With the same licensing as our Financial Advisors, Associate Financial Advisors work with an ... Providing personalized investment and financial solutions to clients? * Cultivating relationships ...
With the same licensing as our Financial Advisors, Associate Financial Advisors work with an ... Providing personalized investment and financial solutions to clients? * Cultivating relationships ...
With the same licensing as our Financial Advisors, Associate Financial Advisors work with an ... Providing personalized investment and financial solutions to clients? * Cultivating relationships ...
With the same licensing as our Financial Advisors, Associate Financial Advisors work with an ... Providing personalized investment and financial solutions to clients? * Cultivating relationships ...
$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 ...
Quick apply
$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 ...
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.
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.
Associate Wealth Management Advisor
Leawood, KS · On-site
$60K - $80K/yr
They are seeking an Associate Service Advisor to support the advisory team and help deliver a high ... Familiarity with financial planning concepts, investments, or insurance * Life & Health license and ...
Quick apply
Associate Wealth Management Advisor
Leawood, KS · On-site
$60K - $80K/yr
They are seeking an Associate Service Advisor to support the advisory team and help deliver a high ... Familiarity with financial planning concepts, investments, or insurance * Life & Health license and ...
Trading & Investment Operations Associate
Wichita, KS · On-site
$90K - $120K/yr
Trading & Investment Operations Associate Location: Wichita, KS (in-office or hybrid) Overview We ... and advisor direction o Assist with portfolio rebalancing and cash management o Monitor trade ...
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Trading & Investment Operations Associate
Wichita, KS · On-site
$90K - $120K/yr
Trading & Investment Operations Associate Location: Wichita, KS (in-office or hybrid) Overview We ... and advisor direction o Assist with portfolio rebalancing and cash management o Monitor trade ...
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 ...
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 ...
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 ...
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 ...
Client Service Associate
$50K - $60K/yr
Two years of relevant experience (Registered Investment Advisor or Broker/Dealer) is preferred * Bachelor's degree or equivalent experience preferred * Good understanding of finance and investment ...
Client Service Associate
$50K - $60K/yr
Two years of relevant experience (Registered Investment Advisor or Broker/Dealer) is preferred * Bachelor's degree or equivalent experience preferred * Good understanding of finance and investment ...
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 ...
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 ...
Office Services Associate
$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 ...
Office Services Associate
$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 ...
The Investment Operations Associate plays an essential role in delivering exceptional service to ... Serve as a primary operational support resource for Trust Officers and Wealth Advisors. * Assist ...
The Investment Operations Associate plays an essential role in delivering exceptional service to ... Serve as a primary operational support resource for Trust Officers and Wealth Advisors. * Assist ...
The Investment Operations Associate plays an essential role in delivering exceptional service to ... Serve as a primary operational support resource for Trust Officers and Wealth Advisors. * Assist ...
The Investment Operations Associate plays an essential role in delivering exceptional service to ... Serve as a primary operational support resource for Trust Officers and Wealth Advisors. * Assist ...
Office Services Associate
Leawood, KS · On-site
$16.85 - $24.50/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 ...
Office Services Associate
Leawood, KS · On-site
$16.85 - $24.50/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 ...
The Investment Operations Associate plays an essential role in delivering exceptional service to ... Serve as a primary operational support resource for Trust Officers and Wealth Advisors. * Assist ...
Quick apply
The Investment Operations Associate plays an essential role in delivering exceptional service to ... Serve as a primary operational support resource for Trust Officers and Wealth Advisors. * Assist ...
Merrill Advisor Development Program- Financial Advisor: Greater Kansas City Market
Leawood, KS · Hybrid
... investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory ...
Merrill Advisor Development Program- Financial Advisor: Greater Kansas City Market
Leawood, KS · Hybrid
... investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory ...
Sales Support Associate
$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 ...
Sales Support Associate
$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 ...
Sales Support Associate
$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 ...
Sales Support Associate
$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 ...
Merrill Advisor Development Program - Financial Advisor: Western Long Island Market
Garden City, KS · Hybrid
... investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory ...
Merrill Advisor Development Program - Financial Advisor: Western Long Island Market
Garden City, KS · Hybrid
... investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory ...
Client Service Associate
Wichita, KS · On-site
$50K - $60K/yr
Two years of relevant experience (Registered Investment Advisor or Broker/Dealer) is preferred * Bachelor's degree or equivalent experience preferred * Good understanding of finance and investment ...
Client Service Associate
Wichita, KS · On-site
$50K - $60K/yr
Two years of relevant experience (Registered Investment Advisor or Broker/Dealer) is preferred * Bachelor's degree or equivalent experience preferred * Good understanding of finance and investment ...
Investment Advisor Associate information
See Kansas salary details
$38.9K is the 25th percentile. Wages below this are outliers.
$34.3K - $40.3K
33% of jobs
$40.3K - $46.3K
1% of jobs
$46.3K - $52.3K
9% of jobs
The median wage is $55.6K / yr.
$52.3K - $58.3K
13% of jobs
$58.3K - $64.3K
7% of jobs
$64.3K - $70.3K
12% of jobs
$70.5K is the 75th percentile. Wages above this are outliers.
$70.3K - $76.3K
9% of jobs
$76.3K - $82.3K
6% of jobs
$82.3K - $88.3K
5% of jobs
$88.3K - $94.3K
2% of jobs
$94.3K - $100.3K
2% of jobs
$34.3K
$59.9K
$100.3K
How much do investment advisor associate jobs pay per year?
What are Investment Advisor Associates?
What is the difference between Investment Advisor Associate vs Financial Advisor?
| Aspect | Investment Advisor Associate | Financial Advisor |
|---|---|---|
| Credentials | Series 7, 66, or 65 licenses; relevant FINRA certifications | Series 7, 66, or 65 licenses; CFP or other certifications often preferred |
| Work Environment | Support role within investment firms, assisting advisors and clients | Client-facing role providing personalized financial planning and investment advice |
| Employer & Industry Usage | Financial services firms, investment advisory firms | Independent 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 do Investment Advisor Associates typically collaborate with senior advisors and clients?
What are the key skills and qualifications needed to thrive as an Investment Advisor Associate, and why are they important?

Other
Posted 10 days ago
Edward Jones rating
8.2
Based on 254 frontline employees who took The Breakroom Quiz
44th of 150 rated financial services
Job description
Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.
We'll give you the support you need.
Our team will be there every step of the way, providing:
- Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program
- A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources
- Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions
- Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate
- Resiliency and adaptability in a nimble learning environment
- Attention to detail, strong organizational and time management skills
Can you see yourself...
- Providing personalized investment and financial solutions to clients?
- Cultivating relationships in your local community to grow the business?
- Contributing to the branch business plan to increase branch effectiveness?
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