ZipRecruiter

Log In

1

Financial Planning Assistant Jobs in Kansas (NOW HIRING)

HMC

Financial Planning Analyst

Overland Park, KS · On-site

$60K - $70K/yr

Hotel Management & Consulting is seeking a Financial Planning Analyst to join our team based out of ... Complementary benefit provided to all employees to assist with personal or work-related concerns.

Galloway-

Financial Planning & Analysis Manager

Wichita, KS · On-site

$140 - $155/hr

Standardize reporting workflows to improve efficiency and scalability * Assist in implementation and enhancement of FP&A tools, EPM systems, and reporting automation * Prepare materials for executive ...

The Atlas Group

Senior Financial Analyst

Wichita, KS · On-site

$63K - $79K/yr

The Sr. Financial Analyst will report to the FP&A Director and work closely with other Senior ... Support decision-making with data-driven insights. * Assist in strategic planning initiatives and ...

The Atlas Group

Senior Financial Analyst

Wichita, KS

$63K - $79K/yr

Overview The Sr. Financial Analyst will report to the FP&A Director and work closely with other ... Support decision-making with data-driven insights. * Assist in strategic planning initiatives and ...

The Atlas Group

Senior Financial Analyst

Wichita, KS · On-site

$63K - $79K/yr

Overview The Sr. Financial Analyst will report to the FP&A Director and work closely with other ... Support decision-making with data-driven insights. * Assist in strategic planning initiatives and ...

People People

Entry-Level Paraplanner

Lenexa, KS · On-site

Screen and route incoming telephone calls. * Assist with general administrative and office ... Financial Planning * Accounting * Economics * Business * Mathematics * Or another related field

People People

Entry-Level Paraplanner

Olathe, KS · On-site

Screen and route incoming telephone calls. * Assist with general administrative and office ... Financial Planning * Accounting * Economics * Business * Mathematics * Or another related field

People People

Entry-Level Paraplanner

Lenexa, KS · On-site

Assist in interpreting tax documents issued by our custodian(s).Ensure follow-up letters to client ... Previous experience in wealth management or financial planning is preferred.We are primarily ...

People People

Entry-Level Paraplanner

Olathe, KS · On-site

Assist in interpreting tax documents issued by our custodian(s).Ensure follow-up letters to client ... Previous experience in wealth management or financial planning is preferred.We are primarily ...

Wolters Kluwer

Senior Finance Analyst

Wichita, KS · On-site

$78K - $136K/yr

Job Summary As a Senior Financial Planning Analyst, you will engage in more advanced financial ... We value authenticity and want to ensure we're getting to know you-not a digital assistant. To help ...

next page

Showing results 1-20

All JobsFinancial Planning JobsFinancial Planning Assistant JobsFinancial Planning Assistant Jobs in Kansas

Financial Planning Assistant information

See Kansas salary details

$31.7K

$54.1K

$93.2K

How much do financial planning assistant jobs pay per year?

As of Sep 5, 2026, the average yearly pay for financial planning assistant in Kansas is $54,061.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,500.00 and $61,100.00 per year, depending on experience, location, and employer.

What does a financial planning assistant do?

A financial planning assistant provides support to a financial planner. You assist with the analysis of potential plans for clients and provide customer assistance whenever they have questions. You also perform administrative duties for your manager, such as scheduling meetings. For qualified financial planning assistants, your job responsibilities may require you to draft letters, documents, or reports.

What are some of the main ways a financial planning assistant supports financial advisors during client meetings?

Financial Planning Assistants play a crucial role before, during, and after client meetings by preparing necessary documentation, gathering and organizing financial data, and creating preliminary reports. During meetings, they often take detailed notes, update financial plans in real time, and ensure that all client questions are documented for follow-up. After meetings, they handle administrative tasks such as updating client files, scheduling follow-up appointments, and coordinating with other team members to implement recommended strategies. This support ensures meetings run smoothly and advisors can focus on client relationships and strategic planning.

What are the key skills and qualifications needed to thrive as a financial planning assistant, and why are they important?

To thrive as a Financial Planning Assistant, you need a solid understanding of financial concepts, attention to detail, and typically a degree in finance or a related field. Familiarity with financial planning software, CRM systems, and proficiency in Microsoft Excel are commonly required, and certifications like the FPQP (Financial Paraplanner Qualified Professional) can be advantageous. Strong organizational skills, discretion, and excellent interpersonal communication help you build trust with clients and support advisors effectively. These abilities ensure accurate financial analysis, smooth workflow, and high-quality client service in a competitive industry.

What is the difference between Financial Planning Assistant vs Financial Advisor?

