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Entrylevel Financial Advisor Jobs in Kansas (NOW HIRING)

Baxter

Service Advisor - Legends Toyota

Kansas City, KS · On-site

... financial success. We are challenging the norm when it comes to both the car buying process and the ... entry level up to general management), and an almost obsessive focus on the employee and guest ...

Raising Cane's

Cook

Lenexa, KS · On-site

$15/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Cook

Manhattan, KS

$14/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

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Entrylevel Financial Advisor information

What are some common challenges entry-level financial advisors face in their first year, and how can they overcome them?

Entry-level financial advisors often face challenges such as building a client base from scratch, mastering a wide range of financial products, and navigating complex regulatory requirements. To overcome these hurdles, new advisors should focus on networking, seek mentorship from experienced colleagues, and participate in ongoing training offered by their firm. Additionally, developing strong communication and relationship-building skills is key to gaining client trust and growing a successful practice.

What is the difference between Entrylevel Financial Advisor vs Financial Planner?

AspectEntrylevel Financial AdvisorFinancial Planner
CertificationsSeries 7, Series 66, or 63; possibly CFPCFP, ChFC, or similar certifications often preferred
Work EnvironmentFinancial firms, banks, or advisory firms; client-facingIndependent or firm-based; client-focused financial planning
Job FocusSales, client onboarding, basic financial adviceComprehensive financial planning, investment strategies

While both roles involve working with clients on financial matters, an Entrylevel Financial Advisor typically focuses on sales and basic advice within a firm, often requiring specific licenses. A Financial Planner usually provides more comprehensive planning services, often holding advanced certifications like CFP, and may work independently or within larger firms. The roles overlap in credentials and client interaction but differ in scope and responsibilities.

What are the key skills and qualifications needed to thrive as an Entry-level Financial Advisor, and why are they important?

To thrive as an Entry-level Financial Advisor, you need a solid understanding of financial principles, strong analytical skills, and typically a bachelor's degree in finance, economics, or a related field. Familiarity with financial planning software, CRM systems, and certifications such as the Series 7 or Series 66 licenses are often required. Excellent interpersonal skills, active listening, and the ability to build trust with clients help set top advisors apart. These skills and qualifications are crucial for providing sound financial advice, building lasting client relationships, and complying with industry regulations.

What are entry-level financial advisors?

Entry-level financial advisors are professionals who assist clients in managing their finances, creating budgets, and developing investment strategies, typically at the beginning of their careers. They often work under the supervision of more experienced advisors and help clients with tasks such as retirement planning, savings, and risk management. These advisors may work for financial firms, banks, or independently, and they usually hold relevant degrees or certifications. Their goal is to build relationships with clients and help them achieve their financial objectives while gaining industry experience.
What are popular job titles related to Entrylevel Financial Advisor jobs in Kansas? For Entrylevel Financial Advisor jobs in Kansas, the most frequently searched job titles are:
What job categories do people searching Entrylevel Financial Advisor jobs in Kansas look for? The top searched job categories for Entrylevel Financial Advisor jobs in Kansas are:
What cities in Kansas are hiring for Entrylevel Financial Advisor jobs? Cities in Kansas with the most Entrylevel Financial Advisor job openings:
Entrylevel Financial Advisor jobs near you
Infographic showing various Entrylevel Financial Advisor job openings in Kansas as of July 2026, with employment types broken down into 75% Full Time, and 25% Contract. Highlights an 100% In-person job distribution.

Sales Representative Entry Level

KMO - Northwestern Mutual

Leawood, KS • On-site

$62K - $83K/yr

Full-time

Medical, Dental, Vision

Posted 24 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.