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Investment Advisor Associate Jobs in Kansas (NOW HIRING)

Harbourfront Wealth Management

$65K - $75K/yr

CIRO dealer, investment counsel, asset manager, U.S. Registered Investment Advisor (RIA) and ... We currently have a career opportunity for a Senior Advisor Services Associate. This role has ...

IMA Financial Group

Financial Advisor

Wichita, KS · On-site

Join a 25-year-old Registered Investment Advisor serving 650+ households, managing $1B+ in assets ... Value and understand the importance of diversity, equity, and inclusion among all IMA associates.

People People

Client Service Specialist (CSS)

Olathe, KS · On-site

$16.50 - $21.75/hr

... Associate's or Bachelor's degree preferred.Equivalent financial services experience considered. Experience 2-5 years of client service or operations experience in: Registered Investment Advisor (RIA ...

People People

Client Service Specialist (CSS)

Lenexa, KS · On-site

$16.50 - $21.75/hr

Associate's or Bachelor's degree preferred. * Equivalent financial services experience considered. Experience * 2-5 years of client service or operations experience in: Registered Investment Advisor ...

People People

Client Service Specialist (CSS)

Olathe, KS · On-site

$16.50 - $21.75/hr

Associate's or Bachelor's degree preferred. * Equivalent financial services experience considered. Experience * 2-5 years of client service or operations experience in: Registered Investment Advisor ...

People People

Client Service Specialist (CSS)

Olathe, KS · On-site

$16.50 - $21.75/hr

Associate's or Bachelor's degree preferred. * Equivalent financial services experience considered. Experience * 2-5 years of client service or operations experience in: Registered Investment Advisor ...

People People

Client Service Specialist (CSS)

Lenexa, KS · On-site

$16 - $21/hr

Associate's or Bachelor's degree preferred. * Equivalent financial services experience considered. Experience * 2-5 years of client service or operations experience in: Registered Investment Advisor ...

Cetera Investors

Sales Support Associate

Kansas City, KS · On-site

$16.50 - $21.25/hr

Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit ...

Cetera Investors

Sales Support Associate

Kansas City, KS · On-site

$16.50 - $21.25/hr

Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit ...

Cetera

Office Services Associate

Leawood, KS · On-site

$15.50 - $19.50/hr

Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera's principal office is ...

Cetera

Office Services Associate

Leawood, KS · On-site

$15.50 - $19.50/hr

Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera's principal office is ...

Harbourfront Wealth Management

$50K - $55K/yr

S. Registered Investment Advisor (RIA) and insurance company. At Harbourfront Wealth, our core ... We currently have a full-time opportunity for an Account Processing Associate to join our ...

KEATING

Team Financial Advisor

Manhattan, KS · On-site

$50K - $55K/yr

At Keating and Associates, each individual has a unique ability, a unique story, and a unique ... The position plays an important role in preparing financial plans, supporting investment and ...

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All JobsInvestment Advisor Associate JobsInvestment Advisor Associate Jobs in Kansas

Investment Advisor Associate information

See Kansas salary details

$34.3K

$59.9K

$100.3K

How much do investment advisor associate jobs pay per year?

As of Aug 17, 2026, the average yearly pay for investment advisor associate in Kansas is $59,894.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,700.00 and $73,600.00 per year, depending on experience, location, and employer.

What is an investment advisor associate?

Investment Advisor Associates are financial professionals who support investment advisors or financial advisors in managing client portfolios, conducting research, and providing financial planning services. They often help with preparing reports, communicating with clients, and implementing investment strategies under the supervision of a senior advisor. This role is typically an entry- to mid-level position and can serve as a stepping stone to becoming a fully licensed investment advisor. Investment Advisor Associates may also assist in client onboarding, compliance, and administrative duties. Their goal is to help clients achieve their financial objectives while gaining experience in the wealth management industry.

How does an investment advisor associate typically collaborate with senior advisors and clients?

Investment Advisor Associates often work closely with senior advisors by preparing client presentations, conducting market research, and assisting in the development of tailored investment strategies. They frequently participate in client meetings, helping to address client questions and support relationship management. This collaborative environment provides valuable exposure to client-facing responsibilities and mentorship from experienced advisors, enabling associates to build their skills and advance within the firm.

What are the key skills and qualifications needed to thrive as an investment advisor associate, and why are they important?

To thrive as an Investment Advisor Associate, you need a solid understanding of financial markets, investment strategies, and regulatory compliance, often supported by a bachelor’s degree in finance or a related field. Familiarity with portfolio management software, financial planning tools, and relevant certifications such as the Series 7 or Series 66 licenses is typically required. Strong interpersonal skills, attention to detail, and effective communication help build client trust and support team collaboration. These competencies are crucial for delivering sound financial advice, maintaining compliance, and fostering long-term client relationships.

