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Financial Associate Jobs in Kansas (NOW HIRING)

Financial Analysis Manager

Olathe, KS ยท On-site

$102K - $134K/yr

Primary internal clients are Senior Vice Presidents, Vice Presidents, Associate Vice Presidents, Department Heads, Finance Directors, Senior Finance Managers and Finance Managers Minimum ...

Financial Analysis Manager

Olathe, KS ยท Hybrid

$102K - $134K/yr

Primary internal clients are Senior Vice Presidents, Vice Presidents, Associate Vice Presidents, Department Heads, Finance Directors, Senior Finance Managers and Finance Managers Minimum ...

HiFyve is hiring a Financial Analyst Commercial Finance in Wichita, KS! Salary: $100,000 to $115,000 per year + 5% STIP bonus eligibility with flexibility for the right candidate Shift: Days Location:

Support the financial planning process, including budgets, re-forecasts, and capital planning * Provide monthly variance analysis of financial statements * Support external reporting with accurate ...

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Financial Associate information

See Kansas salary details

$27.2K

$62.8K

$123.1K

How much do financial associate jobs pay per year?

As of Jul 6, 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.

What can you do with associates in finance?

A financial associate typically performs tasks such as analyzing financial data, preparing reports, assisting with budgeting, and supporting investment or banking activities. They often use tools like Excel and financial software, and may pursue certifications like the CFA or CPA to advance their careers.

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 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 to help clients or organizations meet their financial goals.

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 financial software and require strong analytical skills to help organizations manage their financial health effectively.
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:
Associate Wealth Management Advisor

Associate Wealth Management Advisor

Claire Myers Consulting

Kansas City, KS โ€ข Hybrid

$70K - $90K/yr

Full-time

Posted yesterday

Be an early applicant


Job description

Compensation:ย $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:


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



Client Service & Relationship Management:


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



Advisor Support & Collaboration:


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



Qualifications:


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



Core Competencies:


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



Firm Environment:


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