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Financial Associate Jobs in Wichita, KS (NOW HIRING)

Wisepath Group

Associate Financial Advisor

Wichita, KS · On-site

$60K - $120K/yr

We have been exclusively retained to recruit for a premier, established wealth management practice aligned with OneAmerica Financial ® . Our client firm operates under a specialized macroeconomic ...

IMA Financial Group

Financial Advisor

Wichita, KS · On-site

Value and understand the importance of diversity, equity, and inclusion among all IMA associates ... Bachelor's degree in Finance, Economics, Business, or a related field (advanced degree a plus)

IMA Financial Group

Client Associate

Wichita, KS · On-site

Successful Client Associates develop expertise across the entire client lifecycle while building ... Gain exposure to financial and underwriting concepts through collaboration with Financial ...

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

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

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 ...

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Financial Associate information

See Wichita, KS salary details

$27.3K

$63K

$123.5K

How much do financial associate jobs pay per year?

As of Sep 5, 2026, the average yearly pay for financial associate in Wichita, KS is $62,954.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,700.00 and $68,900.00 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 Wichita, KS?

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

What are popular job titles related to Financial Associate jobs in Wichita, KS?

For Financial Associate jobs in Wichita, KS, the most frequently searched job titles are:

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

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

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

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

Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Wichita, KS as of June 2026, with employment types broken down into 1% As Needed, 80% Full Time, 17% Part Time, and 2% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $62,954 per year, or $30.3 per hour.

Associate Financial Advisor

Strategic People Advisors

Wichita, KS • On-site

$50 - $100/hr

Other

Posted 4 days ago

Job description

About Strategic People Advisors

Strategic People Advisors is a boutique recruitment agency representing elite clients in the financial services sector. On behalf of our client—a prominent wealth management team appointed with the insurance companies of OneAmerica Financial®—we are searching for an Associate Financial Advisor. This is a direct-hire, joint-work position designed to pair a developing professional with an established, top-producing team.

Position Overview

This role bridges the gap between starting out and running a mature wealth management practice. Instead of cold-calling in isolation, you will be integrated directly into active client cases, participating in strategy design and joint-planning meetings alongside a Senior Partner.

Key Responsibilities
  • Support Senior Advisors in analyzing client data and preparing comprehensive macroeconomic financial models.
  • Participate in client meetings to assist with administrative follow-ups, case implementation, and annual review coordination.
  • Manage existing client relationships, addressing daily operational inquiries with high professional standards.
  • Collaborate with the team on local business development, group workshops, and educational marketing events.
Requirements
  • FINRA Series 7 and Series 66 (or Series 6 and 63) are highly preferred.
  • Active State Life & Health Insurance License is required (or must be obtained within 30 days of hire).
  • 1–3 years of experience in banking, insurance, or consultative client-facing sales.
  • High coachability, strong active-listening skills, and a collaborative mindset.
Compensation & Professional Development
  • Competitive income plus performance-based bonuses and joint-work splits.
  • Dedicated training program, licensing sponsorship, and a clear 3-year track to Lead Advisor status.
  • $50,000 - $100,000 per year. Compensation features a structured hybrid model, typically utilizing a starting base salary or draw program paired with performance bonuses, new business commissions, and joint-work payout splits.

This position operates on a professional hybrid schedule once initial training and licensing are completed.

For more information about our candidate process, visit us at https://www.strategicpeopleadvisors.com/.

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