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Financial Planning Assistant Jobs in Kansas (NOW HIRING)

Wolters Kluwer

Senior Finance Analyst

Wichita, KS

$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 ...

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 ...

Wisepath Group

Financial Advisor

Wichita, KS · On-site

$100K - $250K/yr

Our client firm operates under a specialized macroeconomic planning philosophy that prioritizes ... Access to shared corporate office space and administrative assistant support. * Direct pathways for ...

Wisepath Group

Financial Advisor

Wichita, KS · On-site

$100 - $250/hr

Our client firm operates under a specialized macroeconomic planning philosophy that prioritizes ... Access to shared corporate office space and administrative assistant support. * Direct pathways for ...

JBT Marel Corporation

Senior Manager, Finance

Sabetha, KS · On-site

$98K - $134K/yr

Develop and maintain capital budget. * Assist in development of financial planning and analysis exercises/reports. * Participate in calls with Division and Corporate Management. Finance * Oversee ...

JBT Marel Corporation

Senior Manager, Finance

Sabetha, KS · On-site

$98K - $134K/yr

Develop and maintain capital budget. * Assist in development of financial planning and analysis exercises/reports. * Participate in calls with Division and Corporate Management. Finance * Oversee ...

Wenger

Senior Manager, Finance

Sabetha, KS · On-site

$98K - $134K/yr

Develop and maintain capital budget. * Assist in development of financial planning and analysis exercises/reports. * Participate in calls with Division and Corporate Management. Finance * Oversee ...

INTERGLOBAL HOMES

Administrative Assistant

Topeka, KS

$17 - $22.75/hr

Seeking an Experienced Administrative Assistant support professional for a highly successful Real ... Financial Planning Life Insurance Disability Insurance Long-Term Care Insurance

hcmportal

Analyst II

Des Moines, IA · Hybrid

The Analyst II, Capital position sits within the Financial Planning and Analysis team. You will ... Working with Financial Reporting and parent company to assist the production of Group Capital ...

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Showing results 21-40

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 6, 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.

Senior Finance Analyst

Wolters Kluwer

Wichita, KS

$78K - $136K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 17 days ago

Wolters Kluwer rating

9.1

Company rating: 9.1 out of 10

Based on 29 frontline employees who took The Breakroom Quiz

26th of 247 rated software companies

Job description

Job Summary


As a Senior Financial Planning Analyst, you will engage in more advanced financial tasks and provide significant support in the analysis and preparation of financial data. Your role will ensure that accurate financial insights are available for decision-making, aiding the organization's financial planning and analysis efforts efficiently.

Responsibilities

  • Produce comprehensive financial reports and analyses.

  • Independently conduct financial forecasting and trend analysis.

  • Develop and update complex financial models.

  • Analyze profit-and-loss statements and provide recommendations.

  • Research and analyze economic progressions impacting financial planning.

  • Collaborate on the development of financial strategies.

  • Support the preparation of budget proposals and schedules.

  • Ensure accuracy and reliability of financial data and reports.

  • Participate in scenario analysis for future business planning.

  • Present financial insights to management as needed.

Skills

  • Comprehensive Data Analysis: Proficient in complex financial data analysis.

  • Forecasting: Skilled in performing detailed financial forecasting.

  • Advanced Modeling: Proficient in developing and updating complex financial models.

  • Report Analysis: Ability to produce and interpret comprehensive financial reports.

  • Strategic Insight: Providing insights based on financial data and trend analysis.

  • Economic Research: Proficient in researching and analyzing economic trends.

  • Scenario Planning: Assisting in "what if" scenario analyses for strategic planning.

  • Presentation Skills: Capable of presenting financial data and insightseffectively.

  • Month-End Close: Recording of various journal entries as required (accruals/prepaids).

  • Accounting Principles: Strong understanding of GAAP (expense recognition/CAPX).

Qualifications

  • Bachelor's degree in finance or accounting.

  • 5+ years of experience in financial analysis, financial planning & analysis, or accounting.

  • Strong proficiency in Microsoft Excel including advanced formulas, pivot tables and modeling.

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:

$78,400.00 - $136,950.00 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.

What Wolters Kluwer employees say

Pay

Benefits

Hours and flexibility

Workplace

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About Wolters Kluwer

Sourced by ZipRecruiter

Wolters Kluwer Global Business Services is designed to provide services to the business units in the areas of technology, sourcing, procurement, legal, finance, and accounting which includes our North American-Accounting Center. These global centers promote team collaboration using best practices around a specific focus area to drive results and enhance operational efficiencies. There is a constant endeavor to benchmark against best-in-class industry standards to improve the quality of deliverables, increase cost savings, enhance productivity, and reduce time to market for products and applications

Industry

Accounting services, library and information services and it services

Company size

10,000+ Employees

Headquarters location

Philadelphia, PA, US

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