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Financial Planning Assistant Jobs in Kansas (NOW HIRING)

Financial Planning Analyst

Wichita, KS

$68K - $118K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

As a Financial Planning Analyst, you will be working closely with the Finance Manager & other ... We value authenticity and want to ensure we're getting to know you-not a digital assistant. To help ...

New

Financial Planning Analyst

Wichita, KS · On-site

$68K - $118K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

As a Financial Planning Analyst, you will be working closely with the Finance Manager & other ... We value authenticity and want to ensure we're getting to know you-not a digital assistant. To help ...

New

Senior Financial Planning Analyst

Wichita, KS · On-site

$78K - $136K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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 ...

Senior Financial Planning Analyst

Wichita, KS

$78K - $136K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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 ...

Senior Financial Planning Analyst

Wichita, KS

$78K - $136K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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 ...

Senior Financial Analyst

Wichita, KS

$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 ...

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 ...

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 ...

Team Financial Advisor

Manhattan, KS · On-site

$50K - $55K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... To: * Assist with preparation, review, and maintenance of financial plans, portfolios, and insurance solutions * Support development of client recommendations and planning strategies * Prepare ...

Team Financial Advisor

Manhattan, KS · On-site

$50K - $55K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... To: * Assist with preparation, review, and maintenance of financial plans, portfolios, and insurance solutions * Support development of client recommendations and planning strategies * Prepare ...

The Financial Analyst reports to the VP of Strategic Finance and will support monthly reporting ... capacity planning * Assist in ad hoc strategic analysis and reporting request from various ...

Financial Advisor

Leawood, KS

$102K - $125K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Partner with all members of service team to assist clients to achieve and/or exceed defined ... Knowledge of the financial planning process including securities and trading, life insurance and ...

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Showing results 1-20

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 Aug 15, 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 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 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 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.

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

The most popular types of Financial Planning 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:

Infographic showing various Financial Planning Assistant job openings in Kansas as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $54,061 per year, or $26 per hour.

Financial Planning Analyst

Wolters Kluwer

Wichita, KS

$68K - $118K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 3 days ago

New


Wolters Kluwer rating

9.1

Company rating: 9.1 out of 10

Based on 29 frontline employees who took The Breakroom Quiz

25th of 244 rated software companies


Job description

About the Role:
Wolters Kluwer is a global provider of professional information, software solutions, and services for the finance, tax & accounting, risk, compliance, healthcare, CSG, and regulatory sectors. Within our Enterprise Finance division, we apply domain expertise to support Wolters Kluwer's Digital DNA, streamline processes, decrease costs, and improve the efficiency of centralized service delivery.

As a Financial Planning Analyst, you will be working closely with the Finance Manager & other Senior Analysts to execute specialized financial tasks and ensure the quality of financial reports and analysis to senior leadership and managers. You will be expanding your knowledge and be responsible for your area's overall performance and strategic financial management. This role demands exceptional financial acumen, strategic insight, and leadership skills to ensure the organization's financial objectives are met and exceeded.
Responsibilities:

  • Supporting GBS, DXG, Legal, HR, Strategy, and GBCM allocations through VSP, LE, and Budget cycles.
  • Provide Key Insights to Divisional Business Leaders with Enterprise Function expenses.
  • Develop and provide analysis of advanced financial data and emerging trends into high-level financial reports for senior leadership.
  • Support ongoing development and optimization of financial models
  • Partner Finance Manager & other Senior Analysts to shape strategic financial decisions.


Skills:

  • Advanced Data Entry: Proficient in detailed financial data entry.
  • Financial Analysis: Capable of conducting financial analyses with oversight
  • Modeling Support: Skillful in maintaining and updating financial models.
  • Report Generation: Ability to prepare thorough financial reports.
  • Trend Analysis: Skilled at analyzing and summarizing financial trends.
  • Budget Assistance: Assisting in budget preparation and documentation.
  • Research Support: Contributing to economic and financial research activities.
  • Collaboration: Effective in collaborating on team financial projects.

Qualifications:

  • A minimum of one year of finance experience, including financial analysis, forecasting, and modeling; experience in software or the IT industry preferred
  • Bachelor's degree from an accredited college or university
  • Exceptional analytical insight and the ability to tailor complex messages to the appropriate audience in a collaborative manner
  • Strong analytical and communication skills
  • Advanced Excel formula knowledge with the ability to handle large datasets
  • Variance analysis of project results and actual results
  • Proficient with Microsoft Office Suite applications, including Word, Excel, and Outlook. Experience with SAP and planning/reporting software such as Hyperion, Tagetik, Essbase, and PBCS preferred
  • Domestic and international travel as needed
Our Interview Practices

To maintain a fair and genuine hiring process, we kindly ask that all candidates participate in interviews without the assistance of AI tools or external prompts. Our interview process is designed to assess your individual skills, experiences, and communication style. We value authenticity and want to ensure we're getting to know you-not a digital assistant. To help maintain this integrity, we ask to remove virtual backgrounds and include in-person interviews in our hiring process. Please note that use of AI-generated responses or third-party support during interviews will be grounds for disqualification from the recruitment process.

Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.

Compensation:

$68,900.00 - $118,050.00 USDThis role is eligible for Bonus.

Compensation range listed is based on primary location of the position. Actual base salary offer is influenced by a wide array of factors including but not limited to skills, experience and actual hiring location. Your recruiter can share more information about the specific offer for the job location during the hiring process.

Additional Information:

Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request.


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