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Financial Service Associate Jobs in Kansas (NOW HIRING)

Advisors Excel

Advisor Service Associate

Topeka, KS · On-site

$13 - $17.25/hr

Advisor Service Associate Department: WM Operations Reporting to: WM Operations Manager Location ... Previous experience working in the financial services industry * Previous customer service ...

Advisors Excel

Advisor Service Associate

Topeka, KS · On-site

$14.75 - $19.75/hr

Advisor Service Associate Department: WM Operations Reporting to: WM Operations Manager Location ... Previous experience working in the financial services industry * Previous customer service ...

Advisors Excel

Advisor Service Associate

Topeka, KS · On-site

$14.75 - $19.75/hr

Advisor Service Associate Department: WM Operations Reporting to: WM Operations Manager Location ... Previous experience working in the financial services industry * Previous customer service ...

BOK Financial

Client Service Associate

Overland Park, KS · On-site

$13.75 - $19/hr

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... The Client Service Associate serves as the first point of contact to meet client needs and is ...

BOK Financial

Client Service Associate

Overland Park, KS

$13.75 - $19/hr

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... The Client Service Associate serves as the first point of contact to meet client needs and is ...

BOK Financial

Client Service Associate

Bonner Springs, KS · On-site

$13.50 - $18.75/hr

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... The Client Service Associate serves as the first point of contact to meet client needs and is ...

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Financial Service Associate information

See Kansas salary details

$12

$28

$60

How much do financial service associate jobs pay per hour?

As of Jun 4, 2026, the average hourly pay for financial service 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 is the difference between Financial Service Associate vs Financial Advisor?

AspectFinancial Service AssociateFinancial Advisor
CredentialsTypically requires FINRA Series 6 or 7, and possibly a state licenseOften requires Series 7, Series 66, and relevant certifications like CFP
Work EnvironmentBank branches, financial institutions, customer service settingsIndependent or firm-based, client-facing, advisory settings
Employer & IndustryBanks, credit unions, financial service firmsFinancial planning firms, wealth management companies
Primary FocusSupporting financial transactions, customer service, product salesProviding personalized financial planning and investment advice

The main difference is that a Financial Service Associate primarily supports banking operations and customer service, while a Financial Advisor offers personalized financial planning and investment advice. Both roles require relevant licenses, but Financial Advisors typically have more advanced certifications and a broader scope of client interaction.

What are the most commonly searched types of Financial Service jobs in Kansas? The most popular types of Financial Service jobs in Kansas are:
Financial Service Associate jobs near you
Client Service Associate

Client Service Associate

The Martin Financial Group

Wichita, KS • On-site

$55K - $70K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 11 days ago

Job description

Client Service Associate

The Martin Financial Group, a rapidly growing financial planning and advisory firm based in Wichita, KS is looking to hire a Client Service Associate. This individual will have the opportunity to grow and be a part of a national wealth management team that delivers customized wealth management and investment strategies, complex financial planning, and retirement income distribution strategies for our clients. We serve emerging affluent, high net-worth and ultra-high net-worth individuals, families, and business clients.

Role Profile Summary

The Client Service Associate will be responsible for a wide variety of the financial planning and investment management services we provide for our clients. In collaboration with all team members, this individual will focus on client service relationship management, responding to and submitting client service requests, preparing, and submitting paperwork to open accounts and policies, and provide concierge level contact with our clients. This role is often the first introduction to our team beyond the advisors.

Core Responsibilities

● Shepherding clients through the application and underwriting process for life, disability, and annuity products and investment account opening

● Service concierge for clients who have questions or need to make changes to their policies or accounts

● Proactively prepare advisors for client reviews through briefing them on opportunities or service needs for existing insurance products

● Receive incoming calls and emails; take messages, respond appropriately and route correspondence to the appropriate team member

● Handle requests, feedback, and queries quickly and professionally

  • Maintain daily tasks via CRM database

Analytical Support

● Coordinate client service requests between investments, planning and insurance teams

● Analyze client information and prepares reports and presentations

● Enter client information into various systems including financial planning and CRM

● Prepare paperwork or service requests as needed

Client Service

● Answer basic questions for clients or fields client calls

● Maintain information in CRM system

Firm Responsibilities

● Understand and support the firm’s vision, mission, and strategy

● Engage in teamwork and teambuilding and integrate into the culture of the firm

● Participate in the completion of strategic initiatives and projects

Qualifications

● Minimum of two-years’ experience in the financial services or related industry with a concentration in financial planning, securities, insurance, or investment operations

Preferred Qualifications

● Bachelor’s degree with major in finance, economics, accounting, financial planning, or related field

● FINRA Series 7 and Series 63

● Kansas Life and Health Insurance License (preferred or obtainable within 6 months on the job)

Key Characteristics

● Integrity and trustworthiness

● Passion and highly motivated self-starter

● Excellent oral and written communication skills

● Strong attention to detail with the ability to work with a high degree of accuracy

● Ability to maintain effective working relationships with clients

● Ability to embrace change and work in a fast-paced environment

● Ability to work both independently and in a team

● Ability to maintain confidentiality

● Strong aptitude for learning

● Ability to effectively prioritize workloads and complete tasks within well-defined guidelines and time constraints is essential

● Organizational skills and attention to detail are critical given the nature of paperwork, processes, and work, upon which both clients and the Wealth Management Team depend

● Microsoft Office proficiency

Please submit resumes (with cover letters) to megan.wetta@nm.com.