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Investment Advisor Associate Jobs in Kansas (NOW HIRING)

Foresters Financial

Sales Support Associate

Kansas City, KS · On-site

$16.50 - $21.25/hr

  • Medical

  • Retirement

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 Financial Group

Sales Support Associate

Kansas City, KS · On-site

$16.50 - $21.25/hr

  • Medical

  • Retirement

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 ...

Edelman Financial Engines

Client Service Associate

Wichita, KS · On-site

$50K - $60K/yr

  • Medical

  • Dental

  • Retirement

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 ...

TIAA

Wealth Advisor

Overland Park, KS · On-site

$80K - $95K/yr

  • Medical

  • Life

  • Retirement

Tailors investment strategies for clients, identifying objectives and constraints including ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

UMB Financial

Financial Advisor

Leawood, KS · On-site

$102K - $125K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Establish and execute sales plan to convey UMB's investment process and products to targeted ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

UMB Financial Corporation

Financial Advisor

Leawood, KS · On-site

$102K - $125K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Establish and execute sales plan to convey UMB's investment process and products to targeted ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

rcb

Wealth Advisor - Wichita

Wichita, KS · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Someone to serve as a Relationship Manager and trusted advisor who sells and services a book ... investment, or financial advisory services What might set you apart: * Associate or bachelor ...

RCB Bank

Wealth Advisor - Wichita

Wichita, KS · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Someone to serve as a Relationship Manager and trusted advisor who sells and services a book ... investment, or financial advisory services What might set you apart: * Associate or bachelor ...

rcb

Wealth Advisor - Wichita

Wichita, KS

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Someone to serve as a Relationship Manager and trusted advisor who sells and services a book ... investment, or financial advisory services What might set you apart: * Associate or bachelor ...

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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.

Advisor Development Program - Financial Solutions Advisor Trainee: Highway 123 Financial Center

Bank of America

Seneca, KS • On-site

Full-time

Posted 3 days ago

New

Bank Of America rating

8.2

Company rating: 8.2 out of 10

Based on 528 frontline employees who took The Breakroom Quiz

51st of 171 rated banks

Job description

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through 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 team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Role Specifics:

As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.

Once you have demonstrated success as a licensed ADP Financial Solutions Advisor Stage I, you will typically progress onto the next stage of ADP as a Merrill Financial Advisor Development Program- Financial Advisor (ADP FA). In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you've learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful Merrill ADP FA, you will then have the opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.

Required Qualifications:

  • Displays confidence working in a sales role
  • Builds strong client relationships through effective communication and collaboration
  • Displays a proactive mindset and effective time management
  • Demonstrates a results-driven mindset and prioritizes client interests
  • Identifies appropriate client solutions through application of learnings and new information
  • Applies relevant regulatory due diligence in daily activities and creating long-term client strategies

Desired Qualifications:

  • Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
  • Learns and adapts to new technology or applications
  • Executes multiple tasks simultaneously

    Shift:

    1st shift (United States of America)

    Hours Per Week: 

    40

    What Bank Of America employees say

    Pay

    Benefits

    Hours and flexibility

    Workplace

    Get the full story on Breakroom

    Bank Of America logo

    About Bank Of America

    Sourced by ZipRecruiter

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

    Industry

    Finance and insurance

    Company size

    10,000+ Employees

    Headquarters location

    Charlotte, NC, US

    Year founded

    1998

    Social media

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