AspectFinancial Planning AssistantFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like CFP are not mandatoryOften requires a bachelor's degree; CFP certification is common and preferred
Work EnvironmentSupports financial planners in an office setting, handling administrative and client support tasksWorks directly with clients to develop and implement financial plans
Employer & Industry UsageEmployed by financial planning firms, banks, or investment companiesEmployed by similar firms, often with a client-facing role

While both roles support financial services, a Financial Planning Assistant primarily provides administrative and support functions, whereas a Financial Advisor works directly with clients to create personalized financial strategies. The assistant role often serves as a stepping stone toward becoming a Financial Advisor.

More about Financial Planning Assistant jobs

What are the most commonly searched types of Financial Planning jobs in Kansas?

The most popular types of Financial Planning jobs in Kansas are:

What are popular job titles related to Financial Planning Assistant jobs in Kansas?

For Financial Planning Assistant jobs in Kansas, the most frequently searched job titles are:

What job categories do people searching Financial Planning Assistant jobs in Kansas look for?

The top searched job categories for Financial Planning Assistant jobs in Kansas are:

What cities in Kansas are hiring for Financial Planning Assistant jobs?

Cities in Kansas with the most Financial Planning Assistant job openings:

Financial Planning Assistant jobs near you
Infographic showing various Financial Planning Assistant job openings in Kansas as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, 1% Temporary, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $54,061 per year, or $26 per hour.

Financial Planning Analyst

HMC

Overland Park, KS • On-site

$60K - $70K/yr

Full-time

Medical, Dental, Vision, PTO

Re-posted 6 days ago

Job description

About the Role: Hotel Management & Consulting is seeking a Financial Planning Analyst to join our team based out of our Overland Park, KS office. This role will focus on providing critical financial insights, analysis, and recommendations to optimize spending and improve the financial health of the company, driving results across the board. The ideal candidate will have strong experience in financial analysis, P&L review, budgeting, and forecasting, with proficiency in Excel and PowerBI.
Our Culture: We believe in a performance-based culture where hard work is balanced with respect for personal life. We offer equal opportunity and advancement based on merit, and operate with a small, efficient team of hospitality professionals.
Benefits:
  • Salary: Dependent on experience, $60,000 - $70,000.
  • DailyPay Access: Flexible pay options to access your earnings when you need them.
  • Benefits: Offering medical, dental, and vision benefits in addition to the company's paid time off benefit for full-time employees.
  • Employee Assistance Program: Complementary benefit provided to all employees to assist with personal or work-related concerns.
  • Career Growth: Opportunities for advancement within the company for dedicated employees.

Primary Duties:
  • Analyze financial data and trends, providing actionable insights and recommendations for optimizing hotel cost expenditures.
  • Review monthly P&L statements with regional managers to gain in-depth knowledge of property financial performance.
  • Team with regional managers to identify and track operational issues critical to achieving successful financial performance.
  • Generate regular reports detailing financial results, trends, and key metrics for client level presentations.
  • Identify opportunities to improve and automate current financial reports and processes.
  • Assist in developing annual property budgets and ad hoc budgets for new properties.
  • Prepare pro forma financial models to evaluate the financial impact of new hotel opportunities.
  • Provide ad hoc financial reporting and support for internal operations and accounting teams.
  • Identify opportunities to utilize and drive implementation of AI within the business.
  • Utilize Excel and PowerBI to create financial models, reports, and dashboards.

Preferred Qualifications:
  • Bachelor's Degree in Finance, Accounting, Economics or a related field
  • Experience budgeting, forecasting, and profit and loss reporting
  • Proficient computer skills including expert in Excel and PowerBI (or other data visualization tools)
  • Basic understanding of AI tool capabilities; willingness to research/learn new tools.
  • Excellent organizational, time management, and problem-solving abilities.
  • Effective oral and written communication skills.

Physical Requirements:
  • Frequently required to sit, stand, talk and hear.
  • This position requires the ability to occasionally lift office products and supplies, up to 20 pounds.

Hotel Management and Consulting, Inc. reserves the right to modify, change, or apply this job description in any way the company desires. This job description in no way implies that these are the only duties, including essential duties, to be performed by the employee occupying this position. This job description is not an employment contract, implied or otherwise. The employment relationship remains "at will". These job requirements are subject to change to reasonably accommodate qualified disabled individuals.
Equal employment opportunities (EEO) to all employees and applicants are provided without regard to race, color, religion, sex, gender identity, sexual orientation, pregnancy, status as a parent, national origin, age, disability (physical or mental), political affiliation, military status, or other non-merit-based factors.
We comply with applicable federal, state, and local laws governing non-discrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, job transfer, leaves of absence, compensation, and training. In the event of a favorable hiring decision, we participate in E-Verify.
Any form of unlawful harassment of employees or applications for reasons based on race, color, religion, gender identity, sexual orientation, national origin, age, disability, or veteran status is strictly prohibited. Improper interference with the ability of employees to perform their expected job duties is not tolerated. Reasonable accommodation may be provided to enable individuals with disabilities to perform essential functions. We are a Drug Free workplace.

Apply