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Associate Financial Representative Jobs in Lawrence, KS

Access to financial advisors for budget and retirement planning * Crewmember Assistance Program ... The intellectual and physical demands described below are representative of what must be met by ...

Access to financial advisors for budget and retirement planning * Crewmember Assistance Program ... The intellectual and physical demands described below are representative of what must be met by ...

Access to financial advisors for budget and retirement planning * Crewmember Assistance Program ... The intellectual and physical demands described below are representative of what must be met by ...

Access to financial advisors for budget and retirement planning * Crewmember Assistance Program ... The intellectual and physical demands described below are representative of what must be met by ...

Access to financial advisors for budget and retirement planning * Crewmember Assistance Program ... The intellectual and physical demands described below are representative of what must be met by ...

Access to financial advisors for budget and retirement planning * Crewmember Assistance Program ... The intellectual and physical demands described below are representative of what must be met by ...

Access to financial advisors for budget and retirement planning * Crewmember Assistance Program ... The intellectual and physical demands described below are representative of what must be met by ...

Access to financial advisors for budget and retirement planning * Crewmember Assistance Program ... The intellectual and physical demands described below are representative of what must be met by ...

Access to financial advisors for budget and retirement planning * Crewmember Assistance Program ... The intellectual and physical demands described below are representative of what must be met by ...

Access to financial advisors for budget and retirement planning * Crewmember Assistance Program ... The intellectual and physical demands described below are representative of what must be met by ...

Branch Manager I

Kansas City, KS ยท 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 ...

Showing results 41-60

Associate Financial Representative information

See Lawrence, KS salary details

$9

$24

$62

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:

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.

Learning Branch Personal Banker (Mentor/Trainer)

UMB Financial Corporation

Olathe, KS โ€ข On-site

$51 - $75/hr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 2 days ago

New


Job description

UMB Personal Banking and Consumer Services offers financial solutions to customers, who value an individualized relationship and advisory experience. For more than a century, weโ€™ve invested in our people as a resource who can help clients achieve their unique financial and lifestyle goals. We embrace our corporate values of honesty and integrity and contribute to UMBโ€™s continued success. To ensure our branch associates are provided the foundation to be successful in their career at the branches, UMB has transitioned a handful of our branches within the footprint to function as Learning Branches. Within the Learning Branch, our Learning Branch Personal Bankers not only function as the traditional Personal Banker, but their primary focus to provide on-site training, mentoring, modeling and support to our new branch associates.

How you will spend your time
  • Mentoring and training new Retail Banking associates.
  • Creating and expanding relationships in your community through outbound calling efforts to customers.
  • Processing customer account maintenance and standard branch transactions such as: address changes, check cashing, deposits and opening deposit and loan accounts.
  • Collaborating with internal partners, such as small business officers, mortgage officers, private wealth managers and others.
Qualifications
  • You have a HS diploma or equivalent.
  • You have two years retail banking experience OR one year retail banking and one year training/mentor experience.
  • You have the ability obtain a NMLS registration within 90 days.
Bonus points if
  • You are bilingual.
Compensation
  • Targeted compensation for this opening: The posted salary range reflects the broadest standard range for this role, including all locations.
  • The anticipated compensation for this specific opening is $24/hr.
  • This position was posted on 09/01/2026.
  • The application deadline for this position is 45 days from the posting date unless filled earlier.
  • Compensation Range: $51,291 - $75,460
  • The posted compensation range on this listing represents UMBโ€™s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors.
Benefits
  • Paid Time Off
  • a 401(k) matching program
  • annual incentive pay
  • paid holidays
  • a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
  • health savings, flexible spending, and dependent care accounts
  • adoption assistance
  • an employee assistance program
  • fitness reimbursement
  • tuition reimbursement
  • an associate wellbeing program
  • an associate emergency fund
  • and various associate banking benefits

Benefit offerings and eligibility requirements vary.

Are you ready to be part of something more? You're more than a means to an endโ€”a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law.

If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com to let us know the nature of your request.

If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.

Who we are We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.

Learn more about UMB's vision. Check out the road to a career at UMB

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