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Financial Professional Associate Jobs in Kansas (NOW HIRING)

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 ...

IMA Financial Group

Client Associate

Wichita, KS · On-site

Gain exposure to financial and underwriting concepts through collaboration with Financial ... Professional Development. In addition to our robust benefits package, the final offer amounts will ...

R1

Financial Counseling Representative

Manhattan, KS · On-site

$15.43 - $20.82/hr

Professionalism with sensitive financial conversations * High School Diploma or GED What You'll ... Our associates are given the chance to contribute, think boldly and create meaningful work that ...

Chapel Hill-Carrboro City Schools

KS · On-site

$52 - $76/hr

Prepares necessary paperwork to support professional learning conferences and events * Contacts and ... Associate's degree in business administration, accounting, or related discipline; or equivalent ...

R1

Financial Counseling Representative

Manhattan, KS · On-site

$15.43 - $20.82/hr

Professionalism with sensitive financial conversations * High School Diploma or GED WhatYou'llGain ... Our associates are given the chance to contribute, think boldly and create meaningful work that ...

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Showing results 21-40

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 Sep 6, 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 Advisor

IMA Financial Group

Wichita, KS • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 4 days ago

Key responsibilities

  • Proactively source, develop, and secure new client relationships through referrals, networking, centers of influence, and cross-selling opportunities.

  • Build, manage, and expand a book of business consisting of affluent and high-net-worth individuals and families.

  • Construct and deliver goals-based financial planning across retirement, investment management, tax strategies, estate planning, risk management, and education funding.

IMA Financial Group rating

8.6

Company rating: 8.6 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description

Opportunity
  • Join a 25-year-old Registered Investment Advisor serving 650+ households, managing $1B+ in assets, and delivering outstanding client service as a trusted, independent fiduciary.
  • Become a shareholder of IMA Financial Group - a 50-year-old, employee-owned enterprise that was founded in Wichita and has seen explosive national expansion over the past 5 years.
  • Contribute to the next leg of growth in IMA Private Wealth, building your practice with the help of local and national resources for planning, investments, operations, technology, and compliance.
  • Collaborate with 20+ local IMA insurance brokers (400+ nationally) on client cross-referrals.
  • Be part of a long-term succession plan to ensure continuity of client experiences.

Essential job responsibilities include but are not limited to:
  • Proactively source, develop, and secure new client relationships through referrals, networking, centers of influence, and cross-selling opportunities.
  • Build, manage, and expand a book of business consisting of affluent and high-net-worth individuals and families.
  • Construct and deliver goals-based financial planning (in partnership with specialized planning resources where needed) across retirement, fee-based investment management, tax-aware strategies, estate planning coordination, risk management, and education funding.
  • Conduct in-depth financial analyses and present clear, actionable plans that drive client engagement and long-term commitment.
  • Work collaboratively with the IMA Private Wealth investment team to design, implement, and manage investment portfolios focused on long-term principal growth and protection using disciplined asset allocation, rebalancing, and ongoing monitoring processes.
  • Act as the primary point of contact for clients, collaborating with CPAs, attorneys, and other external professionals as needed.
  • Communicate complex financial concepts in a clear, relatable manner that builds confidence and encourages informed decision-making.
  • Identify opportunities to deepen client relationships and broaden service offerings through ongoing planning discussions.
  • Maintain adherence to fiduciary standards, SEC/State regulations, and internal compliance policies.
  • Stay current on market trends, planning strategies, and regulatory developments.
  • Contribute to firm-wide growth initiatives and provide mentorship to junior advisors or planners as appropriate.
  • Support and demonstrate IMA's core values.
  • Value and understand the importance of diversity, equity, and inclusion among all IMA associates.
  • Perform other work-related duties as assigned.

Required Experience and Skills include but are not limited to:
  • Bachelor's degree in Finance, Economics, Business, or a related field (advanced degree a plus).
  • FINRA Series 65 required (S66 acceptable as well).
  • CFP® certification is strongly preferred; CFA®, CPA, or other advanced designations are advantageous.
  • Life Insurance license preferred (required to be able to sell insurance products).
  • 7+ years of experience in a fee-only or fiduciary advisory role with demonstrated success in business development. Experience working with high-net-worth individuals and families is highly preferred.
  • Proven ability to originate new client relationships and grow revenue through consultative, advice-driven sales.
  • Strong technical expertise in investments, retirement planning, tax strategies, and estate planning fundamentals.
  • Experience managing client relationships across the full lifecycle, from prospecting to ongoing service.
  • Excellent interpersonal, communication, and presentation skills.
  • High ethical standards and a strong commitment to fiduciary responsibility.
  • Proficiency with financial planning software, CRM systems, and portfolio management platforms. Experience with Envestnet, MoneyGuidePro and Salesforce a plus.
  • Experience with MS Office products required (specifically Outlook, Word, PowerPoint, and Excel).
  • Limited travel required (<10%).

Competencies & Traits:
  • Entrepreneurial mindset with a strong drive to build and grow a personal book of business.
  • Comfortable working in teams and engaging other talented specialists in client relationships.
  • Thrives in a performance-based, growth-oriented environment.
  • Self-directed, organized, and accountable for results.
  • Confident, consultative sales style rooted in education, transparency, and trust.
  • Adaptable to evolving client needs, market conditions, and firm initiatives.
  • Strategic thinker with strong analytical and problem-solving abilities.

Compensation & Benefits
Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:
Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Well-Being Stipend, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.
*These benefits do not apply to internship roles.
Why Join IMA?
We've built a reputation for putting our associates first
What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It's this unique ownership business model that makes working at IMA so appealing.
We work in teams. We sell in teams. We win and prosper as a team
We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we're big enough to write business all over the world and small enough to implement your ideas quickly.
We are recognized nationally as a leader in our industry
• Business Insurance Magazine - Best Places to Work in Insurance
• US Insurance Awards - Community Outreach Project of the Year
• U.S. Chamber of Commerce Citizen Awards - Best Corporate Steward finalist
• Inc. Magazine Best Workplaces
• Inc. 5000 - List of Fastest Growing Companies
• Alaska Journal of Commerce - Best Workplaces in Alaska
• Charlotte Business Journal - Best Places to Work
• Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• Connecticut Top Workplaces
• Dallas Business Journal - Best Places to Work
• Denver Business Journal - Best Places to Work
• Denver Business Journal - Fast 50
• Kansas City Business Journal - Best Places to Work
• Los Angeles Business Journal - Best Places to Work
• Puget Sound Business Journal - Washington's Best Workplaces
• Tampa Bay Times - Best Workplaces
• The Salt Lake City Tribune Top Workplaces
• Utah Business - Best Places to Work
• Wichita Business Journal - Best Places to Work
This Job Description is not a complete statement of all duties and responsibilities comprising this position.
The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

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