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Financial Professional Associate Jobs in Kansas (NOW HIRING)

Wisepath Group

Associate Financial Advisor

Wichita, KS · On-site

$60K - $120K/yr

... OneAmerica Financial ® . Our client firm operates under a specialized macroeconomic planning ... Manage existing client relationships, addressing daily operational inquiries with high professional ...

UMB Financial

Financial Advisor

Leawood, KS · On-site

$102K - $125K/yr

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) ...

Busey

Financial Planning Specialist II

Leawood, KS · On-site

$64K - $80K/yr

Obtain and maintain appropriate professional designations related to financial planning. * Execute ... In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible ...

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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Showing results 1-20

All JobsFinancial Professional Associate JobsFinancial Professional Associate Jobs in Kansas

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 Aug 28, 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.

What is a financial professional associate?

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 are the key skills and qualifications needed to thrive as a financial professional associate?

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 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 cities in Kansas are hiring for Financial Professional Associate jobs?

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

Financial Professional Associate jobs near you
Infographic showing various Financial Professional Associate job openings in Kansas as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 20% Part Time, 1% Temporary, and 5% Contract. Highlights an 86% Physical, 2% Hybrid, and 12% Remote job distribution, with an average salary of $78,036 per year, or $37.5 per hour.

Financial Representative

Guardian Kansas City

Overland Park, KS • On-site, Remote

Full-time

Re-posted 17 days ago

Job description

Description
Help people build lives they love-not just portfolios.
At Guardian Kansas City, we believe financial planning is about more than dollars and cents. It's about helping people buy their first home, send kids to college, retire with confidence, grow businesses, and create lasting legacies.
We're looking for an Associate Financial Specialist who loves building relationships, solving problems, and making a real impact. If you're naturally curious, driven to succeed, and energized by helping others achieve their goals, we'd love to meet you.
What You'll Do
No two days are exactly the same, but you can expect to:
  • Meet with individuals, families, and business owners to understand their goals and dreams.
  • Create customized financial strategies that help clients build, protect, and grow their wealth.
  • Guide clients through retirement planning, insurance solutions, investment strategies, risk management, and wealth accumulation.
  • Become a trusted advisor clients can count on through every stage of life.
  • Build lasting relationships through exceptional service, honest conversations, and proactive support.
  • Continue learning and developing your expertise with coaching, mentorship, and professional growth opportunities.
Who You Are
You might be a great fit if you:
  • Love connecting with people and building meaningful relationships.
  • Enjoy solving complex problems and finding creative solutions.
  • Are self-motivated, goal-oriented, and excited by the opportunity to grow.
  • Have strong communication skills and a genuine desire to help others succeed.
  • Thrive in a collaborative, positive, and high-performing environment.
  • Are excited about building a rewarding career with unlimited potential.
Why Guardian Kansas City?
Because this is more than a job-it's an opportunity to make a difference.
Here you'll find:
  • A collaborative team that wants to see you succeed.
  • Mentorship from experienced financial professionals.
  • Ongoing training and professional development.
  • Opportunities for career advancement and long-term growth.
  • The chance to positively impact the financial futures of your clients and your community.
The Bottom Line
If you're looking for a career where your work has purpose, your relationships matter, and your success grows alongside your clients', we'd love to talk.
Responsibilities
$47
Qualifications
$48

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