ZipRecruiter

Log In

1

Financial Planning Associate Jobs in Kansas (NOW HIRING)

Landmark National Bank

Bank Manager

Pittsburg, KS · On-site

$70 - $110/hr

Responsibilities include workforce planning, hiring, onboarding, performance management, Associate ... Experience:3 or more years of banking, financial services, retail management, or related customer ...

RCB Bank

Wealth Advisor - Wichita

Wichita, KS · On-site

Provide technical planning and investment expertise to department staff, organization employees ... Associate or bachelor's degree in finance, business, economics, or applicable degree area

RCB Bank

Wealth Advisor - Wichita

Wichita, KS · On-site

$65 - $95/hr

Provide technical planning and investment expertise to department staff, organization employees ... Associate or bachelor's degree in finance, business, economics, or applicable degree area

rcb

Wealth Advisor - Wichita

Wichita, KS · On-site

Provide technical planning and investment expertise to department staff, organization employees ... Associate or bachelor's degree in finance, business, economics, or applicable degree area

previous pagenext page

Showing results 21-40

All JobsFinancial Planning Associate JobsFinancial Planning Associate Jobs in Kansas

Financial Planning Associate information

See Kansas salary details

$12

$28

$60

How much do financial planning associate jobs pay per hour?

As of Sep 6, 2026, the average hourly pay for financial planning associate in Kansas is $28.51, according to ZipRecruiter salary data. Most workers in this role earn between $18.41 and $30.67 per hour, depending on experience, location, and employer.

What does a financial planning associate do?

A Financial Planning Associate supports financial advisors in creating and managing personalized financial plans for clients. They assist with data gathering, preparing financial projections, and conducting research on investment products and strategies. Their role also includes communicating with clients, maintaining records, and ensuring all regulatory requirements are met. This position is often an entry point for those aspiring to become certified financial planners in the future.

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

To thrive as a Financial Planning Associate, you need strong analytical abilities, knowledge of financial products, and a bachelor's degree in finance or a related field. Familiarity with financial planning software such as eMoney Advisor or MoneyGuidePro and certifications like CFP coursework are typically expected. Excellent interpersonal skills, attention to detail, and clear communication help foster client trust and support collaboration within advisory teams. These skills are crucial for delivering accurate financial advice, building strong client relationships, and ensuring regulatory compliance.

How does a financial planning associate typically collaborate with senior advisors and clients?

As a Financial Planning Associate, you’ll work closely with senior advisors by assisting in the preparation of financial plans, conducting research, and gathering client information. You’ll often participate in client meetings, take notes, and help implement action items such as account openings, portfolio rebalancing, or document preparation. This collaborative environment provides valuable opportunities to learn directly from experienced professionals and build strong client relationships, which can be pivotal for advancement within the firm.

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

AspectFinancial Planning AssociateFinancial Advisor
CertificationsTypically requires a Series 7, Series 66, or CFP courseworkOften holds CFP certification, Series 7, Series 66, or other licenses
Work EnvironmentSupports financial advisors, works in financial firms or banksProvides personalized financial advice to clients, works independently or in firms
Primary ResponsibilitiesAssists in preparing financial plans, research, client supportCreates financial plans, recommends investments, manages client portfolios

Financial Planning Associates typically support Financial Advisors by handling research and client support, often requiring similar certifications. Financial Advisors directly serve clients with personalized financial strategies. While Associates focus on preparation and support, Advisors engage in client-facing advice and portfolio management.

Is a Financial Planning Associate an entry-level job?

A Financial Planning Associate is typically considered an entry-level position in the financial services industry. It often requires basic knowledge of financial concepts, strong communication skills, and may involve on-the-job training or certifications such as the CFP designation in the future.

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 Associate jobs in Kansas?

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

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

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

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

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

Financial Planning Associate jobs near you
Infographic showing various Financial Planning Associate 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 $59,292 per year, or $28.5 per hour.

Bank Manager (46329)

