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Financial Associate Jobs in Lenexa, KS (NOW HIRING)

Americo

Financial Systems Lead

Kansas City, MO · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Americo is hiring a full-time Financial Systems Lead to join our expanding team! This position is ... Compensation Our competitive pay and robust bonus program, offered to all associates, will make you ...

Busey

Financial Planning Specialist II

Kansas City, MO

$64K - $80K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible ... any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal ...

Busey

Financial Planning Specialist II

Leawood, KS

$64K - $80K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible ... any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal ...

Busey Bank

Financial Planning Specialist II

Leawood, KS · On-site

$64K - $80K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible ... any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal ...

Busey Bank

Financial Planning Specialist II

Kansas City, MO · On-site

$64K - $80K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible ... any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal ...

Husch Blackwell Llp

Financial Reporting Manager

Kansas City, MO · On-site +1

$99K - $134K/yr

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

The Financial Reporting Manager is responsible for supporting the Associate Director of Financial Reporting & Analytics in managing the Firm's financial reporting and analysis functions. Leads the ...

nbhbank

Accounting - Financial Reporting Manager

Kansas City, MO · On-site

$99K - $135K/yr

  • Retirement

  • PTO

We strive for all of our associates to feel welcome and empowered at work. The Financial Reporting Manager leads the preparation, accuracy, and timeliness of external financial reporting, including ...

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Showing results 21-40

All JobsFinancial Associate JobsFinancial Associate Jobs in Lenexa, KS

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 18, 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:

Financial Associate jobs near you
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.

Director of Financial Planning & Practice Development

UMB Financial Corporation

Leawood, KS • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 12 days ago

Job description

Duties & Responsibilities
Type of Role: Director; Functional Leadership
Area of Responsibility and Purview: Directs all financial planning and practice development activities for Private Wealth Management
Role Specific Job Duties:
  • Oversee the team of financial planning professionals across the business
  • Partner with Advisors, Managing Partners and practice teams on driving practice efficiencies and growth strategies
  • Grow the number of planning engagements (both personal and business) in Private Wealth
  • Support practice teams in the development and execution of their business plans with regards to sales goals and other KPI's
  • Integrate a planning led approach across all advisor practices
  • Set the strategic direction and establish priorities for the ongoing growth of financial planning and practice development
  • Manage annual budget and execution of the business transformation plan for the function
  • Establish KPI's for the function that will allow Private Wealth Management to measure and monitor success
  • Align the resources in the function with the annual operating plan and drive hiring needs in partnership with human resources
  • Manage team and practice performance across function, working with managers to regularly update the associate 9-box and developing specific professional development plans for each associate
  • Implement and manage a learning and development program to ensure all financial planning associates and advisors adopt industry best practices

Function Specific Job Duties:
  • Meet regularly with direct reports and managing partners to proactively understand trends, risks, and opportunities to deliver financial planning solutions to clients
  • Meet regularly with Managing Partners and practice teams to provide practice assessments and to drive and support practice growth and efficiencies to maximize overall business health scores
  • Provide ongoing support and accountability to Managing Partners in key areas of practice management including client experience, business growth and development, establishing a clear vision and strategy, and strong business and financial management
  • Work with internal business partners to ensure the highest level of support and service for Advisors
  • Direct and orchestrate the delivery of comprehensive analysis and advice, for both personal and business planning, to Private Wealth current and prospective clients
  • Engage Managing Partners and practice teams in the adoption and integration of firm technologies and resources
  • Assist in the recruiting, onboarding and assimilation of new wealth advisors
  • Routinely review financial planning outputs to ensure quality of financial advice provided, client experience, maximize scale and minimize risk
  • Partner with business analysis team and IT to implement technology solutions to improve client experience, quality of financial advice and drive operational scale
  • Design, implement and monitor specific programs aimed to increase client retention and engagement (wallet share)
  • Based on client interactions and input from team managers, proactively identity new service offerings and growth opportunities
  • Ensure there is a well-defined financial planning process, including meeting preparation, meeting presentation and client follow up within each advisor practice
  • Document, deliver and enforce sufficient controls to prevent financial planning errors, breaches of client confidentiality or omissions
  • Other duties as assigned

Requirements
MINIMUM:
  • Bachelor's degree in relevant field or combination of education and experience that provides and equivalent background
  • 10+ years of applicable experience within Financial Services
  • 3+ years of demonstrated functional leadership experience within a wealth management institution
  • CFP or advanced designation
  • Must have, or possess ability to obtain, the Series 65 registration within 120 days of employment

PREFERRED:
  • Demonstrated financial advisor or wealth management sales experience

Knowledge & Skills
MINIMUM:
Job Skills:
  • Systems thinking and complex problem solving
  • Attention to detail, yet ability to grasp big picture
  • Highly organized and can effectively multi-task
  • Great communicator with strong interpersonal skills
  • Exceptional written communication and presentation skills
  • Strong knowledge of investment, tax and estate planning strategies
  • Knack for understanding how technology can improve client experiences and front office operational processes
  • Experience in designing and managing financial planning processes
  • Proven Experience in working with advisor practices to drive organic growth
  • Proficiency in analyzing business processes and client journeys, and working with others to drive change
  • Able to balance a client experience mindset when managing and controlling business risks
  • Builder and communicator of analytical frameworks that define and measure success
  • Demonstrated strong math skills
  • Effective financial research skills

Technical Skills:
  • Strong proficiency of Microsoft Office Suite (Word, Excel, PowerPoint, SharePoint)
  • Strong proficiency with eMoney client portal and financial planning software

Work Environment
  • Type: Office Centric (60% In Office)
  • Location: Downtown, Kansas City or Leawood, KS

Supervision/Management: Responsible for managing other managers within the function. Performs considerable short and long-term planning, scheduling, and coordinating of resources. Responsible for the growth and development of direct reports. Accountable for assisting with the planning and management of budget, including delivery of end results for the function.
This position was posted on 08/06/2026. The application deadline for this position is 45 days from the posting date unless filled earlier.
Compensation Range:
$176,796 - $260,029
The posted compensation range on this listing represents UMB's good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. Please see the description of benefits included with this job posting for additional information.
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
Are you ready to be part of something more?
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com to let us know the nature of your request.
If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.
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