounts as defined by management.
  • Assists other departments and branches with transactions as needed; provides support for the department and branch management in fulfilling customer requests.
  • Maintains the most stringent standards of customer service confidentiality.
  • Perform other duties as assigned.
  • Participate in proactive team efforts to achieve departmental and company goals.
  • Must comply with current applicable laws, regulations and bank policies and procedures. Comply with all safety policies, practices and procedures. Report all unsafe activities to supervisor and/or Human Resources.

Required Qualifications
  • High school diploma or equivalent required.
  • Minimum of six months of experience, which includes customer service responsibilities.
  • Cash handling is preferred.

Core Competencies
Successful candidates typically demonstrate the following competencies:
  • Customer Focus
  • Communication Skills
  • Integrity and Professionalism
  • Problem Solving
  • Attention to Detail
  • Team Collaboration
  • Unconditional Ethics

Why Join Capitol Federal?
Capitol Federal offers employees a supportive workplace and opportunities for career growth.
Benefits may include:
  • Competitive compensation
  • Retirement and savings plans
  • Flexible Spending Accounts
  • Paid time off and holidays
  • Employee Assistance Program
  • Health, Dental, Life and Disability coverage
  • Parental Leave
  • Professional development opportunities
  • Career Advancement Pathways

CapFed® is an equal opportunity employer.

Apply