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Financial Associate Jobs in Kansas (NOW HIRING)

Kansas Health Science Center

Financial Aid Advisor

Wichita, KS · On-site

$18 - $23.25/hr

This role reports to the Associate Director of Financial Aid. Position responsibilities, including but not limited to: * Advise incoming and current students on financial aid resources, eligibility ...

TCS Education System (TCS)

Financial Aid Advisor

Wichita, KS · On-site

$26.27 - $28.21/hr

This role reports to the Associate Director of Financial Aid. Position responsibilities, including but not limited to: * Advise incoming and current students on financial aid resources, eligibility ...

TCS Education System

Financial Aid Advisor

Wichita, KS

$26.27 - $28.21/hr

This role reports to the Associate Director of Financial Aid. Position responsibilities, including but not limited to: * Advise incoming and current students on financial aid resources, eligibility ...

WealthBridge Financial Group

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...

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$27.2K

$62.8K

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How much do financial associate jobs pay per year?

As of Jun 11, 2026, the average yearly pay for financial associate in Kansas is $62,760.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,600.00 and $68,700.00 per year, depending on experience, location, and employer.

How much does a finance associate earn?

The average salary for a financial associate typically ranges from $50,000 to $70,000 per year, depending on experience, location, and industry. Entry-level positions may start lower, while experienced professionals or those with specialized skills can earn higher salaries. Certifications like CFA or CPA can also influence earning potential.

What is an associate role in finance?

A financial associate role typically involves supporting financial analysis, preparing reports, and assisting with client or internal financial transactions. It often requires strong analytical skills, proficiency with financial software, and relevant certifications such as a degree in finance or accounting. The position serves as an entry or mid-level role within finance teams, providing foundational experience for career advancement.

What does a financial associate do?

A financial associate supports financial operations by analyzing data, preparing reports, and assisting with budgeting and investment activities. They often use financial software and require strong analytical skills, with some roles needing relevant certifications such as CFA or CPA. Their work environment typically involves collaboration with clients or internal teams to ensure financial accuracy and compliance.

What are the key skills and qualifications needed to thrive as a Financial Associate, and why are they important?

To thrive as a Financial Associate, you need strong analytical skills, attention to detail, and a foundational understanding of finance or accounting, often backed by a relevant degree. Familiarity with financial modeling tools, spreadsheets, and enterprise resource planning (ERP) systems such as SAP or Oracle is typically required, and certifications like CFA or CPA are advantageous. Excellent communication, problem-solving abilities, and teamwork are soft skills that help you excel in this role. These skills are crucial for ensuring accurate financial analysis, effective reporting, and successful collaboration within financial teams and with clients.

What is the difference between Financial Associate vs Financial Analyst?

AspectFinancial AssociateFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plusBachelor's degree in finance, economics, or related; often requires CFA or similar certifications
Work EnvironmentBanking, investment firms, corporate finance departmentsInvestment firms, banks, corporate finance, consulting
Employer & Industry UsageCommonly employed in financial services, banking, and corporate financeUsed in investment analysis, asset management, and corporate strategy

Financial Associates typically handle client accounts, support financial transactions, and assist with reporting. Financial Analysts focus on analyzing financial data, preparing reports, and providing investment recommendations. While both roles require similar credentials and work in related environments, Financial Analysts tend to have a stronger emphasis on data analysis and strategic insights.

What are some common challenges Financial Associates face when managing multiple client portfolios?

Financial Associates often juggle multiple client accounts, each with unique goals and risk profiles. A common challenge is staying organized and ensuring timely communication, especially during periods of market volatility. Prioritizing tasks, leveraging financial management software, and maintaining strong attention to detail are essential for meeting client expectations and regulatory requirements. Collaborating closely with senior advisors and support teams can also help manage workload and deliver high-quality service.

What is the work of a finance associate?

A finance associate supports financial operations by preparing reports, analyzing data, and assisting with budgeting and forecasting. They often use tools like Excel and financial software, and may be involved in tasks such as account reconciliation, financial analysis, and compliance monitoring.
What are the most commonly searched types of Financial jobs in Kansas? The most popular types of Financial jobs in Kansas are:
What are popular job titles related to Financial Associate jobs in Kansas? For Financial Associate jobs in Kansas, the most frequently searched job titles are:
What job categories do people searching Financial Associate jobs in Kansas look for? The top searched job categories for Financial Associate jobs in Kansas are:
What cities in Kansas are hiring for Financial Associate jobs? Cities in Kansas with the most Financial Associate job openings:
Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Kansas as of June 2026, with employment types broken down into 1% As Needed, 84% Full Time, 14% Part Time, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $62,760 per year, or $30.2 per hour.

Associate Wealth Management Advisor

Claire Myers Consulting

Kansas City, KS • Hybrid

$70K - $90K/yr

Full-time

Posted 6 days ago

Job description

Compensation: $70k-90K base plus quarterly bonuses (depending on experience)



Our client, a successful wealth management firm, is seeking an Associate Wealth Management Advisor to support senior advisors in delivering comprehensive financial planning and wealth management services to affluent individuals and families. This role plays a key part in preparing financial planning work, supporting client relationships, and ensuring client service and operational tasks are handled efficiently.



This position is ideal for someone who enjoys the analytical and service aspects of wealth management, thrives in a collaborative team environment, and takes pride in keeping client deliverables organized and on track. The role offers strong exposure to financial planning, client service, and advisor support while working closely with experienced advisors.



Key Responsibilities:


Financial Planning & Analysis:


  •  Prepare financial plans and planning materials for client meetings
  •  Collect and organize client financial data and planning inputs
  •  Analyze client financial information to identify planning opportunities
  •  Assist in developing strategies aligned with client goals



Client Service & Relationship Management:


  •  Serve as a primary point of contact for client inquiries and service requests
  •  Build and maintain strong client relationships
  •  Support new client onboarding, including account opening and asset transfers
  •  Assist with account servicing requests and trading activity
  •  Maintain strict confidentiality of client information



Advisor Support & Collaboration:


  •  Work closely with lead advisors to resolve complex client situations
  •  Attend client meetings to gather information and support planning discussions
  •  Help coordinate client follow-ups and track deliverables
  •  Manage multiple projects and priorities with strong attention to detail



Qualifications:


  • Bachelor’s degree or equivalent work experience
  •  Series 7 & 63 required (or obtained within 180 days)
  •  Life & Health Insurance License required (or obtained within 90 days)
  •  Experience in financial services or the insurance industry is preferred
  •  Strong organizational and problem-solving skills
  •  Ability to manage multiple priorities and work independently



Core Competencies:


  • Strong interpersonal and client relationship skills
  •  Excellent written and verbal communication abilities
  •  Analytical mindset with attention to detail
  •  Ability to solve problems and think critically
  •  Strong organizational and time management skills
  •  Proficiency in Microsoft Office Suite
  •  Collaborative team player with intellectual curiosity and a desire to learn



Firm Environment:


  • Small, collaborative team environment
  •  High level of individual accountability and ownership
  •  Work hard, play hard culture
  •  Emphasis on delivering exceptional client service
  •  Flexibility that supports work-life balance
  •  Opportunity to play an integral role in the firm’s continued growth and success