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Personal Financial Assistant Jobs in Kansas (NOW HIRING)

Equity Bank

Personal Banker -Larned, KS

Larned, KS

$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 ...

Equity Bank

Personal Banker - Liberal Walmart

Liberal, KS · On-site

$18.50 - $22.50/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 ...

Equity Bank

Personal Banker - Rose Hill, KS

Rose Hill, KS · On-site

$19 - $23.25/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 ...

Equity Bank

Personal Banker - Rose Hill, KS

Rose Hill, KS

$19 - $23.25/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 ...

nVent

Senior Financial Analyst

Pittsburg, KS · On-site

$65K - $81K/yr

... dynamics. * Assist with the monthly close process and translate financial results into clear ... Other supplemental benefits may include tuition reimbursement, caregiver, personal and parental ...

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Personal Financial Assistant information

See Kansas salary details

$9

$20

$36

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 -Larned, KS

Equity Bank

Larned, KS

$18.75 - $23/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 19 days ago

Equity Bank rating

5.3

Company rating: 5.3 out of 10

Based on 18 frontline employees who took The Breakroom Quiz

168th of 175 rated banks

Job description

Position: Personal Banker
Department: Retail Banking
Location: Larned, KS
Job Type: Full-Time/Hourly
Jump start your career at Equity Bank! We are currently hiring energetic, team oriented, and community focused individuals to join our team! With a team of best-in-class customer service experts, you'll help to build and expand on client relationships, deliver the banking products and services that meet the unique and individual needs of clients, and create and uphold an atmosphere of superior experience and service. At Equity Bank we’ll help you invest in your community through volunteer opportunities which align with our company initiatives and core values.
Responsibilities and Expectations
Key Responsibilities
Build Client Relationships
  • Conduct professional client conversations that build and sustain trust and credibility
  • Discover key life events happening with clients to ensure bank products and services are meeting financial needs
  • Recommend and provide accounts, loans, and services that match clients’ financial needs
  • Promote bank products and services within and outside the bank
  • Proactively make referrals to bank partners that result in additional revenue to the bank
  • Demonstrate operational soundness to minimize risk exposure or loss and maintain quality production
  • Adhere to operating procedures and protocols
Deliver a Consistently Superior Client Experience
  • Demonstrate excellent customer service skills
  • Behave in a manner to create a welcoming, engaging, professional environment for clients to experience
  • Proactively resolve client issues in absence of or as directed by Bank Manager
  • Respond to routine client inquiries and requests
  • Perform teller duties as needed and process client transactions
  • Approve transactions for other employees within your assigned authority limit
  • Assist with bank opening and/or closing as directed
Demonstrate Compliance with Applicable Laws and Regulations
  • Understand and follow applicable laws and regulations for your job responsibilities, including but not limited to Equity Bank Business Ethics and Conduct policy, Bank Secrecy Act, Anti-Money Laundering, Information Security, Suspicious Activity Reporting requirements, policies, and procedures
  • Follow deposit account opening procedures and internal suspicious activity referral requirements and processes, as appropriate for this position
  • Actively work with clients to understand each client’s normal account activity, as appropriate for this position
  • Complete periodic compliance training
  • This position requires the employee to obtain and maintain NMLS certification in accordance with the SAFE Act and applicable lending regulations
Required Skills amp; Education
Requirements
  • High School Diploma or equivalent
  • Excellent interpersonal, verbal, and written communication skills
  • Computer proficiency in Windows-based systems
  • Ability to maintain a high degree of confidentiality
  • Strong attention to detail and organizational skills
  • Capable of working with a team to determine solutions
  • Ability to travel to Wichita, KS during first week of employment for required week-long training
Preferred
  • Previous Banking Experience
  • Customer service experience
Who We Are
Equity Bank, a full-service, $7.9 billion community bank, is based in Wichita, Kansas, with over 80 bank offices throughout Kansas, Nebraska, Missouri, Arkansas, and Oklahoma.
At Equity Bank, you can find exciting opportunities to challenge you, expand your skills, and reward your contributions. Our employees receive competitive compensation and benefits, while working in an atmosphere that encourages personal and professional growth. We’re searching for motivated individuals who are passionate about serving others, learning new technologies, and working as part of a team.
Equity Bank offers a full range of financial solutions, including online and mobile banking, commercial loans, consumer banking, and mortgage loans, treasury management service, the best solutions for your business, and absolutely zero ATM fees, anywhere.
What’s in it for you?
We believe your benefits are an important part of your overall compensation package. We work year-round to ensure that we provide our employees with the most up-to-date, competitive program. We thoroughly evaluate our benefit plans and strive to provide quality benefits that support the physical and financial well-being of our employees and their families.
Benefits Available:
  • Health, Dental amp; Vision Insurance
  • Group Life amp; Long-Term Disability Insurance
  • Flexible Spending amp; Health Savings Accounts
  • Group Cancer Insurance
  • 401(K) Retirement Plan w/Company Match
  • Generous Vacation amp; Sick Time
  • Employee Stock Purchase Plan (ESPP)
  • Pet Insurance
  • Retail Banking Benefits
Find your future at Equity Bank!
The above statements are intended to generally describe the nature and level of work to be performed by most people assigned to this job. It is not intended as an exhaustive list of all responsibilities, duties, and requirements.
Physical Requirements
This position requires standing, walking, bending, and squatting on a regular basis. May require the ability to stoop, kneel, crouch or reach with hands and arms. Requires the ability to carry, lift, move or push up to 25 pounds on an occasional basis. Must be able to talk and listen to others.
Work Environment
This position regularly works in an office setting. Most of the job duties require the employee to be working with computers and electronic media on a regular basis.
Equity Bank is an equal opportunity employer and will not make employment decisions based on an applicant’s race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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