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Financial Professional Associate Jobs in Kansas (NOW HIRING)

UMB Financial

Financial Advisor

Leawood, KS

$20K - $114K/mo

Sales Conference * Wealth Mgmt Professional Development * Sales Essentials & Professional ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

UMB Financial Corporation

Financial Advisor

Leawood, KS · On-site

$20K - $114K/mo

Sales Conference * Wealth Mgmt Professional Development * Sales Essentials & Professional ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

IMA Financial Group

Financial Advisor

Wichita, KS · On-site

Value and understand the importance of diversity, equity, and inclusion among all IMA associates ... Professional Development. In addition to our robust benefits package, the final offer amounts will ...

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Financial Professional Associate information

See Kansas salary details

$39.7K

$78K

$120.8K

How much do financial professional associate jobs pay per year?

As of Jun 15, 2026, the average yearly pay for financial professional associate in Kansas is $78,036.00, according to ZipRecruiter salary data. Most workers in this role earn between $49,100.00 and $107,000.00 per year, depending on experience, location, and employer.

Can financial advisors make $500,000 a year?

Financial Professional Associates typically do not earn $500,000 annually, as this level of income is more common among experienced financial advisors with established client bases, high-value portfolios, and advanced certifications like the CFP or CFA. Most earn a combination of salary and commissions or bonuses, with top earners reaching higher income levels after years of experience and a strong network. Achieving such income often requires significant business development and client management skills.

Is a CFP better than a CPA?

A Financial Professional Associate role typically involves financial planning and advising, where a CFP (Certified Financial Planner) credential demonstrates expertise in personal finance, estate planning, and investment management. A CPA (Certified Public Accountant) specializes in accounting, tax, and auditing services. The better credential depends on the specific job focus—CFPs are more suited for financial planning, while CPAs are ideal for accounting and tax-related roles.

What are the key skills and qualifications needed to thrive as a Financial Professional Associate, and why are they important?

To thrive as a Financial Professional Associate, you need a solid understanding of financial products, sales acumen, and typically a bachelor’s degree in finance, business, or a related field. Familiarity with CRM software, financial planning tools, and relevant licenses such as FINRA Series 6 or 7 and state insurance licenses are often required. Strong interpersonal skills, ethical judgment, and the ability to communicate complex information clearly help build client trust and long-term relationships. These skills are essential for helping clients achieve their financial goals while ensuring compliance and fostering business growth.

What are Financial Professional Associates?

Financial Professional Associates are entry-level financial advisors who work with clients to help them manage their finances, plan for their future, and achieve their financial goals. They typically assist with investment planning, retirement strategies, insurance needs, and other financial services. Financial Professional Associates often work under the supervision of more experienced advisors and receive training to develop their skills and knowledge in the financial industry. Their role is essential in guiding clients through complex financial decisions and building long-term relationships.

What does a financial associate do?

A financial professional associate supports financial advisors or firms by preparing client reports, analyzing financial data, and assisting with investment strategies. They often handle administrative tasks, maintain client records, and may use financial software, requiring strong organizational and communication skills. This role typically requires relevant certifications or training in finance or related fields.

Is $200,000 enough to work with a financial advisor?

For a Financial Professional Associate, $200,000 can be a substantial amount to invest or manage, depending on the client's financial goals and the advisor's fee structure. Many financial advisors require a minimum investment or net worth to provide comprehensive services, but some offer advice for lower amounts. The suitability depends on the specific services needed and the advisor's policies.

What are some common challenges faced by Financial Professional Associates when building their client base, and how can they overcome them?

Financial Professional Associates often encounter challenges in building a robust client base, especially early in their careers when they may lack an extensive personal network. Overcoming these obstacles typically involves proactive networking, leveraging mentorship opportunities, and utilizing company-provided resources such as training programs and marketing tools. Many successful associates focus on building trust with clients through education, transparent communication, and consistent follow-up. Developing a referral system and participating in community events can also help expand their reach and establish credibility within the financial services industry.

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

AspectFinancial Professional AssociateFinancial Advisor
Required CredentialsTypically Series 6/7, possibly life insurance licensesSeries 7, 66, or 65, and relevant licenses
Work EnvironmentSupport role in financial firms, assisting advisorsClient-facing, providing financial planning and investment advice
Employer & Industry UsageUsed in brokerage firms, banks, and financial institutionsUsed across independent and firm-affiliated financial planning practices

The main difference is that a Financial Professional Associate primarily supports financial advisors and handles administrative tasks, while a Financial Advisor directly interacts with clients to develop financial plans and investment strategies. The roles often require similar licenses initially, but their responsibilities and client engagement levels differ significantly.

