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Investment Advisor Associate Jobs in Kansas (NOW HIRING)

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.

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 ...

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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 30, 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.

Financial Advisor

IMA Financial Group

Wichita, KS • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 27 days ago

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
  • 2020-2023 Business Insurance Magazine Best Places to Work in Insurance
  • 2023 Inc. Magazine's Best Workplaces
  • 2023 Denver Business Journal's Best Places to Work
  • 2022-2023 Connecticut Top Work Places
  • 2021-2023 Inc. 5000's List of Fastest Growing Companies
  • 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
  • 2022-2023 Kansas City Business Journal's Best Places to Work
  • 2021-2023 Charlotte Business Journal's Best Places to Work
  • 2021-2023 Los Angeles Business Journal's Best Places to Work
  • 2021-2023 The Salt Lake City Tribune Top Work Places
  • 2021-2022 Puget Sound Business Journal's Washington's Best Workplaces
  • 2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-large category
  • 2021 Dallas Business Journal's Best Places to Work
  • 2021 Alaska Journal of Commerce's Best Workplaces in Alaska

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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