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Entry Level Financial Planning Jobs in Kansas (NOW HIRING)

ERP Analyst I

Overland Park, KS · On-site

$60K - $100K/yr

... financial workflows, and drive digital transformation for some of the world's largest companies ... Role Overview We are hiring an ERP Analyst I , an entry-level role for professionals eager to ...

... financial workflows, and drive digital transformation for some of the world's largest companies ... Role Overview We are hiring an ERP Analyst I , an entry-level role for professionals eager to ...

ERP Analyst I

Overland Park, KS · On-site

$60K - $100K/yr

... financial workflows, and drive digital transformation for some of the world's largest companies ... Role Overview We are hiring an ERP Analyst I , an entry-level role for professionals eager to ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

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Showing results 1-20

Entry Level Financial Planning information

See Kansas salary details

$31.7K

$54.1K

$93.2K

How much do entry level financial planning jobs pay per year?

As of Jul 27, 2026, the average yearly pay for entry level financial planning in Kansas is $54,061.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,500.00 and $61,100.00 per year, depending on experience, location, and employer.

What are some common challenges faced by entry-level financial planners, and how can they overcome them?

Entry-level financial planners often face challenges such as building a client base, gaining trust, and staying updated with evolving financial regulations. It can be intimidating to establish relationships with clients who may prefer more experienced advisors. To overcome these hurdles, new planners can focus on continuous learning, seek mentorship, and leverage networking opportunities within their firm or industry groups. Regularly attending training sessions and collaborating with senior team members can also accelerate skill development and confidence.

How to become a financial planner with no experience?

To become an entry-level financial planner with no experience, focus on obtaining relevant education such as a bachelor's degree in finance, accounting, or related fields. Gaining knowledge of financial planning tools and concepts, passing certifications like the CFP exam, and developing strong communication and analytical skills can help you enter the field; internships or entry-level positions can provide practical experience.

What is the difference between Entry Level Financial Planning vs Financial Advisor?

AspectEntry Level Financial PlanningFinancial Advisor
CertificationsBasic certifications (e.g., CFP® exam prep, FINRA licenses)Typically holds CFP®, Series 7, 66, or 65 licenses
Work EnvironmentInternships, entry-level firms, financial planning firmsIndependent or firm-based, client-facing roles
Job FocusAssisting with financial plans, research, data gatheringProviding personalized financial advice, client management
Experience Level0-2 years2+ years experience often required

Entry Level Financial Planning roles typically involve supporting financial advisors and gaining foundational knowledge, while Financial Advisors actively manage client portfolios and provide tailored financial advice. The entry-level position is a stepping stone toward becoming a licensed and experienced financial advisor.

What is the best entry-level finance job?

An entry-level financial planning role typically involves assisting with client financial analysis, preparing reports, and supporting financial advisors. Common positions include financial analyst, junior planner, or associate, often requiring basic knowledge of financial software and certifications like the CFP or CFA Level I. These roles provide foundational experience in budgeting, investment strategies, and financial advising.

Is $200,000 enough to work with a financial advisor?

For an entry-level financial planning role, a client with $200,000 in assets is generally considered a moderate amount to work with. Financial advisors often set minimum asset thresholds, which can range from $50,000 to $250,000, depending on the firm and services offered. Having this amount allows for comprehensive financial planning, including investment management and retirement planning, but the specific scope depends on the advisor's policies and client needs.

What are the key skills and qualifications needed to thrive as an Entry Level Financial Planner, and why are they important?

To thrive as an Entry Level Financial Planner, you need a solid understanding of financial principles, analytical skills, and a bachelor's degree in finance, accounting, or a related field. Familiarity with financial planning software, spreadsheets, and pursuing certifications like CFP or Series 7/63 is often expected. Strong interpersonal skills, attention to detail, and the ability to communicate complex financial concepts clearly are vital soft skills. These competencies help ensure accurate planning, regulatory compliance, and client trust, which are essential for long-term success in financial services.

What is entry level financial planning?

Entry level financial planning refers to roles where professionals help individuals or businesses manage their finances, such as budgeting, saving, investing, and planning for retirement. People in these positions typically work under the supervision of experienced financial planners and may assist with preparing client reports, researching investment options, and learning the basics of financial advising. These roles are ideal for recent graduates or those new to the finance industry who want to gain experience and work toward certifications like CFP (Certified Financial Planner). Entry level financial planners often develop strong analytical, communication, and client service skills, which are essential for career growth in the financial planning field.

