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Personal Financial Assistant Jobs in Kansas (NOW HIRING)

Astra Bank

Personal Banker

Dodge City, KS · On-site

$16.50 - $20.25/hr

... financial needs in a fast-paced, team-oriented environment. Position: Personal Banker What You'll ... Open new accounts and assist with account maintenance * Handle customer questions and resolve ...

Park Lawn Corporation

Grounds Maintenance

Overland Park, KS · On-site

$14 - $18.25/hr

Financial assistant programs encouraging employees through education and development in industry ... Variety of Vacation, Personal Days and Sick Days based on your role emphasizing the importance of ...

Park Lawn Corporation

Grounds Maintenance

Overland Park, KS · On-site

$14 - $18.25/hr

Financial assistant programs encouraging employees through education and development in industry ... Variety of Vacation, Personal Days and Sick Days based on your role emphasizing the importance of ...

Wesley Medical Center

Financial Counselor

Wichita, KS · On-site

... * Assist patients with payment arrangements and in co-ordination with the Medicaid Eligibility ... and personal growth, we encourage you to apply for our Financial Counselor opening. We promptly ...

CoreFirst Bank & Trust

Lead Personal Banker

Topeka, KS · On-site

$16.75 - $20.25/hr

Lead Personal Bankers ("LPB") open banking accounts, process loan applications, and assist ... customers with their financial needs, by listening and asking appropriate questions;

HR Partners

Lead Personal Banker

Topeka, KS · On-site

$18 - $22/hr

Lead Personal Bankers ("LPB") open banking accounts, process loan applications, and assist ... Provides existing Bank customers with their financial needs, by listening and asking appropriate ...

Equity Bank

Personal Banker -Larned, KS

Larned, KS · On-site

$18.75 - $23/hr

Recommend and provide accounts, loans, and services that match clients' financial needs * Promote ... Approve transactions for other employees within your assigned authority limit * Assist with bank ...

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Personal Financial Assistant information

See Kansas salary details

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How much do personal financial assistant jobs pay per hour?

As of Sep 6, 2026, the average hourly pay for personal financial assistant in Kansas is $20.66, according to ZipRecruiter salary data. Most workers in this role earn between $14.81 and $23.17 per hour, depending on experience, location, and employer.

What is a personal financial assistant?

Personal financial assistants are professionals who help individuals manage their finances, including budgeting, bill payments, tax preparation, and tracking expenses. They may also assist with organizing financial documents, monitoring accounts, and providing reminders for important financial deadlines. Their goal is to help clients gain better control over their day-to-day finances and achieve their financial goals more efficiently. Personal financial assistants can work independently, for financial planning firms, or as part of a larger team supporting high-net-worth individuals.

What are the key skills and qualifications needed to thrive as a personal financial assistant, and why are they important?

To thrive as a Personal Financial Assistant, you need a solid understanding of financial management, budgeting, and accounting principles, often supported by a degree in finance or a related field. Familiarity with financial planning software, spreadsheet tools like Excel, and bookkeeping systems is typically required. Strong organizational skills, discretion, and effective communication help foster trust and ensure clear client interactions. These skills and qualities are crucial for managing sensitive financial data accurately and providing reliable support to clients.

What are some common challenges personal financial assistants face when managing multiple clients' finances?

Personal Financial Assistants often juggle the financial needs and schedules of several clients at once, which can present challenges in maintaining organization and ensuring confidentiality. Managing diverse financial portfolios requires attention to detail and the ability to quickly adapt to different clients' unique goals and preferences. Building trust is essential, as clients rely on you for sensitive information and personalized advice. Staying up-to-date with financial regulations and tools is also important to provide effective and compliant support.

What is the difference between Personal Financial Assistant vs Financial Advisor?

AspectPersonal Financial AssistantFinancial Advisor
CredentialsTypically requires certifications like CFP or CPA, but not always mandatoryOften requires CFP, CFA, or other financial planning certifications
Work EnvironmentSupports individual clients with daily financial tasks, often in office or remote settingsProvides comprehensive financial planning and investment advice, usually in office settings
Employer & Industry UsageCommonly employed by financial firms, banks, or as independent assistantsEmployed by financial planning firms, banks, or as independent advisors
Search & Comparison IntentPeople compare to understand support roles in personal financePeople compare to find comprehensive financial planning services

The main difference is that a Personal Financial Assistant primarily supports clients with day-to-day financial tasks and administrative support, while a Financial Advisor offers strategic financial planning and investment advice. Both roles may require similar certifications, but their scope and client interaction differ significantly.

What qualifications do you need to be a personal financial assistant?

To become a personal financial assistant, candidates typically need a bachelor's degree in finance, accounting, or a related field. Strong analytical skills, proficiency with financial software, and excellent communication abilities are also important; certifications like the CFP or CPA can enhance job prospects.

What job categories do people searching Personal Financial Assistant jobs in Kansas look for?

The top searched job categories for Personal Financial Assistant jobs in Kansas are:

What cities in Kansas are hiring for Personal Financial Assistant jobs?

Cities in Kansas with the most Personal Financial Assistant job openings:

Personal Financial Assistant jobs near you
Infographic showing various Personal Financial Assistant job openings in Kansas as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 19% Part Time, 1% Temporary, and 3% Contract. Highlights an 87% Physical, 2% Hybrid, and 11% Remote job distribution, with an average salary of $42,979 per year, or $20.7 per hour.

Personal Banker

Astra Bank

Dodge City, KS • On-site

$16.50 - $20.25/hr

Full-time

Re-posted 2 days ago

Job description

Ready for your next opportunity?
If you enjoy working with people, providing excellent customer service, and building lasting relationships, this could be the role for you. We’re looking for someone who is friendly, dependable, and passionate about helping customers with their financial needs in a fast-paced, team-oriented environment.
Position: Personal Banker
What You’ll Do:
  • Build and maintain strong relationships with customers by providing exceptional service
  • Assist customers with everyday banking transactions and account needs
  • Identify customer needs and recommend appropriate bank products and services
  • Open new accounts and assist with account maintenance
  • Handle customer questions and resolve concerns in a professional manner
  • Maintain accuracy and attention to detail while processing transactions
  • Support branch goals through relationship building and community involvement
  • Work collaboratively with team members to create a positive customer experience

What We’re Looking For:
  • Strong customer service and communication skills
  • A positive attitude and passion for helping others
  • Ability to build relationships and work effectively with customers and team members
  • Strong attention to detail and organizational skills
  • Ability to multitask and work efficiently in a fast-paced environment
  • Previous customer service or banking experience preferred
  • Proficiency in Microsoft Office and general computer skills
  • Ability to communicate fluently in Spanish

Why Join Us?
At Astra Bank, you’ll be part of a team that values professionalism, integrity, and community involvement. We offer a supportive environment where you can grow your career while making a meaningful impact in the communities we serve.
Apply today and take the next step in your career with Astra Bank!
Astra Bank is an Equal Opportunity Employer. The preceding job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this classification. It may not contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to do this job.
At Astra Bank we are committed to creating a diverse and inclusive work environment. We believe in providing equal opportunities to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected by law. We are dedicated to fostering an environment where everyone feels respected, valued, and empowered to contribute to our success.

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