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Junior Advisor Jobs in Kansas (NOW HIRING)

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 ...

About GG Advisors GG Advisors is a Kansas City area professional services firm located in Leawood ... Giving guidance and mentorship to junior staff * Assisting with any internal projects, process ...

About GG Advisors GG Advisors is a Kansas City area professional services firm located in Leawood ... Giving guidance and mentorship to junior staff * Assisting with any internal projects, process ...

Tax and Advisory Associate

Salina, KS · On-site

$55K - $74K/yr

Support the training and development of junior staff through mentorship and guidance. Why Choose Us: At SSC CPAs + Advisors, we believe in the power of employee ownership. As an employee-owned ...

Tax and Advisory Associate

Salina, KS · On-site

$55K - $74K/yr

Support the training and development of junior staff through mentorship and guidance. Why Choose Us: At SSC CPAs + Advisors, we believe in the power of employee ownership. As an employee-owned ...

Tax and Advisory Associate

Salina, KS · On-site

$55K - $74K/yr

Support the training and development of junior staff through mentorship and guidance. Why Choose Us: At SSC CPAs + Advisors, we believe in the power of employee ownership. As an employee-owned ...

Advise customers on multi-cloud commitment strategy and sizing, FinOps maturity, and cloud ... Mentor and support more junior Technical Account Managers, helping establish best practices and ...

Coupa Consultant III

Overland Park, KS · On-site

$100K - $140K/yr

You'll oversee full Coupa deployments, advise on practices, and design procurement solutions that ... Mentor and train junior consultants and implementation teams Where it leads We promote from within ...

You'll oversee full Coupa deployments, advise on practices, and design procurement solutions that ... Mentor and train junior consultants and implementation teams Where it leads We promote from within ...

*Tax Manager*

Overland Park, KS · Hybrid

$125K - $175K/yr

Mentor and develop junior tax staff, providing training and guidance. Stay current with tax law changes and advise clients accordingly. Assist in business development efforts, including identifying ...

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Junior Advisor information

See Kansas salary details

$28.5K

$58.4K

$88.3K

How much do junior advisor jobs pay per year?

As of Sep 6, 2026, the average yearly pay for junior advisor in Kansas is $58,358.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,800.00 and $66,400.00 per year, depending on experience, location, and employer.

What is a junior advisor?

Junior Advisors are entry-level professionals who assist senior advisors in providing guidance and support to clients or organizations. Their responsibilities often include conducting research, preparing reports, and helping to implement recommendations made by senior staff. Junior Advisors typically work under supervision while gaining experience and developing their skills in areas such as finance, education, or business consulting. This role serves as a stepping stone to more advanced advisory positions.

What are the typical responsibilities and learning opportunities for a junior advisor within a team setting?

As a Junior Advisor, you will typically support senior advisors by conducting research, preparing client materials, and helping manage client communications. This role offers valuable exposure to client interactions and strategic planning, allowing you to develop your analytical and problem-solving skills. You'll often work closely with team members from various departments, gaining insight into different areas of the business and building a strong foundation for career advancement. The collaborative environment encourages learning from experienced colleagues and gradually taking on more responsibility as your confidence grows.

What are the key skills and qualifications needed to thrive as a junior advisor, and why are they important?

To thrive as a Junior Advisor, you need foundational knowledge in your advisory field, strong analytical abilities, and a relevant degree such as business, finance, or a related discipline. Familiarity with Microsoft Office Suite, CRM software, and, in some sectors, financial analysis tools or certification like CFA Level I can be beneficial. Exceptional communication, active listening, and problem-solving skills help build trust and rapport with clients and teams. These competencies are important for delivering accurate advice, fostering client relationships, and supporting senior advisors in achieving organizational goals.

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

The most popular types of Advisor jobs in Kansas are:

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

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

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

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

Infographic showing various Junior Advisor job openings in Kansas as of August 2026, with employment types broken down into 90% Full Time, 8% Part Time, 1% Temporary, and 1% Contract. Highlights an 68% Physical, 4% Hybrid, and 28% Remote job distribution, with an average salary of $58,358 per year, or $28.1 per hour.

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 4 days ago


Key responsibilities

  • 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 across retirement, investment management, tax strategies, estate planning, risk management, and education funding.


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
• Business Insurance Magazine - Best Places to Work in Insurance
• US Insurance Awards - Community Outreach Project of the Year
• U.S. Chamber of Commerce Citizen Awards - Best Corporate Steward finalist
• Inc. Magazine Best Workplaces
• Inc. 5000 - List of Fastest Growing Companies
• Alaska Journal of Commerce - Best Workplaces in Alaska
• Charlotte Business Journal - Best Places to Work
• Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• Connecticut Top Workplaces
• Dallas Business Journal - Best Places to Work
• Denver Business Journal - Best Places to Work
• Denver Business Journal - Fast 50
• Kansas City Business Journal - Best Places to Work
• Los Angeles Business Journal - Best Places to Work
• Puget Sound Business Journal - Washington's Best Workplaces
• Tampa Bay Times - Best Workplaces
• The Salt Lake City Tribune Top Workplaces
• Utah Business - Best Places to Work
• Wichita Business Journal - Best Places to Work
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.

What IMA Financial Group employees say

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