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Financial Associate Jobs in Lenexa, KS (NOW HIRING)

Oracle Cloud Finance - Senior Associate

Kansas City, MO

$77K - $202K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... financial processes such as general ledger, accounts payable, accounts receivable, and cash ... As a Senior Associate, you will focus on building meaningful client connections and learning how to ...

The CFO Administration team within UMB consists ofmultipledepartments that report directly up to ... Associates are encouraged to bring new and different ideas to the table andweempower our associates ...

Sr Financial Planner

Kansas City, MO ยท Hybrid

$74K - $99K/yr

As the Sr. Financial Planner, you will be working closely with the Wealth Advisors & Financial ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

Sr Financial Planner

Kansas City, MO ยท On-site

$74K - $99K/yr

As the Sr. Financial Planner, you will be working closely with the Wealth Advisors & Financial ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

Financial Advisor

Leawood, KS ยท On-site

$102K - $125K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Knowledge of the financial planning process including securities and trading, life insurance and ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

Financial Advisor

Leawood, KS ยท On-site

$102K - $125K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Knowledge of the financial planning process including securities and trading, life insurance and ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

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Financial Associate information

See Lenexa, KS salary details

$28.6K

$66.1K

$129.5K

How much do financial associate jobs pay per year?

As of Aug 17, 2026, the average yearly pay for financial associate in Lenexa, KS is $66,058.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,900.00 and $72,300.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a financial associate?

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 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 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 does a financial associate do?

A financial associate analyzes financial data, prepares reports, and supports clients or organizations with investment, budgeting, and financial planning activities. They often use tools like Excel and financial software and may hold certifications such as CFA or CPA. The role typically requires strong analytical skills and attention to detail within a professional environment.

What are the most commonly searched types of Financial jobs in Lenexa, KS?

The most popular types of Financial jobs in Lenexa, KS are:

What job categories do people searching Financial Associate jobs in Lenexa, KS look for?

The top searched job categories for Financial Associate jobs in Lenexa, KS are:

What cities near Lenexa, KS are hiring for Financial Associate jobs?

Cities near Lenexa, KS with the most Financial Associate job openings:

Infographic showing various Financial Associate job openings in Lenexa, KS as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, 1% Temporary, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $66,058 per year, or $31.8 per hour.

Real Estate Finance Associate (Loan Servicing & Asset Management)- Kansas City

Direct Counsel

Kansas City, MO โ€ข On-site

$240K - $385K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 23 days ago


Job description

Real Estate Finance Associate (Loan Servicing & Asset Management) – Multiple Offices

Direct Counsel is representing an Amlaw 100 firm seeking a mid-level Associate to join its Loan Servicing and Asset Management team within the Real Estate Finance group. This position is open to any of the firm’s offices.

The ideal candidate will have at least 3 years of broad real estate finance experience, with a focus on loan servicing consent transactions, loan modifications and workouts, loan sales, and asset management matters. Experience with CMBS, CRE CLOs, and other securitized products is strongly preferred.

Qualifications:

  • J.D. and active bar admission in the jurisdiction of practice required

  • 3+ years of real estate finance experience, particularly in loan servicing and asset management

  • Strong academic credentials, research, writing, and communication skills

  • Ability to handle complex financial transactions efficiently and effectively

  • Ambition, drive, and a collaborative mindset to support growth of a national practice

Compensation: $250,000 – $390,000 annually, depending on experience, plus discretionary bonus eligibility. The firm also offers a comprehensive benefits package including medical, dental, vision, life insurance, disability coverage, voluntary insurance options, 401(k), and paid time off.