LANDMARK NATIONAL BANK

Pittsburg, KS • On-site

Full-time

Posted 8 days ago

Job description

POSITION SUMMARY:
The Bank Manager leads a branch team in delivering exceptional customer service, building strong customer relationships, and supporting Landmark National Bank's commitment to serving our communities. This role drives branch growth, profitability, operational efficiency, and regulatory compliance while leading business development efforts and community engagement. The Bank Manager coaches and develops Associates, promotes accountability for service and sales performance, and partners with bank leadership and other divisions to achieve branch and organizational goals.
ESSENTIAL FUNCTIONS:
  • People Leadership
    • Attract, hire, onboard, develop, engage, and retain high-performing Associates.
    • Establish clear expectations and hold Associates accountable for performance, service, and results.
    • Provide ongoing coaching, feedback, recognition, and development opportunities to support Associate growth and career progression.
    • Foster a positive, collaborative, and inclusive work environment that promotes engagement and high performance.
    • Conduct performance evaluations and development planning discussions in a timely and thorough manner.
    • Address performance concerns, behavior issues, and policy violations promptly in partnership with Human Resources.
    • Support succession planning and talent development initiatives to ensure future organizational capability.
  • Customer & Relationship Management
    • Build and maintain trusted relationships with consumer and business customers through proactive outreach, needs-based conversations, and exceptional service.
    • Develop new business opportunities through referrals, networking, community involvement, and partnership with other lines of business.
    • Represent the Bank within the community through civic involvement, networking events, business development activities, and relationship-building opportunities that enhance the Bank's visibility and support growth objectives.
    • Manage and grow the branch portfolio by monitoring customer relationships, identifying opportunities to expand household relationships, and retaining high-value customers.
  • Business Development & Sales
    • Drive achievement of branch goals related to revenue, deposits, consumer lending, referrals, portfolio growth, and customer acquisition.
    • Partner with business lines and subject matter experts to deliver tailored financial solutions that meet customer needs and contribute to branch performance.
  • Branch Performance
    • Promote a relationship-based sales culture by coaching Associates to uncover customer needs, make referrals, and deliver tailored financial solutions.
    • Monitor and manage branch scorecard metrics, proactively identifying trends, performance gaps, and opportunities to improve results.
    • Establish clear expectations and accountability for individual and branch performance through goal setting, performance monitoring, and coaching.
  • Risk Management & Compliance
    • Monitor portfolio quality, identify emerging risks, and balance growth with sound credit practices.
    • Ensure compliance with regulatory requirements, bank policies, and internal controls while identifying, managing, and escalating operational, credit, and compliance risks as appropriate.
  • Operational Excellence
    • o Allocate staffing and resources effectively to support business needs, service standards, and operational efficiency.
    • Maintain strong operational controls to safeguard customer information, Bank assets, and overall branch security.
    • Oversee completion and accuracy of operational documentation, records, and reports to support regulatory and business requirements.
    • Monitor operational, compliance, and fraud-related risks, addressing issues promptly and escalating concerns as appropriate.
    • Maintain audit and examination readiness by ensuring adherence to policies, procedures, and control standards.
    • Maintain reliable and predictable onsite attendance to meet business, customer, coverage, and operational needs.
  • Culture & Values
    • Demonstrate respect for others by fostering an inclusive, collaborative, and professional work environment.
    • Embrace curiosity by seeking to learn, improve, and identify opportunities for growth and innovation.
    • Act with integrity by maintaining accountability, following policies and procedures, and doing what is right for customers, colleagues, and the Bank.
    • Promote authenticity through honest and forthright communication as well as transparency.
    • Strengthen unity by working cooperatively across teams, supporting shared goals, and contributing to a positive culture.

PEOPLE LEADER RESPONSIBILITIES:
This position is responsible for leading, coaching, developing, and managing team members. Responsibilities include workforce planning, hiring, onboarding, performance management, Associate development, succession planning, Associate engagement, retention, recognition, and addressing performance concerns in partnership with Human Resources.
WORK ENVIRONMENT:
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, and scanning machines.
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an Associate to successfully perform the essential functions of this job. While performing the
duties of this job, the Associate must be able to sit for extended periods on a regular basis and is occasionally required to stand; walk; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; talk; and hear. The Associate may occasionally lift or move up to 30 pounds. This position requires the ability to perform tasks involving close visual focus.
EXPECTED HOURS OF WORK:
Days and hours of work are generally Monday through Friday, with periodic Saturday hours. Work schedules are determined by branch operating hours and coverage needs. Additional hours, including evenings and weekends, may be required to support customer, business, and community engagement activities.
TRAVEL:
This position occasionally requires local travel and there may rare instances of state-wide travel, which may require an overnight stay.
POSITION REQUIREMENTS:
Experience:
  • 3 or more years of banking, financial services, retail management, or related customer-facing experience preferred.
  • 2 or more years of leadership, supervisory, or management experience with responsibility for coaching, performance management, and team development preferred.
  • Experience delivering sales, service, operational, and financial performance results.
  • Experience building customer relationships and identifying opportunities to deepen and expand client relationships.
  • Experience managing operational processes, controls, and regulatory compliance requirements.
  • Experience in business development, networking, and community engagement activities preferred.

Education:
  • Associate's or Bachelor's degree in Business, Finance, Accounting, Management, or a related field, or equivalent work experience
OTHER DUTIES:
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the Associate for this job. Duties, responsibilities and activities may change at any time with or without notice.

Apply