What does a first year CFP make?

A first-year Certified Financial Planner (CFP) typically earns between $50,000 and $70,000 annually, depending on location, firm size, and prior experience. Entry-level CFPs often focus on client onboarding, financial analysis, and developing planning strategies, with potential for salary growth as they gain experience and certifications.
What are the most commonly searched types of Financial Planning jobs in Kansas? The most popular types of Financial Planning jobs in Kansas are:
What are popular job titles related to Entry Level Financial Planning jobs in Kansas? For Entry Level Financial Planning jobs in Kansas, the most frequently searched job titles are:
What cities in Kansas are hiring for Entry Level Financial Planning jobs? Cities in Kansas with the most Entry Level Financial Planning job openings:
Infographic showing various Entry Level Financial Planning job openings in Kansas as of July 2026, with employment types broken down into 81% Full Time, 15% Part Time, 1% Temporary, and 3% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $54,061 per year, or $26 per hour.

Sales Representative Entry Level

KMO - Northwestern Mutual

Leawood, KS • On-site

$62K - $83K/yr

Full-time

Medical, Dental, Vision

Posted 25 days ago


Job description

Benefits:
  • Bonus based on performance
  • Company car
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance

At KMO – Northwestern Mutual, we believe in building better lives by guiding leaders and families to embrace the present while shaping a more confident future. Our culture is rooted in meaningful relationships, purpose-driven work, and a strong commitment to the communities we serve. We take pride in giving back through hands-on involvement and supporting causes that matter, including upcoming events and initiatives benefiting Alex’s Lemonade Stand. Together, we create impact not only through financial guidance, but through the way we show up for our clients, our team, and our community.
Our thriving offices are located at:
  • 5251 W. 116th Place Suite 300 Leawood, KS 66211
  • 2345 Grand Blvd Kansas City, MO 64108
  • 8621 E 21st Street Suite 150 Wichita, KS 67206
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: https://youtu.be/tar1BSa7Gaw
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Our Local Team:
Lesle Griessel, CLU®, ChFC®, Managing Partner:
  • Time with NM: Since 2002
  • Previous experience: Started as a college intern and advanced through multiple leadership roles, including Associate Managing Partner (appointed in 2019 as one of the first in the company and first female), and appointed Managing Partner in September 2025.
  • Passionate about: Spending time with her husband and two daughters, marathon training, yoga, cheering on her daughters in sports, and enjoying the outdoors with her family.
Joey Scott, RICP®, Financial Advisor & District Director:
  • Time with NM: Since 2016
  • Previous experience: Began as a college intern while attending Northwest Missouri State University and transitioned into a full-time financial advisor in 2018, building his career in Northwestern Mutual’s Kansas City office and advancing into leadership through growth and development roles.
  • Passionate about: Growing his practice alongside his team, building long-term client relationships, spending time with friends and family, staying active through sports and exercise, cheering on Kansas City teams, and relaxing near the water.
Anthony Gurera, Financial Advisor & Growth and Development Director:
  • Time with NM: Since 2018
  • Previous experience: Began as a Northwestern Mutual intern and transitioned into a full-time advisor upon graduating from Rockhurst University with a double major in Finance and Economics. Founder and leader of Priority Wealth Partners, with responsibility for client strategy, team operations, and practice management, while also supporting advisor recruiting and development across Northwestern Mutual Kansas and West Missouri.
  • Passionate about: Developing future leaders, building strong client relationships, serving the Kansas City community, mentoring emerging advisors, and creating long-term impact through thoughtful, holistic financial planning.
Cannon Kern, Financial Advisor:
  • Time with NM: 2 years
  • Previous experience: Engineer and project manager prior to joining Northwestern Mutual.
  • Passionate about: Spending time with family and enjoying life with his new baby girl.
About the Financial Representative Role:
As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities:
  • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
  • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
  • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
  • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
  • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
  • Education: Bachelor's Degree is strongly preferred or military equivalent.
  • Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
  • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
  • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
  • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
  • Income Potential: Competitive compensation structure including performance incentives, with no ceiling. 
  • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
  • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
  • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. 

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Lesle Griessel is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.