What are popular job titles related to Financial Professional Associate jobs in Kansas? For Financial Professional Associate jobs in Kansas, the most frequently searched job titles are:
What job categories do people searching Financial Professional Associate jobs in Kansas look for? The top searched job categories for Financial Professional Associate jobs in Kansas are:
Financial Professional Associate jobs near you

Financial Advisor Associate (TRAINING & LICENSING PROVIDED)

Wisepath Group

Wichita, KS • On-site, Remote

$60K - $120K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 6 days ago

Job description

Financial Advisor Associate
Training, Licensing & Mentorship Provided
Remote / Hybrid Opportunities Available
Launch a Career That Can Change Your Future
Most people never find a career that allows them to make a meaningful impact, build professional independence, create long-term wealth, and enjoy unlimited growth opportunities.
Financial advising offers all of those possibilities.
At Strategic Financial Concepts (SFC), we're looking for ambitious, coachable, and driven individuals who want more than just a job. We're looking for future leaders who want a career with purpose, growth, and the opportunity to build something meaningful.
No prior financial services experience is required.
If you're motivated, relationship-oriented, and eager to learn, we'll provide the training, mentorship, and support needed to help you succeed.
Why Join Strategic Financial Concepts?
Many professionals join SFC because they are looking for:
• Greater income potential
• A clear professional career path
• Meaningful work that helps others
• Mentorship from experienced advisors
• Leadership development opportunities
• Business ownership potential
• Long-term financial growth
• A career where effort directly impacts success
Why This Career Is Different
This isn't a call center role.
This isn't a transactional sales position.
This is an opportunity to become a trusted advisor who helps individuals, families, and business owners make important financial decisions that impact their future.
You'll learn how to build meaningful relationships, develop professional expertise, and create a rewarding career helping others pursue financial confidence.
What You'll Gain
Professional Development
  • Life & Health Insurance Licensing Support
  • Industry Training & Education
  • Ongoing Professional Development
  • Leadership Development Programs
  • Career Advancement Opportunities
Mentorship & Support
  • Hands-On Mentorship
  • Joint Work Opportunities
  • Experienced Advisor Coaching
  • Collaborative Team Environment
Technology & Resources
  • Advanced Financial Planning Technology
  • CRM & Client Relationship Tools
  • Marketing & Business Development Resources
Compensation & Growth
First-Year Target Earnings
$60,000 - $120,000+
Additional Opportunities
  • Performance-Based Compensation
  • Uncapped Earning Potential
  • Residual Income Opportunities
  • Leadership Advancement Opportunities
  • Long-Term Career Growth

Your income is directly tied to your effort, development, and ability to build meaningful client relationships.
Who Succeeds at SFC?
Many successful advisors come from backgrounds such as:
  • Sales
  • Customer Service
  • Hospitality
  • Athletics
  • Military Service
  • Entrepreneurship
  • Education
  • Banking
  • Insurance
  • Business Development

Successful candidates are typically:
  • Goal-Oriented
  • Coachable
  • Competitive
  • Relationship-Focused
  • Self-Motivated
  • Professional
  • Driven to Help Others
Comprehensive Benefits Package
Health & Financial Benefits
  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Disability Insurance
  • 401(k) with 6% Company Match
Additional Benefits
  • Leadership Development Programs
  • Professional Training & Education
  • Recognition Programs
  • Incentive Travel Opportunities
  • Mentorship & Coaching
Career Path
At Strategic Financial Concepts, we believe in promoting from within and creating opportunities for long-term growth.
Financial Advisor Associate
↓
Financial Advisor
↓
Senior Financial Advisor
↓
Managing Advisor
↓
Regional Director
↓
Executive Leadership
About Strategic Financial Concepts
Our Goal Is Your Success.
Strategic Financial Concepts helps individuals, families, and business owners pursue financial confidence through comprehensive planning strategies while providing advisors with the training, mentorship, technology, and support needed to build successful careers.
Ready to Take the Next Step?
If you're looking for a career that offers professional growth, unlimited potential, mentorship, and the opportunity to make a meaningful impact, we'd love to hear from you.
Apply today and start building your future with Strategic Financial Concepts.
We are committed to equal opportunity and diversity in the workplace. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status. All inquiries and applications are kept confidential.

Apply