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

AspectInvestment Advisor AssociateFinancial Advisor
CredentialsSeries 7, 66, or 65 licenses; relevant FINRA certificationsSeries 7, 66, or 65 licenses; CFP or other certifications often preferred
Work EnvironmentSupport role within investment firms, assisting advisors and clientsClient-facing role providing personalized financial planning and investment advice
Employer & Industry UsageFinancial services firms, investment advisory firmsIndependent or firm-based financial planning practices, banks, wealth management

While both roles require similar licenses and work within the financial industry, Investment Advisor Associates primarily support senior advisors and handle administrative tasks, whereas Financial Advisors directly engage with clients to develop personalized financial plans and investment strategies.

How much do investment advisor associates get paid?

Investment advisor associates typically earn a median annual salary of around $60,000 to $80,000, with higher earnings possible based on experience, location, and performance. Entry-level positions may start lower, while experienced associates or those with certifications like the Series 7 or 66 can earn more, often supplemented by bonuses and commissions.

What are the most commonly searched types of Investment Advisor jobs in Kansas?

The most popular types of Investment Advisor jobs in Kansas are:

What are popular job titles related to Investment Advisor Associate jobs in Kansas?

For Investment Advisor Associate jobs in Kansas, the most frequently searched job titles are:

What job categories do people searching Investment Advisor Associate jobs in Kansas look for?

The top searched job categories for Investment Advisor Associate jobs in Kansas are:

What cities in Kansas are hiring for Investment Advisor Associate jobs?

Cities in Kansas with the most Investment Advisor Associate job openings:

Investment Advisor Associate jobs near you
Infographic showing various Investment Advisor Associate job openings in Kansas as of August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 27% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $59,894 per year, or $28.8 per hour.

Senior Advisor Services Associate (Trust & Estate)

Harbourfront Wealth Management

On-site

$65K - $75K/yr

Full-time

Posted 28 days ago

Job description

Who we are:
Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing wealth management firm with over $16 billion in assets under administration, comprised of five integrated entities: CIRO dealer, investment counsel, asset manager, U.S. Registered Investment Advisor (RIA) and insurance company. At Harbourfront Wealth, our core values start with the belief that great people make great companies.
Career opportunity:
We currently have a career opportunity for a Senior Advisor Services Associate. This role has flexibility on location out of Vancouver, BC, Winnipeg, MB, or Burlington, ON. We are looking for a highly motivated, high performing results driven candidate who will report to the Manager, Advisor Support. This highly motivated candidate must take personal responsibility for building solid relationships and must have a passion for providing high quality
customer service.
You will be responsible for:
  • Assist with Trust and Estate account administration, including processing estate settlements, transfers, documentation, and responding to related client and advisor inquiries
  • Acting as the subject matter expert on Custodian (NBIN) back-office processes & platforms
  • Acting as the subject matter expert on all day-to-day services for client related inquiries: such as deposits, withdrawals, transfers, internal Harbourfront systems and provide demos as required 
  • Pivoting between multiple priorities and urgent tasks
  • Monitoring all designated mailboxes for incoming inquiries
  • Providing professional, timely, and accurate responses to inquiries, following established SLAs
  • Conducting follow-ups and provide status updates, following established SLAs
  • Escalating pending inquiries as necessary, following established protocols
  • Scheduling meetings with NBIN to expedite resolution for outstanding requests
  • Liaising with internal teams and/or external vendors, as necessary, to complete all service inquiries
  • Identify and assessing patterns within the Advisor Support department 
  • Conducting training for advisory teams
  • Closing all completed ticket items in a timely manner
  • Keeping up to date with corporate and industry changes, including implementing internal changes, as necessary, to further improve service levels
  • Participating in team meetings to address ongoing processing issues and make improvements
  • Seeking advisory branch feedback to help improve services
  • Assisting special projects and other internal departments, as necessary, to help maintain adequate servicing across the firm
  • Other duties, as assigned

The ideal candidate for this position has:
  • Previous knowledge of National Bank Independent Network back-office process and various applications
  • 1–2 years of hands-on experience supporting Trust and Estate administration, including related processing and documentation.
  • 3-5 years of administrative experience, back-office experience in a CIRO firm environment is strongly preferred
  • Thorough knowledge of securities/CIRO industry operational processes, internal procedures/products, various registered and non-registered account types, documentation requirements on account opening, and systems an asset
  • Excellent verbal and written communication skills
  • Proficiency with MS Office applications
  • Strong analytical skills with attention to detail
  • Demonstrated ability to prioritize, multitask, work within time constraints and follow-up
  • Demonstrated ability to work in a high volume and time-demanding environment
  • Demonstrated ability to learn quickly, retain information, achieve results, and thrives within a fast-paced environment
  • Strong analytical, problem-solving, and organizational skills

Salary Range: $65,000 - $75,000 per annum (actual salary offered will be commensurate with education, experience, and internal parity).   
Diversity and Inclusion
Diversity is an important value to us. We are committed to providing equal opportunities in employment and to providing a workplace which is free from discrimination and harassment. This means that all job applicants and employees will receive equal treatment regardless of race, colour, ethnic or national origins, sex, marital status, disability, age, sexual orientation, religion, or belief.